Portfolio Update

Mid-Week News

PayPal, Amazon & SoFi CEO Interviews; Oracle Earnings Snapshot

News of the Week (September 3 - 6)

Broadcom; Samsara; Amazon; Celsius; CrowdStrike; DraftKings; Microsoft; Shopify; Macro; Headlines

Portfolio Update

Some Changes

Zscaler, Okta & Gitlab Earnings + Nvidia News

Mid-Week News

(Rest of) News of the Week (August 26-30)

MongoDB; Okta; Marvel; Headlines; Macro

Salesforce & Lululemon Earnings Reviews, Earnings Roundup, PayPal, SoFi, Progyny & Meta News & a Portfolio Update

Mid-Week News

Nvidia, CrowdStrike & SentinelOne Earnings Reviews

Exploring the results of these three companies

Portfolio Update

New transactions, my updated holdings & my performance vs. benchmarks.

News of the Week (August 19-23)

Workday; Intuit; Bill; Cava; Uber; SentinelOne; CrowdStrike; Amazon; Headlines; Macro

Snowflake Earnings, Palo Alto Earnings, Jobs Revision & PayPal News

Mid-week news update.

News of the Week (August 12 - 16)

Global-E; Adyen; Applied Materials; Datadog; Walmart; On Running; PayPal; Lululemon; CrowdStrike; Market Headlines; Macro