I Invested $100,000 Into This Company Already, And I’m More Bullish Now Than Ever

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