Earnings Analysis

Not A Bubble (NVDA Q1 FY1/25 Earnings Review)

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

Full Afterburner Lit (NOC Q1 FY12/24 Earnings Review)

Northrop Grumman (NOC) Q1 FY12/24 Earnings Review DISCLAIMER: This

On The Launchpad?

The Trade Desk ($TTD) Q1 FY12/24 Earnings Review DISCLAIMER:

Patience, I Believe, Will Be Rewarded

Spire Global ($SPIR) Q1 FY12/24 Earnings Review DISCLAIMER: This

Plenty Of Reasons To Own This One, None Of Them Good

LHX Q1 FY12/24 Earnings Review DISCLAIMER: This note is

A Very Dim And Distant Second

AMD Q1 FY12/24 Earnings Review DISCLAIMER: This note is

De-Cadence?

CDNS Q1 FY12/24 Earnings Review DISCLAIMER: This note is

The Second Coming Of Telecom

AT&T Q1 FY12/24 Earnings Analysis DISCLAIMER: This

The Money Machine Rolls On

BlackRock Q1 FY12/24 Earnings Analysis. DISCLAIMER: This note is

GOOGL Q1 FY12/24 Earnings Review

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