News of the Week (July 6-10, 2026) Table of Contents * 1. Meta (META) – Various News * 2. Netflix (NFLX) – Evolving Approach * 3. Starbucks (SBUX) – Homegrown AI Apps? * 4. Nu (NU) – Mexico * 5. Headlines & Macro During the week, I published a
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
