Snowflake
Advanced Micro Devices
Electronic Arts
Cybersecurity ETF
Cloud Computing ETF
Cyber Security ETF
1/9 update: We remain bullish on cyber security and AI automation/robotics.
28/8 original post:
OKTA
OKTA:NAS Revenue: Q2 total revenue was $556 million, an increase of 23% year-over-year. Subscription revenue was $542 million, an increase of 24% year-over-year.
1/9 update: Okta share price rallied following the better-than-expected Q2 earnings.
10/8 origional post:
SHOP up 17.2% in 8 days
Shopify Inc. Class A Subordinate Voting is a current holding in our US Technology Disruptors Trade Table. It has rallied 17.2% in 8 days!
US Markets & Economy
August job creation is now more in line with pre-pandemic trends. US Q2 GDP was revised down from 2.4% y/y to 2.1% y/y on weaker inventory and trade contributions.
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