AXON
Axon Q2 2026 Earnings Review
Over the next several weeks, subscribers will get 40+ earnings reviews, ongoing fundamental news coverage and real-time updates of my own portfolio/performance. A
Read MoreNews of the Week (July 13-17, 2026)
Welcome back to earnings season. Netflix and Taiwan Semi reviews were published this week. Alphabet, Tesla, ServiceNow and more earnings coverage is coming next week.
Read MoreNews 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. Other News & Quick Thoughts
Read MoreNews 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 & Special Call * 3. Axon
Read MoreNews 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's Interview with JP Morgan
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