NOW

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

Read More

Earnings Review

ServiceNow Q1 2025 Earnings Review

Housekeeping: Hi friends! I had a bit of a personal health issue today that required an impromptu visit to two eye doctors. I’m fine,

Read More

Earnings Review

News of the Week (March 10 - 14, 2025)

In case you missed it: 1. SentinelOne, Oracle & Block Earnings Reviews from Wednesday. 2. Latest Portfolio & Performance Update from Thursday 3. 30+ earnings

Read More

News of the Week

Remaining News of the Week (Jan 27 - 31, 2025)

Table of Contents * 1. Earnings Round-Up – Visa (V), Mastercard (MA), … * a. Visa Snapshot * b. Mastercard Snapshot * c. Intel Snapshot * d. IBM Snapshot * 2. Detailed ServiceNow

Read More