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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 13, 2026

Portfolio & Performance Updates

May 12, 2026

On Holding (ONON) Q1 2026 Earnings Review

Other reviews from this season to read: * Mercado Libre & Datadog * AMD & Uber * Axon * SoFi * Amazon * AppLovin & Cloudflare

May 11, 2026

Hims & The Trade Desk Earnings Reviews