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Earnings Coverage
An always updated library of notes, updates, and key datapoints on the companies I follow most closely.
9 posts
Nebius Q2 2026 recap: they could sell out 2027 today, but chose not to
MercadoLibre Q2 2026: the flywheel that continues to turn
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Axon Q2 earnings recap: growth, margins and valuation
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Palantir Q2 earnings recap: AI sovereignty
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Bloom Energy Q2 earnings recap: A record breaking quarter
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SK Hynix Q2 recap: Demand, HBM and the memory supercycle
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ServiceNow Q2 2026 recap: AI control tower, cybersecurity & margins
Ouster - The eyes of AI
