Yara Haddad

Liked The dollar smile is flattening by Amara Okafor

Commented on Earnings week: where the premium is mispriced Paid by Sofia Marchetti

The footnote disclosure in the last filing supports this read, for what it's worth.

Commented on GOOGL: the search moat argument has changed Paid by Priya Nair

I'd push back slightly: the base rate on that is worse than it feels.

Liked GOOGL: the search moat argument has changed Paid by Priya Nair

Liked AAPL: services margin is the whole story by Sam Whitfield

Liked The trade-down is real and it isn't over by Aisha Rahman

Commented on AAPL: services margin is the whole story by Sam Whitfield

Good timing — was just reworking my AAPL sizing this morning.

Liked The QQQ level that decides the trend (Part 2) by Sofia Marchetti

Liked Why LMT's build rate re-rates it by Conor Walsh

Liked The GDX setup macro bears miss by Dmitri Volkov