GOOGL / GOOG

News of the Week

News of the Week (March 18 - 22, 2025)

In case you missed it – my review of the Fed statement and Powell presser can be found here. Table of Contents * 1. Alphabet (GOOGL) – M&

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Earnings Review

News of the Week (March 10 - 14, 2025)

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Portfolio Update

Portfolio & Performance Updates

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Earnings Review

SentinelOne, Oracle & Block (Part 2) Earnings Reviews

Table of Contents * 1. Oracle (ORCL) – Earnings Review * a. Oracle 101 * b. Key Points * c. Demand * d. Profits & Margins * e. Balance Sheet * f. Guidance

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Portfolio Update

Portfolio & Performance Update

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