News of the Week

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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ORCL

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

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

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GTLB
Nerd Plus Access Nerd Max Access

News of the Week (September 1 - 5, 2025)

Earnings reviews, investor conferences & other contextualized news from the week.

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OKTA
Nerd Plus Access Nerd Max Access

News of the Week (August 25-29, 2025)

Earnings reviews from this week: * MongoDB, CrowdStrike & Nvidia * SentinelOne Earnings reviews from this season: * Nu & Airbnb earnings reviews * Cava & On Running earnings

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