CrowdStrike and Nvidia earnings reviews were published last night. Rubrik will come today. More coverage will come Friday and Saturday.

Table of Contents

a. Performance Updates

Overall:

Year-to-date:

To read about my portfolio changes, explore my portfolio management approach and see my current portfolio, upgrade below.

logo

Subscribe to our premium content to read the rest.

Become a paying subscriber to get access to this post and a boatload of other subscriber-only content. Read the stock market newsletter read by Fortune 500 CEOs.

Upgrade

Reply

Avatar

or to participate