Archive

News of the Week (December 8 - 12, 2025)

Bradley Freeman

ORCL

Dec 11, 2025

•

16 min read

Broadcom & Oracle Earnings Reviews

Bradley Freeman

Portfolio Update

Dec 10, 2025

•

1 min read

Portfolio Changes & Performance Updates

Bradley Freeman

Portfolio Update

Dec 8, 2025

•

1 min read

Portfolio Changes & Performance Update

Bradley Freeman

GTLB

Dec 6, 2025

•

14 min read

News of the Week (December 1-5, 2025)

Bradley Freeman

RBRK

Dec 5, 2025

•

6 min read

Rubrik Earnings Review

Bradley Freeman

Earnings Review

Dec 4, 2025

•

9 min read

SentinelOne Earnings Review

Bradley Freeman

NOW

Snowflake Earnings Review, ServiceNow M&A & PayPal + SoFi CFO Interviews

Dec 3, 2025

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14 min read

Snowflake Earnings Review, ServiceNow M&A & PayPal + SoFi CFO Interviews

Bradley Freeman

MDB

Dec 2, 2025

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21 min read

CrowdStrike & MongoDB Earnings Reviews

Bradley Freeman

GOOGL / GOOG

News of the Quiet Week (November 24-28, 2025)

Nov 29, 2025

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8 min read

News of the Quiet Week (November 24-28, 2025)

Bradley Freeman

Portfolio Update

Nov 26, 2025

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1 min read

Portfolio & Performance Updates

Bradley Freeman

Nov 25, 2025

•

9 min read

Zscaler Earnings Review

Bradley Freeman

1...12 13 14 15 16...65

News of the Week (December 8 - 12, 2025)

Broadcom & Oracle Earnings Reviews

Portfolio Changes & Performance Updates

Portfolio Changes & Performance Update

News of the Week (December 1-5, 2025)

Rubrik Earnings Review

SentinelOne Earnings Review

Snowflake Earnings Review, ServiceNow M&A & PayPal + SoFi CFO Interviews

CrowdStrike & MongoDB Earnings Reviews

News of the Quiet Week (November 24-28, 2025)

Portfolio & Performance Updates

Zscaler Earnings Review

Stock Market Nerd

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