Big Tech Earnings Catchup
DISCLAIMER: This note is intended for US recipients only and,
All Stock Earnings Reviews
Intel Corporation (INTC) Q4 FY12/25 Earnings Review (NO PAYWALL).
The $INTC Turnaround Nicely Underway
Lockheed Martin (LMT) Q3 FY12/25 Earnings Review
Easy On Them Turns
Taiwan Semiconductor (TSMC) Q4 FY12/2025 Earnings Analysis
Its About The Decoupling, Stupid
CrowdStrike (CRWD) Q3 FY1/26 Earnings Review
Small improvements to make big gains.
Particles, Patents, Pandemics, and Plaintiffs
What Lies Beneath
Incyte (INCY) – Q3 - 2025 Review
Another Pharma Patent Cliff Rebuild Story?
Pfizer ( PFE ) – Q3 2025 Review
The Stock That Fell To Earth
Vertiv Holdings (VRT) Q3 FY12/25 Earnings Review
Still Racking Up The Wins
In Pursuit Of Entropy: The Trade Desk ($TTD) Q3 Earnings Review
What Next For The Worst Performing Stock Of 2025?