Research

  • Equity Quickie: Micron

    Here’s a high-level summary of Micron Technology (NASDAQ:MU), 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: Baidu FY24 Q4

    Baidu Inc (NASDAQ:BIDU) reported mixed FY24 Q4 earnings, beating expectations but the metrics indicated challenges in its core business. The lack of specific guidance makes it difficult to predict near-term… Read more

  • Earnings: Palo Alto Networks FY25 Q2

    Palo Alto Networks (NASDAQ:PANW) delivered solid FY25 Q2 earnings, with results slightly beating or aligning with expectations. However, closer examination reveals underlying concerns. Next-Generation Security (NGS) Annual Recurring Revenue (ARR)… Read more

  • Earnings: The Trade Desk FY24 Q4

    The Trade Desk (NASDAQ:TTD) reported disappointing Q4 revenue earnings and FY25 Q1 guidance falling on the lower end of expectations. This marks the first time in over eight years as… Read more

  • Earnings: Robinhood FY24 Q4

    Robinhood (NASDAQ:HOOD) delivered stellar Q4 results, highlighting significant growth and profitability in 2024. Quarterly revenue surpassed the $1 billion milestone for the first time, driven by triple-digit year-over-year growth in… Read more

  • Earnings: GlobalFoundries FY24 Q4

    GlobalFoundries (NASDAQ:GFS) reported solid Q4 results, capping off a year of sequential growth that positions them well for 2025. While year-over-year performance showed a decline, the consistent quarterly improvement is… Read more

  • 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… Read more

  • 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… Read more

  • 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… Read more

  • 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… Read more