@KermitCapital @dhaval_kotecha @KermitCapital learning from you two has been a blessing, but thinking about TAM / unlocking TAM and %-age's helps re-balance for higher margin/fast growth biz...
sell $SFIX, $ZM, $SQ, $AMZN, add sequentially to $SHOP $FSLY $TWLO $CRWD, $DDOG