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.
Portfolio & Performance Update Updated Performance vs. the S&P 500: Portfolio Changes and Updated Holdings:
News of the Week (October 6 - 10, 2025) Table of Contents: 1. Alphabet – Gemini Enterprise & Search 2. PayPal – BNPL & Ads 3. Amazon – Quick Suite 4. AI Trade Thoughts 5. DraftKings – CEO Interview 6. Mercado Libre – Macro & Products 7.
News of the Week (September 29 - October 3, 2025) Table of Contents: * Nike – Earnings Review * Cloudflare – Earnings Review * The Trade Desk – New Product & a Partner * Mercado Libre – Noisy Week * SoFi – Data & Products * Uber – M&A * DraftKings & FanDuel – Prediction
