Next-gen Security Premium: A Drastic Weakening of US Cybersecurity The swirling concerns around CISA's headcount and funding cuts. Philosophy CRWD S PANW ZS DDOG NET OKTA CYBR GOOG MSFT RBRK Wiz Netskope
Philosophy Premium: Trade Headwinds Catching up on all the tariff-ic moves over the past week. AI/ML Next-gen Security NVDA
Philosophy Premium: Manufactured Crisis I am not enamored with the chaotic moves from the White House. NVDA
Philosophy What is hypergrowth? I strive to find enterprise SaaS companies that can exponentially scale.