News of the Week

News of the Week (February 2 - 6, 2026)

Almost all of this week’s content was already sent: * Axon Deep Dive. * Palantir Earnings Review. * AMD & PayPal Earnings Reviews. * Alphabet & Uber Earnings

News of the Week

News of the Week (January 26 - 30, 2026)

Housekeeping: As a reminder, if you’re a Max subscriber, you have access to the Discord room. That’s where I will field your questions

News of the Week

News of the Week (January 19-23, 2026)

In case you missed it: * Netflix (NFLX) Earnings Review * Taiwan Semi (TSMC) Earnings Review * My Current Portfolio & Performance vs. the S&P 500

News of the Week

News of the Week (January 12 - 16, 2026)

Table of Contents * 1. Big Bank Earnings * a. JP Morgan * b. Bank of America * c. More Commentary from Around the Sector * 2. Software Selloff &

News of the Week

News of the Week (January 5 - 9, 2026)

Reviewing major keynotes from CES 2026, exploring high-profile M&A, updating valuation tables and more.