NVDA
News of the Week
News of the Week (November 18 - 22)
Table of Contents * 1. Amazon (AMZN) – Anthropic & More * 2. Alphabet (GOOGL) – Antitrust & More * 3. Palo Alto (PANW) – Earnings Review * a. Palo Alto 101
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Earnings Review
Nvidia, Snowflake & Sea Limited Earnings + Lemonade Investor Day
1. Sea Limited (SE) – Earnings Review a. Demand * Beat gross merchandise value (GMV) estimates by 2%. Missed active user metrics by about 1%. * Beat revenue
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News of the Week
News of the Week (November 11 - 15, 2024)
More content from this week: * Nu & Disney Earnings Reviews. * Shopify Earnings Review, & some Block Coverage Catch-up. * Portfolio Update More earnings reviews from the
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Earnings Review
Airbnb, Datadog & The Trade Desk Earnings + Cloudflare & DraftKings Snapshots
Table of Contents * 1. Datadog (DDOG) — Earnings Review * Datadog 101: * a. Demand * b. Profits & Margins * c. Balance Sheet * d. Q4 Guidance & Valuation * e.
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