$PINS - on strong user growth $PINS, Pinterest, Inc. / H1 $FVRR $FVRR, Fiverr International Ltd. / H1 But FVRR doesn't have much moat. TDOC-okay. Down but not out.$PBUM- very speculative small cap $PTON- very speculative. $BABA. a STRONG SELL. I don't invest in countries with no rule of law. That is why it is discounted. $NVDA and Unity are the best of the rest.