CrowdStrike & MongoDB Earnings Reviews
Exploring the quarterly results of these two enterprise software firms.
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Taiwan Semiconductor Earnings Review
Taiwan Semi manufactures chipsets for designers like Nvidia, Amazon, AMD, Broadcom and Qualcomm. It does so in its highly expensive and complex chip fabrication plants. These are called “fabs” for short.
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December 2, 2025
November 29, 2025
News of the Quiet Week (November 24-28, 2025)
It was a very short and quiet week of news. The Zscaler earnings review has already been sent. CrowdStrike, Rubrik,
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November 26, 2025
Portfolio & Performance Updates
a. Updated Performance vs. the S&P 500 Overall:
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