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Alphabet: Cloud Growth Uncertainty And Declining Management Sentiment Concern, But It’s Still Attractive February 26, 2025 / AAPL, AAPL:CA, AMZN, AMZN:CA, GOOG, GOOG:CA, GOOGL, META, META:CA, MSFT, MSFT:CA, NVDA, NVDA:CA, Vinay Utham, CFA Alphabet: Cloud Growth Uncertainty And Declining Management Sentiment Concern, But It’s Still Attractive Read Post »AAPL, AAPL:CA, AMZN, AMZN:CA, GOOG, GOOG:CA, GOOGL, META, META:CA, MSFT, MSFT:CA, NVDA, NVDA:CA, Vinay Utham, CFA
Microsoft: Altman Becoming A Headache Rather Than A Companion For Nadella February 13, 2025 / AMZN, AMZN:CA, GOOG, GOOG:CA, GOOGL, META, META:CA, MSFT, MSFT:CA, ORAC:CA, ORCL, Vinay Utham, CFA Microsoft: Altman Becoming A Headache Rather Than A Companion For Nadella Read Post »AMZN, AMZN:CA, GOOG, GOOG:CA, GOOGL, META, META:CA, MSFT, MSFT:CA, ORAC:CA, ORCL, Vinay Utham, CFA
Starbucks: The Niccol Era Has Begun, But Don’t Be Giddy Yet January 30, 2025 / SBUX, SBUX:CA, Vinay Utham, CFA Starbucks: The Niccol Era Has Begun, But Don’t Be Giddy Yet Read Post »SBUX, SBUX:CA, Vinay Utham, CFA
