1st post;

TWLO just announced their earnings and blew them out of the water.  They are up 11% after hours.  Earnings on many of the companies I hold start today and will happen over the next three weeks.  Many of the companies I added small positions to over the past three rather tumultuous weeks.
1 AYX
2 SQ
3 MDB
4 NTNX
5 TWLO
6 ZS
7   NVDA  
These are my top 7 now.  I am divesting of PSTG for the time being and will also sell the remainder of my SHOP holdings when they hit LT cap gains.  
AYX, SQ and TLND will all release tomorrow after the close.  If you want to pick some up before earnings, It wouldn’t be a bad bet.  Always impossible to tell though exactly how they are going to react and it will depend on what the expectations are… I added a little AYX and SQ already the last few weeks.
TWLO:
Quite an incredible result announced today for TWLO in Q3:
Revenue increased 68%, which is accelerating over the past years and quarters both. 
Customer growth is 32% THIS quarter!
Margins are strong and maintaining at 53%
They became profitable this quarter with .03 cents a share.  
They upped their future guidance for next quarter nicely.  
Balance Sheet shows 750m in cash in the bank and very little debt (around 15m)
TWLO is a machine!   Hard to imagine a better quarter!!