Yara HaddadDemo account

Liked The dollar smile is flattening, and the middle is the weak part by Amara Okafor

Commented on Earnings implied moves price the second-source story generously Paid by Sofia Marchetti

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

Commented on Owning the model, the chips and the distribution is a rare combination Paid by Priya Nair

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

Liked Owning the model, the chips and the distribution is a rare combination Paid by Priya Nair

Liked The installed base is the asset, and the phone is the renewal by Sam Whitfield

Liked A retailer with an ad business sells its shelf space twice by Aisha Rahman

Commented on The installed base is the asset, and the phone is the renewal by Sam Whitfield

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

Liked When dealers are long gamma, the index grinds instead of lurching by Sofia Marchetti

Liked Sustainment is the part of a fighter programme that outlives the headlines by Conor Walsh

Liked Operational leverage works in both directions by Dmitri Volkov