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News of the Week (July 6-10, 2026)

Table of Contents * 1. Meta (META) – Various News * 2. Netflix (NFLX) – Evolving Approach * 3. Starbucks (SBUX) – Homegrown AI Apps? * 4.

AI Industry Developments

Table of Contents * Way #1: * Way #2: * Why Does This Matter? Things are starting to change a bit in frontier

Portfolio & Performance Updates

Table of Contents * a. Updated Performance * b. Portfolio Changes * c. Portfolio Management Strategy Snapshot * d. Updated Holdings a. Updated Performance

News of the Week (June 29 - July 3 2026)

Table of Contents * 1. Nike (NKE) – Earnings Data & Some Thoughts on Apparel * a. Earnings Data * b. Forward Guidance * c.

News of the Week (June 22-26, 2026)

Loading the Elevenlabs Text to Speech AudioNative Player... The big news from this week was Micron earnings. Our full review

Micron (MU) Q3 2026 Earnings Review

Loading the Elevenlabs Text to Speech AudioNative Player... For a quick and informative overview of Micron’s business, click here.

News of the Week (June 15 - 19, 2026)

Loading the Elevenlabs Text to Speech AudioNative Player... 1. Macro – Fed Day The big news this week was Kevin Warsh&

Valuation Comp Sheets

A few notes on the data shown below. * 2026 Consensus Estimate Trend measures the trailing 12-month change in analyst

Amazon (AMZN) -- External Chip Sales

Meta (META) -- AI Talent

June 2026 Fed Day Review

News of the Week (June 8-12, 2026)

Loading the Elevenlabs Text to Speech AudioNative Player... It was a busy week of fundamental news. Over the last 5

Shopify -- June 2026 Investor Conference Interview

Reddit (RDDT) -- June 2026 Investor Conference Review

MongoDB -- June 2026 Investor Conference Review

CFO Mike Berry & Core Product Chief Product Officer Ben Cefalo sat down with Bank of America & William Blair

Apple (AAPL) – WWDC 2026 Review

SpaceX (SPCX) – Quick S-1 Summary

Definitions: 1. Falcon 9 is its rocket system that launches satellites, people & cargo into orbit. 2. Falcon Heavy is

Zscaler (ZS) -- June 2026 Analyst Day & Investor Conference Reviews

Oracle Earnings Review

Table of Contents * a. Key Points * b. Demand * c. Profits * d. Balance Sheet * e. Guidance & Valuation * f. Call &

Rubrik 2026 Investor Day Review

Other recent Rubrik content to read: * Latest Earnings Review * Company Deep Dive Table of Contents * 1. Officially Introducing Rubrik Annapurna

Lemonade (LMND) -- June 2026 Investor Conference Review

News of the Week (June 1-5, 2026)

Table of Contents * 1. Lemonade (LMND) – Co-Founder/CEO Daniel Schreiber Interviews with Piper Sandler * 2. Alphabet (GOOGL) – Capital Raise

Portfolio & Performance Updates

a. Updated Performance Overall:

Rubrik & Broadcom Earnings Reviews

Exploring the earnings reports of these two technology companies.

Portfolio Management Decision

CrowdStrike & Palo Alto Earnings Reviews

1. Palo Alto (PANW) – Earnings Review Throughout this article I am going to be using a lot of acronyms that

Portfolio & Performance Updates

Table of Contents * a. Updated Performance * b. Portfolio Changes * c. Portfolio Management Strategy * d. Holdings a. Updated Performance Overall:

News of the Week (May 25 - 29, 2026)

The main articles for the week have already been sent. Over the last five days, subscribers have received: * Salesforce Earnings

Salesforce (CRM) Earnings Review

More Software Earnings Coverage

Okta, UiPath, and SentinelOne are not part of the core coverage network. Still, with software sentiment so volatile and the

MongoDB (MDB) Earnings Review

Housekeeping: * Click here to read the basics on MongoDB's business. * My Zscaler earnings review can be found here.

Snowflake (SNOW) Earnings Review

Housekeeping: * My detailed Zscaler Earnings Review can be found here. * Salesforce and MongoDB earnings reviews will come tomorrow. * Snowflake 101

Portfolio & Performance Updates

a. Performance Overall:

Zscaler (ZS) Earnings Review

Other reviews from this season to read: * Nu * Mercado Libre & Datadog * AMD & Uber * Axon * SoFi * Amazon * On Holding

News of the Week (May 19-23, 2026)

A lot of this week's content has already been sent. A review of SoFi CEO Anthony Noto'

Nvidia & Cava Earnings Reviews

Other reviews from this season to read: * Nu * Mercado Libre & Datadog * AMD & Uber * Axon * SoFi * Amazon * On Holding

SoFi (SOFI) Noto Investor Conference Interview & Updated Thoughts on the Company

Table of Contents * 1. More on SoFi Plus * 2. Loan Platform Business (LPB) & Credit Health * 3. 2026 Loan Growth

News of the Week (May 11-15, 2026)

Loading the Elevenlabs Text to Speech AudioNative Player... The main articles for the week have been sent. Over the last

