Earnings Review

SOFI

SoFi Q3 2025 Earnings Review

sections d, e, f & g are for paid readers. They walk through detailed credit information, capital market liquidity and all of the relevant notes

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TSLA

Tesla Q3 2025 Earnings Review

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

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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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