News of the Week
JPM
News of the Week (October 13-17, 2025)
Sections 3-14 are for paid subscribers. These sections include commentary on First Brands and Tricolor implications, as well as updates on PayPal, Uber, Flutter, Robinhood,
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GOOGL / GOOG
News of the Week (October 6 - 10, 2025)
Table of Contents: 1. Alphabet – Gemini Enterprise & Search 2. PayPal – BNPL & Ads 3. Amazon – Quick Suite 4. AI Trade Thoughts 5. DraftKings – CEO
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NKE
News of the Week (September 29 - October 3, 2025)
Table of Contents: * Nike – Earnings Review * Cloudflare – Earnings Review * The Trade Desk – New Product & a Partner * Mercado Libre – Noisy Week * SoFi – Data & Products
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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&
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PYPL
News of the Week (September 15-19, 2025)
Covering a few investor days and another noisy week in markets.
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