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Earnings Week 1 - What have we learned so far from Tech earnings (AAPL, MSFT)?
Company fundamentals, tariffs? What are the largest tech companies saying?
May 6
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Earnings Week 1 - What have we learned so far from Tech earnings (AAPL, MSFT)?
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April 2025
💥Tariff is coming (or not) - buying the dip or catching a falling knife? 💥
Evaluating the real tariff impact across the tech sector
Apr 16
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💥Tariff is coming (or not) - buying the dip or catching a falling knife? 💥
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March 2025
💥What questions are Wall Street analysts asking NVDA right now? 💥
NVDA's GTC Financial Analyst Q&A Session Full Transcript
Mar 20
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💥What questions are Wall Street analysts asking NVDA right now? 💥
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Is Alibaba worth chasing at $140?
How does Alibaba make money with AI? Is it hype? 🤯(valuation framework included)
Mar 15
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Is Alibaba worth chasing at $140?
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5 Game-Changing Lessons from a Tech Hedge Fund Analyst
Investing Secrets I Wish I Had Known Sonner
Mar 2
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5 Game-Changing Lessons from a Tech Hedge Fund Analyst
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February 2025
Google Q424 Earnings Recap & Mini Primer (TPU, deepseek etc)
To spend or not to spend $75B in AI, this is the question.
Feb 17
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Google Q424 Earnings Recap & Mini Primer (TPU, deepseek etc)
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Taiwan Semiconductor Manufacturing Company (TSMC) Q424 Earnings Recap
Why you should buy TSMC instead of NVDA if you can only invest in one semiconductor company.
Feb 2
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Taiwan Semiconductor Manufacturing Company (TSMC) Q424 Earnings Recap
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January 2025
💥DeepSeek Just Killed AI Stocks Today. What Now?💥
Capitulating or buying the dip?
Jan 28
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💥DeepSeek Just Killed AI Stocks Today. What Now?💥
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💥Company Deep Dive - Broadcom (AVGO)💥
Just buy and forget about it.
Jan 13
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💥Company Deep Dive - Broadcom (AVGO)💥
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December 2024
💥Company Deep Dive - Advanced Micro Devices (AMD)💥
AMD's brief history, key business segments, long-term growth drivers, and what to do with the stock? ‼️
Dec 29, 2024
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💥Company Deep Dive - Advanced Micro Devices (AMD)💥
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💥All you need to know about TikTok's ban and its implications on $META and $SNAP💥
Who is the biggest beneficiary from a stock perspective?
Dec 22, 2024
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💥All you need to know about TikTok's ban and its implications on $META and $SNAP💥
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💥Waymo's surprising Miami expansion led to Uber's stock slide by 10%💥
Should you invest in Uber now? 🤯
Dec 8, 2024
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💥Waymo's surprising Miami expansion led to Uber's stock slide by 10%💥
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