Alphabet

April 29th, 2025. Alphabet 1Q25 Earnings, Google Gemini Lagging Behind ChatGPT, Google Needs Apple

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November 6th, 2025. My Notes from Apple’s 2025 10-K

November 5th, 2025. Reading Between the Lines of Apple’s 4Q25 Earnings Q&A With Analysts

November 3rd, 2025. Apple Device Upgrading Is Improving, Apple’s Underpenetrated Services Business

October 31st, 2025. My Initial Reaction to Apple’s Strong 4Q25 Earnings, How Apple’s Results Compared to My Estimates