I'll Be Selling This Stock Soon
Summary
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Opinions
MU (stock, NASDAQ)
Expects the upcoming quarterly report to be a 'pretty big one' and guidance for 2026 to be 'quite strong'.
DLO (stock, NASDAQ)
Positive view based on being a small company with a large TAM, fast growth, profitability, and expected TPV growth above 50%.
HOOD (stock, NASDAQ)
The speaker's action of increasing their stake by 10% implies a positive outlook.
RBRK (stock, NYSE)
Positive outlook, expecting the upcoming quarterly report to be 'a good one and a beat' and leaning towards future guidance also being good.
NFLX (stock, NASDAQ)
The speaker's action of increasing their stake by 12.5% implies a positive outlook.
ADBE (stock, NASDAQ)
Positive outlook, as the speaker is 'still expecting another record quarter for them'.
NEBUS (stock)
The speaker added to their position and views Meta's potential involvement in a data center project as a positive development ('much better').
PATH (stock, NYSE)
Cautious and slightly negative, stating the company has 'a lot to prove' and is waiting to see growth acceleration before being convinced of a turnaround.
Topics
Upcoming Earnings Week Preview
Upcoming Fed Meeting and Rate Cut Probabilities
Usage Trends in Generative AI Apps
Portfolio Performance and Holdings
Cloud Infrastructure and Data Center News (Oracle, OpenAI, Meta)
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