1) 0:00 – Market Review
2) 11:40 – Stock Review: SMH (ETF), AMAT, LRCX, ASML, CAMT, UCTT, SWAV, ALGN, NVCR, STAA, INMD, PGNY, VCEL, SPNE, CELH, EPIX, RUBY, HYRE, VRTV, HAYW, UPST, CVLT, FDX, UPS, XPO
3) 27:30 – Historical Precedents
4) 34:15 – Q&A
