NVDA
Earnings Review
Nvidia & 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
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News of the Week
News 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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Earnings Review
Nvidia & Cava Earnings Reviews + Snowflake Earnings Snapshot
Contextualizing more earnings reports.
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META
News of the Week (January 4 - 8, 2025)
In case you missed it, the majority of this week’s content was already sent: 1. Mid-week news – Uber Confidence & Partnerships; Meta Content Moderation;
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