News of the Week (April 13-17, 2026) Table of Contents * 1. ASML (ASML) – Brief Earnings Snapshot * 2. Rocket Lab (RKLB) – Coverage Initiation and Preliminary Thoughts * 3. Big Bank Credit & Earnings Data * a. JP Morgan * b. Bank of America * c.
Netflix Q1 2026 Earnings Review Table of Contents * a. Key Points * b. Demand * c. Profits & Margins * d. Balance Sheet * e. Guidance & Valuation * f. Call & Letter * g. Take Welcome back to earnings season! Over the next
Taiwan Semiconductor Earnings Review Welcome back to earnings season! Over the next several weeks, I will be sending 40 detailed reviews on popular, high-quality companies. The Netflix article will be published later tonight, with ServiceNow, Tesla, Robinhood,
News of the Week (April 6-10, 2026) Loading the Elevenlabs Text to Speech AudioNative Player... Earnings season kicks back off next week. Taiwan Semiconductor and Netflix earnings reviews will come Thursday. Big bank credit data will come Saturday. Excited for
Portfolio & Performance Updates (2 New Buys) Table of Contents * a. Performance * b. Transactions * c. Portfolio Management Strategy * d. Holdings a. Performance Overall performance:
