NVDA
News of the Week (September 22-26, 2025)
Housekeeping & Recent Content: * A detailed overview of Rubrik’s business and stock will be published soon. * My current portfolio & performance vs. the S&
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Nvidia, CrowdStrike & MongoDB Earnings Reviews
This article contains full reviews of Nvidia, CrowdStrike & MongoDB earnings. Housekeeping: * A favor request – please respond to this send with a one-word email. This
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 MoreNvidia & SentinelOne Earnings Reviews
In case you missed it from this earnings season: * Trade Desk Earnings Review * DraftKings & Coupang Earnings Reviews * Shopify & Mercado Libre Earnings Reviews * Uber
Read MoreNews of the Week (April 14-18, 2025)
In case you missed it, I published my portfolio earnings season preview this week. That piece also included my updated holdings, performance and some more
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