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.
Global-E; Adyen; Applied Materials; Datadog; Walmart; On Running; PayPal; Lululemon; CrowdStrike; Market Headlines; Macro
Robinhood; Super Micro; Axon; JFrog; ELF; Celsius; Progyny; Amazon; SoFi; Starbucks; SentinelOne; Headlines; Macro