JPM

JPM

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

Sections 3-14 are for paid subscribers. These sections include commentary on First Brands and Tricolor implications, as well as updates on PayPal, Uber, Flutter, Robinhood,

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AMZN

News of the Week (July 14-18, 2025)

Table of Contents * 1. Amazon (AMZN) – Prime Day/Week, CrowdStrike (CR … * a. Amazon – Prime Days * b. CrowdStrike * 2. Alphabet (GOOGL) – AI Data & More * 3.

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News of the Week

News of the Week (July 7-11, 2025)

The slow season is over and earnings season starts next week! There are about 40 reviews to catch up on from last season, and I

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News of the Week

News of the Week (April 7 - 11, 2025)

I published an update on my portfolio and performance vs. the S&P 500 earlier in the week. Table of Contents * 1. J.P.

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TTD

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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