GOOGL / GOOG
News of the Week (June 2-6, 2025)
In case you missed it from this earnings season: * CrowdStrike Earnings Review * Nvidia & SentinelOne Earnings Reviews * Zscaler Earnings Review * Trade Desk Earnings Review * DraftKings
Read MoreNews of the Week (May 19 - 23, 2025)
I published my Snowflake & Palo Alto Earnings Reviews during the week. I also published a portfolio & performance update. Next week, I will be
Read MoreNews of the Week (May 5 - 9, 2025)
Most of the content from this week has already been sent: * Trade Desk Earnings Review (and a Cloudflare Snapshot) * Shopify & Mercado Libre Earnings Reviews
Read MoreAlphabet (GOOGL) Q1 2025 Earnings Review
Table of Contents * a. Key Points * b. Demand * c. Profits & Margins * d. Balance Sheet * e. Guidance & Valuation * f. Call & Release * g. Take
Read MoreNews of the Week (April 14-18, 2025)
In case you missed it, I published my portfolio earnings season preview this week. That piece also included my updated holdings, performance and some more
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