Opportunity of a Lifetime in the Stock Market.. (Don't get Left Behind)
- Video return
- -3.79%
- Calls
- 39
- Buy / Sell
- 39 0
- Published
Recommendations
Entry is the asset's closing price on the publication date. Current is the last close on record.
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Entry $351.12 19 Aug 2026Current $367.81 09 Sep 2026Result +$16.69vs. index +5.6% SPY −0.9% over the same days
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…rade. So within robotics and automation really robotics is kind of such an early area. There's not a lot of companies to benefit from this. Um, there might be some that do like sensors and things like that, but the big one is Tesla, right? Tesla is the big one for robotics. Robotics is really a manufacturing problem at the end of the day. It's not going to be a technology problem. They're going to be there's going to be many companies that are able to build a functional humanoid robot just like a car. There's…
Tesla is the big one for robotics.
AI-extracted context Tesla is the big one for robotics. Robotics is really a manufacturing problem at the end of the day.
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Entry $433.27 19 Aug 2026Current $426.08 09 Sep 2026Result −$7.19vs. index −0.8% SPY −0.9% over the same days
Within automation, Rockwell Automation, Symbotic, and Zebra Technologies.
AI-extracted context Within automation, Rockwell Automation, Symbotic, and Zebra Technologies. These are killer companies within AI software.
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Entry $42.02 19 Aug 2026Current $42.62 09 Sep 2026Result +$0.60vs. index +2.3% SPY −0.9% over the same days
Within automation, Rockwell Automation, Symbotic, and Zebra Technologies.
AI-extracted context Within automation, Rockwell Automation, Symbotic, and Zebra Technologies. These are killer companies within AI software.
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Entry $354.65 19 Aug 2026Current $352.54 08 Sep 2026Result −$2.11vs. index +0.3% SPY −0.9% over the same days
Within automation, Rockwell Automation, Symbotic, and Zebra Technologies.
AI-extracted context Within automation, Rockwell Automation, Symbotic, and Zebra Technologies. These are killer companies within AI software.
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Entry $28.79 19 Aug 2026Current $30.42 09 Sep 2026Result +$1.63vs. index +6.5% SPY −0.9% over the same days
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…Rockwell Automation, Symbotic, and Zebra Technologies. These are killer companies within AI software. This is a big list, okay? because a lot of these stocks are still beaten down, underloved, really underappreciated at the end of the day. Within software, you have Zeta Global, you have UiPath, which is kind of AI software and automation. You have Service Now and HubSpot, MongoDB, Snowflake, Data Dog, Back Blaze Pegasin and Reddit to this. I think Reddit is very interesting. They're a cash machine. But I think in the AI world, communities like Reddit offers could be more va…
Within software, you have Zeta Global, you have UiPath, which is kind of AI software and automation.
AI-extracted context Within software, you have Zeta Global, you have UiPath, which is kind of AI software and automation. You have Service Now and HubSpot, MongoDB, Snowflake, Data Dog, Back Blaze Pegasin and Reddit to this.
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Entry $15.78 19 Aug 2026Current $13.57 09 Sep 2026Result −$2.21vs. index −13.1% SPY −0.9% over the same days
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…Rockwell Automation, Symbotic, and Zebra Technologies. These are killer companies within AI software. This is a big list, okay? because a lot of these stocks are still beaten down, underloved, really underappreciated at the end of the day. Within software, you have Zeta Global, you have UiPath, which is kind of AI software and automation. You have Service Now and HubSpot, MongoDB, Snowflake, Data Dog, Back Blaze Pegasin and Reddit to this. I think Reddit is very interesting. They're a cash machine. But I think in the AI world, communities like Reddit offers could be more va…
Within software, you have Zeta Global, you have UiPath, which is kind of AI software and automation.
AI-extracted context Within software, you have Zeta Global, you have UiPath, which is kind of AI software and automation. You have Service Now and HubSpot, MongoDB, Snowflake, Data Dog, Back Blaze Pegasin and Reddit to this.
