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Portfolio & Performance Updates
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Portfolio & Performance Updates

a. Updated Performance Overall:

  • Bradley Freeman
3 min read
Palantir Q4 2025 Earnings Review

Palantir Q4 2025 Earnings Review

In Case You Missed It: * SoFi Earnings Review. * Microsoft Earnings Review. * Meta & ServiceNow Earnings Reviews. * Starbucks Earnings Review. * Apple & Tesla Earnings Reviews. * Netflix Earnings Review. * Taiwan Semi Earnings Review. * Axon Deep

  • Bradley Freeman
13 min read
Axon Deep Dive

Axon Deep Dive

Table of Contents * Section 1 – Story, Mission, Basics & Team * 1a. Story * 1b. Culture * 1c. Team * 1d. Basic Business Model & Opportunity * Section 2  – Connected Devices Product Category * 2a. Sensor Army * 2b. Connected

  • Bradley Freeman
61 min read
News of the Week (January 26 - 30, 2026)
Free Access

News of the Week (January 26 - 30, 2026)

Housekeeping: As a reminder, if you’re a Max subscriber, you have access to the Discord room. That’s where I will field your questions and share analysis the most quickly. It’s

  • Bradley Freeman
8 min read
Microsoft Earnings Review

Microsoft Earnings Review

Table of Contents * a. Key Points * b. Demand * c. Profits & Margins * d. Balance Sheet * e. Guidance & Valuation * f. Call * g. Take

  • Bradley Freeman
9 min read
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