Nu Holdings – More Nu Customers

How is Nu growing their client base?

Tencent Leveraging its Platform with AI

Can Tencent further strengthen their strong competitive position with AI?

Booking.com Your Next Trip?

How is Booking.com evolving to meet customers’ changing needs.

Amazon – Forest Still Growing

So much more than an online retailer. 

Interactive Brokers & Banker

Investing for the future.

Netflix – Watching the Numbers

Where can Netflix’s next stage of growth come from?

More than Tencent?

Will Naspers be able to find another Tencent? 

Nike – Not Doing It

How has increased competition eroded Nike’s competitive advantage.

DRAM-atic

What is DRAM, and what is its role in the AI buildout. 

Xbox-ed

What does the SpaceX IPO say about the broader market