Current portfolio and trades

Portfolio in order of market cap/descending:

AMZN (1574)
NVDA  (245)
TSLA   (276)
SQ        (55)
IQ         (20)
PAGS   (32)
Looking to start long term positions in VERI and CVNA both of which have smaller market caps than any existing holdings. VERI would have the distinction of being our only holding ever under $1 billion in capitalization.

Trades:
NFLX
PVTL
MELI
ROAD

Thursday 5/24, Swing trade GSKY.

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