NET
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
Read MoreNu, 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
Read MoreTrade 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)
Read MoreNews of the Week (April 7 - 11, 2025)
I published an update on my portfolio and performance vs. the S&P 500 earlier in the week. Table of Contents * 1. J.P.
Read MoreNews of the Week (February 3 - 7, 2025)
Most of this week’s content has already been sent. In case you missed it: * Amazon, Cloudflare (part 1) and Disney Earnings Reviews * Uber Earnings
Read More