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MBI Deep Dives

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MBI Deep Dives

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06 Jun 2024 19:55Syndicated

Lululemon 1Q'24 Update

Lululemon was facing some really thorny questions from Mr. Market ever since 4Q’23 earnings. Today’s earnings should help calm some nerves.

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bullishAon
03 May 2024 07:31Syndicated

May, 2024 Update

Following TSMC, I will spend some time out of semis for a few months and then come back to semis later in the year. I also wanted to share some...

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bullishAmazon.com Inc
01 May 2024 18:33Syndicated

Amazon 1Q'24 Update

Now that Meta, Alphabet, Microsoft, and Amazon all reported their quarters, we now have better context to how their quarters went.

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bullishAlphabet
26 Apr 2024 18:58Syndicated

Alphabet 1Q'24 Update

Despite following Big Tech closely for the last 5 years, this sentence from today's call still somewhat surprised me! The scale and the height of...

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25 Apr 2024 20:05Syndicated

Meta 1Q'24 Update

If you have been following Meta for some time, you probably are accustomed with after-hours (AH) volatility by now. While Meta was -20% at one...

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