SNOW
AMZN
Portfolio Update & Rate Cut Thoughts
Digesting the Fed statement, some thoughts on dovish policy and a portfolio update.
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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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