NET
ADBE
News of the Week (September 16 - 20, 2024)
Adobe; Oracle; Snowflake; CrowdStrike; Cloudflare; Datadog; PayPal; SentinelOne; Amazon; Shopify; Search King; Headlines; Macro
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AMZN
Portfolio Update & Rate Cut Thoughts
Digesting the Fed statement, some thoughts on dovish policy and a portfolio update.
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Earnings Review
Snowflake Earnings, Palo Alto Earnings, Jobs Revision & PayPal News
Mid-week news update.
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