Specific news and analysis on individual public companies.
Shopify; Celsius; Starbucks; Airbnb; MercadoLibre; Nvidia
PayPal, Amazon & SoFi CEO Interviews; Oracle Earnings Snapshot
Broadcom; Samsara; Amazon; Celsius; CrowdStrike; DraftKings; Microsoft; Shopify; Macro; Headlines
Some Changes
Mid-Week News
MongoDB; Okta; Marvel; Headlines; Macro
Exploring the results of these three companies
New transactions, my updated holdings & my performance vs. benchmarks.
Workday; Intuit; Bill; Cava; Uber; SentinelOne; CrowdStrike; Amazon; Headlines; Macro
Mid-week news update.
