Table of Contents
a. Housekeeping
In case you missed it from this earnings season:
- CrowdStrike Earnings Review
- Nvidia & SentinelOne Earnings Reviews
- Zscaler Earnings Review
- Trade Desk Earnings Review
- DraftKings & Coupang Earnings Reviews
- Shopify & Mercado Libre Earnings Reviews
- Uber Earnings Review
- Palo Alto & Snowflake Earnings Reviews
- Apple & Duolingo Earnings Reviews
- AMD & Datadog Earnings Reviews
- Lemonade Earnings Review
- Sea Limited & Cava Earnings Reviews
- Palantir & Hims Earnings Reviews
- Airbnb Earnings Review
- SoFi Earnings Review
- PayPal Earnings Review
- Meta, Robinhood & Starbucks Earnings Reviews
- Amazon & Microsoft Earnings Reviews
- Alphabet Earnings Review
- Tesla Earnings Review
- Chipotle Earnings Review
- ServiceNow Earnings Review
- Netflix & Taiwan Semi Earnings Reviews
- Nu, On Running & Cloudflare Earnings Reviews
b. Updated Performance vs. the S&P 500
c. Portfolio Changes & Updated Holdings
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