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Weekly Update April 28-May 1
TMDX delay, NU license, Monthly Summary + Conviction List, IC Content
May 1
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Ryan Reeves
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Weekly Update April 28-May 1
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April 2025
FICO
Pricing power like crazy
Apr 30
•
Ryan Reeves
18
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FICO
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1
Weekly Update April 21-25 + Trade Alert
Trade Alert, AXON products, TMDX Italy, and TSLA Earnings
Apr 25
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Weekly Update April 21-25 + Trade Alert
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Weekly Update April 14-18
TSLA expected value, NU Mexico, MELI hiring, and AXON VR
Apr 18
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Weekly Update April 14-18
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Weekly Update April 7-11
TMDX data, TSLA Optimus, and HOOD breakdown
Apr 11
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Weekly Update April 7-11
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Weekly Update March 31-April 4
Macro, TSLA, TMDX, and another watchlist co
Apr 4
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Weekly Update March 31-April 4
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March 2025
Weekly Update March 24-28
TSLA all-hands, TMDX data, Watchlist, Monthly Summary/Conviction List
Mar 28
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Ryan Reeves
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Weekly Update March 24-28
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Oil and Gas Industry Notes
"If you really want to understand an industry, look at every company in that industry" - Stanle
Mar 25
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Ryan Reeves
7
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Oil and Gas Industry Notes
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Weekly Update March 17-21
TSLA news, TMDX conference, and another watchlist company
Mar 21
1
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Weekly Update March 17-21
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Weekly Update March 10-14
MELI Mexico, AXON innovations, TMDX flights, and a watchlist company
Mar 14
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Weekly Update March 10-14
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Weekly Update March 3-7
Tesla vs. Waymo + 3 Global Companies
Mar 7
2
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Weekly Update March 3-7
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February 2025
Weekly Update February 24-28
AXON + TMDX earnings, Monthly Summary and Conviction List
Feb 28
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Weekly Update February 24-28
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