Table of Contents * 1. Datadog (DDOG) — Earnings Review * Datadog 101: * a. Demand * b. Profits & Margins * c. Balance Sheet * d. Q4 Guidance & Valuation * e. Call & Release * f. Take * 2. Earnings Round-Up

Table of Contents * 1. Duolingo (DUOL) – Earnings Review * a. Demand * b. Profits & Margins * c. Balance Sheet * d. 4th Quarter Guidance & Valuation * e. Call & Letter * f. Take * 2. Celsius (CELH) – Earnings

New Holding & Portfolio Update

Digging into these two earnings reports.

Most of this week’s content has already been sent. Those sends included: 1. Amazon, Apple & Uber Earnings Reviews + an Intel Coverage. 2. My Updated Portfolio & Performance. 3. Meta & Microsoft