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Entrada $267,28 12 ago 2026Atual $251,89 10 set 2026Resultado −$15,39vs. índice −4,5% SPY −1,3% no mesmo período
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…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.
Contexto extraído por 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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Entrada $342,37 12 ago 2026Atual $330,39 10 set 2026Resultado −$11,98vs. índice −2,2% SPY −1,3% no mesmo período
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… 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.
Contexto extraído por 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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Entrada $492,43 12 ago 2026Atual $491,65 09 set 2026Resultado −$0,78vs. índice +1,1% SPY −1,3% no mesmo período
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… 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.
Contexto extraído por 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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Entrada $224,09 12 ago 2026Atual $218,36 10 set 2026Resultado −$5,73vs. índice −1,3% SPY −1,3% no mesmo período
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…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.
Contexto extraído por 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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Entrada $429,15 12 ago 2026Atual $435,36 09 set 2026Resultado +$6,21vs. índice +2,8% SPY −1,3% no mesmo período
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…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?
Contexto extraído por 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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Entrada $911,29 12 ago 2026Atual $977,41 10 set 2026Resultado +$66,12vs. índice +8,6% SPY −1,3% no mesmo período
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…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?
Contexto extraído por IA And you know you can throw some extra ones in there like some M U, okay?
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Entrada $578,85 12 ago 2026Atual $644,38 10 set 2026Resultado +$65,53vs. índice +12,6% SPY −1,3% no mesmo período
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Contexto da transcrição original
…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.
Contexto extraído por 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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