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Entry $127.20 19 Aug 2026Current $131.11 09 Sep 2026Result +$3.91vs. index +3.9% SPY −0.9% over the same days
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… This is a big list, okay? because a lot of these stocks are still beaten down, underloved, really underappreciated at the end of the day. Within software, you have Zeta Global, you have UiPath, which is kind of AI software and automation. You have Service Now and HubSpot, MongoDB, Snowflake, Data Dog, Back Blaze Pegasin and Reddit to this. I think Reddit is very interesting. They're a cash machine. But I think in the AI world, communities like Reddit offers could be more valuable and more monetizable, let alone the data pool that Reddit has for AI itself. So, I think Reddit'…
You have Service Now and HubSpot, MongoDB, Snowflake, Data Dog, Back Blaze Pegasin and Reddit to this.
AI-extracted context Within software, you have Zeta Global, you have UiPath, which is kind of AI software and automation. You have Service Now and HubSpot, MongoDB, Snowflake, Data Dog, Back Blaze Pegasin and Reddit to this.
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Entry $440.53 19 Aug 2026Current $358.38 09 Sep 2026Result −$82.15vs. index −17.8% SPY −0.9% over the same days
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… This is a big list, okay? because a lot of these stocks are still beaten down, underloved, really underappreciated at the end of the day. Within software, you have Zeta Global, you have UiPath, which is kind of AI software and automation. You have Service Now and HubSpot, MongoDB, Snowflake, Data Dog, Back Blaze Pegasin and Reddit to this. I think Reddit is very interesting. They're a cash machine. But I think in the AI world, communities like Reddit offers could be more valuable and more monetizable, let alone the data pool that Reddit has for AI itself. So, I think Reddit'…
You have Service Now and HubSpot, MongoDB, Snowflake, Data Dog, Back Blaze Pegasin and Reddit to this.
AI-extracted context Within software, you have Zeta Global, you have UiPath, which is kind of AI software and automation. You have Service Now and HubSpot, MongoDB, Snowflake, Data Dog, Back Blaze Pegasin and Reddit to this.
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Entry $233.52 19 Aug 2026Current $225.27 09 Sep 2026Result −$8.25vs. index −2.7% SPY −0.9% over the same days
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… This is a big list, okay? because a lot of these stocks are still beaten down, underloved, really underappreciated at the end of the day. Within software, you have Zeta Global, you have UiPath, which is kind of AI software and automation. You have Service Now and HubSpot, MongoDB, Snowflake, Data Dog, Back Blaze Pegasin and Reddit to this. I think Reddit is very interesting. They're a cash machine. But I think in the AI world, communities like Reddit offers could be more valuable and more monetizable, let alone the data pool that Reddit has for AI itself. So, I think Reddit'…
You have Service Now and HubSpot, MongoDB, Snowflake, Data Dog, Back Blaze Pegasin and Reddit to this.
AI-extracted context Within software, you have Zeta Global, you have UiPath, which is kind of AI software and automation. You have Service Now and HubSpot, MongoDB, Snowflake, Data Dog, Back Blaze Pegasin and Reddit to this.
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Entry $16.88 19 Aug 2026Current $13.23 09 Sep 2026Result −$3.65vs. index −20.8% SPY −0.9% over the same days
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… This is a big list, okay? because a lot of these stocks are still beaten down, underloved, really underappreciated at the end of the day. Within software, you have Zeta Global, you have UiPath, which is kind of AI software and automation. You have Service Now and HubSpot, MongoDB, Snowflake, Data Dog, Back Blaze Pegasin and Reddit to this. I think Reddit is very interesting. They're a cash machine. But I think in the AI world, communities like Reddit offers could be more valuable and more monetizable, let alone the data pool that Reddit has for AI itself. So, I think Reddit'…
You have Service Now and HubSpot, MongoDB, Snowflake, Data Dog, Back Blaze Pegasin and Reddit to this.
AI-extracted context Within software, you have Zeta Global, you have UiPath, which is kind of AI software and automation. You have Service Now and HubSpot, MongoDB, Snowflake, Data Dog, Back Blaze Pegasin and Reddit to this.
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Entry $33.83 19 Aug 2026Current $35.03 09 Sep 2026Result +$1.20vs. index +4.4% SPY −0.9% over the same days
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… This is a big list, okay? because a lot of these stocks are still beaten down, underloved, really underappreciated at the end of the day. Within software, you have Zeta Global, you have UiPath, which is kind of AI software and automation. You have Service Now and HubSpot, MongoDB, Snowflake, Data Dog, Back Blaze Pegasin and Reddit to this. I think Reddit is very interesting. They're a cash machine. But I think in the AI world, communities like Reddit offers could be more valuable and more monetizable, let alone the data pool that Reddit has for AI itself. So, I think Reddit'…
You have Service Now and HubSpot, MongoDB, Snowflake, Data Dog, Back Blaze Pegasin and Reddit to this.
