Trouble is brewing at Starbucks
Sea Limited: Has it Bottomed Out?
Meta’s AI arms race
Ah… it’s Q1 and Mr. Market already doesn’t like what Meta has put out despite the company’s strong performance. Let’s examine Meta’s recent earnings and determine why investors remain cautious,…
Alphabet in the AI Era
It seems like Alphabet has entered its own “year of efficiency”, garnering favorable attention from Mr. Market. Alphabet’s revenues reached $80.5 billion this quarter, marking a 15.4% year-over-year (yoy) growth….
What’s going on at Tesla?
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Sea Limited: A turnaround in sight?
Is it the end for the mighty Google?
Microsoft: Applying AI at Scale
There was a time when I owned Mastercard, which is a great company that just does its things—execute, grow, and compound. It’s painful to think about it so I’m not…
The problem Mr. Market has with Tesla’s Q4 2023
The Seattle Seahawks stood moments from victory or defeat against the New England Patriots during Super Bowl XLIX. With 26 seconds left, Seattle is down by four points, second down,…
Meta stock soars 22% and it’s making me uneasy
My concerns about Nike (stock)
Sea Limited: The show goes on