PLTR
Portfolio Update
Nu, On Running & Cloudflare Earnings Reviews
In case you missed it: * Trade Desk Earnings Review * Shopify & Mercado Libre Earnings Reviews * Uber Earnings Review * AMD & Datadog Earnings Reviews * Lemonade Earnings
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ABNB
Fleeting Discounts to Avoid Future Price Hikes
Table of Contents * a. News * b. Fleeting Discount * c. Earnings Reviews to Read From This Season * d. Portfolio Performance Since Inception a. News Prices are
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Earnings Review
News of the Week (May 5 - 9, 2025)
Most of the content from this week has already been sent: * Trade Desk Earnings Review (and a Cloudflare Snapshot) * Shopify & Mercado Libre Earnings Reviews
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Earnings Review
Shopify & Mercado Libre Earnings Reviews
Other Reviews to Read From This Season: * AMD & Datadog Earnings Reviews (& Coupang part 1). * Palantir & Hims Earnings Reviews. * Uber Earnings Review. * Alphabet
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