Aisha Rahman Verified

Liked NVDA: the bottleneck moved downstream Paid by Kenji Aoyama

Liked Foundry pricing power is quietly extraordinary Paid by Lena Brandt

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

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

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

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

Liked Vol term structure is unusually flat by Dana Cho

Liked The memory cycle turned before anyone noticed by Kenji Aoyama

Liked What a ten-year holder actually underwrites Paid by Elliot Vance

Liked What a steeper curve means for TIP by Viktor Reinholt

Liked Reading CRM past the bookings noise Paid by Marcus Bell

Liked AMZN earnings preview: what I'm watching (Part 2) Paid by Priya Nair

Liked Why ISRG's readout is asymmetric by Owen Pierce

Liked Reading BAC into the next print by Tomas Rivera

Liked LMT — the defence budget tailwind Paid by Conor Walsh

Liked MSFT — trimming into strength (Part 2) Paid by Sam Whitfield