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UP WEEKLY: The blue wave and the Google capex dilemma
UP WEEKLY: The blue wave and the Google capex dilemma
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Showcasing the artifacts of a compounding machine in wealth and knowledge
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Episoade
- UP WEEKLY: The blue wave and the Google capex dilemma · 25 min* A small miss, a big selloff: Alphabet reportedly fell more than 12% after revenue came in slightly below expectations—but the deeper worry is what the results signal about its…
- BER: Uber Q3 2026 · 15 min* Scale: Uber reached a record 215 million monthly users, maintaining a robust 20% growth rate in gross bookings. * AV Progress: The autonomous strategy is accelerating, with a…
- BER: Meta Platforms Q3 2026 · 14 min* Rapid Adoption: Muse AI reached 10 million users in six weeks, demonstrating massive early product-market fit and strong engagement. * Strategic Pivot: Meta is successfully…
- BER: ASML Q3 2026 · 16 min* AI as a Growth Engine: AI demand is the primary catalyst, driving a 75% surge in memory sales and record total revenue. * Margin Expansion Strategy: The shift to value-based…
- BER: CarMax Q2 2027 · 15 min* Market Outperformance: CarMax delivered a massive 13% comp growth, significantly outpacing a stagnant used car market. * Efficiency Gains: Significant SG&A leverage was…
- Brief Earnings Report: Nike Q1 2027 · 14 min* Bifurcated Growth: Performance categories (Running/Basketball) are thriving and delivering high-single-digit growth, though currently masked by double-digit declines in…
- Brief Earnings Report: Carnival Q3 2026 · 11 min* Record Performance: Q3 2026 was characterized by record-breaking financial results, including $2 billion in net income and $7.6 billion in customer deposits. * Strategic Moat…
- Brief Earnings Report: Micron Q4 2026 · 11 min* AI as a Growth Engine: AI remains the primary driver, with agentic workloads expanding demand from GPUs to CPUs, significantly boosting LPDDR and SSD requirements. * Strategic…
- The Charm of Meta Muse · 13 min* Meta Muse: New AI agent inside Facebook, Instagram, WhatsApp. Built on Meta’s huge social graph. Fast growth but major trust issues (data leaks, security flaws). * Charm…
- Unlocking the Secrets of Novo Nordisk, LVMH & Amazon's Project Kuiper · 15 minEver wonder how pharmaceutical giants, luxury titans, and tech behemoths strategize for the future? This episode is your all-access pass! We're diving deep into the playbooks of…
- Alexa+, Amazon AI Flywheel, and Uber's Self-Driving Bets Revealed! · 13 minIn this episode, we're diving deep into the world of AI and autonomous vehicles! We're unpacking Amazon's ambitious Alexa+ upgrade, exploring the "Amazon AI Flywheel" driving…
- UBER Khosrowshahi: AVs are NOT a Question of "If" but "When" · 16 minReady to dive deep into the world of Uber and the future of transportation? This week, we're unpacking a fascinating interview with Uber CEO Dara Khosrowshahi (DK) to uncover the…
- NIKE Elliott Hill: Athlete is at the Center of Everything We Do · 15 minReady for a jam-packed episode filled with business insights? This week, we're tackling three fascinating stories: Nike's journey back to its roots, Uber's bumpy road to EV…
- RAY DALIO: Our Problem Is Not The Deficit, But Politics · 13 minThis week, we're bringing you a power-packed episode dissecting some of the most critical conversations happening right now in the world of finance and technology. We're diving…
- Terry Smith: Why We Are Selling Apple · 9 minReady to dive deep into the world of Quality Investing? In this episode, we're dissecting the investment strategies of Fundsmith, the UK-based asset management firm led by the…
- How Broken is Our Healthcare System? · 14 minThis week, we're diving DEEP into two HUGE topics that affect us all: healthcare and the auto industry. Get ready for some eye-opening insights and a challenge to the status quo!…
- Jeff Bezos: I'm Working Harder Than Ever at Amazon · 11 minThis week, we delve into a captivating discussion with Amazon founder Jeff Bezos, from his recent appearance at the New York Times DealBook Summit. He shares his thoughts on…
- Trump's BIG Crypto Vision and BTC Price Prediction · 14 minThis week, we're talking about big changes happening in the world of cryptocurrency (like Bitcoin and other digital money). We'll look at how one big crypto company, Binance, is…
- CEO TALKS PODCAST — EPISODE 2 · 9 minIn this episode, we explore the seismic shifts in retail and telecommunications, featuring insights from some of the most influential voices in the industry. We’ll unpack the…
- CEO TALKS PODCAST — EPISODE 1 (ENG) · 12 min1️⃣ After China, The Next World Factory Is Still China?! Donald Trump plans to impose tariffs on Mexican, Canadian and Chinese goods on his first day in office. This aims to…