AI-extracted context Within software, you have Zeta Global, you have UiPath, which is kind of AI software and automation. You have Service Now and HubSpot, MongoDB, Snowflake, Data Dog, Back Blaze Pegasin and Reddit to this.
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Entry $151.77 19 Aug 2026Current $146.44 09 Sep 2026Result −$5.33vs. index −2.6% SPY −0.9% over the same days
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… This is a big list, okay? because a lot of these stocks are still beaten down, underloved, really underappreciated at the end of the day. Within software, you have Zeta Global, you have UiPath, which is kind of AI software and automation. You have Service Now and HubSpot, MongoDB, Snowflake, Data Dog, Back Blaze Pegasin and Reddit to this. I think Reddit is very interesting. They're a cash machine. But I think in the AI world, communities like Reddit offers could be more valuable and more monetizable, let alone the data pool that Reddit has for AI itself. So, I think Reddit'…
You have Service Now and HubSpot, MongoDB, Snowflake, Data Dog, Back Blaze Pegasin and Reddit to this.
AI-extracted context Within software, you have Zeta Global, you have UiPath, which is kind of AI software and automation. You have Service Now and HubSpot, MongoDB, Snowflake, Data Dog, Back Blaze Pegasin and Reddit to this.
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Entry $310.79 19 Aug 2026Current $305.06 09 Sep 2026Result −$5.73vs. index −1.0% SPY −0.9% over the same days
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…, communities like Reddit offers could be more valuable and more monetizable, let alone the data pool that Reddit has for AI itself. So, I think Reddit's a very interesting opportunity, especially if it does continue to come down. And then Apple loven's one of the most disconnected opportunities in the stock market. Like the CEO literally says the stock's going to 10x over time. The company's projecting 30% compound annual growth rates literally, you know, 64% net margins. Micron has 55% net margins. Like bottom line profitability, they pay tax on it.…
Apple loven's one of the most disconnected opportunities in the stock market.
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Entry $175.19 19 Aug 2026Current $169.53 09 Sep 2026Result −$5.66vs. index −2.4% SPY −0.9% over the same days
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…at all at this point. Like maybe a little bit. Like if you were to draw an S-curve, you're like at the very bottom right now. The growth is ahead of us. I also included Palenteer in this list. I thought it was included in this, but I think Palanteer again is one of those uh very interesting opportunities. All of them present different levels of riskreward. Not all of them are going to be 10aggers, right? Not all of them have a near-term opportunity to be a 10bagger, but some of them carry more risk than others, right? Look at your portfolio…
Palanteer again is one of those uh very interesting opportunities.
AI-extracted context I also included Palenteer in this list. I thought it was included in this, but I think Palanteer again is one of those uh very interesting opportunities.
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Entry $99.78 19 Aug 2026Current $88.82 09 Sep 2026Result −$10.96vs. index −10.1% SPY −0.9% over the same days
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…ery compelling opportunity right now is cyber security. Now they're not all created equal. The crowd strikes, the PaloAltos, the Cloudflare, like those could do well, but I don't think they're going to double, triple, 5x, 10x anytime soon. Rubric is one that I really like. Even though the stock is up quite a bit from where we were buying it in the 40s and 50s, Rubric's still only a 20 billion market cap. It's missionritical. You really can't operate in an AI world without Rubric. And there's nobody that can …
Rubric is one that I really like.
AI-extracted context Rubric is one that I really like. Even though the stock is up quite a bit from where we were buying it in the 40s and 50s, Rubric's still only a 20 billion market cap.
