๐ Portfolio update
Three developments this week are worth paying attention to.
โข $INTC (Intel) could have found an interesting use for its delayed Ohio fabs. SK Hynix is in exploratory talks with Intel about producing memory chips there, potentially by leasing capacity or through a joint venture.... Show More
๐ Portfolio update
A quieter week, but one fresh report is worth covering.
โข $ZM (Zoom Video Communications Inc) reported Q2 revenue of $1.28B, up 4.9% YoY, with enterprise revenue growing a healthier 7.8%. Enterprise growth is now at its strongest pace in three years, while customers spending more... Show More
๐ Portfolio update
A few developments stand out enough to be worth covering.
โข $BABA (Alibaba-ADR) reported earnings yesterday. Revenue grew 9%, but net profit fell 75% as Alibaba accelerated spending on AI infrastructure. The part I care about is cloud: AI cloud and compute revenue grew 45%, reaching... Show More
๐ Portfolio update
โข $TWLO (Twilio Inc A) had a strong Q2. Revenue and earnings came in ahead of expectations, and the next-quarter sales outlook was also better than expected. The important part for me is not the one-day stock move, it is that Twilio is showing better execution while AI-powered customer... Show More
๐ Portfolio update
A couple of developments this week are actually worth paying attention to:
โข $SOFI (SoFi Technologies Inc) had another strong quarter. Q2 adjusted net revenue reached $1.21B, up 40% YoY, while adjusted EBITDA hit a record $358M, up 44%. Members grew 35% to 15.8M, and the company... Show More
๐ Weekly portfolio update
A few things stood out this week:
โข $TSLA (Tesla Motors, Inc.) delivered a very strong Q2. Tesla reported 480,126 vehicle deliveries and 451,758 vehicles produced, well ahead of market expectations. Energy storage also hit a record 13.5 GWh. This is the first real sign that... Show More
๐ Portfolio check-in
A few developments caught my attention this week:
โข $TSLA (Tesla Motors, Inc.) continues to push its Robotaxi story forward. Reports suggest preparations for a Las Vegas launch are underway, while Austin keeps expanding service coverage. For me, execution is what matters now.... Show More
๐ Tesla delivers a much stronger quarter
$TSLA (Tesla Motors, Inc.) reported 480,126 vehicle deliveries in Q2, around 25% more than the same quarter last year and a major recovery from Q1.
Tesla produced about 451,758 vehicles, meaning deliveries exceeded production during the quarter. That may suggest... Show More
Came across this piece and it hits hard!
"awards sell cars to people who still watch cable TV"
"bitching about Tesla. Not because Tesla makes bad cars. Quite the opposite. Itโs because Teslaโs success threatens their own"
Legacy brands = marketing + media machine
Tesla = product... Show More
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Wed Oct 14 2026 11:25:46 GMT+0000 (Coordinated Universal Time)