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Amazon

Mid-Week News

PayPal, Amazon & SoFi CEO Interviews; Oracle Earnings Snapshot

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Earnings Review

Zscaler, Okta & Gitlab Earnings + Nvidia News

Mid-Week News

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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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Nvidia

Nvidia, CrowdStrike & SentinelOne Earnings Reviews

Exploring the results of these three companies

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Portfolio Update

Portfolio Update

New transactions, my updated holdings & my performance vs. benchmarks.

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