Earnings Review

Earnings Review

Palantir Q4 2024 Earnings Review

Exploring the results of this software disruptor.

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News of the Week

Remaining News of the Week (Jan 27 - 31, 2025)

Table of Contents * 1. Earnings Round-Up – Visa (V), Mastercard (MA), … * a. Visa Snapshot * b. Mastercard Snapshot * c. Intel Snapshot * d. IBM Snapshot * 2. Detailed ServiceNow

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AAPL

Microsoft & Apple Earnings Reviews

Digesting the results of these two titans.

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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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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

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