DraftKings; Mercado Libre; Lemonade; Block; Coinbase; BIll.com; Super Micro; AMD; Pinterest; Uber; The Trade Desk; Crowdstrike; Match; Macro; Portfolio

Intro: Palantir is a software company that helps customers get the most out of their structured and unstructured data. Like many others, it pulls from years of AI/ML work to automate insight-gleaning.

Exploring the results of a legacy media titan and a software disruptor.

Exploring the results of these three companies.

Progyny; Nu; CrowdStrike; Disney; Robinhood; Celsius; Axon; Confluent; Headlines; Macro; Portfolio & Updated Performance vs. Benchmarks