Earnings Analysis

Apple Q1 FY9/25 Earnings Review

Eat That, US Robotics

Pinterest Q4 FY12/24 Earnings Review

Losing Interest.

Vertiv Holdings Q4 FY12/24 Earnings Review

Not A Buffett Stock - Proceed Accordingly

Applied Materials Q1 2025 Earnings Review

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

Fortinet Q4 FY12/24 Earnings Review

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

Cloudflare Q4 FY12/24 Earnings Review

Leading with the right foot.

The Trade Desk Q4 FY12/24 Earnings Review

Disentropic

Intel Corp Q4 FY12/24 Earnings Review

Chips Are Coming Home

ASML Q4 2024 Earnings Review

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

Alphabet (GOOGL) Q4 FY2024 Earnings Review [No Paywall]

Alphabet (GOOGL, GOOG) sold off after earnings - is this the beginning of the top? We deep dive into its fundamentals, valuation, and price technicals.