Earnings Analysis

Qualcomm Q4 FY9/25 Earnings Review

San Diego x San Jose Choose Your Fighter

Lumen Technologies Q3 FY12/25 Earnings Review

Back To The Future.

Amazon Q3 FY12/25 Earnings Review

Boomage!

Meta Platforms Q3 FY12/25 Earnings Review

Someone Tell Him.

Microsoft Q1 FY6/26 Earnings Review.

GOAT.

Warren Buffett Isn’t Always Wrong

No it’s not crypto or semiconductor. Try to stay awake anyway.

Lam Research Q1 F6/26 Earnings Review

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

Intel’s Road To Recovery

Nobody Believed The Hype. They Still Don’t. Higher.

CrowdStrike Q2 FY1/26 Earnings Review

All is forgiven...

Invivyd - Company Review

$IVVD, A Speculative Play In Monoclonal Antibodies