Stocks I'm Buying and Selling Right Now

Opinions

NU (stock, NYSE)

Initiated a position as the stock came down to a level he feels he needs to own. Likes the management, company, and vision.

DUOL (stock, NASDAQ)

Sold the position at a huge loss to consolidate into another stock (NU). Believes the company still has to prove its new strategy is the right one.

PGY (stock, NASDAQ)

Sold the position at a big loss, believing there is a 'better story elsewhere' (NU).

SOFI (stock, NASDAQ)

Believes the company is resilient to macro conditions, has a good track record of surviving challenges, and will continue adding to the position.

GOOGL (stock, NASDAQ)

Very happy with the position's performance and considers it one of the best companies on the planet that can provide market-beating returns.

META (stock, NASDAQ)

Actively increasing the position, believing the current stock stress presents an 'excellent opportunity' with potential for 80-90% returns in 12-24 months.

DLO (stock, NASDAQ)

Positive on the stock following an 'excellent report' and 'good guidance' from the company.

UBER (stock, NYSE)

Believes that as long as the company continues to perform and execute, the market will eventually recognize the strength of its ecosystem.

RBRK (stock, NYSE)

Contrarian positive view; believes the market 'hates these types of names for no good reason' because the company continues to perform.

Topics

Portfolio Performance Review

Interest Rate Speculation

Investing During Geopolitical Uncertainty

Portfolio Restructuring

Investment Philosophy on Cutting Losses

Macroeconomic Impact on Fintech Sector

Big Tech Investment Thesis

More from this creator

Summarized videos from the same creator

You Can't Go Wrong Buying These Stocks

The market experienced another "red day," with tech stocks particularly hit, and the S&P 500 dropping 6.5% from its peak, now below its 200-day moving average. Super Micro Computer (SMCI) shares plun…

Wall Street Is Making a Huge Mistake

The market is broadly down, with big tech and semiconductors mostly red, though The Local surged on strong earnings. Micron fell 5% despite a blockbuster quarter. Jerome Powell announced the Fed held…

MICRON & DLOCAL EARNINGS CALL & REPORT BREAKDOWN | MARKET CLOSE

The market is broadly red today due to higher-than-expected inflation and no rate cuts, though some tech stocks like AMD, Intel, Micron, and Nebius are green, with Bitcoin holding above $70,000. Jerom…

More with the same tag

Summarized videos from other creators with the same tag

CRAP: 24 Hours LEFT.

Meet Kevin

The US has issued a 24-hour ultimatum to Iran: fully open the Strait of Hormuz or face American strikes on its power plants and vital infrastructure. This follows President Trump's recent flip-floppin…

Most Investors Are Missing This Massive Opportunity

Jerry Romine

Despite widespread investor nervousness driven by war, rising oil, inflation, and Fed concerns, the speaker argues that focusing on fear blinds people to a significant, early opportunity in AI and tec…

Trump FLIP FLOPS on Iran