Microsoft is mentioned as a company Michael Burry may have recently picked.
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I Just Bought $15,500 of These Stocks. Here's Why
Jun 28, 2026
The creator discusses their portfolio performance, noting a slight underperformance compared to the S&P 500 over the past week but a strong year-to-date and overall return. They briefly mention upcoming earnings for Nike and touch on a personal note about being blocked by Michael Bur. The core of the update focuses on their retirement portfolio, where they have a significant cash position due to selling Tesla shares. They are considering investing this cash into Nvidia, citing technical indicators and valuation metrics.
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Adobe is mentioned as one of the companies Michael Burry is currently picking.
Lululemon is mentioned as one of the companies Michael Burry is currently picking.
The creator bought 100 shares of Palantir at $107, believing it was oversold and has strong growth potential, despite a previous sale at $69.
Shift 4 has shown recent momentum, and the creator is holding shares despite no clear catalyst.
Robin Hood has recovered to around $98 per share.
DLO's entry into the Russell 2000 is positive for liquidity and recognition, though the stock price remains stagnant.
Despite a post-earnings drop, the creator believes Micron's revenue will continue to grow due to increased demand for memory and supply chain issues.
Oscar has moved up to the number six position in the portfolio.
Google is taking a 'little breather' and is the fourth-largest holding.