EQT Corporation Q1 FY12/25 Earnings Review
Boiling The Frog
Earnings Analysis
Initiating Coverage Of CoreWeave
More CEO Cores And Less CFO Weaves Please
Chevron Q1 FY12/25 Earnings Review
Another Lurker
ExxonMobil Q1 FY12/25 Earnings Review
Two Years And Counting
Dell Q1 FY1/26 Earnings Review
World’s Simplest Investment Strategy
Is Enterprise Software Cooked?
Beware Python Grandpa Bros
Nvidia, An Early Stage AI Company
Jacket, Model’s Own
Palo Alto Q3 FY7/25 Earnings Review
In the pack, looking for a breakaway.
Will AI Destroy Adobe?
The Machine x Lazarus
Airbnb (ABNB) – Q1 FY12/2025 Earnings Review
Airbnb ($ABNB) revenue growth continues to slow while margins hold steady.
With its May 13 update, Airbnb is at a critical juncture; this business pivot could drive revenue growth over time.