MU

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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GOOGL / GOOG

News of the Week (December 16 - 20, 2024)

Content sent during the week: * Details on SoFi Insider Trades. * Fed Statement Highlights & My Thoughts. * Portfolio Update with a Brand New Holding. Table of

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AMZN

Amazon, Apple & Uber Earnings Reviews + an Intel Snapshot

Table of Contents * 1. Uber (UBER) – Earnings Review * a. Demand * b. Profits & Margins * c. Balance Sheet * d. Q4 Guidance & Valuation * e. Call &

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GOOGL / GOOG

AMD, Alphabet, Visa & TransMedics Earnings Coverage

Table of Contents * 1. Quick Earnings Snapshots – Visa (V) & TransMedi … * a. Visa * b. TransMedics (TMDX) * 2. AMD (AMD) – Earnings Summary * a. Results * b. Balance

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GOOGL / GOOG

News of the Week (October 14 - 18, 2024)

American Express; Bank of America; Disney; Starbucks; ASML; Intuitive Surgical; SentinelOne; SoFi; Sell-Side Notes; Headlines; Macro

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