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0:00 Intro
1:49 Why I Bought ServiceNow
8:54 The Trade Desk
12:19 Netflix
14:04 TSMC & ASML in 2026
21:49 Meta & Microsoft
27:06 My Watchlist: Uber, ServiceNow, Adobe
33:49 Amazon & Scale Moat
37:06 AWS Competition, SaaS Selloff hurricanes reform uk & Catalyst, How to Buy Dip
