CRWD

Portfolio Update

Portfolio Update

Some purchases.

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Portfolio Update

Portfolio & Performance Update

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DDOG

Datadog Earnings Review

Table of Contents * 1. Datadog (DDOG) – Earnings Review * a. Datadog 101 * b. Key Points * c. Demand * d. Profits & Margins * e. Balance Sheet * f. Annual

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News of the Week

News of the Week (February 3 - 7, 2025)

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Tesla

Meta, Tesla & Starbucks Earnings Reviews + DeepSeek News & Implications

Dissecting 3 earnings reports and some GenAI disruption

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