Executive summary Opendoor reported tangible progress toward unit economics in Q2 2025 while shrinking balance-sheet exposure: revenue of $1.57B, gross profit $128M, and the company posted its first quarter of Adjusted EBITDA profitability since 2022 (Adjusted EBITDA $23M). Inventory and purchasing activity have been deliberately cut (homes purchased down 63% YoY), reflecting a pivot to…
Executive summary Amazon, Shopify and eBay represent three distinct e-commerce models: Amazon (AMZN) is a massive marketplace + logistics + AWS hybrid; Shopify (SHOP) is a merchant-platform/subscription model powering independent stores; eBay (EBAY) is a marketplace focused on reuse, collectibles and a growing ad/managed-services mix. Recent results show: Amazon reported Q2 2025 net sales $167.7B…
Executive summary Summary fundamentals Detailed fundamental analysis Revenue trends Supermicro’s FY2025 revenue surge to $22.0B reflects accelerated demand for AI servers and large design wins, but the quarterly cadence is lumpy: Q3 showed ~$4.6B and Q4 jumped to $5.76B, indicating order timing and customer fulfillment dynamics (Supermicro press releases and earnings script). Investors must model…
All figures, quotes and technical reads were pulled from CrowdStrike’s investor releases, SEC filings and public market-data providers at the time of writing. Verify live charts and filings before acting. Short verdict (one line) CrowdStrike is a high-growth cybersecurity platform with durable ARR expansion, improving margins and strong cash generation; fundamentals pass Profit Pencil’s growth/margin/leverage…
Executive summary Market overview One-week moves (week of Sep 22–26, 2025): S&P 500 −0.3%, Nasdaq Composite −0.7%, Dow −0.1% (Friday rebound reduced losses). Trading was dominated by headline catalysts (AI capex, M&A rumours) rather than broad earnings beats. Volume and breadth narrowed into Friday’s rally. (AP News) ETF moves (selected): XLK (Technology Select Sector ETF)…