Recommendations
Entry is the asset's closing price on the publication date. Current is the last close on record.
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Entry $317.76 29 Aug 2026Current $305.06 09 Sep 2026Result −$12.70vs. index −3.1% SPY −0.9% over the same days
AppLovin, I think that's a 5 to 10x opportunity, AI software.
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Entry $356.45 29 Aug 2026Current $352.54 08 Sep 2026Result −$3.91vs. index −0.2% SPY −0.9% over the same days
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Surrounding source transcript
…institutions, they are chasing quarterly and monthly profit statements for their customers, right? As the tide shifts, it accelerates the upside for some of these companies. So, Apple 11, I think that's a 5 to 10x opportunity, AI software. Zebra Technologies UiPath Rubrik Zeta Global, Tesla, Backblaze, First Solar, Amplitude, Amprius Technologies, that's like batteries. So, all of this is related to the AI trade in one way, shape, or form. And and and most of it directly, automation, AI software, or cyber here. I also really like Zscaler. I've I've talked about them as well. Uh just within the cyber trade…
Zebra Technologies UiPath Rubrik Zeta Global, Tesla, Backblaze, First Solar, Amplitude, Amprius Technologies, that's like batteries.
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Entry $18.15 29 Aug 2026Current $13.57 09 Sep 2026Result −$4.58vs. index −24.3% SPY −0.9% over the same days
Cite this call Watch source video * †
Surrounding source transcript
…institutions, they are chasing quarterly and monthly profit statements for their customers, right? As the tide shifts, it accelerates the upside for some of these companies. So, Apple 11, I think that's a 5 to 10x opportunity, AI software. Zebra Technologies UiPath Rubrik Zeta Global, Tesla, Backblaze, First Solar, Amplitude, Amprius Technologies, that's like batteries. So, all of this is related to the AI trade in one way, shape, or form. And and and most of it directly, automation, AI software, or cyber here. I also really like Zscaler. I've I've talked about them as well. Uh just within the cyber trade…
Zebra Technologies UiPath Rubrik Zeta Global, Tesla, Backblaze, First Solar, Amplitude, Amprius Technologies, that's like batteries.
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Entry $93.05 29 Aug 2026Current $88.82 09 Sep 2026Result −$4.23vs. index −3.6% SPY −0.9% over the same days
Cite this call Watch source video * †
Surrounding source transcript
…institutions, they are chasing quarterly and monthly profit statements for their customers, right? As the tide shifts, it accelerates the upside for some of these companies. So, Apple 11, I think that's a 5 to 10x opportunity, AI software. Zebra Technologies UiPath Rubrik Zeta Global, Tesla, Backblaze, First Solar, Amplitude, Amprius Technologies, that's like batteries. So, all of this is related to the AI trade in one way, shape, or form. And and and most of it directly, automation, AI software, or cyber here. I also really like Zscaler. I've I've talked about them as well. Uh just within the cyber trade…
Zebra Technologies UiPath Rubrik Zeta Global, Tesla, Backblaze, First Solar, Amplitude, Amprius Technologies, that's like batteries.
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Entry $30.54 29 Aug 2026Current $30.42 09 Sep 2026Result −$0.12vs. index +0.5% SPY −0.9% over the same days
Cite this call Watch source video * †
Surrounding source transcript
…institutions, they are chasing quarterly and monthly profit statements for their customers, right? As the tide shifts, it accelerates the upside for some of these companies. So, Apple 11, I think that's a 5 to 10x opportunity, AI software. Zebra Technologies UiPath Rubrik Zeta Global, Tesla, Backblaze, First Solar, Amplitude, Amprius Technologies, that's like batteries. So, all of this is related to the AI trade in one way, shape, or form. And and and most of it directly, automation, AI software, or cyber here. I also really like Zscaler. I've I've talked about them as well. Uh just within the cyber trade…
Zebra Technologies UiPath Rubrik Zeta Global, Tesla, Backblaze, First Solar, Amplitude, Amprius Technologies, that's like batteries.
