NVDA
Tesla
Tesla, Google and Spotify Earnings Reviews
1. Alphabet (GOOGL) — Earnings Review a. Demand * Beat revenue estimates by 0.5%. Foreign exchange neutral (FXN) revenue growth was 15% Y/Y. * Beat search
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Earnings Review
Tesla, Google & Spotify Earnings Reviews
Exploring the results of these three firms.
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Investment Case
More Thoughts on CrowdStrike (CRWD) & A New Investment Case
Further Contemplating the CrowdStrike Incident & Opening a New Position on Monday
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Earnings Review
Netflix & Taiwan Semi Earnings Reviews
Exploring the results of two global large caps.
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Amazon
News of the Week (June 24 - 28)
Nike; Datadog; Nu; Hims; Nvidia; Micron; Amazon; Meta & Apple; Shopify; Progyny; Headlines; Macro
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