Earnings Review

AAPL

Microsoft & Apple Earnings Reviews

Digesting the results of these two titans.

Read More

META

Meta, Tesla & Starbucks Earnings Reviews + DeepSeek News & Implications

Dissecting 3 earnings reports and some GenAI disruption

Read More

SOFI

SoFi Q4 2024 Earnings Review

Table of Contents * a. Key Points * b. Demand * c. Profits & Margins * d. Credit Health & Balance Sheet * Vintage Analysis: * Deposits: * More than Fair Value

Read More

TSM

Taiwan Semi Q4 2024 Earnings Review

Taiwan Semi (TSM) — Earnings Review Taiwan Semi builds chipsets for other companies like Nvidia, AMD and Qualcomm. It does so in its highly expensive, highly

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