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 MoreNews 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 MoreNews 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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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
Read MoreNews 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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