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Taiwan Semi Q4 2024 Earnings Review

Taiwan Semi (TSM) — Earnings Review Taiwan Semi builds chipsets for other companies like Nvidia, AMD and Qualcomm. It does so in its highly expensive, highly

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GOOGL / GOOG

News of the Week (Jan 13 - 17, 2025)

Table of Contents * 1. The Trade Desk (TTD) — M&A * 2. SoFi (SOFI) — Asset Light Lending Growth * 3. Duolingo (DUOL) — Updates * 4. Earnings Season

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GOOGL / GOOG

News of the Week (January 4 - 8, 2025)

In case you missed it, the majority of this week’s content was already sent: 1. Mid-week news – Uber Confidence & Partnerships; Meta Content Moderation;

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ADBE

Oracle & MongoDB Earnings Reviews + Adobe, Alphabet, Uber, SoFi & Duolingo News

Table of Contents * 1. Adobe (ADBE) — Brief Earnings Snapshot (Review … * a. Results * b. Guidance & Valuation * c. Balance Sheet * 2. Oracle (ORCL) – Detailed Earnings Review

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ABNB

News of the Week (December 2 - 6, 2024)

A large portion of the content from this week was already sent. In case you missed it: * Lululemon Earnings Review. * Salesforce & SentinelOne Earnings Reviews

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