alengo Investment Thesis Google (NASDAQ:GOOG) (NASDAQ:GOOGL) (NEOE:GOOG:CA) has become DoJ’s favorite punching bag. There is no sugar-coating this. The search giant already lost one major antitrust case this year, calling into question the scope of splitting up the Mountain View, […]
Google Still Wins Despite Antitrust Headaches (NASDAQ:GOOG) Read More »
Marvin Samuel Tolentino Pineda Investment Thesis Roku’s (NASDAQ:ROKU) management has been impressively building on the ad revenue catalysts that the company has unlocked over the past 15-18 months. The company has been staying true to its 2024 initiatives to deliver
Roku’s Trade Desk Partnership Creating Robust Ad Revenue Runway (NASDAQ:ROKU) Read More »
G0d4ather Investment Thesis Broadcom (NASDAQ:AVGO), a major chip supplier for technology companies, reported its Q3 FY24 earnings report which showed the San Jose, CA-based chip supplier beat top line and bottom line estimates. The company demonstrated accelerating growth in its
Broadcom’s Q3: Robust Progress On Its VMware Integration (NASDAQ:AVGO) Read More »
