NET

NKE

News of the Week (September 29 - October 3, 2025)

Table of Contents: * Nike – Earnings Review * Cloudflare – Earnings Review * The Trade Desk – New Product & a Partner * Mercado Libre – Noisy Week * SoFi – Data & Products

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V
Nerd Plus Access Nerd Max Access

News of the Week (July 28 - August 1, 2025)

In case you missed it, the convincing majority of our content from the week has already been sent: * Amazon & Microsoft Earnings Reviews * Meta &

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ABNB

News of the Week (June 2-6, 2025)

In case you missed it from this earnings season: * CrowdStrike Earnings Review * Nvidia & SentinelOne Earnings Reviews * Zscaler Earnings Review * Trade Desk Earnings Review * DraftKings

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NET

Nu, On Running & Cloudflare Earnings Reviews

In case you missed it: * Trade Desk Earnings Review * Shopify & Mercado Libre Earnings Reviews * Uber Earnings Review * AMD & Datadog Earnings Reviews * Lemonade Earnings

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NET

Trade Desk Earnings Review + Cloudflare & DraftKings Snapshots

1. Earnings Snapshots — DraftKings (DKNG) & Cloudflare (NET) Full reviews for both of these companies will be published alongside Coupang on Saturday. a. Cloudflare (NET)

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