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Entry $184.60 19 Aug 2026Current $166.10 09 Sep 2026Result −$18.50vs. index −9.2% SPY −0.9% over the same days
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…ced with or you know XYZ happening. It's basically insurance for your business. It is missionritical. You can't operate without it. Now Zscaler does some It's not similar, very different company, but they're in a different cyber niche. And Zcaler obviously down a lot as well, very misunderstood in a new AI world. So, I really like those two within cyber, but there's others as well. You just got to go looking for them. So, when I'm looking out for the next 6 to 12 months and I'm saying, "Hey, hardware stocks, they're facing some problems. That FOMO is not coming back. Where is the money goi…
Zcaler obviously down a lot as well, very misunderstood in a new AI world. So, I really like those two within cyber,
AI-extracted context Zcaler obviously down a lot as well, very misunderstood in a new AI world. So, I really like those two within cyber, but there's others as well.
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Entry $300.56 19 Aug 2026Current $259.76 09 Sep 2026Result −$40.80vs. index −12.7% SPY −0.9% over the same days
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…don't own all of these, okay? But beyond the four new themes of the AI trade, the new AI trade, robotics, automation, AI software, and cyber security, I think there are other areas that are also going to do well. One of which is cyclicals. I like Royal Caribbean. I like Norwegian Cruise Lines, Celsius, Blooming Brands, ELF, Sweet Green, Airbnb, Hilton. Tesla's technically 20% of the waiting of cyclicals, so I got Tesla in there as well. Nike, Las Vegas Sands, and Uber. And Nike is really one of tho…
I like Royal Caribbean.
AI-extracted context I like Royal Caribbean. I like Norwegian Cruise Lines, Celsius, Bloomin' Brands, ELF, Sweet Green, Airbnb, Hilton.
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Entry $17.34 19 Aug 2026Current $14.85 09 Sep 2026Result −$2.49vs. index −13.5% SPY −0.9% over the same days
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…okay? But beyond the four new themes of the AI trade, the new AI trade, robotics, automation, AI software, and cyber security, I think there are other areas that are also going to do well. One of which is cyclicals. I like Royal Caribbean. I like Norwegian Cruise Lines, Celsius, Blooming Brands, ELF, Sweet Green, Airbnb, Hilton. Tesla's technically 20% of the waiting of cyclicals, so I got Tesla in there as well. Nike, Las Vegas Sands, and Uber. And Nike is really one of those where I don't know, man. It'…
I like Norwegian Cruise Lines,
AI-extracted context I like Royal Caribbean. I like Norwegian Cruise Lines, Celsius, Bloomin' Brands, ELF, Sweet Green, Airbnb, Hilton.
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Entry $32.26 19 Aug 2026Current $27.64 09 Sep 2026Result −$4.62vs. index −13.5% SPY −0.9% over the same days
I like Royal Caribbean. I like Norwegian Cruise Lines, Celsius, Bloomin' Brands, ELF, Sweet Green, Airbnb, Hilton.
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Entry $10.61 19 Aug 2026Current $9.04 09 Sep 2026Result −$1.57vs. index −13.9% SPY −0.9% over the same days
I like Royal Caribbean. I like Norwegian Cruise Lines, Celsius, Bloomin' Brands, ELF, Sweet Green, Airbnb, Hilton.
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Entry $99.65 19 Aug 2026Current $100.08 09 Sep 2026Result +$0.43vs. index +1.3% SPY −0.9% over the same days
I like Royal Caribbean. I like Norwegian Cruise Lines, Celsius, Bloomin' Brands, ELF, Sweet Green, Airbnb, Hilton.
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Entry $6.42 19 Aug 2026Current $6.72 09 Sep 2026Result +$0.30vs. index +5.5% SPY −0.9% over the same days
I like Royal Caribbean. I like Norwegian Cruise Lines, Celsius, Bloomin' Brands, ELF, Sweet Green, Airbnb, Hilton.
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Entry $186.39 19 Aug 2026Current $169.63 09 Sep 2026Result −$16.76vs. index −8.1% SPY −0.9% over the same days
I like Royal Caribbean. I like Norwegian Cruise Lines, Celsius, Bloomin' Brands, ELF, Sweet Green, Airbnb, Hilton.
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Entry $334.73 19 Aug 2026Current $306.99 09 Sep 2026Result −$27.74vs. index −7.4% SPY −0.9% over the same days
I like Royal Caribbean. I like Norwegian Cruise Lines, Celsius, Bloomin' Brands, ELF, Sweet Green, Airbnb, Hilton.
