Earnings Analysis

Not So Fast-ly - Q2 FY12/24 Earnings Review

What’s Not In A Name?

Palantir Q2 FY12/24 Earnings Review

When Is A 1,2 Not A 1,2 ?

Intel Q2 FY12/24 Earnings Review

Make Santa Clara Great Again. Someone. Anyone!

Twilio Q2 FY12/24 Earnings Review

Looking better on all fundamentals; stock has yet to reflect this in full.

Cloudflare Q2 FY12/24 Earnings Review

Order book growth accelerating, revenue growth holding steady, cashflow margins up. What's not to like?

Apple Q3 FY9/24 Earnings Review

$AAPL looks like a superb port in the current storm.

Boeing Q2 FY12/24 Earnings Review

$BA Q2 numbers were dreadful. The stock looks bullish to us anyway.

ARM Q1 FY3/25 Earnings Review (No Paywall)

$ARM reported its Q1 of FY3/25. We consider the long-term and short-term opportunities here.

Qualcomm Q3 FY9/24 Earnings Review

$QCOM reported its Q3 of FY9/24 yesterday. We look at detailed fundamentals plus long- and short-term stock setups.

Meta Platforms Q2 FY12/24 Earnings Review (No Paywall)

Meta Platforms (META) Q2 was rock solid, the stock is inexpensive, and the chart looks bullish to us.