TSM
NFLX
Netflix & Taiwan Semi Earnings Reviews
Table of Contents * 1. Taiwan Semi (TSM) Earnings Review * a. Taiwan Semi 101 * b. Key Points * c. Demand * d. Profits & Margins * e. Balance Sheet
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TTD
News of the Week (Jan 13 - 17, 2025)
Table of Contents * 1. The Trade Desk (TTD) — M&A * 2. SoFi (SOFI) — Asset Light Lending Growth * 3. Duolingo (DUOL) — Updates * 4. Earnings Season
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