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April 2022

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July 24th, 2026: Alphabet 2Q26 Earnings, The Line in the (Alphabet) Sand, The Alphabet Capex Question

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July 23rd, 2026: Netflix 2Q26 Earnings, Netflix’s Shaky Explanation for Engagement, Netflix Management Is Losing Credibility

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July 22nd, 2026: Revisiting Why Apple Isn’t Replicable, Apple Intelligence Approved for China, Apple Raises iPhone Prices in Japan

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July 20th, 2026: Apple Sues OpenAI for Trade Theft, OpenAI’s HW Motivation, OpenAI’s Miscalculation

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