I Just Sold $11K and Bought $2K This Week
Summary
Opinions
RBRK (stock)
The speaker implies Rubrik is a good company by contrasting it with Commvault, which is described as 'not as good'.
CVLT (stock)
The speaker states that Commvault (Convolt) is not as good a company as its competitor, Rubrik.
PYPL (stock, NASDAQ)
The speaker is holding a bull spread on PayPal, indicating a bullish outlook on the stock's price.
SOFI (stock, NASDAQ)
The speaker is buying more shares, feels the current prices are 'ridiculous' (undervalued), and expects another 'triple beat' on earnings.
GOOGL (stock, NASDAQ)
Believes the company will soon show why it deserves to be among the best and that Google Cloud will continue to grow 'like crazy'.
META (stock, NASDAQ)
The speaker believes the stock is 'very very cheap' at its current price and has been adding to his position.
RKLB (stock, NASDAQ)
The speaker is neutral and waiting to see further developments at the company before adding more shares.
DLO (stock, NASDAQ)
Believes the stock should go 'much much higher' as long as growth continues, but is not adding to the position at the moment.
UBER (stock, NYSE)
The speaker feels he 'should be buying more' but is waiting until after the next earnings report.
Topics
AI Industry and Market Comparisons
Commvault (CVLT) Potential Sale and Impact on Rubrik (RBRK)
Meta's New AI Model (Muse Spark)
Portfolio Transactions and Holdings Update
Fed Rate Cut Probabilities
More from this creator
Summarized videos from the same creator
4 Stocks to Load Up on Before Earnings
This video discusses the strategy of buying stocks *before* earnings reports, acknowledging it's a gamble with many names already "priced in." The speaker advises long-term investors to open a small p…
SoFi Is About To Blow Everyone's Mind
SoFi's upcoming earnings report (Q1) is expected to continue its trend of consistently beating market expectations. The speaker highlights that SoFi has surpassed EPS and revenue forecasts every quart…
Should You Buy These 5 Stocks Before April 29?
Next week marks a critical tech earnings season, with Wednesday being particularly packed. Major companies like Microsoft, Amazon, Meta, Alphabet, SoFi, and Qualcomm are set to report. Apple follows o…
More with the same tag
Summarized videos from other creators with the same tag
NO ONE IS TALKING ABOUT THIS: CRITICAL
Meet Kevin
The speaker is increasingly bullish on the economy, raising his Bear Bull scale to 7.1 and allocating more to stocks. This optimism stems from significantly underreported economic data, particularly s…
f**k
Meet Kevin
Donald Trump has unilaterally extended the ceasefire with Iran indefinitely, despite earlier threats to resume strikes. This extension includes maintaining a naval blockade in the Strait of Hormuz, ca…
Trump JUST *Flip Flopped* AGAIN!
Meet Kevin
The Strait of Hormuz is in a "Schrodinger's cat" state, leading to the largest cumulative oil shortfall in 50 years. This "higher for longer" oil scenario is dragging on an otherwise resilient economy…