THURSDAY · AUGUST 27

More than just a ticker

Twelve businesses. One clear place to track what changed, what matters next, and whether the thesis still holds.

Coverage12individual holdings
Current earnings cycle12 / 120 reports remaining
Current cycle verdicts
10strengthened
2unchanged
0weakened
Latest earningsCRWD · NVDAFY27 Q2 · reviewed

HOLDINGS

Holdings

$339.75+2307.9%+0.2%+2.5%+9.8%+25.0%+32.7%+94.4%+132.9%Oct 29Estimated
$254.98+220.4%-1.3%+2.6%-1.4%+10.5%+12.0%+97.5%+50.9%Oct 29Estimated
$5.30+10.2%+7.1%+14.0%+8.8%-8.6%-3.1%+31.8%Nov 11Estimated
$250.06+1918.2%+0.3%+3.1%+30.3%+113.4%+102.8%+515.3%+284.9%Date pendingNot announced
$247.47+189.3%+1.0%+7.5%+5.0%+82.0%+78.9%+178.8%+66.4%Nov 5Estimated
$21.80-28.1%-2.4%-8.7%-19.6%-41.7%-62.9%Nov 4Estimated
$347.41+2237.9%-1.0%+1.8%+1.7%+10.7%+37.4%+164.7%+146.5%Nov 4Estimated
$353.00+673.6%+0.4%+7.9%+20.4%+79.1%+54.6%+511.1%+157.7%Oct 29Estimated
$228.87+6069.0%+0.7%+7.9%+6.6%+22.7%+24.7%+450.0%+943.1%Date pendingNot announced
$59.02+123.1%+0.2%-0.3%-5.7%+27.9%+76.3%+12.5%+126.8%Nov 3Estimated
$147.74+22.3%+7.1%+13.8%-1.0%-8.2%-6.0%+178.3%+0.8%Nov 3Estimated
$107.85+337.5%+0.6%+0.3%-4.9%-20.8%-24.9%+18.6%-19.0%Oct 27Estimated
BenchmarksFixed comparison · excluded from sorting
VOOS&P 500 · Vanguard VOO
$712.780.0%+2.4%+1.3%+13.7%+15.9%+79.6%+76.5%Index ETFFixed benchmark
QQQNasdaq-100 · Invesco QQQ
$747.46+0.8%+6.1%+4.8%+21.7%+24.1%+108.8%+102.3%Index ETFFixed benchmark
Prices & returns as of 9/22 close · cached snapshot · refreshingDates remain estimated until confirmed by the company · benchmarks stay fixed.