So, just a few weeks ago there were last companies reporting their Q1 results and here we are with Q2 kicking off, for me in about a week with $NFLX reporting its results on Tuesday 19th... I hope to see some great numbers this season, it's about time!

Also, I'm very interested in $DOCU results and will closely watch the execution of their Agreement Cloud since I saw some weakness in that for the past few quarters, so this will be decisive for me. There's no doubt they do well in e-Signtature, but Agreement Cloud is a significant part of my thesis too. Otherwise, I may reallocate my money into $ADBE and a few other positions that I want to either initiate or complete 👀