Upstart is starting to secure long-term funding commitments, which could be a game-changer for the company. There are incipient signs indicating that the business could be turning the corner.

It was an extraordinary quarter for Sea Limited, and achieving profitability at the whole company level provides a major validation for the investment thesis in the company.

At current prices, Airbnb stock is cheaply valued based on cash flow generation, and the long-term upside potential is quite compelling.

Nvidia is a unique company due to its leading presence across several of the most important trends in technology, offering exponential growth opportunities over the years ahead.

CrowdStrike is a notably clean investment case from a quantitative point of view.

Amazon is a high-quality business with rock-solid competitive strength, outstanding execution at scale, expanding cash flows, plenty of growth opportunities, and trading at an attractive valuation.