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Watch List
| S | 16.63% |
| NTNX | 22.31% |
| VEEV | 19.78% |
| PSTG | 41.56% |
| CRWD | 76.09% |
| SEMR | -8.28% |
| WDAY | 14.03% |
| INTU | 27.71% |
| SNOW | 16.44% |
| SE | 57.39% |
| PINS | 5.69% |
| CMG | 95.73% |
| TSM | -0.00% |
vs. Fair Value Estimates
Buy List
| GOOG | -34.23% |
| NYAX | -61.61% |
| ASR | -28.64% |
| HRMY | -52.37% |
| YOU | -46.18% |
| MELI | -26.07% |
| ADBE | -28.13% |
vs. Fair Value Estimates
Hold List
| MSFT | -19.27% |
| ODD | -14.00% |
| FLYW | 3.79% |
| CELH | -0.66% |
| TOST | 33.79% |
| CPNG | 1.66% |
| HIMS | 7.21% |
| PAYC | -19.14% |
| MNDY | 30.04% |
| GLBE | 20.13% |
| ZS | 25.66% |
| V | -12.81% |
| ADSK | 13.77% |
| NOW | 55.06% |
| ABNB | -21.59% |
| FTNT | 5.32% |
| TEAM | 24.40% |
vs. Fair Value Estimates