Long $AAPL $AMZN $GOOGL $TSLA $MSFT $PYPL $NVDA $MA $COST $HD $V $TGT $NFLX $AMD $SQ $ADBE $CRM $BYND $SPOT $ROKU $ETSY 

Watching $SHOP

Largest position $AAPL 18%
Smallest positions $ETSY $ROKU 1% https://t.co/FVRMY84HqW