06

Jun

Sony: The Physical AI Play

$SONY Stock Analysis

9 min read

03

Jun

SpaceX IPO: What Changed in the Updated S-1

$SPCX Stock Analysis

4 min read

02

Jun

Charles Schwab: The Rate Cut Trade Just Broke

$SCHW Stock Analysis

8 min read

30

May

2%: The Inflation Target That Started With a Guess

Macro Analysis

8 min read

28

May

MercadoLibre: Picture Amazon 2005

$MELI Stock Analysis

9 min read

26

May

Ferrari: The Luce at the End of the Tunnel

$RACE Stock Analysis

6 min read

24

May

ServiceNow: This Is Not a Demand Problem

$NOW Stock Analysis

7 min read

22

May

SpaceX IPO: Read the S-1 Before you Buy the Hype

$SPCX Stock Analysis

7 min read

20

May

Carnival Corporation: This is not COVID 2.0

$CCL Stock Analysis

7 min read

19

May

The Wrong Tool for the Wrong Problem

Macro Analysis

7 min read