Posted inResearch Reports

Equity Quickie: AMD

Here’s a high-level summary of Advanced Micro Devices (NASDAQ:AMD), a member of the Watchlist. This offers a glimpse into the investment thesis and ranking for Associate Level subscribers. Management Level…
Posted inMarket Commentary

The Week Ahead: Week of 2/10-2/14

Friday volatility should be expected under the new administration, which has now rolled out major trade-related policies two weeks in a row. This is likely a negotiation tactic—having it dominate…
Posted inMarket Commentary

Retrospective: Week of 2/3-2/7

Macro Events & News The week started strong as trade war concerns eased, with most impacted parties walking back tariff-related tensions. Strong earnings, including solid reports from the remaining Mag…
Posted inEarnings Update

Earnings: Amazon Inc FY24 Q4

Amazon Inc. (NASDAQ:AMZN) delivered strong FY24 Q4 results, beating expectations, though guidance was softer than expected, and AWS growth remained flat. A 19% YoY growth rate on a high base…
Posted inEarnings Update

Earnings: Snap Inc FY24 Q4

Snap Inc. (NASDAQ:SNAP) delivered solid Q4 earnings, with revenue slightly beating expectations and EPS coming in 14% higher—though only a $0.02 beat. Growth is encouraging but concentrated in lower ARPU…
Posted inEducation & Tools

Exchange Traded Funds (ETFs)

Exchange-traded funds (ETFs) provide investors with a cost-effective and efficient way to gain diversified exposure across various markets. Introduced in the early 1990s, ETFs are primarily designed to track specific…
Posted inEarnings Update

Earnings: Alphabet Inc FY24 Q4

Alphabet Inc. (NASDAQ:GOOG) reported mixed Q4 FY24 results, narrowly missing revenue expectations but exceeding EPS estimates. A substantial $75 billion capital expenditure budget for FY25, significantly higher than the anticipated…
Posted inResearch Reports

Equity Quickie: Workday

Here’s a high-level summary of Workday Inc (NASDAQ:WDAY), a member of the Watchlist. This offers a glimpse into the investment thesis and ranking for Associate Level subscribers. Management Level subscribers…
Posted inEarnings Update

Earnings: Advanced Micro Devices FY24 Q4

Advanced Micro Devices (NASDAQ:AMD) delivered solid FY24 Q4 results, driven by growth in the Data Center and Client segments. But that Data Center revenue fell short of expectations, raising questions…
Posted inEarnings Update

Earnings: PayPal Holdings FY24 Q4

PayPal Holdings (NASDAQ:PYPL) delivered lackluster FY24 Q4 results—beating expectations but revealing unexpected softness that challenges its growth story. While not terrible, low single-digit growth and a mid-to-high teens EBIT margin…