The creator regrets selling Netflix previously and might consider buying again if it falls below $60.
Source Post
I'm Buying this HATED Undervalued Stock
Jun 26, 2026
The creator discusses market volatility driven by macro factors like potential interest rate hikes and rising inflation. They highlight Micron Technologies' recent strong earnings and growth, despite analyst concerns about future peaks and a potential bubble in memory stocks. The creator also mentions Microsoft's low valuation and Meta and Nvidia's increased debt.
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Google (Alphabet) is mentioned as a stock the creator is up 3x on, but also as one that would be affected if the broader market bubble bursts.
ASML is mentioned as a stock the creator is up 3x on, but also as one that would be affected if the broader market bubble bursts.
AMD is mentioned as a stock the creator is up 6x on, but also as one that would be affected if the broader market bubble bursts.
ServiceNow is an intriguing position on the creator's watchlist, but is considered highly valued when compared to other software peers.
Salesforce is mentioned as a company that has taken on significant debt, making it susceptible to rising interest rates.
Nvidia is cited as a company that has taken on significant debt, increasing its risk profile in a rising interest rate environment.
Meta is mentioned as an example of a company that has taken on significant debt, making it vulnerable to rising interest rates.
Microsoft is mentioned as a stock that has been heavily beaten down and is trading at a low forward P/E ratio, its lowest since 2016.
Micron Technologies posted phenomenal earnings, beating EPS and revenue expectations significantly, leading the creator to buy more despite concerns about future growth.
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Tracked calls opened from this post
MUbuy opened Jun 26, 2026
-18.67%