AAPL, action, ANET, DBS, GOOG, ISRG, MSFT, SHOP, TSCO, TTD, UOB, VEEV, ZS

Removing the Froth: Taking Profits Off Recent Rally

December 17, 2024 — 0 Comments

LULU, VEEV, ZS

Veeva, Zscaler, Lululemon In The Right Direction

December 8, 2024 — 0 Comments

AAPL, ANET, CRWD, ISRG, MSFT, SHOP, TSCO, VEEV, ZS

My Crystal Ball “zun bo” 2024: US Edition

November 25, 2024 — 0 Comments

action, TTD, VEEV

Added More The Trade Desk and Veeva Systems

July 29, 2024 — 2 Comments

AAPL, action, ANET, CRWD, GOOG, ISRG, MSFT, portfolio, sell, SHOP, TSCO, VEEV, ZS

Partially Secured 2027 Expenses

June 21, 2024 — 0 Comments

action, VEEV

Added more Veeva Systems

June 2, 2024 — 0 Comments