Earnings Reviews

Is Nebius Still a Buy?

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

Aug 8, 2025 • Daniel Romero

Is AMD a Buy Right Now?

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

Aug 6, 2025 • Daniel Romero

HIMS: Q2 Earnings Review

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

Aug 5, 2025 • Daniel Romero

SOFI: Earnings Review

Fantastic earnings for one of the main positions in the portfolio

Jul 29, 2025 • Daniel Romero

Micron: Q3 Earnings Review

Strong quarter driven by AI momentum

Jun 26, 2025 • Daniel Romero

#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