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Watch List
| CMG | 34.49% |
| RDDT | 1.15% |
| NTNX | 9.81% |
| CRWD | 72.56% |
| SE | 16.64% |
| SNOW | 3.54% |
| APPF | 6.26% |
| PINS | -35.68% |
| VEEV | 14.14% |
| PSTG | -8.71% |
| WDAY | -5.62% |
| INTU | 14.21% |
vs. Fair Value Estimates
Buy List
| SEMR | -42.97% |
| TSM | -41.61% |
| ZETA | -33.00% |
| GOOG | -50.95% |
| NYAX | -37.61% |
| MSFT | -29.24% |
| ODD | -34.00% |
| ASR | -28.35% |
| FLYW | -44.97% |
| HRMY | -60.04% |
| GLBE | -26.72% |
| YOU | -34.10% |
| ABNB | -35.65% |
| MELI | -31.19% |
| ADBE | -45.61% |
vs. Fair Value Estimates
Hold List
| VTEX | -21.60% |
| CELH | 49.16% |
| TOST | 13.60% |
| CPNG | -18.30% |
| HIMS | -22.20% |
| PAYC | -22.40% |
| MNDY | 4.25% |
| ZS | 21.52% |
| V | -7.65% |
| ADSK | -4.28% |
| NOW | -5.11% |
| FTNT | -4.19% |
| TEAM | -13.00% |
vs. Fair Value Estimates