PYPL

News of the Week

News of the Week (September 3 - 6)

Broadcom; Samsara; Amazon; Celsius; CrowdStrike; DraftKings; Microsoft; Shopify; Macro; Headlines

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News of the Week

(Rest of) News of the Week (August 26-30)

MongoDB; Okta; Marvel; Headlines; Macro

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META

Salesforce & Lululemon Earnings Reviews, Earnings Roundup, PayPal, SoFi, Progyny & Meta News & a Portfolio Update

Mid-Week News

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News of the Week

News of the Week (August 19-23)

Workday; Intuit; Bill; Cava; Uber; SentinelOne; CrowdStrike; Amazon; Headlines; Macro

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Earnings Review

Snowflake Earnings, Palo Alto Earnings, Jobs Revision & PayPal News

Mid-week news update.

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