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Part A is State of the Market / Intro to Reilly
Part B is Growth is Value Now
Part C is Reilly's Pick of Callaway Golf ($ELY)
Part D is Dom is Excited about Palantir & Earnings Results ($PLTR)
Part E is Tony invites $MELI back to the table after Earnings
Part F is What the SELLOFF happened to $TTD
Part G: Tony Summarizes the State of the Market
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