AMZN

JPM

News of the Week (October 13-17, 2025)

Sections 3-14 are for paid subscribers. These sections include commentary on First Brands and Tricolor implications, as well as updates on PayPal, Uber, Flutter, Robinhood,

Read More
GOOGL / GOOG

News of the Week (October 6 - 10, 2025)

Table of Contents: 1. Alphabet – Gemini Enterprise & Search 2. PayPal – BNPL & Ads 3. Amazon – Quick Suite 4. AI Trade Thoughts 5. DraftKings – CEO

Read More
MU

News of the Week (September 22-26, 2025)

Housekeeping & Recent Content: * A detailed overview of Rubrik’s business and stock will be published soon. * My current portfolio & performance vs. the S&

Read More
GTLB
Nerd Plus Access Nerd Max Access

News of the Week (September 1 - 5, 2025)

Earnings reviews, investor conferences & other contextualized news from the week.

Read More
SOFI
Nerd Plus Access Nerd Max Access

News of the Week (August 11 - 15, 2025)

In case you missed something from this past week: * Nu & Airbnb earnings reviews * The Trade Desk News Alert * Cava & On Running earnings reviews

Read More