Portfolio & Performance Updates Table of Contents * a. Updated Performance * b. Changes * c. Portfolio Management Strategy * d. Updated Holdings a. Updated Performance Overall:
Exiting a Position, Adding to Others & Updated Performance Table of Contents * 1. Updated Performance * 2. Changes * 3. Portfolio Management Strategy * 4. Updated Holdings 1. Updated Performance Overall:
News of the Week (March 16-20, 2026) Other recent earnings reviews to read from this season: * Micron * Rubrik & Oracle * Snowflake * MongoDB & The Trade Desk * Sea Limited & On Holding * Nvidia * CrowdStrike & Broadcom * Axon & Mercado Libre * Coupang
Micron Earnings Review Table of Contents * a. Micron 101 * b. Key Points * c. Demand * d. Profits & Margins * e. Balance Sheet * f. Guidance & Valuation * g. Call & Release * h. Take Other recent earnings reviews to
