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Happy Q3 Earnings Season! Roughly half the portfolio reported earnings already. It’s been a mixed bag for us, except at the top, which is why we’re so overweight our top 3 positions. We’re going to close our position in Greenlane for a loss. We don’t think macro conditions are favorable for microcap companies, and our cash and focus can be better used elsewhere. Let’s talk about our top 4 stocks. We’ll discuss the rest of the portfolio in a future note. Apple: Apple is rescuing the stock market today after…