Companies covered: Porch Group Inc. (NASDAQ:PRCH), MongoDB Inc. (NASDAQ:MDB), Cloudflare Inc. (NYSE:NET), CrowdStrike Holdings (NASDAQ:CRWD), Circle Internet Group Inc. (NYSE:CRCL), Coinbase Global Inc. (NASDAQ:COIN), Robinhood Markets Inc. (NASDAQ:HOOD), NVIDIA Corporation (NASDAQ:NVDA), Micron Technology, Inc. (NASDAQ:MU), Samsung Electronics Co Ltd (KRX:005930), SK Hynix (KRX:000660), MiniMax Group Inc. (HKG:0100), Knowledge Atlas Technology JSC Ltd. (HKG:2513), Alphabet Inc (NASDAQ:GOOG), Western Digital Corporation (NASDAQ:WDC), SanDisk Corporation (NASDAQ:SNDK), Lumentum Holdings Inc (NASDAQ:LITE), Coherent, Inc. (NASDAQ:COHR), Palantir Technologies Inc. (NASDAQ:PLTR), Samsung Electronics Co. Ltd. (OTCMKTS:SSNLF), Seagate Technology. (NASDAQ:STX), Palo Alto Networks, Inc. (NYSE:PANW), Legence Corp. (NASDAQ:LGN), Noble Corporation (NYSE:NE), Fabrinet (NYSE:FN), HubSpot, Inc. (NYSE:HUBS), Intel Corporation (NASDAQ:INTC)
