Posted inEarnings Update

Earnings: GameStop Corp FY25 Q1

GameStop Corp. (NYSE:GME) delivered a mixed FY25 Q1 report that, while initially underwhelming, revealed some encouraging signs beneath the surface. Headline numbers disappointed, with sales missing expectations and a reported…
Posted inResearch Reports

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…
Posted inMarket Commentary

The Week Ahead: Week of 6/16-6/20

The sharp selloff on Friday, triggered by escalating tensions in the Middle East, could weigh further on markets this week. The situation remains fluid and will likely dominate headlines in…
Posted inMarket Commentary

Retrospective: Week of 6/9-6/13

Macro Events & News Markets opened the week on solid footing, buoyed by encouraging headlines from U.S.–China trade talks in London. While the details were vague—and at times contradictory—President Trump…
Posted inEarnings Update

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,…
Posted inMarket Commentary

The Week Ahead: Week of 6/9-6/13

Markets ended last week on a stronger note despite midweek drama from the Trump–Musk feud, which temporarily dragged down Tesla (NASDAQ:TSLA) and applied pressure across tech. With both parties going…
Posted inMarket Commentary

Retrospective: Week of 6/2-6/6

Macro Events & News The week began on uneasy footing as markets digested news of the Trump administration imposing 50% tariffs on steel and aluminum and accusing China of violating…
Posted inResearch Reports

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…
Posted inMarket Commentary

The Week Ahead: Week of 6/2-6/6

June could get off to a shaky start as trade tensions resurface yet again. After walking back earlier threats of EU tariffs earlier in the week, Trump reignited trade concerns…
Posted inMarket Commentary

Retrospective: Week of 5/26-5/30

Macro Events & News It was a holiday-shortened week, but far from uneventful—volatility and headline-driven swings were front and center. Markets opened strong on Tuesday following news that the broad…