The Framer - A Portrait Analytics Publication

The Framer - A Portrait Analytics Publication

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September 2025

Portrait Weekly Winners & Losers: INTC & ALAB
Welcome to this week’s edition of the Portrait Weekly Winners & Losers.
Portrait Weekly Framing: The NFL's $100 Billion Media Chess Game
Welcome to this week’s edition of the Portrait Weekly Framing.
 • 
Eric Moster
Portrait Weekly Winners & Losers: OKLO & DRI
Welcome to this week's edition of the Portrait Weekly Winners & Losers.
 • 
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.
 • 
Eric Moster
Portrait Weekly Winners & Losers: CIEN & LULU
Welcome to this week's edition of the Portrait Weekly Winners & Losers.
 • 
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.
 • 
Eric Moster

August 2025

© 2025 David Plon
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