Quaterly Earning & Call review

The Space Trade Is Back

But not all stocks are equal.

Aug 14 • The Few Bets That Matter

What Earnings Taught Me

AI Hardware Keeps Winning. AI SaaS Arrived. Execution Matters.

Aug 7 • The Few Bets That Matter

Various Earning Reviews

Review and investing plan on this week's key companies' earnings

Aug 1 • The Few Bets That Matter

The AI King, Queen & Buffon

Your bull cases are confirmed, but your stocks keep falling.

Jul 23 • The Few Bets That Matter

Soitec Detailed Earning Review

Why would a 30% YoY revenue decline deserve 700% YTD performance

May 28 • The Few Bets That Matter

Various Earning Reviews

Nvidia, Sigma and the final confirmations we needed

May 25 • The Few Bets That Matter

Various Earning Reviews

Nebius, Tower Semi, Cisco, Venture Global, EOSE, Alibaba, Sea limited, JD.com, Hims and On Running, plus investing consequences

May 14 • The Few Bets That Matter

Various Earning Reviews

Bears are either dead or dying

May 8 • The Few Bets That Matter

Various Earning Reviews

The hardware bull thesis is so strong it hurts

Apr 30 • The Few Bets That Matter

Earning Reviews

AI compute demand and trends, Space review, SaaS disaster & Tesla

Apr 25 • The Few Bets That Matter

Everything. All at once.

Mar 22 • The Few Bets That Matter

Various Earning Review

Oracle, UiPath and Adobe

Mar 13 • The Few Bets That Matter

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