AMZN

UBER

Uber News

Waymo is expanding to Miami early next year. Unfortunately, Waymo plans to use Moove for fleet management and its own app to offer rides. This

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ADBE

News of the Week (November 25 - 29, 2024)

I hope you’re all having a great holiday and weekend. In case you missed it, I posted a CrowdStrike earnings review earlier in the

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News of the Week

News of the Week (November 18 - 22)

Table of Contents * 1. Amazon (AMZN) – Anthropic & More * 2. Alphabet (GOOGL) – Antitrust & More * 3. Palo Alto (PANW) – Earnings Review * a. Palo Alto 101

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Earnings Review

Nvidia, Snowflake & Sea Limited Earnings + Lemonade Investor Day

1. Sea Limited (SE) – Earnings Review a. Demand * Beat gross merchandise value (GMV) estimates by 2%. Missed active user metrics by about 1%. * Beat revenue

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News of the Week

News of the Week (November 11 - 15, 2024)

More content from this week: * Nu & Disney Earnings Reviews. * Shopify Earnings Review, & some Block Coverage Catch-up. * Portfolio Update More earnings reviews from the

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