Earnings Analysis

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.

Qualcomm Q3 FY9/24 Earnings Review

$QCOM reported its Q3 of FY9/24 yesterday. We look at detailed fundamentals plus long- and short-term stock setups.

Meta Platforms Q2 FY12/24 Earnings Review (No Paywall)

Meta Platforms (META) Q2 was rock solid, the stock is inexpensive, and the chart looks bullish to us.

What governs Bitcoin (BTC)'s price and where is it headed? (No Paywall)

By Yimin Xu - a thorough analysis of Bitcoin'

Pinterest Q2 FY12/24 Earnings Review

$PINS Q2 was rock solid. Growth decelerated some & the guide is for further deceleration. But the stock remains inexpensive in our view and there is always the potential for the company to be acquired by a bigger friend.