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Entry $348.75 29 Aug 2026Current $367.81 09 Sep 2026Result +$19.06vs. index +6.4% SPY −0.9% over the same days
Cite this call Watch source video * †
Surrounding source transcript
…institutions, they are chasing quarterly and monthly profit statements for their customers, right? As the tide shifts, it accelerates the upside for some of these companies. So, Apple 11, I think that's a 5 to 10x opportunity, AI software. Zebra Technologies UiPath Rubrik Zeta Global, Tesla, Backblaze, First Solar, Amplitude, Amprius Technologies, that's like batteries. So, all of this is related to the AI trade in one way, shape, or form. And and and most of it directly, automation, AI software, or cyber here. I also really like Zscaler. I've I've talked about them as well. Uh just within the cyber trade…
Zebra Technologies UiPath Rubrik Zeta Global, Tesla, Backblaze, First Solar, Amplitude, Amprius Technologies, that's like batteries.
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Entry $14.33 29 Aug 2026Current $13.23 09 Sep 2026Result −$1.10vs. index −6.8% SPY −0.9% over the same days
Cite this call Watch source video * †
Surrounding source transcript
…institutions, they are chasing quarterly and monthly profit statements for their customers, right? As the tide shifts, it accelerates the upside for some of these companies. So, Apple 11, I think that's a 5 to 10x opportunity, AI software. Zebra Technologies UiPath Rubrik Zeta Global, Tesla, Backblaze, First Solar, Amplitude, Amprius Technologies, that's like batteries. So, all of this is related to the AI trade in one way, shape, or form. And and and most of it directly, automation, AI software, or cyber here. I also really like Zscaler. I've I've talked about them as well. Uh just within the cyber trade…
Zebra Technologies UiPath Rubrik Zeta Global, Tesla, Backblaze, First Solar, Amplitude, Amprius Technologies, that's like batteries.
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Entry $204.46 29 Aug 2026Current $203.10 09 Sep 2026Result −$1.36vs. index +0.2% SPY −0.9% over the same days
Cite this call Watch source video * †
Surrounding source transcript
…institutions, they are chasing quarterly and monthly profit statements for their customers, right? As the tide shifts, it accelerates the upside for some of these companies. So, Apple 11, I think that's a 5 to 10x opportunity, AI software. Zebra Technologies UiPath Rubrik Zeta Global, Tesla, Backblaze, First Solar, Amplitude, Amprius Technologies, that's like batteries. So, all of this is related to the AI trade in one way, shape, or form. And and and most of it directly, automation, AI software, or cyber here. I also really like Zscaler. I've I've talked about them as well. Uh just within the cyber trade…
Zebra Technologies UiPath Rubrik Zeta Global, Tesla, Backblaze, First Solar, Amplitude, Amprius Technologies, that's like batteries.
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Entry $14.30 29 Aug 2026Current $12.39 09 Sep 2026Result −$1.91vs. index −12.5% SPY −0.9% over the same days
Cite this call Watch source video * †
Surrounding source transcript
…institutions, they are chasing quarterly and monthly profit statements for their customers, right? As the tide shifts, it accelerates the upside for some of these companies. So, Apple 11, I think that's a 5 to 10x opportunity, AI software. Zebra Technologies UiPath Rubrik Zeta Global, Tesla, Backblaze, First Solar, Amplitude, Amprius Technologies, that's like batteries. So, all of this is related to the AI trade in one way, shape, or form. And and and most of it directly, automation, AI software, or cyber here. I also really like Zscaler. I've I've talked about them as well. Uh just within the cyber trade…
Zebra Technologies UiPath Rubrik Zeta Global, Tesla, Backblaze, First Solar, Amplitude, Amprius Technologies, that's like batteries.
