Weekly Update May 12-16 + Trade Alert

AXON trim, NU earnings, TMDX DCD, and AMZN FedEx deal

Let’s get right into it!

Trade Alert

• Trim Axon 4.5% portfolio points (or 18% of our Axon shares – so if you have 100 AXON shares, sell 18 of them)

The only reason is valuation. Axon is executing beautifully. Just a small trim to take our cash position back up to 10%.

The portfolio now looks like this:

Nu

Nu reported after bell on Tuesday; here are the number…