Earnings Analysis

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

ASML Q3 FY12/25 Earnings Review

Louder Than Bombs

Income Sucks!

BDCs x FOMO

Public Health Without The Jab - Part II

Shoot Your Shot In Healthcare II

Public Health Without The Jab - Part I

Shoot Your Shot In Healthcare

Chevron Q2 FY12/25 Earnings Review

Rotation 101