All Circle Notes

Broadcom $AVGO Q1 FY10/26 Earnings Review - NO PAYWALL

World’s Simplest Take On $AVGO Earnings

Market On Open, Wednesday 4 March

Get Ready For The Thing No-One Is Ready For

The End Of Software - Not. MongoDB Q4 FY1/26 Earnings Review.

Whisper It, Great Quarter

Market On Close, Tuesday 24 February

I Don’t Want To Be A Doomer But...

DataDog (DDOG) Q4 FY12/26 Earnings Review

The Ddog Days Of Software

Market On Open, Monday 23 February

Price Not Narrative. Repeat After Me.

Market On Open, Friday 20 February

Event Risk

Figma (FIG) Q4 FY12/25 Earnings Review

Layers Upon Layers

Qualcomm (QCOM) Q1 FY9/26 Earnings Review

Wen NAND?

Market On Open, Wednesday 18 February (NO PAYWALL)

Maybe It’s NOT All Over??