This has been a 'dismal' name to hold, says investment CEO

Recommendations

Entry is the asset's closing price on the publication date. Current is the last close on record.

1. 01 NVDA NASDAQ BUY +10.29%
   Entry $202.81 17 Jul 2026

   Current $223.67 09 Sep 2026

   Result +$20.86

   vs. index +7.7% SPY +2.6% over the same days

   Cite this call · Watch source video * †

   Surrounding source transcript

   …, THIS MARKET HAS SUFFERED FROM A AND WE GET LIMITED LIQUIDITY AND A LOT OF THEM OUT IN THE HAMPTONS SO SHORT-TERM MOVES ARE EXACERBATED BY THE JUNIOR TRADERS AND HEADLINES, BUT IF YOU LOOK AT THE UNDERLYING FUNDAMENTALS OF THE BUSINESSES, WE ADDED NVIDIA TO OUR VALUE PORTFOLIO TWO MONTHS AGO AND AGAIN RECENTLY. IT'S TRADING LIKE A VALUE STOCK WITH EARNINGS GROWTH, 80% FISCAL YEAR, AND 40 NEXT AND TRADING AT MULTIPLE OF 16 TIMES NEXT YEAR'S EARNINGS SURPRISE EARNINGS TO GROWTH RATIO IS EXTRAORDINARILY ATTRACTIVE SO YOU HAVE TO BELIEVE THE SPENDING…

   WE ADDED NVIDIA TO OUR VALUE PORTFOLIO TWO MONTHS AGO AND AGAIN RECENTLY.

   Go

2. 02 PLTR NASDAQ BUY +28.06%
   Entry $132.38 17 Jul 2026

   Current $169.53 09 Sep 2026

   Result +$37.15

   vs. index +25.5% SPY +2.6% over the same days

   Cite this call · Watch source video * †

   Surrounding source transcript

   …NVIDIA HAS NOT PIVOTED TO NEW LINES OF BUSINESS WHICH THEY HAVE AN INDUSTRY FOCUS AND YOU HAVE TO BELIEVE THE NEWS WE GOT TODAY IN CHINA IS REAL, I DON'T BELIEVE IT IS, I THINK IT'S A LOT LIKE THE SEQUENCE AND IT'S A TREMENDOUS OPPORTUNITY WHAT WE ARE BUYING THINGS LIKE NVIDIA AND PALANTIR AT 87 EVEN WITH CURRENT PULLBACKS, THEY WERE GREAT DECISIONS AND WE ARE CONTINUING TO DO THE SAME MIMIC IF YOU TOLD ME FIVE YEARS AGO NVIDIA WOULD BE A VALUE STOCK, I WOULD HAVE SAID YOU'RE CRAZY, IT'S INCREDIBLE THE FULL CIRCLE WE'VE COME. I WANT TO TALK ABOUT GROWTH AND LOOKING AT YOUR NOTES AND YOU ARE STILL IN SERVICE NOW BUT YOU E…

   WHAT WE ARE BUYING THINGS LIKE NVIDIA AND PALANTIR AT 87 EVEN WITH CURRENT PULLBACKS, THEY WERE GREAT DECISIONS AND WE ARE CONTINUING TO DO THE SAME

   Go

3. 03 IBM NYSE SELL -12.82%
   Entry $212.67 17 Jul 2026

   Current $239.94 09 Sep 2026

   Result −$27.27

   vs. index −15.4% SPY +2.6% over the same days

   Cite this call · Watch source video * †

   Surrounding source transcript

   … SAME MIMIC IF YOU TOLD ME FIVE YEARS AGO NVIDIA WOULD BE A VALUE STOCK, I WOULD HAVE SAID YOU'RE CRAZY, IT'S INCREDIBLE THE FULL CIRCLE WE'VE COME. I WANT TO TALK ABOUT GROWTH AND LOOKING AT YOUR NOTES AND YOU ARE STILL IN SERVICE NOW BUT YOU EXITED I BELIEVE IBM AND SOME OF THE CONCERNS I THINK ARE WITH IBM THIS WEEK WHERE THE CEO CAME OUT AND HAD TO PREANNOUNCED EARNINGS AND SAID A LOT OF THINGS HAPPENED IN THE QUARTER WE DIDN'T ANTICIPATE, EVERYONE SPENDING ON MEMORY STOCKS BUT THEY DIDN'T CLOSE…

   YOU EXITED I BELIEVE IBM

   Go

   AI-extracted context "YOU EXITED I BELIEVE IBM AND SOME OF THE CONCERNS I THINK ARE WITH IBM THIS WEEK..."

