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 Bank Credit & Earnings Data * a. JP Morgan * b. Bank of America * c.
Netflix Q1 2026 Earnings Review Table of Contents * a. Key Points * b. Demand * c. Profits & Margins * d. Balance Sheet * e. Guidance & Valuation * f. Call & Letter * g. Take Welcome back to earnings season! Over the next
Taiwan Semiconductor Earnings Review Welcome back to earnings season! Over the next several weeks, I will be sending 40 detailed reviews on popular, high-quality companies. The Netflix article will be published later tonight, with ServiceNow, Tesla,
Portfolio & Performance Updates (2 New Buys) Table of Contents * a. Performance * b. Transactions * c. Portfolio Management Strategy * d. Holdings a. Performance Overall performance:
