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Investment theses
Not fast, just furious
Our portfolio is tracking at
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TSLA
6
124.0%
Tesla ‘Cybertruck’ goes from game tournament to public streets in Europe
Tesla y Ford ofrecen respiradores a hospitales en crisis por el coronavirus
Coronavirus: Intel, Tesla lead stock market gains amid hope for economic help
The world is relying on Big Tech to fight COVID-19 — can they handle it?
Tesla owner vlogs “touchless delivery” process for his new Model 3
GE
150
-32.6%
Without Boeing, GE Stock Is Dead in the Water
Ford aiding manufacturers in building ventilators, respirators amid COVID-19 crisis
Ford says it won't restart North American factories at the end of March because of the coronavirus outbreak (F)
Coronavirus: Ford, GE, 3M produzieren Beatmungsgeräte gemeinsam
Ford says it's ramping up production to combat coronavirus: 'We're going like hell' on masks, ventilators
GOOG
2
3.2%
All your friends are using Zoom, the video-chat app that is suddenly dominating competition from Google and Microsoft (ZM)
YouTube will reduce video quality globally for 30 days
Apps that can help India tackle coronavirus
Ad fraud malware found in 24 children's Android games and 32 utility apps, downloaded nearly 1M times, before being removed from the Google Play Store (Check Point Research)
Oracle is providing the technology for clinical trials to help the Trump administration determine if anti-malaria drugs can be used to fight COVID-19 (ORCL)
AMZN
1
22.5%
Streaming: Amazon offre des dessins animés
Amazon says the Pentagon isn't really serious about fixing the JEDI process and accuses it of wanting to give Microsoft a 'do-over' in $10 billion cloud contract (AMZN, MSFT)
Amazon warehouse workers organized to demand PTO and coronavirus clinched it
Amazon is teaming up with Bill Gates-backed group to deliver coronavirus test kits in the US
Oracle is providing the technology for clinical trials to help the Trump administration determine if anti-malaria drugs can be used to fight COVID-19 (ORCL)
NFLX
5
4.8%
Netflix to cut traffic in India by 25per cent to ease data gridlock
Netflix (NFLX) Stock Rises 8.24%, Upgrade to Outperform from Neutral
False messages are circulating that claim Netflix is giving away 'free passes' during the coronavirus pandemic (NFLX)
Roku Vs. Netflix: Needham's Laura Martin Sees A Clear Quarantine Winner
Baird Upgrades Netflix, Downgrades AT&T, Comcast As Pandemic Shifts Media Market
T
50
-12.6%
Now is the time to buy Samsung’s Galaxy S20
Comcast, AT&T Especially Vulnerable to Coronavirus Fallout, Baird Note Says
Baird Upgrades Netflix, Downgrades AT&T, Comcast As Pandemic Shifts Media Market
AT&T to Release First-Quarter 2020 Earnings on April 22, 2020
Coronavirus led to the biggest smartphone shipment decline in history
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Investment thesis
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