PYPL

MU

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&

Read More
PYPL

News of the Week (September 15-19, 2025)

Covering a few investor days and another noisy week in markets.

Read More
ORCL

News of the Week (September 8 - 12, 2025)

Wrapping up earnings season, Goldman Sachs conference coverage and more.

Read More
GTLB
Nerd Plus Access Nerd Max Access

News of the Week (September 1 - 5, 2025)

Earnings reviews, investor conferences & other contextualized news from the week.

Read More
Earnings Review

SoFi & PayPal Earnings Reviews + Starbucks Earnings Snapshot

In case you missed it: * Alphabet & Tesla Earnings Reviews. * Chipotle Earnings Review. * ServiceNow Earnings Review. * Netflix & Taiwan Semi Earnings Reviews (from two weeks

Read More