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Weekly Update April 28-May 1

TMDX delay, NU license, Monthly Summary + Conviction List, IC Content

15 hrs ago •

Weekly Update April 21-25 + Trade Alert

Trade Alert, AXON products, TMDX Italy, and TSLA Earnings

Apr 25

Weekly Update April 14-18

TSLA expected value, NU Mexico, MELI hiring, and AXON VR

Apr 18

Weekly Update April 7-11

TMDX data, TSLA Optimus, and HOOD breakdown

Apr 11

Weekly Update March 31-April 4

Macro, TSLA, TMDX, and another watchlist co

Apr 4

Weekly Update March 24-28

TSLA all-hands, TMDX data, Watchlist, Monthly Summary/Conviction List

Mar 28 •

Weekly Update March 17-21

TSLA news, TMDX conference, and another watchlist company

Mar 21

Weekly Update March 10-14

MELI Mexico, AXON innovations, TMDX flights, and a watchlist company

Mar 14

Weekly Update March 3-7

Tesla vs. Waymo + 3 Global Companies

Mar 7

Weekly Update February 24-28

AXON + TMDX earnings, Monthly Summary and Conviction List

Feb 28

Weekly Update February 17-21

AXON vol + NU and MELI earnings

Feb 21

Weekly Update February 10-14

TSLA controversy, TMDX future, NU interview, and O&G research

Feb 14

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