Meta, Tesla & Starbucks Earnings Reviews + DeepSeek News & Implications Dissecting 3 earnings reports and some GenAI disruption
SoFi Q4 2024 Earnings Review Table of Contents * a. Key Points * b. Demand * c. Profits & Margins * d. Credit Health & Balance Sheet * Vintage Analysis: * Deposits: * More than Fair Value Markings: * More Student Loan Metrics: * Liquidity & Net
News of the Week (January 20 - 24, 2025) Table of Contents * 1. Earnings Round-Up – American Express (AXP) & In … * a. American Express (AXP) – Earnings Summary: * b. Intuitive Surgical (ISRG) – Earnings Summary * 2. Nu (NU) – Mexico & Going Global * a. Mexico * b.
