It’s the November First Friday livestream…and it was actually on the first Friday! Jason and Jeff talk about the Mag 7 companies, debate Roku’s decision to stop reporting important metrics, discuss recent earnings, and take live viewer questions. Join us on the first Friday of each month live on YouTube.

Companies mentioned: AMZN, BAM, CFLT, GOOG, GOOGL, LMND, META, MSFT, OKTA, OM, PYPL, RKLB, SOFI, SQ, TMDX

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