NU
News of the Week (June 1-5, 2026)
Table of Contents * 1. Lemonade (LMND) – Co-Founder/CEO Daniel Schreiber Interviews with Piper Sandler * 2. Alphabet (GOOGL) – Capital Raise & Special Call * 3. Axon
Read MoreNu Q1 2026 Earnings Review
Other reviews from this season to read: * Mercado Libre & Datadog * AMD & Uber * Axon * SoFi * Amazon * On Holding * AppLovin & Cloudflare * Duolingo * Meta * Lemonade
Read MoreNu & Cava Earnings Reviews
Table of Contents * 1. Nu (NU) – Detailed Earnings Review * a. Key Points * b. Demand * c. Profits & Margins * d. Balance Sheet & Credit Data * e.
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News of the Week (January 26 - 30, 2026)
Housekeeping: As a reminder, if you’re a Max subscriber, you have access to the Discord room. That’s where I will field your questions
Read MoreNews of the Week (January 19-23, 2026)
In case you missed it: * Netflix (NFLX) Earnings Review * Taiwan Semi (TSMC) Earnings Review * My Current Portfolio & Performance vs. the S&P 500
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