DDOG

News of the Week

News of the Week (November 17-21, 2025)

Table of Contents * 1. Datadog (DDOG) – Q3 2025 Earnings Review * a. Datadog 101 * b. Key Points * c. Demand * d. Profits & Margins * e. Balance Sheet

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Earnings Review

News of the Week (November 3-7, 2025)

Table of Contents * 1. Brief Earnings Snapshots – Spotify, AppLovin, Datadog & Axon * a. Spotify * b. App Lovin * c. Datadog * d. Axon (AXON)  * 2. Detailed Robinhood

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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,

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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

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Earnings Review
Nerd Plus Access Nerd Max Access

News of the Week (August 4 - 8, 2025)

Almost everything was sent during the week. In case you missed it: * Trade Desk, Duolingo & DraftKings earnings reviews * Uber & Shopify earnings reviews * Lemonade,

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