Earnings Analysis

Nvidia Q3 FY1/25 Earnings Review

What Bell Labs Wishes It Could Have Been When It Grew Up

Airbnb Q3 FY12/2024 Earnings Review

$ABNB Q3 in one word: Steady. Or you could buy $EXPE for less if you want!

Cloudflare Q3 FY12/24 Earnings Review

Considering Nvidia In The Run Up To Earnings

DISCLAIMER: This note is intended for US recipients only and,

Intel Q3 FY12/24 Earnings Review

Choose A Side

Microsoft Q1 FY6/25 Earnings Review

It’s Not About The Numbers.

Alphabet (GOOGL): Q3 2024 Earnings Review

Revenue acceleration and margin expansion suggest a bullish outlook for GOOGL. We review Q3 earnings through a detailed combination of fundamental analysis, valuation modelling, and technical analysis.

AMD Q3 FY12/24 Earnings Review

2 Is Not The Magic Number

Cadence Design Systems Q3 FY12/24 Earnings Review

Designs on ATH?

Iridium Q3 FY12/24 Earnings Review

IRL vs. Stock Chart - Who Wins?