GOOGL / GOOG
News of the Week
News of the Quiet Week (November 24-28, 2025)
It was a very short and quiet week of news. The Zscaler earnings review has already been sent. CrowdStrike, Rubrik, SentinelOne and a few other
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GOOGL / GOOG
Alphabet Q3 Earnings Review + a Mercado Libre Snapshot
I will post a complete earnings review on Mercado Libre tomorrow. It will cover the shareholder letter, presentation, conference call, other notes and my take
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News of the Week
News of the Week (October 20-24, 2025)
Sections 4-14 are for paid subscribers. If you'd like to read about SoFi credit market information, Rubrik's Agent Cloud Release, a
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GOOGL / GOOG
News of the Week (October 6 - 10, 2025)
Table of Contents: 1. Alphabet – Gemini Enterprise & Search 2. PayPal – BNPL & Ads 3. Amazon – Quick Suite 4. AI Trade Thoughts 5. DraftKings – CEO
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PYPL
News of the Week (September 15-19, 2025)
Covering a few investor days and another noisy week in markets.
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