Trim
Adobe; Oracle; Snowflake; CrowdStrike; Cloudflare; Datadog; PayPal; SentinelOne; Amazon; Shopify; Search King; Headlines; Macro
Strike 3, You're Out
Digesting the Fed statement, some thoughts on dovish policy and a portfolio update.
Search King; ZScaler; SentinelOne; Uber; Microsoft; Credit & Bank Interviews; Adobe; Macro
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