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Entry $41.05 19 Aug 2026Current $37.35 09 Sep 2026Result −$3.70vs. index −8.1% SPY −0.9% over the same days
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…to do well. One of which is cyclicals. I like Royal Caribbean. I like Norwegian Cruise Lines, Celsius, Blooming Brands, ELF, Sweet Green, Airbnb, Hilton. Tesla's technically 20% of the waiting of cyclicals, so I got Tesla in there as well. Nike, Las Vegas Sands, and Uber. And Nike is really one of those where I don't know, man. It's it's it's a do they turn the ship around or not? We'll see, right? They all offer different levels of risk and reward. I like financials. the not the Morgan Stanley's, Goldman S…
Nike, Las Vegas Sands, and Uber.
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Entry $46.58 19 Aug 2026Current $43.33 09 Sep 2026Result −$3.25vs. index −6.1% SPY −0.9% over the same days
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…to do well. One of which is cyclicals. I like Royal Caribbean. I like Norwegian Cruise Lines, Celsius, Blooming Brands, ELF, Sweet Green, Airbnb, Hilton. Tesla's technically 20% of the waiting of cyclicals, so I got Tesla in there as well. Nike, Las Vegas Sands, and Uber. And Nike is really one of those where I don't know, man. It's it's it's a do they turn the ship around or not? We'll see, right? They all offer different levels of risk and reward. I like financials. the not the Morgan Stanley's, Goldman S…
Nike, Las Vegas Sands, and Uber.
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Entry $78.04 19 Aug 2026Current $71.08 09 Sep 2026Result −$6.96vs. index −8.1% SPY −0.9% over the same days
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…to do well. One of which is cyclicals. I like Royal Caribbean. I like Norwegian Cruise Lines, Celsius, Blooming Brands, ELF, Sweet Green, Airbnb, Hilton. Tesla's technically 20% of the waiting of cyclicals, so I got Tesla in there as well. Nike, Las Vegas Sands, and Uber. And Nike is really one of those where I don't know, man. It's it's it's a do they turn the ship around or not? We'll see, right? They all offer different levels of risk and reward. I like financials. the not the Morgan Stanley's, Goldman S…
Nike, Las Vegas Sands, and Uber.
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Entry $85.95 19 Aug 2026Current $89.67 09 Sep 2026Result +$3.72vs. index +5.2% SPY −0.9% over the same days
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…l see, right? They all offer different levels of risk and reward. I like financials. the not the Morgan Stanley's, Goldman Sachs of the world that are making a lot of their money from underwriting debt and underwriting fees on AI debt, but the Wells Fargo, the Robin Hoods, the Sofi, Fizzer, Root, Lemonade, Oscar. Some of those companies I think uh are set up to do very well. I also like energy. I do like solar like Nphase. I like some of the nuclear, but I think that's a longer term thing. I think nuclear could be a lot more popular by like 2030 as…
the Wells Fargo, the Robin Hoods, the Sofi, Fizzer, Root, Lemonade, Oscar.
AI-extracted context I like financials. ... but the Wells Fargo, the Robin Hoods, the Sofi, Fizzer, Root, Lemonade, Oscar.
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Entry $95.77 19 Aug 2026Current $115.28 09 Sep 2026Result +$19.51vs. index +21.2% SPY −0.9% over the same days
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…l see, right? They all offer different levels of risk and reward. I like financials. the not the Morgan Stanley's, Goldman Sachs of the world that are making a lot of their money from underwriting debt and underwriting fees on AI debt, but the Wells Fargo, the Robin Hoods, the Sofi, Fizzer, Root, Lemonade, Oscar. Some of those companies I think uh are set up to do very well. I also like energy. I do like solar like Nphase. I like some of the nuclear, but I think that's a longer term thing. I think nuclear could be a lot more popular by like 2030 as…
the Wells Fargo, the Robin Hoods, the Sofi, Fizzer, Root, Lemonade, Oscar.
AI-extracted context I like financials. ... but the Wells Fargo, the Robin Hoods, the Sofi, Fizzer, Root, Lemonade, Oscar.
