Earnings Season Preview
Table of Contents * a. Updated Performance Heading Into Earnings * b. A Bit on Software * c. Thoughts on Individual Holdings * d.
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Nvidia Earnings Review
Great quarter. If a normal company delivered this kind of outperformance, there's a very good chance shares would have responded better. Nvidia has been cursed by its own success. They have trained analysts to expect monumentally amazing quarters every three months.
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April 21, 2026
April 18, 2026
News of the Week (April 13-17, 2026)
Table of Contents * 1. ASML (ASML) – Brief Earnings Snapshot * 2. Rocket Lab (RKLB) – Coverage Initiation and Preliminary Thoughts * 3. Big
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April 16, 2026
Netflix Q1 2026 Earnings Review
Table of Contents * a. Key Points * b. Demand * c. Profits & Margins * d. Balance Sheet * e. Guidance & Valuation * f.
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