Tesla (TSLA) Q1 2025 Earnings Review In case you missed it: * Earnings Season Preview. * Netflix & Taiwan Semi Earnings Review. * Updated Portfolio & Performance vs. the S&P 500 with a New Holding. Table of Contents * a. Key
News of the Week (April 14-18, 2025) In case you missed it, I published my portfolio earnings season preview this week. That piece also included my updated holdings, performance and some more detail on this week’s digital advertising news.
Netflix & Taiwan Semi Earnings Reviews Table of Contents * 1. Taiwan Semi (TSM) Earnings Review * a. Taiwan Semi 101 * b. Key Points * c. Demand * d. Profits & Margins * e. Balance Sheet * f. Guidance & Valuation * g. Call & Release
