SBUX

Portfolio Update

Portfolio, Performance & Macro Updates

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News of the Week

News of the Week (March 3-7, 2025)

Table of Contents * 1. Broadcom (AVGO) – Earnings Review * b. Key Points * c. Demand * d. Profits & Margins * e. Balance Sheet * f. Guidance & Valuation * g.

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META

Meta, Tesla & Starbucks Earnings Reviews + DeepSeek News & Implications

Dissecting 3 earnings reports and some GenAI disruption

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