According to @StockMarketNerd, this week’s wrap includes catch-up earnings reviews for PANW, NVDA, and DDOG, a PYPL CEO interview, and an update on UBER autonomous-vehicle news, with access to 30 additional reviews from this earnings season (source: @StockMarketNerd). According to @StockMarketNerd, the post also shares performance versus the S&P 500, plus portfolio changes with one new holding and one exit this week (source: @StockMarketNerd). According to @StockMarketNerd, no explicit cryptocurrency market implications are provided; the focus is equity analysis that traders can use for sector positioning across cybersecurity, AI semiconductors, observability, fintech, and mobility (source: @StockMarketNerd).