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00:00 Overview
04:40 Portfolio Update
09:20 New Amazon Thesis
22:09 Tom Lee Believes Markets Will Go higher
25:00 Mark Mahaney, Google Is Top Pick
30:20 Meta Poaching AI Employees
34:51 Lululemon Sues Costco
4.9
227227 ratings
00:00 Overview
04:40 Portfolio Update
09:20 New Amazon Thesis
22:09 Tom Lee Believes Markets Will Go higher
25:00 Mark Mahaney, Google Is Top Pick
30:20 Meta Poaching AI Employees
34:51 Lululemon Sues Costco
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