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)

In case you missed it: 1. SentinelOne, Oracle & Block Earnings Reviews from Wednesday. 2. Latest Portfolio & Performance Update from Thursday 3. 30+ earnings

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News of the Week

News of the Week (March 3-7, 2025)

Table of Contents * 1. Broadcom (AVGO) – Earnings Review * b. Key Points * c. Demand * d. Profits & Margins * e. Balance Sheet * f. Guidance & Valuation * g.

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Earnings Review

Alphabet & AMD Earnings Reviews + Spotify & Chipotle Earnings Snapshots

In case you missed it, our detailed PayPal Earnings Review from this afternoon. This was a very long 16-hour work day. If there’s an

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