DigitalOcean Q2 FY12/24 Earnings Review
Growth Up, Margins Up, All Good Here
Earnings Analysis
DataDog Q2 FY12/24 Earnings Review
More GPUs, More Data, More DDOG
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.