Earnings Review

NFLX

Netflix Q3 2025 Earnings Review

Sections e, f & g are for paid subscribers. They include detailed data and commentary on the balance sheet, guidance, valuation, shareholder letter and conference

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TSM

Taiwan Semiconductor Earnings Review

Taiwan Semi manufactures chipsets for designers like Nvidia, Amazon, AMD, Broadcom and Qualcomm. It does so in its highly expensive and complex chip fabrication plants. These are called “fabs” for short.

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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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ORCL

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

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

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