Quaterly Earning & Call review

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

Various Earning Reviews

Sportswear earnings review, On Running, Credo and Broadcom as proxies for AsteraLabs, AmbiqMicro as proxy for Nordic, Target and Smith & Wesson thesis…

Mar 8 • The Few Bets That Matter

Transmedics Q4-25

Nothing is enough

Feb 25 • The Few Bets That Matter

Demand constrained is nothing but a narrative

Feb 12 • The Few Bets That Matter

AsteraLabs Q4-25

When good earnings are rewarded by uncertainty and fear

Feb 11 • The Few Bets That Matter

Various Earnings & Market in Turmoil

Portfolio modifications, Google, Amazon, Iren, Palantir & More

Feb 6 • The Few Bets That Matter

Novo Nordisk Q4-25

When the bear case hit you in the face

Feb 4 • The Few Bets That Matter

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts