Nike; Datadog; Nu; Hims; Nvidia; Micron; Amazon; Meta & Apple; Shopify; Progyny; Headlines; Macro
DraftKings; Flutter; Netflix; Disney; Datadog; Amazon; Meta; Shopify; Lemonade; The Trade Desk; EBIT Comp Sheet; Headlines; Macro
Portfolio Update -- Trims & Adds
a condensed view of the coffee giant's prospects
Broadcom; Adobe; SoFi; Okta; AMD; American Express; Progyny; Market Headlines; Powell Press Conference & Macro
Apple; Oracle; PayPal; Celsius; Coinbase
Updated Holdings & Plans
Snowflake; Starbucks; Nvidia; PayPal; SentinelOne; Robinhood; CrowdStrike; Disney; Gitlab; Samsara; Headlines; Macro
Exploring the Results of This Cybersecurity Disruptor.
Plans for this position heading into earnings.
