MU

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&

Read More

News of the Week

News of the Week (June 23 - 27, 2025)

Table of Contents * 1. Updated Free Cash Flow (FCF) Valuation Comp She … * a. Fast Growth * b. Mature Growth * 2. Alphabet (GOOGL) – Miscellaneous * a. Open AI

Read More

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&

Read More