CRWD
Earnings Review
News of the Week (May 19 - 23, 2025)
I published my Snowflake & Palo Alto Earnings Reviews during the week. I also published a portfolio & performance update. Next week, I will be
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Earnings Review
CrowdStrike Earnings Review, Uber CEO Interview & 4 Earnings Snapshots
In case you missed it: * Nvidia & Cava Earnings Reviews * Lemonade Earnings Review * Coupang Earnings Review * SoFi Earnings Review * Netflix Earnings Review * Nu Earnings Review
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META
Meta, Tesla & Starbucks Earnings Reviews + DeepSeek News & Implications
Dissecting 3 earnings reports and some GenAI disruption
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