Recommendations
Entry is the asset's closing price on the publication date. Current is the last close on record.
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Entry $823.03 01 Aug 2026Current $977.41 10 Sep 2026Result +$154.38vs. index +16.7% SPY +2.1% over the same days
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…ight. Well, you've done pretty good. Let's talk about this. 200% on Nvidia, 214% on Dell, 187% on AMD, 667% on Micron. That's That deserves a hand. >> [applause] [cheering] >> All right. Well, look at your Micron trade here, right? Because you started buying it you you accumulate you this I like this about your your your approach. You liked it, you saw it, you bought a little bit, you bought a little bit, you bought a little bit more. >> Right. >> What I like is that a lot of people would have bought it here and sold it here cuz it was simply up. You So, what made you hold and say, "Okay, I like this long-term"? >> The reason I did that is because I wanted to be able to…
you started buying it you you accumulate you this I like this about your your your approach. You liked it, you saw it, you bought a little bit, you bought a little bit, you bought a little bit more.
AI-extracted context when discussing Micron and the accumulation approach
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Entry $476.15 01 Aug 2026Current $521.10 09 Sep 2026Result +$44.95vs. index +7.4% SPY +2.1% over the same days
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Surrounding source transcript
…id that is because I wanted to be able to trade covered calls on it. I didn't have 100 shares to do that. >> Okay. I got you. >> So, there's 40, 40, and 20 is what I >> [laughter] >> did. >> And now you're up 600 200% on Micron. All right. So, let's look at AMD. That's sort of similar thing. Uh in this one you bought and it went sideways for a little bit of time. Now, you had a couple you had a big gap opening there, which was good news. You had to feel good about it. But then you had a gap opening down on the downside. >> Still good fundamentals. >> That's what I wanted to hear. So, you looked at …
So, let's look at AMD. That's sort of similar thing. Uh in this one you bought and it went sideways for a little bit of time.
AI-extracted context when discussing AMD and the buying/holding approach
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