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Datadog Inc. (DDOG)
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Shift4 Payments Inc. Class A (FOUR)
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Snowflake Inc. Class A (SNOW)
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Robinhood Markets Inc. (HOOD)
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Cellebrite DI Ltd. (CLBT)
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Nebius Group N.V. (NBIS)
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Block Inc. Class A (XYZ)
Q: I've held XYZ in a reg account for a while now awaiting a recovery (down 50%) that never seems to take hold. I have to imagine there are much better opportunities, particularly in the US tech space. What would be some suggestions for replacement I could explore. I've had my eye on FOUR for a while, thoughts on this one as well would be very much appreciated. Thanks so much.