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Entry $9.89 29 Aug 2026Current $9.87 09 Sep 2026Result −$0.02vs. index +0.7% SPY −0.9% over the same days
Cite this call Watch source video * †
Surrounding source transcript
…institutions, they are chasing quarterly and monthly profit statements for their customers, right? As the tide shifts, it accelerates the upside for some of these companies. So, Apple 11, I think that's a 5 to 10x opportunity, AI software. Zebra Technologies UiPath Rubrik Zeta Global, Tesla, Backblaze, First Solar, Amplitude, Amprius Technologies, that's like batteries. So, all of this is related to the AI trade in one way, shape, or form. And and and most of it directly, automation, AI software, or cyber here. I also really like Zscaler. I've I've talked about them as well. Uh just within the cyber trade…
Zebra Technologies UiPath Rubrik Zeta Global, Tesla, Backblaze, First Solar, Amplitude, Amprius Technologies, that's like batteries.
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Entry $153.00 29 Aug 2026Current $146.44 09 Sep 2026Result −$6.56vs. index −3.4% SPY −0.9% over the same days
Cite this call Watch source video * †
Surrounding source transcript
…eally like Zscaler. I've I've talked about them as well. Uh just within the cyber trade as well. If they do come down in September, if any of these companies come down in September, I think uh they are very attractive buying opportunities. I also really like Reddit as well, and I've not been a big Reddit fan, but I do think in an AI world, Reddit could do very well. I mean, something about community um really resonates with people, especially this day and age when our lives are becoming more digitalized, right? MongoDB, which they also report earnings this week, Palantir Datadog Snowflake Zscaler. Aga…
I also really like Reddit as well, and I've not been a big Reddit fan, but I do think in an AI world, Reddit could do very well.
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Entry $446.62 29 Aug 2026Current $358.38 09 Sep 2026Result −$88.24vs. index −18.9% SPY −0.9% over the same days
MongoDB, which they also report earnings this week, Palantir Datadog Snowflake Zscaler. Again, these are opportunities, I think, that could do really well over the next 12, 24, 36 months.
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Entry $186.29 29 Aug 2026Current $169.53 09 Sep 2026Result −$16.76vs. index −8.1% SPY −0.9% over the same days
MongoDB, which they also report earnings this week, Palantir Datadog Snowflake Zscaler. Again, these are opportunities, I think, that could do really well over the next 12, 24, 36 months.
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Entry $236.98 29 Aug 2026Current $225.27 09 Sep 2026Result −$11.71vs. index −4.0% SPY −0.9% over the same days
MongoDB, which they also report earnings this week, Palantir Datadog Snowflake Zscaler. Again, these are opportunities, I think, that could do really well over the next 12, 24, 36 months.
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Entry $328.00 29 Aug 2026Current $331.48 09 Sep 2026Result +$3.48vs. index +2.0% SPY −0.9% over the same days
MongoDB, which they also report earnings this week, Palantir Datadog Snowflake Zscaler. Again, these are opportunities, I think, that could do really well over the next 12, 24, 36 months.
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Entry $184.23 29 Aug 2026Current $166.10 09 Sep 2026Result −$18.13vs. index −8.9% SPY −0.9% over the same days
Cite this call Watch source video * †
Surrounding source transcript
… Global, Tesla, Backblaze, First Solar, Amplitude, Amprius Technologies, that's like batteries. So, all of this is related to the AI trade in one way, shape, or form. And and and most of it directly, automation, AI software, or cyber here. I also really like Zscaler. I've I've talked about them as well. Uh just within the cyber trade as well. If they do come down in September, if any of these companies come down in September, I think uh they are very attractive buying opportunities. I also really like Reddit as well, and I've not been a big Reddit fan, but I do think in an AI world, Reddit could do very well. I mean, something about community um really resonates with people, especially this day and age when our lives …
I also really like Zscaler. I've I've talked about them as well. Uh just within the cyber trade as well. If they do come down in September, if any of these companies come down in September, I think uh they are very attractive buying opportunities.
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