GOOGL is mentioned as a stock the creator has previously called out.
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The creator discusses recent additions to their portfolio, including ASTS and IREN, highlighting their perf...
The creator discusses recent additions to their portfolio, including ASTS and IREN, highlighting their performance and potential. They also touch on Amazon's recent market performance and provide an update on Nokia, emphasizing its role in building fiber and optic cables for AI data centers. The creator also offers advice on managing gains during the summer months due to lower market liquidity and mentions potential market corrections influenced by the new Fed chair and economic factors like oil prices and inflation.
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AMD is mentioned as a stock the creator has previously called out.
Nokia is a key player in building fiber and optic cables for AI data centers, and has restructured its business, making it a strong addition to the portfolio.
Amazon has had a 'crazy' past few months in the market, offering life-changing returns.
IREN is a renewable energy play that the creator is watching and has added to their portfolio, noting its positive performance.
The creator is bullish on ASTS, noting its strong performance and potential for further growth, and would happily buy more shares if it pulls back below $100.