NET
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 &
Read MoreNews 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.
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