News of the Week (April 27 - May 1, 2026)
Almost all of this week’s material has already been sent. In case you missed it: * SoFi Earnings Review * Amazon
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Alphabet (GOOGL) Q1 2026 Earnings Review
Fantastic quarter. The search business is rocking, and obviously proving that AI applications are both incremental and easily monetizable. The slower YouTube advertising growth is by design, as Google favors premium subscriptions over...
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May 2, 2026
May 2, 2026
Microsoft Q3 2026 Earnings Review
Table of Contents * a. Key Points * b. Demand * c. Profits * d. Balance Sheet * e. Guidance & Valuation * f. Call &
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May 1, 2026
Apple (AAPL) Q2 2026 Earnings Review
Table of Contents * a. Key Points * b. Demand * c. Profits * d. Balance Sheet * e. Guidance & Valuation * f. Call &
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