SoFi; Duolingo; Micron; Meta; Visa; Uber; Nu; Lemonade; Market Headlines; Macro

Trim

Adobe; Oracle; Snowflake; CrowdStrike; Cloudflare; Datadog; PayPal; SentinelOne; Amazon; Shopify; Search King; Headlines; Macro

Strike 3, You're Out

Digesting the Fed statement, some thoughts on dovish policy and a portfolio update.