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Entry $18.42 19 Aug 2026Current $17.33 09 Sep 2026Result −$1.09vs. index −5.1% SPY −0.9% over the same days
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…l see, right? They all offer different levels of risk and reward. I like financials. the not the Morgan Stanley's, Goldman Sachs of the world that are making a lot of their money from underwriting debt and underwriting fees on AI debt, but the Wells Fargo, the Robin Hoods, the Sofi, Fizzer, Root, Lemonade, Oscar. Some of those companies I think uh are set up to do very well. I also like energy. I do like solar like Nphase. I like some of the nuclear, but I think that's a longer term thing. I think nuclear could be a lot more popular by like 2030 as…
the Wells Fargo, the Robin Hoods, the Sofi, Fizzer, Root, Lemonade, Oscar.
AI-extracted context I like financials. ... but the Wells Fargo, the Robin Hoods, the Sofi, Fizzer, Root, Lemonade, Oscar.
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Entry $56.46 19 Aug 2026Current $52.08 09 Sep 2026Result −$4.38vs. index −6.9% SPY −0.9% over the same days
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…l see, right? They all offer different levels of risk and reward. I like financials. the not the Morgan Stanley's, Goldman Sachs of the world that are making a lot of their money from underwriting debt and underwriting fees on AI debt, but the Wells Fargo, the Robin Hoods, the Sofi, Fizzer, Root, Lemonade, Oscar. Some of those companies I think uh are set up to do very well. I also like energy. I do like solar like Nphase. I like some of the nuclear, but I think that's a longer term thing. I think nuclear could be a lot more popular by like 2030 as…
the Wells Fargo, the Robin Hoods, the Sofi, Fizzer, Root, Lemonade, Oscar.
AI-extracted context I like financials. ... but the Wells Fargo, the Robin Hoods, the Sofi, Fizzer, Root, Lemonade, Oscar.
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Entry $51.25 19 Aug 2026Current $49.22 09 Sep 2026Result −$2.03vs. index −3.1% SPY −0.9% over the same days
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…l see, right? They all offer different levels of risk and reward. I like financials. the not the Morgan Stanley's, Goldman Sachs of the world that are making a lot of their money from underwriting debt and underwriting fees on AI debt, but the Wells Fargo, the Robin Hoods, the Sofi, Fizzer, Root, Lemonade, Oscar. Some of those companies I think uh are set up to do very well. I also like energy. I do like solar like Nphase. I like some of the nuclear, but I think that's a longer term thing. I think nuclear could be a lot more popular by like 2030 as…
the Wells Fargo, the Robin Hoods, the Sofi, Fizzer, Root, Lemonade, Oscar.
AI-extracted context I like financials. ... but the Wells Fargo, the Robin Hoods, the Sofi, Fizzer, Root, Lemonade, Oscar.
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Entry $32.30 19 Aug 2026Current $31.76 09 Sep 2026Result −$0.54vs. index −0.8% SPY −0.9% over the same days
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…l see, right? They all offer different levels of risk and reward. I like financials. the not the Morgan Stanley's, Goldman Sachs of the world that are making a lot of their money from underwriting debt and underwriting fees on AI debt, but the Wells Fargo, the Robin Hoods, the Sofi, Fizzer, Root, Lemonade, Oscar. Some of those companies I think uh are set up to do very well. I also like energy. I do like solar like Nphase. I like some of the nuclear, but I think that's a longer term thing. I think nuclear could be a lot more popular by like 2030 as…
the Wells Fargo, the Robin Hoods, the Sofi, Fizzer, Root, Lemonade, Oscar.
AI-extracted context I like financials. ... but the Wells Fargo, the Robin Hoods, the Sofi, Fizzer, Root, Lemonade, Oscar.
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Entry $39.37 19 Aug 2026Current $36.72 09 Sep 2026Result −$2.65vs. index −5.9% SPY −0.9% over the same days
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…a lot of their money from underwriting debt and underwriting fees on AI debt, but the Wells Fargo, the Robin Hoods, the Sofi, Fizzer, Root, Lemonade, Oscar. Some of those companies I think uh are set up to do very well. I also like energy. I do like solar like Nphase. I like some of the nuclear, but I think that's a longer term thing. I think nuclear could be a lot more popular by like 2030 as nuclear plants are actually beginning to come online. I just think it's a little early within AI hardware. If Q…
I do like solar like Nphase.
AI-extracted context I do like solar like Nphase. I like some of the nuclear, but I think that's a longer term thing.
