Earnings Reviews

Is Nebius Still a Buy?

Nebius (NBIS) is up nearly 200% in 4 months. Is there still room to run?

Aug 8 •

Daniel Romero

Is AMD a Buy Right Now?

Why did AMD have a bad quarter? Is it an opportunity?

Aug 6 •

Daniel Romero

HIMS: Q2 Earnings Review

Terrible quarter or the beginning of a new era of success. Let’s see

Aug 5 •

Daniel Romero

SOFI: Earnings Review

Fantastic earnings for one of the main positions in the portfolio

Jul 29 •

Daniel Romero

Micron: Q3 Earnings Review

Strong quarter driven by AI momentum

Jun 26 •

Daniel Romero

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