Starbucks (SBUX) Q2 2026 Earnings Review

Other reviews from this season to read: * Nu * Mercado Libre & Datadog * AMD & Uber * Axon * SoFi * Amazon * On Holding

Nu Q1 2026 Earnings Review

Other reviews from this season to read: * Mercado Libre & Datadog * AMD & Uber * Axon * SoFi * Amazon * On Holding * AppLovin

ServiceNow 2026 Investor Week Review

Table of Contents * 1. Headless & Frontend Choice * 2. Autonomous Labor – Menu of 1st-Party Agents * 3. Armis + Veza = Autonomous

Sea Limited (SE) Q1 2026 Earnings Review

Other reviews from this season to read: * Mercado Libre & Datadog * AMD & Uber * Axon * SoFi * Amazon * On Holding * AppLovin

Portfolio & Performance Updates

On Holding (ONON) Q1 2026 Earnings Review

Other reviews from this season to read: * Mercado Libre & Datadog * AMD & Uber * Axon * SoFi * Amazon * AppLovin & Cloudflare

Hims & The Trade Desk Earnings Reviews

Other reviews from this season to read: * Mercado Libre & Datadog * AMD & Uber * Axon * SoFi * Amazon * AppLovin & Cloudflare

Portfolio & Performance Updates

Table of Contents * a. Performance Updates * b. Changes * c. Updated Holdings a. Performance Updates Overall Performance:

News of the Week (May 4-8, 2026)

AppLovin & Cloudflare Earnings Reviews

Other reviews from this season to read: * Mercado Libre & Datadog * AMD & Uber * Axon * SoFi * Amazon * Duolingo * Meta * Lemonade

Mercado Libre & Datadog Earnings

Other reviews from this season to read: * AMD & Uber * Axon * SoFi * Amazon * Duolingo * Meta * Lemonade * Robinhood * Alphabet * Shopify &

Axon Q1 2026 Earnings Review

Other reviews from this season to read: * AMD & Uber * SoFi * Amazon * Duolingo * Meta * Lemonade * Robinhood * Alphabet * Shopify & Coupang

AMD & Uber Earnings Reviews

1. AMD (AMD) – Q1 2026 Earnings Review AMD 101: AMD designs CPUs and GPUs, offers software and provides connectivity equipment

Shopify & Coupang Earnings Reviews

Other reviews to read from this season: * Palantir * SoFi * Amazon * Meta * Lemonade * Robinhood * Alphabet * Reddit * ServiceNow * Apple * Duolingo * Spotify * Microsoft

Duolingo Q1 2026 Earnings Review

Duolingo is a gamified language learning app attempting to become the standard for expressing proficiency. It’s quickly expanding into

Palantir (PLTR) Q1 2026 Earnings Review

Click here for a quick overview of Palantir’s business, where it provides value and how it makes money. Other

News of the Week (April 27 - May 1, 2026)

Loading the Elevenlabs Text to Speech AudioNative Player... Almost all of this week’s material has already been sent. In

Microsoft Q3 2026 Earnings Review

Loading the Elevenlabs Text to Speech AudioNative Player... Table of Contents * a. Key Points * b. Demand * c. Profits * d. Balance

Apple (AAPL) Q2 2026 Earnings Review

Table of Contents * a. Key Points * b. Demand * c. Profits * d. Balance Sheet * e. Guidance & Valuation * f. Call &

Reddit (RDDT) Q1 2026 Earnings Review

Reddit 101 – Reddit is a large social media platform made up of millions of small communities (subreddits) purpose-built for

Alphabet (GOOGL) Q1 2026 Earnings Review

Fantastic quarter. The search business is rocking, and obviously proving that AI applications are both incremental and easily monetizable. The slower YouTube advertising growth is by design, as Google favors premium subscriptions over...

Amazon Q1 2026 Earnings Review

Other reviews from this season include: * SoFi * Meta * Lemonade * Robinhood * ServiceNow * Spotify * Taiwan Semi * Netflix * Tesla Table of Contents * a.

Portfolio & Performance Updates

a. Updated Performance vs. the S&P 500 Overall:

Meta Q1 2026 Earnings Review

Other recent earnings reviews: * SoFi * Lemonade * Robinhood * ServiceNow * Spotify * Taiwan Semi * Netflix * Tesla Table of Contents * a. Key Points * b.

Lemonade (LMND) Q1 2026 Earnings Review

* For a quick overview of Lemonade's business, click here. * For a detailed review of its latest investor day,

SoFi Q1 2026 Earnings Review

Click here for a quick SoFi 101 overview and here for my SoFi deep dive. Other reviews from this season:

Robinhood (HOOD) Q1 2026 Earnings Review

Table of Contents * a. Key Points * b. Demand Snapshot * c. Profit Snapshot * d. Balance Sheet * e. Guidance & Valuation * f.

Spotify Q1 2026 Earnings Review

Table of Contents * a. Key Points * b. Demand * c. Profits & Margins * d. Balance Sheet * e. Guidance & Valuation * f.

News of the Week (April 20-24, 2026)

Table of Contents * 1. Intel (INTC) – Brief Earnings Snapshot * 2. Salesforce (CRM) – Setting a New Software Trend? * 3. Anthropic * 4.

Tesla Q1 2026 Earnings Review

Table of Contents * a. Key Points * b. Demand * c. Profits & Margins * d. Balance Sheet * e. Valuation * f. Call &

ServiceNow Q1 2026 Earnings Review

Welcome back to earnings season! Over the next several weeks, I will be sending 40 detailed reviews on popular, high-

Earnings Season Preview

Table of Contents * a. Updated Performance Heading Into Earnings * b. A Bit on Software * c. Thoughts on Individual Holdings * d.

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

Netflix Q1 2026 Earnings Review

Table of Contents * a. Key Points * b. Demand * c. Profits & Margins * d. Balance Sheet * e. Guidance & Valuation * f.

Taiwan Semiconductor Earnings Review

Welcome back to earnings season! Over the next several weeks, I will be sending 40 detailed reviews on popular, high-

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

Portfolio & Performance Updates (2 New Buys)

Table of Contents * a. Performance * b. Transactions * c. Portfolio Management Strategy * d. Holdings a. Performance Overall performance:

Portfolio & Performance Updates

a. Performance Overall:

News of the Week (March 30 - April 3, 2026)

The Nike earnings review and a portfolio/performance update were published during the week. 1. Updated Fast Growth FCF Comp

Portfolio & Performance Updates

a. Updated Performance Overall:

Nike (NKE) Q3 2026 Earnings Review

Table of Contents a. Key Points * North America and the running category continue to be the highlights.  * Ongoing struggles in

News of the Week (March 23-27, 2026)

Table of Contents * 1. Updated Fast Growth PEG Ratio Comp Sheet * 2. Meta (META) – Legal Issues & More * a. Legal

Portfolio & Performance Updates

Table of Contents * a. Updated Performance * b. Changes * c. Portfolio Management Strategy * d. Updated Holdings a. Updated Performance Overall:

Portfolio & Performance Updates

Exiting a Position, Adding to Others & Updated Performance

Table of Contents * 1. Updated Performance * 2. Changes * 3. Portfolio Management Strategy * 4. Updated Holdings 1. Updated Performance Overall:

News of the Week (March 16-20, 2026)

Other recent earnings reviews to read from this season: * Micron * Rubrik & Oracle * Snowflake * MongoDB & The Trade Desk * Sea

Micron Earnings Review

Table of Contents * a. Micron 101 * b. Key Points * c. Demand * d. Profits & Margins * e. Balance Sheet * f. Guidance

SoFi Short Report Response

Table of Contents * 1. Charge-off Ratios * 2. LPB-based Mis-Statement of Debt & Overstating EBITDA * 3. Whole Loan

News of the Week (March 9-13, 2026)

Other Recent Earnings Reviews: * Rubrik & Oracle * Snowflake * MongoDB & The Trade Desk * Sea Limited & On Holding * Nvidia * CrowdStrike

Rubrik & Oracle Earnings Reviews

Table of Contents * 1. Oracle (ORCL) – Earnings Review * a. Oracle 101 * b. Key Points * c. Demand * d. Profits & Margins

Portfolio & Performance Updates

Updating my holdings, my approach & my performance.

Make-Up News of the Week (March 2-6, 2026)

CrowdStrike and Broadcom Earnings Reviews

Table of Contents * 1. CrowdStrike (CRWD) – Earnings Review * a. CrowdStrike 101 * b. Key Points * c. Demand * d. Profits & Margins

Sea Limited & On Holding Earnings Reviews

Table of Contents * 1. On Holding (ONON) – Earnings Review * a. Key Points * b. Demand * c. Profits & Margins * d. Balance

MongoDB & The Trade Desk Earnings Reviews

Table of Contents * 1. The Trade Desk (TTD) – Earnings Review * a. The Trade Desk 101 * b. Key Points * c. Demand

Snowflake Earnings Review

News of the Week (February 23-27, 2026)

Hey guys. The Snowflake and Trade Desk reviews will come in the next couple of days. I caught a nasty

Coupang & Zscaler Earnings Reviews

Exploring the results of these two disruptors.

Nvidia Earnings Review

Great quarter. If a normal company delivered this kind of outperformance, there's a very good chance shares would have responded better. Nvidia has been cursed by its own success. They have trained analysts to expect monumentally amazing quarters every three months.

Nu & Cava Earnings Reviews

Table of Contents * 1. Nu (NU) – Detailed Earnings Review * a. Key Points * b. Demand * c. Profits & Margins * d. Balance

Axon & Mercado Libre Earnings Reviews

Table of Contents * 1. Axon (AXON) – Earnings Review * a. Key Points * b. Demand * c. Profits & Margins * d. Balance Sheet

Hims Q4 2025 Earnings Review

Table of Contents * a. Key Points * b. Demand * c. Profits & Margins * d. Balance Sheet * e. Guidance & Valuation * f.