Recommendations
Entry is the asset's closing price on the publication date. Current is the last close on record.
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Entry $267.28 12 Aug 2026Current $252.40 09 Sep 2026Result −$14.88vs. index −4.3% SPY −1.3% over the same days
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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.
AI-extracted context 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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Entry $342.37 12 Aug 2026Current $328.38 09 Sep 2026Result −$13.99vs. index −2.8% SPY −1.3% over the same days
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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.
AI-extracted context 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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Entry $492.43 12 Aug 2026Current $491.65 09 Sep 2026Result −$0.78vs. index +1.1% SPY −1.3% over the same days
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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.
AI-extracted context 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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Entry $224.09 12 Aug 2026Current $223.67 09 Sep 2026Result −$0.42vs. index +1.1% SPY −1.3% over the same days
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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.
AI-extracted context 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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Entry $429.15 12 Aug 2026Current $435.36 09 Sep 2026Result +$6.21vs. index +2.8% SPY −1.3% over the same days
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Surrounding source transcript
…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?
AI-extracted context 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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Entry $911.29 12 Aug 2026Current $1,027.77 09 Sep 2026Result +$116.48vs. index +14.1% SPY −1.3% over the same days
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Surrounding source transcript
…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?
AI-extracted context And you know you can throw some extra ones in there like some M U, okay?
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Entry $578.85 12 Aug 2026Current $653.69 09 Sep 2026Result +$74.84vs. index +14.2% SPY −1.3% over the same days
Cite this call Watch source video * †
Surrounding source transcript
…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.
AI-extracted context 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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