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Apple Inc. (AAPL)
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Amazon.com Inc. (AMZN)
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Meta Platforms Inc. (META)
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Alphabet Inc. (GOOG)
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Microsoft Corporation (MSFT)
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Netflix Inc. (NFLX)
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NVIDIA Corporation (NVDA)
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Booking Holdings Inc. (BKNG)
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Eli Lilly and Company (LLY)
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UnitedHealth Group Incorporated (DE) (UNH)
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United Rentals Inc. (URI)
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Tesla Inc. (TSLA)
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KKR & Co. Inc. (KKR)
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Advanced Micro Devices Inc. (AMD)
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Arista Networks Inc. (ANET)
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ASML Holding N.V. (ASML)
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Powell Industries Inc. (POWL)
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CrowdStrike Holdings Inc. (CRWD)
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Cellebrite DI Ltd. (CLBT)
Q: Good morning!
Mag 7 owned, UNH, AMD, URI, POWL, ASML, KKR, CLBT, LLY, ANET.
What are “your” top 3 US additions to this list? Thank you for all the incredible things here.
Mag 7 owned, UNH, AMD, URI, POWL, ASML, KKR, CLBT, LLY, ANET.
What are “your” top 3 US additions to this list? Thank you for all the incredible things here.
Q: Hi, could you comment on ANET's earnings, which I understood were about 10% ahead of estimates per share, and 2% or so more revenue. The stock appears to have taken a hit today on the report, so were there negative comments from the management on forward guidance? Something else I missed in the numbers?
Thanks!
Thanks!
Q: Hi, I've read in Barron's that Crowdstrike will be laying off 500 staff, replacing them with AI. While obviously difficult for those laid off, I am wondering about the overall impact on CRWD, as I have noted today's negative reaction to the news. Your thoughts and comments on this would be appreciated. Thanks!