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
News of the Week (April 7 - 11, 2025) I published an update on my portfolio and performance vs. the S&P 500 earlier in the week. Table of Contents * 1. J.P. Morgan (JPM) – Earnings Snapshot & Economi … * a. Demand
News of the Week (March 31 - April 4, 2025) Table of Contents * 1. Amazon (AMZN) – Various News * 2. Hims (HIMS) – Weight Loss Drugs * 3. DraftKings (DKNG) & Sports Betting * 4. Meta (META) – Smart Glasses * 5. Headlines * 6. Macro Aside from the extremely
