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Portrait Weekly Winners & Losers: INTC & ALAB
Welcome to this week’s edition of the Portrait Weekly Winners & Losers.
Sep 26
Portrait Weekly Framing: The NFL's $100 Billion Media Chess Game
Welcome to this week’s edition of the Portrait Weekly Framing.
Sep 25
•
Eric Moster
Portrait Weekly Winners & Losers: OKLO & DRI
Welcome to this week's edition of the Portrait Weekly Winners & Losers.
Sep 19
•
Eric Moster
Portrait Weekly Framing: Oracle's $455 Billion AI Backlog Signals Infrastructure Gold Rush
Welcome to this week's edition of the Portrait Weekly Framing.
Sep 17
•
Eric Moster
Portrait Weekly Winners & Losers: CIEN & LULU
Welcome to this week's edition of the Portrait Weekly Winners & Losers.
Sep 5
•
Eric Moster
Portrait Weekly Framing: Google's Antitrust Victory Reshapes Big Tech Regulatory Landscape
Welcome to this week's edition of the Portrait Weekly Framing.
Sep 3
•
Eric Moster
August 2025
Portrait Weekly Framing: McDonald's 15% Price Cut Signals QSR Margin Reset
Welcome to this week's edition of the Portrait Weekly Framing.
Aug 26
•
Eric Moster
Portrait Weekly Winners & Losers: NIO & RDDT
Welcome to this week's edition of the Portrait Weekly Winners & Losers.
Aug 22
•
Eric Moster
1
Portrait Weekly Framing: Perplexity's $34.5B Chrome Bid Signals New Era of Tech Antitrust Risk
Welcome to this week's edition of the Portrait Weekly Framing.
Aug 19
•
Eric Moster
Portrait Weekly Winners & Losers: INTC & CRWV
Welcome to this week's edition of the Portrait Weekly Winners & Losers.
Aug 15
1
Portrait Weekly Framing: Ford's $2 Billion Universal Platform Gambit
Welcome to this week's edition of the Portrait Weekly Framing.
Aug 12
•
Eric Moster
Portrait Weekly Winners & Losers: ALAB & TTD
Welcome to this week's edition of the Portrait Weekly Winners & Losers.
Aug 8
•
Eric Moster
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