Another packed earnings week is behind us. This recap will cover Palantir, Ferrari, and Uber.

Separately, I've been thinking about format. Three companies per recap instead of four might make these easier to read in one sitting, with each company getting the space it deserves without the email feeling like a marathon. Let me know if you prefer three or four going forward. Always open to any and all feedback in general!

Let’s dive in.

Disclaimer: This is not financial or investment advice. I'm sharing my personal investment decisions and reasoning for educational and informational purposes. Always do your own research before making any investment decisions.