News of the Week (August 18-22, 2025) Next week, we’ll send reviews on Nvidia, CrowdStrike, SentinelOne and MongoDB. In case you missed it from this earnings season: * Nu & Airbnb earnings reviews * Cava & On Running earnings reviews * Datadog
News of the Week (August 11 - 15, 2025) In case you missed something from this past week: * Nu & Airbnb earnings reviews * The Trade Desk News Alert * Cava & On Running earnings reviews * Portfolio & Performance Updates In case you missed
Nu & Airbnb Earnings Reviews Earnings reviews to read from this current season: * Cava & On Running. * AMD Earnings Review (section 4). * Trade Desk, Duolingo & DraftKings earnings reviews * Uber & Shopify earnings reviews * Lemonade, Hims & Coupang
Trade Desk News Alert The Trade Desk sold off this morning on Walmart contract news. Per an article posted by The Information, Walmart renegotiated their programmatic ad contract to be non-exclusive. They’ll still work with TTD,
