Palantir Q4 2024 Earnings Review

Exploring the results of this software disruptor.

Portfolio Management Thoughts Amid Tariffs

Remaining News of the Week (Jan 27 - 31, 2025)

Portfolio Update

Microsoft & Apple Earnings Reviews

Digesting the results of these two titans.

Meta, Tesla & Starbucks Earnings Reviews + DeepSeek News & Implications

Dissecting 3 earnings reports and some GenAI disruption

Portfolio Earnings Season Preview

SoFi Earnings Review

News of the Week (January 20 - 24, 2025)

SoFi Earnings Thoughts

Netflix Earnings Review

Taiwan Semi Q4 2024 Earnings Review