Visa; Amazon; PayPal; Enphase; ServiceNow; Chipotle; Disney; Duolingo; CrowdStrike; Alphabet; Meta; Market Headlines; Macro Data
A Large Trim
Some Adding
Exploring the results of these three firms.
Further Contemplating the CrowdStrike Incident & Opening a New Position on Monday
Amazon; Meta; Bank of America; Nu; American Express; Intuitive Surgical; Market Headlines; Macro
Exploring the results of two global large caps.
JP Morgan; Delta; SoFi; Pepsi; Uber; Amazon; Starbucks; Headlines; Macro
An updated view of the portfolio & plans
Tesla; Comp Sheets; Mercado Libre & Nu; DraftKings & Flutter; Meta; Microsoft; Headlines; Macro