Bloom Energy is mentioned as a stock that was picked up early by the community portfolio.
Source Post
Discussing My Stock Draft Season 2 Picks
Jun 21, 2026
The creator discusses their stock draft picks, focusing on their rationale for selecting Microsoft and other companies like Nvidia, Broadcom, Micron, Marvell, ServiceNow, CoreWeave, SoFi, Palantir, ASML, QXO, Visa, Coinbase, Nubank, and Mercado Libre. They highlight Microsoft's undervaluation and OpenAI stake as key reasons for their pick.
Linked Mentions
Tickers discussed in this post
The creator views a short on SpaceX as the riskiest pick in the draft, believing the short position will likely be exited in the first quarter.
The creator confirms ON Semiconductor (ON) was picked for the draft.
The creator believes they picked Qualcomm, or Jason picked it, for the draft.
The creator is not looking to get into PayPal.
Roblox is mentioned in the context of potential AI data contracts.
Google is mentioned as a company that may secure major AI data contracts.
AMD is considered too expensive with insufficient growth, margins, and performance.
Coherent is a larger optical networking play with growth potential, also invested in by Nvidia.
Lumentum is a growth-oriented secondary play in optical networking, invested in by Nvidia.
