Exploring the results of these three companies

New transactions, my updated holdings & my performance vs. benchmarks.

Workday; Intuit; Bill; Cava; Uber; SentinelOne; CrowdStrike; Amazon; Headlines; Macro

Mid-week news update.

Global-E; Adyen; Applied Materials; Datadog; Walmart; On Running; PayPal; Lululemon; CrowdStrike; Market Headlines; Macro