MDB

MU

News of the Week (September 22-26, 2025)

Housekeeping & Recent Content: * A detailed overview of Rubrik’s business and stock will be published soon. * My current portfolio & performance vs. the S&

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MDB
Free Access

Nvidia, CrowdStrike & MongoDB Earnings Reviews

This article contains full reviews of Nvidia, CrowdStrike & MongoDB earnings. Housekeeping: * A favor request – please respond to this send with a one-word email. This

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Earnings Review

News of the Week (June 9-13, 2025)

Links to 40 detailed earnings reviews from this season Link to my current portfolio & performance vs. the S&P 500 Table of Contents

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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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META

Meta, Tesla & Starbucks Earnings Reviews + DeepSeek News & Implications

Dissecting 3 earnings reports and some GenAI disruption

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