DDOG
News of the Week
News of the Week (August 12 - 16)
Global-E; Adyen; Applied Materials; Datadog; Walmart; On Running; PayPal; Lululemon; CrowdStrike; Market Headlines; Macro
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Earnings Review
The Trade Desk, Datadog & Duolingo Earnings Reviews
Exploring the results of these three companies.
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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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News of the Week
News of the Week (June 24 - 28)
Nike; Datadog; Nu; Hims; Nvidia; Micron; Amazon; Meta & Apple; Shopify; Progyny; Headlines; Macro
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