Greetings free Nerd subscribers,
I hope you had a great week. This weekend’s article is packed with information including:
- Nvidia Computex Keynote & some investment case commentary
- Snowflake Investor Day
- GitLab & Samsara Earnings Coverage
- Starbucks, SentinelOne, PayPal, ServiceNow & Robinhood Conference Coverage
- My Updated Portfolio (Max).
- And So Much More.
This month, subs have already gotten:
- CrowdStrike, Lululemon, Salesforce, Snowflake, Zscaler, MongoDB Cava, SentinelOne & Palo Alto Earnings Reviews.
- A boatload of conference coverage.
- Detailed news coverage with implications.
This month will also include Nu and DraftKings deep dives, Adobe, Broadcom and Nike earnings coverage, and more of the same complete, level-headed market coverage you’ve come to expect. We do your homework for you. We arm you with the info needed to make your own decision. We write with the kind of quality that attracts several Fortune 500 executives on a weekly basis.
BUT… we didn’t do a great job around messaging for the early annual subscriber promotion. We didn’t communicate the expiration date as well as we should have. That’s on us.
To make up for it and thank the nerd gang for your overwhelming early support, we wanted to extend the original promotion through tomorrow morning. Cheers.
