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News of the Week (May 12 - 16, 2025)

In case you missed it from this week: * Nu, On Running & Cloudflare Earnings Reviews. * My Updated Portfolio & Performance vs. the S&P

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Portfolio Update
Nerd Max Access

Portfolio, Performance & Macro Updates

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Earnings Review

Nvidia & Cava Earnings Reviews + Snowflake Earnings Snapshot

Contextualizing more earnings reports.

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