Recommandations
L'entrée est le cours de clôture de l'actif à la date de publication. Le cours actuel est la dernière clôture enregistrée.
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Entrée $267,28 12 août 2026Actuel $251,89 10 sept 2026Résultat −$15,39vs. indice −4,5% SPY −1,3% sur la même période
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Contexte de la transcription source
…on. Meta, 115 to 135 billion. Microsoft 120 billion already spent, okay? So, here are the big dogs, the blue chip companies that I think that everyone must must must have in their portfolios, okay? Must have. Not limited to, but must have. Amazon, from now until 2030. Google, from now until 2030. Meta, from now until 2030. Microsoft, from now until 2030. Nvidia, from now until 2030. And Taiwan's Taiwan Semiconductor, okay? They're the lead They're one of the leading semiconductor foundries, okay? So, Am…
Amazon, from now until 2030.
Contexte extrait par IA So, here are the big dogs, the blue chip companies that I think that everyone must must must have in their portfolios, okay? Must have. Not limited to, but must have. Amazon, from now until 2030.
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Entrée $342,37 12 août 2026Actuel $330,39 10 sept 2026Résultat −$11,98vs. indice −2,2% SPY −1,3% sur la même période
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Contexte de la transcription source
… Microsoft 120 billion already spent, okay? So, here are the big dogs, the blue chip companies that I think that everyone must must must have in their portfolios, okay? Must have. Not limited to, but must have. Amazon, from now until 2030. Google, from now until 2030. Meta, from now until 2030. Microsoft, from now until 2030. Nvidia, from now until 2030. And Taiwan's Taiwan Semiconductor, okay? They're the lead They're one of the leading semiconductor foundries, okay? So, Amazon AMZN. Google, G O O G. M…
Google, from now until 2030.
Contexte extrait par IA So, here are the big dogs, the blue chip companies that I think that everyone must must must have in their portfolios, okay? Must have. Not limited to, but must have. Amazon, from now until 2030. Google, from now until 2030.
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Entrée $492,43 12 août 2026Actuel $491,65 09 sept 2026Résultat −$0,78vs. indice +1,1% SPY −1,3% sur la même période
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Contexte de la transcription source
… the big dogs, the blue chip companies that I think that everyone must must must have in their portfolios, okay? Must have. Not limited to, but must have. Amazon, from now until 2030. Google, from now until 2030. Meta, from now until 2030. Microsoft, from now until 2030. Nvidia, from now until 2030. And Taiwan's Taiwan Semiconductor, okay? They're the lead They're one of the leading semiconductor foundries, okay? So, Amazon AMZN. Google, G O O G. Meta, M E T A. Microsoft, M S F T. Nvidia, N V D A. And Taiw…
Microsoft, from now until 2030.
Contexte extrait par IA So, here are the big dogs, the blue chip companies that I think that everyone must must must have in their portfolios, okay? Must have. Not limited to, but must have. Amazon, from now until 2030. Google, from now until 2030. Meta, from now until 2030. Microsoft, from now until 2030.
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Entrée $224,09 12 août 2026Actuel $218,36 10 sept 2026Résultat −$5,73vs. indice −1,3% SPY −1,3% sur la même période
Citer cette recommandation Voir la vidéo source * †
Contexte de la transcription source
…panies that I think that everyone must must must have in their portfolios, okay? Must have. Not limited to, but must have. Amazon, from now until 2030. Google, from now until 2030. Meta, from now until 2030. Microsoft, from now until 2030. Nvidia, from now until 2030. And Taiwan's Taiwan Semiconductor, okay? They're the lead They're one of the leading semiconductor foundries, okay? So, Amazon AMZN. Google, G O O G. Meta, M E T A. Microsoft, M S F T. Nvidia, N V D A. And Taiwan Semiconductor, T S M C. An…
Nvidia, from now until 2030.
Contexte extrait par IA So, here are the big dogs, the blue chip companies that I think that everyone must must must have in their portfolios, okay? Must have. Not limited to, but must have. Amazon, from now until 2030. Google, from now until 2030. Meta, from now until 2030. Microsoft, from now until 2030. Nvidia, from now until 2030.
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Entrée $429,15 12 août 2026Actuel $435,36 09 sept 2026Résultat +$6,21vs. indice +2,8% SPY −1,3% sur la même période
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Contexte de la transcription source
…yone must must must have in their portfolios, okay? Must have. Not limited to, but must have. Amazon, from now until 2030. Google, from now until 2030. Meta, from now until 2030. Microsoft, from now until 2030. Nvidia, from now until 2030. And Taiwan's Taiwan Semiconductor, okay? They're the lead They're one of the leading semiconductor foundries, okay? So, Amazon AMZN. Google, G O O G. Meta, M E T A. Microsoft, M S F T. Nvidia, N V D A. And Taiwan Semiconductor, T S M C. And you know you can throw some extra ones …
And Taiwan's Taiwan Semiconductor, okay?
Contexte extrait par IA So, here are the big dogs, the blue chip companies that I think that everyone must must must have in their portfolios, okay? Must have. Not limited to, but must have. Amazon, from now until 2030. Google, from now until 2030. Meta, from now until 2030. Microsoft, from now until 2030. Nvidia, from now until 2030. And Taiwan's Taiwan Semiconductor, okay?
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Entrée $911,29 12 août 2026Actuel $977,41 10 sept 2026Résultat +$66,12vs. indice +8,6% SPY −1,3% sur la même période
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Contexte de la transcription source
…the lead They're one of the leading semiconductor foundries, okay? So, Amazon AMZN. Google, G O O G. Meta, M E T A. Microsoft, M S F T. Nvidia, N V D A. And Taiwan Semiconductor, T S M C. And you know you can throw some extra ones in there like some M U, okay? And some SpaceX, okay? But I'm just heavily leaning on AI and AI infrastructure based on the money already spent. Okay? And so, why is this an emergency? Because the amount of money that is going to be made from now until 2030 is life-chan…
like some M U, okay?
Contexte extrait par IA And you know you can throw some extra ones in there like some M U, okay?
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Entrée $578,85 12 août 2026Actuel $644,38 10 sept 2026Résultat +$65,53vs. indice +12,6% SPY −1,3% sur la même période
Citer cette recommandation Voir la vidéo source * †
Contexte de la transcription source
…y spent, okay? So, here are the big dogs, the blue chip companies that I think that everyone must must must have in their portfolios, okay? Must have. Not limited to, but must have. Amazon, from now until 2030. Google, from now until 2030. Meta, from now until 2030. Microsoft, from now until 2030. Nvidia, from now until 2030. And Taiwan's Taiwan Semiconductor, okay? They're the lead They're one of the leading semiconductor foundries, okay? So, Amazon AMZN. Google, G O O G. Meta, M E T A. Microsoft, M …
Meta, from now until 2030.
Contexte extrait par IA So, here are the big dogs, the blue chip companies that I think that everyone must must must have in their portfolios, okay? Must have. Not limited to, but must have. Amazon, from now until 2030. Google, from now until 2030. Meta, from now until 2030.
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