Portfolio Update -- CrowdStrike

Plans for this position heading into earnings.

News of the Week (May 27 -31)

Salesforce; Cava; SentinelOne; Zscaler; Okta; UiPath; Dell; MongoDB; Meta; Amazon; Nu; PayPal; Draftkings & Flutter; Lululemon; Market Headlines; Portfolio & Transactions

Portfolio Updated (Growing Pains)

Stock Market Nerd Subscribers – Attention Requested

News of the Week (May 20 - 24)

Nvidia (NVDA) Earnings Review

Exploring the strong results of the chip king.

News of the Week (May 13 - 17)

Nu; Uber; Disney; Netflix; Trade Desk; Magnite; Alphabet; Sea Limited; Alibaba; Walmart; Progyny; Amazon; Starbucks; Duolingo; Lululemon; CrowdStrike; SoFi; Snowflake; Headlines; Macro; My Portfolio

News of the Week (May 6 - 10)

Progyny; Nu; CrowdStrike; Disney; Robinhood; Celsius; Axon; Confluent; Headlines; Macro; Portfolio & Updated Performance vs. Benchmarks

The Trade Desk (TTD), Duolingo (DUOL) & Airbnb (ABNB) -- Earnings Reviews

Exploring the results of these three companies.

Uber, Shopify & The Trade Desk (part 1) Earnings Reviews

Exploring the results of these three companies.

Disney & Datadog Earnings Reviews

Exploring the results of a legacy media titan and a software disruptor.

Palantir (PLTR) -- Q1 2024 Earnings Review