Sea Limited; Alibaba; The Home Depot; Walmart; More Earnings Highlights; PayPal; Progyny; Meta; Shopify; CrowdStrike; SoFi; Amazon; Uber; Macro Data; Portfolio

SoFi; Nvidia; Snowflake; PayPal; JFrog; Match; Uber; Amazon; Meta; Nanox; Upstart; Palo Alto; Cresco Labs; Earnings Round-Up; Macro; Portfolio

A brief overview of this investment case.

Digging into the Results of this Disruptor.

SoFi; Salesforce; SentinelOne; Lululemon; Zscaler; Meta Platforms; Amazon; Progyny; Match Group; Earnings Round-Up; Macro; Portfolio