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