Portfolio Update & Rate Cut Thoughts

Digesting the Fed statement, some thoughts on dovish policy and a portfolio update.

News of the Week

Search King; ZScaler; SentinelOne; Uber; Microsoft; Credit & Bank Interviews; Adobe; Macro

Mid-Week News

Shopify; Celsius; Starbucks; Airbnb; MercadoLibre; Nvidia

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.