News of the Week (October 20-24, 2025) Sections 4-14 are for paid subscribers. If you'd like to read about SoFi credit market information, Rubrik's Agent Cloud Release, a brief Lemonade vs. Root comparison, Trade Desk competition
Tesla Q3 2025 Earnings Review Sections e, f & g are for paid subscribers. They include detailed data and commentary on guidance, valuation, the shareholder letter and the conference call, as well as my take on the quarter.
Netflix Q3 2025 Earnings Review Sections e, f & g are for paid subscribers. They include detailed data and commentary on the balance sheet, guidance, valuation, shareholder letter and conference call, as well as my take on the
News of the Week (October 13-17, 2025) Sections 3-14 are for paid subscribers. These sections include commentary on First Brands and Tricolor implications, as well as updates on PayPal, Uber, Flutter, Robinhood, SoFi, Amazon etc. Welcome back to earnings season.
Taiwan Semiconductor Earnings Review Taiwan Semi manufactures chipsets for designers like Nvidia, Amazon, AMD, Broadcom and Qualcomm. It does so in its highly expensive and complex chip fabrication plants. These are called “fabs” for short.
