Meta

News of the Week

News of the Week (August 18-22, 2025)

Housekeeping: I hope everyone is enjoying the look and feel of the new website. We are still sorting out a few bugs, so things like

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News of the Week

News of the Week (May 26-30, 2025)

Most of this week’s content was already sent. My Nvidia (NVDA) & SentinelOne (S) Earnings Review can be found here; my Zscaler (ZS) Earnings

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Microsoft

Meta, Robinhood & Starbucks Earnings Reviews + Microsoft Snapshot

In case you missed it: * SoFi Earnings Review. * Alphabet Earnings Review. * Tesla Earnings Review. * PayPal Earnings Review. * Chipotle Earnings Review. * ServiceNow Earnings Review. * Netflix and

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Tesla

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

Dissecting 3 earnings reports and some GenAI disruption

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LMND

Meta & Microsoft Earnings Reviews + Lemonade, Coinbase & Robinhood Snapshots

Table of Contents * 1. Earnings Round-Up — Lemonade, Robinhood & Coinb … * a. Lemonade (LMND) * b. Coinbase (COIN) * c. Robinhood (HOOD) * 2. Meta Platforms (META) — Earnings Review

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