NOW

Portfolio Update

Portfolio & Performance Updates

Table of Contents * a. Housekeeping * b. Updated Performance vs. the S&P 500 * c. Portfolio Changes & Updated Holdings a. Housekeeping In case you

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Earnings Review

CrowdStrike (CRWD) Earnings Review

In case you missed it from this earnings season: * Nvidia & SentinelOne Earnings Reviews * Zscaler Earnings Review * Trade Desk Earnings Review * DraftKings & Coupang Earnings

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Earnings Review

Zscaler Earnings Review

In case you missed it from this earnings season: * Nvidia & SentinelOne Earnings Reviews * Trade Desk Earnings Review * DraftKings & Coupang Earnings Reviews * Shopify &

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Nvidia

Nvidia & SentinelOne Earnings Reviews

In case you missed it from this earnings season: * Trade Desk Earnings Review * DraftKings & Coupang Earnings Reviews * Shopify & Mercado Libre Earnings Reviews * Uber

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Earnings Review

News of the Week (May 19 - 23, 2025)

I published my Snowflake & Palo Alto Earnings Reviews during the week. I also published a portfolio & performance update. Next week, I will be

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