4. 04 MU NASDAQ BUY +21.06%
   Entry $848.95 17 Jul 2026

   Current $1,027.77 09 Sep 2026

   Result +$178.82

   vs. index +18.5% SPY +2.6% over the same days

   Cite this call · Watch source video * †

   Surrounding source transcript

   …T IF MEMORY IS HERE TO STAY OR SUPPLY SHORTAGES CAN BE WORKED OUT. HOW DO YOU THINK ABOUT MICRON? >> MARGINS OVER 80%, IT'S NOT LIKE THE 1990s. YOU CAN'T REPLACE THE DEVELOPMENT WEEK SO I THINK YOU HAVE A COUPLE OF YEARS IN THESE NAMES AND I DO THINK THE DEMAND IS REAL AND IT'S AN OPPORTUNITY TO PICK IT OFF AT A SINGLE DIGIT MULTIPLE EVEN IF EARNINGS COME IN SOME AND MARGINS, AND

   I DO THINK THE DEMAND IS REAL AND IT'S AN OPPORTUNITY TO PICK IT OFF AT A SINGLE DIGIT MULTIPLE EVEN IF EARNINGS COME IN SOME AND MARGINS

   Go

   AI-extracted context "I DO THINK THE DEMAND IS REAL AND IT'S AN OPPORTUNITY TO PICK IT OFF AT A SINGLE DIGIT MULTIPLE"

5. 05 NOW NYSE SELL -27.00%
   Entry $103.24 17 Jul 2026

   Current $131.11 09 Sep 2026

   Result −$27.87

   vs. index −29.6% SPY +2.6% over the same days

   Cite this call · Watch source video * †

   Surrounding source transcript

   … INTO OTHER SOFTWARE COMPANIES YOU OWN? >> SOME MARKET IS ACTING LIKE IT HAS. THEY HAD CYBERSECURITY NAMES EARLIER -- LATE LAST YEAR END EARLIER THIS YEAR, THOSE NAMES HAVE COME BACK AND WE OWN A NUMBER OF THOSE, PALO ALTO MCCRIGHT STRICK. WE TOOK SERVICE NOW OUT OF OUR 12 BEST IDEAS IT'S ONE OF THE BEST CEOS IN THE COUNTRY. AND THEY ARE THE CONTROL TOWER ON THAT SO IF YOU INC. THE NEXT STAGE OF AI INVESTING IS ABOUT DATA, THEY ARE THE DATA, THEY OWN THE DATA SO YOU WANT TO BE IN THAT NAME BUT ME TAKE A COUPLE MORE YEARS FOR INVESTORS, CERTAINLY NOT A COUPLE OF YEARS, BUT AT LEAST ANOTHER YEAR FOR INVESTORS TO PIVOT AND IT IS AN ABYSMAL NAME TO HOLD FOR THE LAST COUPLE OF YEARS SO AT SOME TIME THE MARKET IS RIGHT AND WE ARE WRONG SO WE DECIDED TO KEEP IT BUT IT IS NO LONGER A BEST IDEA FOR US. >> BREAKING NEWS FROM THE "WALL STREET JOURNAL" ABOUT SPACEX SAYING THEY ARE IN TALKS TO PROVIDE COMPUTING POWER FOR THE PENTAGON'S AI PUSH. SPACEX YESTERDAY FELL LOW OF 135 WHICH WAS IPO PRICE AND THE FIRST TRADE WAS AT 50. I WAS HEARING …

   WE TOOK SERVICE NOW OUT OF OUR 12 BEST IDEAS IT'S ONE OF THE BEST CEOS IN THE COUNTRY. AND THEY ARE THE CONTROL TOWER ON THAT SO IF YOU INC. THE NEXT STAGE OF AI INVESTING IS ABOUT DATA, THEY ARE THE DATA, THEY OWN THE DATA SO YOU WANT TO BE IN THAT NAME BUT ME TAKE A COUPLE MORE YEARS FOR INVESTORS, CERTAINLY NOT A COUPLE OF YEARS, BUT AT LEAST ANOTHER YEAR FOR INVESTORS TO PIVOT AND IT IS AN ABYSMAL NAME TO HOLD FOR THE LAST COUPLE OF YEARS SO AT SOME TIME THE MARKET IS RIGHT AND WE ARE WRONG SO WE DECIDED TO KEEP IT BUT IT IS NO LONGER A BEST IDEA FOR US.

   Go

   AI-extracted context "WE TOOK SERVICE NOW OUT OF OUR 12 BEST IDEAS ... IT IS NO LONGER A BEST IDEA FOR US."