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GOOGL / GOOG

Remaining News of the Week (October 21-25, 2024)

Table of Contents * 1. Earnings Snapshots – Enphase (ENPH); IBM; Lam R … * a. Enphase * b. IBM * c. Lam Research * d. Deckers Outdoor (DECK) * 2. CrowdStrike (CRWD)

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NOW

Tesla & ServiceNow Earnings Reviews

Digesting these two important earnings reports.

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GOOGL / GOOG

News of the Week (October 14 - 18, 2024)

American Express; Bank of America; Disney; Starbucks; ASML; Intuitive Surgical; SentinelOne; SoFi; Sell-Side Notes; Headlines; Macro

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Investment Case

SoFi Deep Dive

Detailing the business model, prospects and risks of a banking disruptor.

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ADBE

News of the Week (September 16 - 20, 2024)

Adobe; Oracle; Snowflake; CrowdStrike; Cloudflare; Datadog; PayPal; SentinelOne; Amazon; Shopify; Search King; Headlines; Macro

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