Sitemap - 2023 - Nick’s Vital Few
12/19/23- Homebuilders🏡, Jay Powell, 🛡️PANW CEO, Beckham⚽
12/4/23- SNOW Sales🌨️, MS🏦CEO, GOOG Sundar, & More Tech
11/20/23- OpenAI 🏴☠️, AMAT ⛅, Dr. Fei-Fei Li, Big Data 🚗 Recycling
11/6/23-Buffett on USA as a Farm🧑🏼🌾, McKinsey😬, Public ⛅v. On Prem, MAMAA
10/23/23-Amy Hood MSFT,🎧Rich Paul, Hacker🗣️, SEMIs📊,Isaacson📘Musk
10/09/23-Recycled Info♻️,Dangerous⚠️CFOs, Zuck, & Finger Snap Test🫰🏽
9/26/23- Job's iPhone🤫, Security Analysis7️⃣, Edelweiss on Luxury 💍👜
9/12/23- Student Loan Pmts😬, Ackman🎧, Broadcom, Stephanie Pomboy📺, Future IPOs?
8/29/23- Brutal👊Retail, Snowflake❄️, Meta🎧, Bluetooth🪄, References🧾
8/15/23-Company🤔, Snowflake🎧, Semis⌚, Cinder👠
8/1/23- 📘Jim Simons, 🏦Brian Moynihan, 🎧Seth Klarman, 🤖Mira Murati OpenAI
7/17/23- Jim Keller Recipe🧾,♻️ERP Change, Ellison+Jobs,🎧Ransomware 😬
7/3/23🫡- Mandelbrot📊,Snowflake🌨️,Outlive📘,Tom Cowan🎧
6/20/23-Dr. Lisa Su, 1st Citizens🏦, 5 Forces, Storm⛈️Waves🌊
6/6/23- NVIDIA, 🎧Asianometry, The Bond King👑, Option LEAPS, Chess Master
5/23/23- WFE, AMAT, Team Astley, Titans & A Snake 🐍
5/9/23- Cloud Mkt Size⛅, Cloudflare, Jim Grant, Ilya Sutskever, Rick Rubin, B. Pascal
4/25/23- Munger, Jensen, Navy SEALs,🚀🌌, Claude Shannon
4/11/23- David Einhorn, Comm RE, Bard v ChatGPT, Spell🐝& Sundar
3/28/23- Chess Hustlers, Munger FOOLS🤡, Housing, Nas, Kirk Kerkorian, & 🎰Las Vegas
3/2023 H1- SNOW❄️ Buyback, # of US Firms, Break Point🎾, Jerry MaGuire🤔
2/2023 H2- AI Breakout, Nvidia, Tech Layoffs, Ingenious Parking, Inner Games, Housing