S
News of the Week
News of the Week (May 26-30, 2025)
Most of this week’s content was already sent. My Nvidia (NVDA) & SentinelOne (S) Earnings Review can be found here; my Zscaler (ZS) Earnings
Read More
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
Read More
Earnings Review
SentinelOne, Oracle & Block (Part 2) Earnings Reviews
Table of Contents * 1. Oracle (ORCL) – Earnings Review * a. Oracle 101 * b. Key Points * c. Demand * d. Profits & Margins * e. Balance Sheet * f. Guidance
Read More