News of the Week
Earnings Review
News of the Week (May 19 - 23, 2025)
I published my Snowflake & Palo Alto Earnings Reviews during the week. I also published a portfolio & performance update. Next week, I will be
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Earnings Review
News of the Week (May 5 - 9, 2025)
Most of the content from this week has already been sent: * Trade Desk Earnings Review (and a Cloudflare Snapshot) * Shopify & Mercado Libre Earnings Reviews
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Apple
News of the Week (April 28 - May 2, 2025)
The majority of this week’s content has already been sent. In case you missed it: * SoFi Earnings Review. * PayPal Earnings Review. * Meta, Robinhood &
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