CRWD

Earnings Review

Microsoft (MSFT) & Starbucks (SBUX) -- Earnings Reviews

Exploring the results of these blue chips.

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News of the Week

News of the Week (July 22 - 26)

Visa; Amazon; PayPal; Enphase; ServiceNow; Chipotle; Disney; Duolingo; CrowdStrike; Alphabet; Meta; Market Headlines; Macro Data

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Portfolio Update

Portfolio Update With a New Holding (Max)

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Meta

News of the Week (July 15 - 19)

Amazon; Meta; Bank of America; Nu; American Express; Intuitive Surgical; Market Headlines; Macro

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Investment Case

More Thoughts on CrowdStrike (CRWD) & A New Investment Case

Further Contemplating the CrowdStrike Incident & Opening a New Position on Monday

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