META

MU

News of the Week (September 22-26, 2025)

Housekeeping & Recent Content: * A detailed overview of Rubrik’s business and stock will be published soon. * My current portfolio & performance vs. the S&

Read More
PYPL

News of the Week (September 15-19, 2025)

Covering a few investor days and another noisy week in markets.

Read More
ORCL

News of the Week (September 8 - 12, 2025)

Wrapping up earnings season, Goldman Sachs conference coverage and more.

Read More
News of the Week
Free Access

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

Next week, we’ll send reviews on Nvidia, CrowdStrike, SentinelOne and MongoDB. In case you missed it from this earnings season: * Nu & Airbnb earnings

Read More
Earnings Review

Meta & Robinhood Earnings Reviews + Microsoft Snapshot

The rest of the Microsoft review, Amazon & part one of the Apple review are all coming tomorrow. The rest of Apple, Starbucks and Cloudflare

Read More