Internet

💥Tariff is coming (or not) - buying the dip or catching a falling knife? 💥

Evaluating the real tariff impact across the tech sector

Apr 16 •

Analyst Journal

Is Alibaba worth chasing at $140?

How does Alibaba make money with AI? Is it hype? 🤯(valuation framework included)

Mar 15 •

Analyst Journal

Google Q424 Earnings Recap & Mini Primer (TPU, deepseek etc)

To spend or not to spend $75B in AI, this is the question.

Feb 17 •

Analyst Journal

💥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 •

Analyst Journal

💥Waymo's surprising Miami expansion led to Uber's stock slide by 10%💥

Should you invest in Uber now? 🤯

Dec 8, 2024 •

Analyst Journal

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