NVDA

News of the Week

News of the Week (May 1 - 5)

Airbnb; SoFi; Meta Platforms; Apple; AMD; Starbucks; Block; Lemonade; JFrog; Match; Mercado Libre; Fortinet; Revolve; Nanox; Macro; Portfolio

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News of the Week

News of the Week (May 15 - 19)

Sea Limited; Alibaba; The Home Depot; Walmart; More Earnings Highlights; PayPal; Progyny; Meta; Shopify; CrowdStrike; SoFi; Amazon; Uber; Macro Data; Portfolio

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AMZN

New Amazon Position

A brief overview of this investment case.

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News of the Week

News of the Week (May 22 - 26)

SoFi; Nvidia; Snowflake; PayPal; JFrog; Match; Uber; Amazon; Meta; Nanox; Upstart; Palo Alto; Cresco Labs; Earnings Round-Up; Macro; Portfolio

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News of the Week

News of the Week (June 12 - 16)

SoFi; Revolve; Adobe; CrowdStrike; Shopify; Uber; Apple; Macro; Final Market Headlines; Portfolio

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