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Entry $161.91 19 Aug 2026Current $176.40 09 Sep 2026Result +$14.49vs. index +9.8% SPY −0.9% over the same days
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…ase. I like some of the nuclear, but I think that's a longer term thing. I think nuclear could be a lot more popular by like 2030 as nuclear plants are actually beginning to come online. I just think it's a little early within AI hardware. If Qualcomm, Marll or AMD come down enough, I will be a buyer of them. I'm not anti- hardware. I just a lot of them the juice isn't worth the squeeze. But Qualcomm for wearables is going to be big. Marll for data centers and AMD for taking market share from Nvidia. I like them for their own reasons. Funny eno…
If Qualcomm, Marll or AMD come down enough, I will be a buyer of them.
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Entry $237.27 19 Aug 2026Current $235.01 09 Sep 2026Result −$2.26vs. index −0.1% SPY −0.9% over the same days
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…ase. I like some of the nuclear, but I think that's a longer term thing. I think nuclear could be a lot more popular by like 2030 as nuclear plants are actually beginning to come online. I just think it's a little early within AI hardware. If Qualcomm, Marll or AMD come down enough, I will be a buyer of them. I'm not anti- hardware. I just a lot of them the juice isn't worth the squeeze. But Qualcomm for wearables is going to be big. Marll for data centers and AMD for taking market share from Nvidia. I like them for their own reasons. Funny eno…
If Qualcomm, Marll or AMD come down enough, I will be a buyer of them.
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Entry $466.42 19 Aug 2026Current $521.10 09 Sep 2026Result +$54.68vs. index +12.6% SPY −0.9% over the same days
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Surrounding source transcript
…ase. I like some of the nuclear, but I think that's a longer term thing. I think nuclear could be a lot more popular by like 2030 as nuclear plants are actually beginning to come online. I just think it's a little early within AI hardware. If Qualcomm, Marll or AMD come down enough, I will be a buyer of them. I'm not anti- hardware. I just a lot of them the juice isn't worth the squeeze. But Qualcomm for wearables is going to be big. Marll for data centers and AMD for taking market share from Nvidia. I like them for their own reasons. Funny eno…
If Qualcomm, Marll or AMD come down enough, I will be a buyer of them.
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Entry $241.60 19 Aug 2026Current $230.19 09 Sep 2026Result −$11.41vs. index −3.9% SPY −0.9% over the same days
Cite this call Watch source video * †
Surrounding source transcript
… This is a big list, okay? because a lot of these stocks are still beaten down, underloved, really underappreciated at the end of the day. Within software, you have Zeta Global, you have UiPath, which is kind of AI software and automation. You have Service Now and HubSpot, MongoDB, Snowflake, Data Dog, Back Blaze Pegasin and Reddit to this. I think Reddit is very interesting. They're a cash machine. But I think in the AI world, communities like Reddit offers could be more valuable and more monetizable, let alone the data pool that Reddit has for AI itself. So, I think Reddit'…
You have Service Now and HubSpot, MongoDB, Snowflake, Data Dog, Back Blaze Pegasin and Reddit to this.
AI-extracted context Within software, you have Zeta Global, you have UiPath, which is kind of AI software and automation. You have Service Now and HubSpot, MongoDB, Snowflake, Data Dog, Back Blaze Pegasin and Reddit to this.
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Entry $325.01 19 Aug 2026Current $331.48 09 Sep 2026Result +$6.47vs. index +2.9% SPY −0.9% over the same days
Cite this call Watch source video * †
Surrounding source transcript
… This is a big list, okay? because a lot of these stocks are still beaten down, underloved, really underappreciated at the end of the day. Within software, you have Zeta Global, you have UiPath, which is kind of AI software and automation. You have Service Now and HubSpot, MongoDB, Snowflake, Data Dog, Back Blaze Pegasin and Reddit to this. I think Reddit is very interesting. They're a cash machine. But I think in the AI world, communities like Reddit offers could be more valuable and more monetizable, let alone the data pool that Reddit has for AI itself. So, I think Reddit'…
You have Service Now and HubSpot, MongoDB, Snowflake, Data Dog, Back Blaze Pegasin and Reddit to this.
AI-extracted context Within software, you have Zeta Global, you have UiPath, which is kind of AI software and automation. You have Service Now and HubSpot, MongoDB, Snowflake, Data Dog, Back Blaze Pegasin and Reddit to this.
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