Research

  • Equity Quickie: Taiwan Semiconductor

    Here’s a high-level summary of Taiwan Semiconductor Manufacturing Company (NYSE:TSM), a featured Watchlist name. The snapshot—featuring key charts, metrics, and highlights—is available to all readers. Associate Level subscribers can access… Read more

  • Earnings: Adobe Inc FY25 Q2

    Adobe Inc (NASDAQ:ADBE) delivered better-than-expected results for FY25 Q2, but the beats were minimal—just over 1% for both revenue and EPS. Management also raised full-year guidance, yet again only modestly,… Read more

  • Equity Quickie: GlobalFoundries Inc

    Here’s a high-level summary of GlobalFoundries Inc (NASDAQ:GFS), a member of the Watchlist. This offers a glimpse into the investment thesis and ranking for Associate Level subscribers. Management Level subscribers… Read more

  • Earnings: Costco Wholesale Corp FY25 Q3

    Costco Wholesale Corp (NASDAQ:COST) posted solid Q3 results, with a slight beat on revenue at $23.38 billion and earnings per share of $4.28. While there was nothing flashy, the company… Read more

  • Earnings: Dell Technologies FY26 Q1

    Dell Technologies (NYSE:DELL) posted mixed results for FY26 Q1, slightly beating revenue expectations with $23.38 billion but missing on earnings with $1.55 per share versus the $1.69 consensus. While revenue,… Read more

  • Earnings: Salesforce FY26 Q1

    Salesforce Inc (NYSE:CRM) delivered solid results for FY26 Q1, exceeding expectations with $9.83 billion in revenue and $2.58 in earnings per share. Core fundamentals remained strong with healthy margins and… Read more

  • Earnings: NVIDIA FY26 Q1

    NVIDIA Inc (NASDAQ:NVDA) posted strong results for FY26 Q1, with revenue coming in at $44.06 billion and non-GAAP earnings per share of $0.81—both exceeding expectations. Free cash flow reached a… Read more

  • Equity Quickie: Netflix Inc

    Here’s a high-level summary of Netflix Inc (NASDAQ:NFLX), a member of the Watchlist. This offers a glimpse into the investment thesis and ranking for Associate Level subscribers. Management Level subscribers… Read more

  • Earnings: Workday FY26 Q1

    Workday Inc (NASDAQ:WDAY) delivered better-than-expected results for FY26 Q1, reporting $2.24 billion in revenue and non-GAAP EPS of $2.23. A standout metric was the non-GAAP operating margin, which topped 30%—a… Read more

  • Equity Quickie: Snap Inc

    Here’s a high-level summary of Snap Inc (NASDAQ:SNAP), a member of the Watchlist. This offers a glimpse into the investment thesis and ranking for Associate Level subscribers. Management Level subscribers… Read more