DKNG

NKE

News of the Week (September 29 - October 3, 2025)

Table of Contents: * Nike – Earnings Review * Cloudflare – Earnings Review * The Trade Desk – New Product & a Partner * Mercado Libre – Noisy Week * SoFi – Data & Products

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MU

News of the Week (September 22-26, 2025)

Housekeeping & Recent Content: * A detailed overview of Rubrik’s business and stock will be published soon. * My current portfolio & performance vs. the S&

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PYPL

News of the Week (September 15-19, 2025)

Covering a few investor days and another noisy week in markets.

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ORCL

News of the Week (September 8 - 12, 2025)

Wrapping up earnings season, Goldman Sachs conference coverage and more.

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GTLB
Nerd Plus Access Nerd Max Access

News of the Week (September 1 - 5, 2025)

Earnings reviews, investor conferences & other contextualized news from the week.

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