Impinj Stock Discussion

Here's an updated version of how I'm constructing my growth portfolio around key themes that I believe have a MASSIVE runway for the rest of this decade 👇
💾 Data (30%) | $Snowflake(SNOW.US)$ , $Palantir(PLTR.US)$ , $MongoDB(MDB.US)$ , $Datadog(DDOG.US)$ , $Confluent(CFLT.US)$
🛡️ Cybersecurity (20%) | $CrowdStrike(CRWD.US)$ , $Zscaler(ZS.US)$ , $Cloudflare(NET.US)$
🛒 E-Commerce (12%) | $Global-E Online(GLBE.US)$ , $MercadoLibre(MELI.US)$ , $Jumia Technologies(JMIA.US)$
☁️ Cloud (12%) | $Atlassian(TEAM.US)$ , ...

We're almost halfway through 2024 & it's clear that the biggest winners so far have been semiconductor companies -- let's delve into where these names stand based on their 2025 growth & earnings  🧐
Tier 1⃣ | $NVIDIA(NVDA.US)$ , % $Micron Technology(MU.US)$ , $Marvell Technology(MRVL.US)$ , $ASML Holding(ASML.US)$ , $Advanced Micro Devices(AMD.US)$
Tier 2⃣ | $Broadcom(AVGO.US)$ , $KLA Corp(KLAC.US)$ , $Applied Materials(AMAT.US)$ , $Taiwan Semiconductor(TSM.US)$ , $Lam Research(LRCX.US)$ , $Qualcomm(QCOM.US)$ , $Intel(INTC.US)$ , ...

Owning stocks isn't enough -- you must understand what these companies do. If you can't summarize their business in one sentence, you might not truly know them.
Here are the one-liners for each stock in my portfolio  🧐
1. $CrowdStrike(CRWD.US)$ | Crowdstrike
• Their Falcon platform uses artificial AI and cloud technology to detect and respond to cyber threats by offering endpoint security, threat intelligence, and cyberattack response services.
2. $Snowflake(SNOW.US)$ | Snowflake
• A cloud-...

Some of the companies outlined below are consensus longs while others are overlooked. I'd welcome any other notable ideas [preferably >$750MM market cap] so comment below...
Media / Entertainment || $Netflix(NFLX.US)$  / $Live Nation Entertainment(LYV.US)$ / $Liberty Formula One-C(FWONK.US)$ / $TKO Group Holdings(TKO.US)$
Internet || $Meta Platforms(META.US)$ / $Alphabet-A(GOOGL.US)$ / $Pinterest(PINS.US)$ / $Booking Holdings(BKNG.US)$ / $Amazon(AMZN.US)$ / $MercadoLibre(MELI.US)$ / $MakeMyTrip(MMYT.US)$ / ...