NVDA

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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