Posted inEarnings Update

Earnings: Tesla Inc FY24 Q4

Tesla Inc (NASDAQ:TSLA) posted disappointing earnings, missing both Q4 revenue and EPS expectations. While deliveries improved YoY by 2%, the bar was low and production decline signal demand concerns—especially given…
Posted inEarnings Update

Earnings: Meta Platforms FY24 Q4

Meta Platforms (NASDAQ:META) delivered a standout quarter, still showing user growth, exceeding revenue expectations, and smashing EPS estimates. CEO Mark Zuckerberg outlined a clear, AI-driven vision, emphasizing its role in…
Posted inResearch Reports

Equity Profile: Apple

IntroductionCore BusinessCompetitive PositioningManagementFinancialsRisksTLDRAll Your Base Are Belong To Us Introduction Apple Inc. (NASDAQ:AAPL) is a multinational technology company that designs, manufactures, and markets consumer electronics, software, and services. Apple’s flagship…
Posted inEarnings Update

Earnings: SoFi Technologies FY24 Q4

SoFi Technologies (NASDAQ:SOFI) delivered another strong quarter this week, exceeding both revenue and EPS estimates, and capped off a record fiscal year. Notably, this marked its first full year of…
Posted inResearch Reports

Equity Quickie: Apple

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

Equity Quickie: Dell

Here’s a high-level summary of Dell Technologies (NYSE:DELL), a member of the Watchlist. This offers a glimpse into the investment thesis and ranking for Associate Level subscribers. Management Level subscribers…
Posted inResearch Reports

Equity Quickie: Accenture

Here’s a high-level summary of Accenture (NYSE:ACN), a member of the Watchlist. This offers a glimpse into the investment thesis and ranking for Associate Level subscribers. Management Level subscribers receive…
Posted inResearch Reports

Equity Profile: Rivian

IntroductionCore BusinessCompetitive PositioningManagementFinancialsRisksTLDRAll Your Base Are Belong To Us Introduction Founded in 2009, Rivian Automotive, Inc. (NASDAQ:RIVN) is an electric vehicle (EV) manufacturer committed to redefining the automotive industry through…
Posted inMarket Commentary

Retrospective: Week of 12/9-12/13

  Macro Events & News The November Consumer Price Index (CPI) rose 2.7% year-over-year, matching expectations but marking an increase from October, signaling persistent inflation. Additionally, the Producer Price Index…