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๐Ÿ“ˆ Airbnb's $2B Quarter Changes Game
Nov 07, 2025

๐Ÿ“ˆ Airbnb's $2B Quarter Changes Game

Airbnb quietly minted a 50% EBITDA marginโ€”the kind of profitability that would make even the stingiest hotel chain weep.

Evelio Silvera
Evelio Silvera
NewsletterNewsletter
๐Ÿ“ˆ Schwab Unlocks the Pre-IPO Vault
Nov 06, 2025

๐Ÿ“ˆ Schwab Unlocks the Pre-IPO Vault

Schwab's acquisition of Forge Global could let you buy tomorrow's market leaders before they go public.

Evelio Silvera
Evelio Silvera
NewsletterNewsletter
๐Ÿ“ˆ AMD's AI Jackpot
Nov 05, 2025

๐Ÿ“ˆ AMD's AI Jackpot

While Wall Street obsessed over AMD's after-hours dip, the company quietly proved its decade-long battle against Nvidia is finally bearing fruit.

Evelio Silvera
Evelio Silvera
NewsletterNewsletter
๐Ÿ“ˆ Palantir Soars 170%โ€”Now What?
Nov 04, 2025

๐Ÿ“ˆ Palantir Soars 170%โ€”Now What?

The company delivered brilliantly, but at 400x forward earnings, you're betting on perfection.

Evelio Silvera
Evelio Silvera
NewsletterNewsletter
๐Ÿ“ˆ Buffett's $382B Cash Fortress
Nov 03, 2025

๐Ÿ“ˆ Buffett's $382B Cash Fortress

When the world's most successful bargain hunter sits on $382 billion in cash and refuses to buy even his own stock, the rest of us should at least pause to ask why.

Evelio Silvera
Evelio Silvera
NewsletterNewsletter
๐Ÿ“ˆ Amazonโ€™s $125B AI Power Play
Oct 31, 2025

๐Ÿ“ˆ Amazonโ€™s $125B AI Power Play

Amazon just dropped a bombshell โ€” and itโ€™s not about free shipping.

Evelio Silvera
Evelio Silvera
NewsletterNewsletter
๐Ÿ“ˆ Google's Historic $100B Quarter
Oct 30, 2025

๐Ÿ“ˆ Google's Historic $100B Quarter

While most investors fretted over whether AI would ever turn a profit, Google just dropped a $102 billion quarter that answered the question emphatically.

Evelio Silvera
Evelio Silvera
NewsletterNewsletter
๐Ÿ“ˆ Nvidia Breaks the $5T Ceiling
Oct 29, 2025

๐Ÿ“ˆ Nvidia Breaks the $5T Ceiling

The chipmaker that was worth $1 trillion just two years ago has now crossed $5 trillion

Evelio Silvera
Evelio Silvera
NewsletterNewsletter
๐Ÿ“ˆ Qualcomm's Quiet Siege on Nvidia
Oct 28, 2025

๐Ÿ“ˆ Qualcomm's Quiet Siege on Nvidia

The market's 11% endorsement suggests investors grasp that in semiconductor wars, you don't always need to storm the castle.

Evelio Silvera
Evelio Silvera
NewsletterNewsletter
๐Ÿ“ˆ Novartis Drops $12B on RNA Bet
Oct 27, 2025

๐Ÿ“ˆ Novartis Drops $12B on RNA Bet

Novartis just made its biggest bet in over a decade on RNA muscle therapeutics.

Evelio Silvera
Evelio Silvera
NewsletterNewsletter
๐Ÿ“ˆ Tesla's AI5 is the Miss Worth Celebrating
Oct 23, 2025

๐Ÿ“ˆ Tesla's AI5 is the Miss Worth Celebrating

While Tesla's stock tumbled 5% on a four-cent earnings miss, the company quietly revealed it's building enough custom AI chips to potentially obsolete its Nvidia dependency.

Evelio Silvera
Evelio Silvera
NewsletterNewsletter
๐Ÿ“ˆ Netflix's $619M Red Herring
Oct 22, 2025

๐Ÿ“ˆ Netflix's $619M Red Herring

Wall Street panicked over Netflix's earnings miss Tuesday, once again confusing accounting noise with business realityโ€”and that's when patient investors should lean in.

Evelio Silvera
Evelio Silvera
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