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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