The creator is considering buying more Take-Two Interactive stock due to the upcoming GTA 6 catalyst and strong pre-order potential, viewing it as a short-term opportunity.
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$701,131 Canadian Dividend Stock Portfolio Wealthsimple | June Update 2026
Jun 19, 2026
The creator discusses the current Canadian stock market, noting that while software stocks are being "destroyed," some are trading at exceptional values. They express intrigue in companies not directly impacted by the AI bubble and highlight the strength of Canadian banks, particularly Royal Bank, despite high valuations. The creator also touches on the cyclical nature of commodities like oil and gold, suggesting their rallies may not last.
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Tickers discussed in this post
Google is considered one of the greatest, unbankruptable companies offering great value and long-term growth potential.
Oracle is identified as one of the four companies driving inflation through significant spending on data center build-outs.
Nvidia's current high valuation is seen as a result of data center demand, but its future is dependent on major tech companies slowing CapEx.
Meta is a top pick, viewed as part of the AI bubble but also as a protective investment against its potential collapse.
Amazon is a top pick, seen as a key player in the AI bubble and a solution for account protection during a potential bubble burst.
Google is a top pick due to its role in the AI bubble, seen as a solution to protect accounts when the bubble bursts.
Palantir has been getting hit since the beginning of the year, with software stocks generally being "pelted."
Royal Bank continues to hit all-time highs and is a large position in VDY, but it's trading expensively with a low dividend.
Shopify is mentioned as a Canadian software stock that is being "destroyed" by the market.