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July 17-21, 2023
Weekly Update You know the drill, let’s jump right into the news from this week! Tesla Let’s kick things off with a rundown of Tesla’s earnings. Here are the numbers: YoY Revenue

Ryan
Sep 6, 20238 min read
July 10-14, 2023
Weekly Update Let’s get right into the news for this week! Tesla There was quite a bit of Tesla news so let’s take it one by one. First, in the latest avalanche of car companies adopting Tesla’s charging standard, Mercedes just announced its EVs will have access to Tesla’s superchargers by next year. Second, Tesla is looking to break ground any day now on its latest Gigafactory in Monterrey, Mexico. The company is actively trying to diversify its supply chain and it is miles

Ryan
Sep 6, 20237 min read
July 3-7, 2023
Weekly Update For you Americans, I hope you had a nice 4th of July! To everyone else, I hope it was a good Tuesday :) Let’s get right into this week’s news! Tesla Tesla released its delivery and production numbers for Q2 and they were above expectations. The company produced about 480k vehicles, 96% of which were either Model 3’s or Model Y’s, and delivered about 460k cars. The company is now over a 1.9 million production run-rate and will be at 2 million in no time. While t

Ryan
Sep 6, 20235 min read
June 26-30, 2023
Let’s get right into the news! Snowflake Snowflake held its Summit and Investor Day so there were quite a few announcements. Snowflake announced a deepening of its relationship with Microsoft. The company increased its Azure spend commitment, which I think is a fantastic sign to diversify a little from Amazon. Over 70% of Snowflake workloads go through AWS so it’s good to see Microsoft get some more love. Google, the third largest cloud provider, still does not play nice wit

Ryan
Sep 6, 20235 min read
June 19-23, 2023
Let’s get right into the news from this week! Tesla You’ve probably heard by now but, Ford and GM announced that its new models, starting in 2025, would use Tesla’s NACS (North American charging standard) and thereby have access to Tesla’s 12,000-strong supercharger network. It’s a testament to Tesla’s dominance in electric vehicles. Ford and GM see Tesla as having such a lead that it’s not even worthwhile to create another, duplicate charging network. Tesla’s is already big

Ryan
Sep 6, 20235 min read
On Long Holding Periods
Holding a stock for a long time is a worthy endeavor. For one, there are real tax benefits to deferring tax day by holding a long-term...

Ryan
Sep 6, 20234 min read
June 5-9, 2023
Let’s get into this week’s news!

Ryan
Sep 6, 20238 min read
May 22-26, 2023
Let’s get right into it!

Ryan
May 27, 20239 min read
May 15-19, 2023
Let’s get into the news from the week. Tesla

Ryan
May 20, 20235 min read
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