AI Industry Developments Table of Contents * Way #1: * Way #2: * Why Does This Matter? Things are starting to change a bit in frontier model land in two, intermingled ways. Way #1: For months, it seemed as
Portfolio & Performance Updates Table of Contents * a. Updated Performance * b. Portfolio Changes * c. Portfolio Management Strategy Snapshot * d. Updated Holdings a. Updated Performance Overall:
News of the Week (June 29 - July 3 2026) Table of Contents * 1. Nike (NKE) – Earnings Data & Some Thoughts on Apparel * a. Earnings Data * b. Forward Guidance * c. Other News & Quick Thoughts * 2. Uber (UBER) – Waymo * 3. Meta (META) – Excess
News of the Week (June 22-26, 2026) Loading the Elevenlabs Text to Speech AudioNative Player... The big news from this week was Micron earnings. Our full review was already published and can be found here. Outside of that, it was
Micron (MU) Q3 2026 Earnings Review Loading the Elevenlabs Text to Speech AudioNative Player... For a quick and informative overview of Micron’s business, click here. Table of Contents a. Key Points * Supply tightness expected to last through 2027.
