BAC

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

AMZN

News of the Week (July 14-18, 2025)

Table of Contents * 1. Amazon (AMZN) – Prime Day/Week, CrowdStrike (CR … * a. Amazon – Prime Days * b. CrowdStrike * 2. Alphabet (GOOGL) – AI Data & More * 3.

Read More

ABNB

News of the Week (June 2-6, 2025)

In case you missed it from this earnings season: * CrowdStrike Earnings Review * Nvidia & SentinelOne Earnings Reviews * Zscaler Earnings Review * Trade Desk Earnings Review * DraftKings

Read More

News of the Week

News of the Week (April 14-18, 2025)

In case you missed it, I published my portfolio earnings season preview this week. That piece also included my updated holdings, performance and some more

Read More

TTD

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

Table of Contents * 1. The Trade Desk (TTD) — M&A * 2. SoFi (SOFI) — Asset Light Lending Growth * 3. Duolingo (DUOL) — Updates * 4. Earnings Season

Read More