Companies

 Takeaways: Apple’s open source code has mistakenly revealed references to a new ‘realityOS.’ While we don’t expect the MR headset to be released until 2023 at the earliest, this is confirmation that the product is in the works. Salesforce shared…

This was originally posted on Doug’s blog, Uncomfortable Profit. The most powerful question in investing is: What is something you do today that everyone is going to do in the future, and the market doesn’t know it? Thus begins the search…

Tech had a good night in the reporting category. The four primary tech companies all saw their shares increase by more than 10% in after-hours trading. While these companies were not taken out to the woodshed, we’re not out of…

Gene and Doug take a look at Facebook, Spotify and PayPal results. If you miss in this environment, you’ll likely be punished more than usual. That trend is not going to change for the balance of this reporting season. 

Gene and Andrew discuss: GOOGL reported Q4 earnings this afternoon with a 32% growth y/y, which is a deceleration from 41% reported last quarter. To follow in Big Tech earnings — FB will report on February 2 and AMZN on…

Gene and Doug share their thoughts on: Last week’s earning reports from MSFT, AAPL and TSLA. The takeaway is that the bar remains high for Big Tech. A preview of upcoming earning calls from GOOGL (Feb. 1), FB (Feb. 2),…

Tesla did it again in the December quarter; they showed the auto industry how to run an EV business. Dec. quarter deliveries were up 71% y/y while the top five automakers were down 3%. This delivery gap has become a…

This was originally posted on Doug’s blog, Uncomfortable Profit.  What’s the fastest way to get attention on the internet? Criticize a religion. These days, religions come in two forms — political and financial— and I said the unspeakable about Tesla:…

Gene and Andrew discuss Apple’s results, which given the overall environment are memorable even by Apple quarter standards. Bottom line: Apple’s December quarter and March outlook are impressive on all metrics. We should not be surprised. When you build the…

Gene and Doug have different perspectives on how the Tesla story will play out over the next decade.

Takeaways: Buckle up, we have a big week with Tesla and Apple reporting, along with IBM, Microsoft and Intel.  Aside from the usual variables around quarterly results, this week we get the much anticipated commentary from the Fed that will…

Takeaways: Netflix missed their guidance for December and guided March sub adds down by 64%. While it’s common for Netflix to guide below the Street, the magnitude of the guide down is greater than typical. Netflix is now trading at…