Doximity is an impressive, niche medical industry app with potential AI benefits, and the creator is holding it in the bullpen for a potential dip.
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Stocks I Want to Buy! - My Bullpen of Investments
Jun 9, 2026
The creator discusses their personal watchlist of stocks they are interested in buying or monitoring for entry points. They cover The Trade Desk, Uber, Amazon, Alibaba, Mercado Libre, and Hims & Hers, providing brief overviews and their current stance on each.
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Tickers discussed in this post
CVS's merger with Aetna could have been better utilized, and the creator holds a small position, watching for improvement.
Warner Brothers Discovery stock is currently high due to buyout rumors, and the creator is monitoring it after receiving shares from AT&T.
Disney has been underwhelming, losing reputation and becoming riskier, but the creator is holding shares hoping for a long-term brand recovery.
Microsoft is a favorite company that the creator would like to buy more of if it reaches a good fair value level.
CRM is a decent company exposed to AI threats and benefits, with potential for long-term growth despite a reduced competitive moat.
Adobe is an interesting company with AI posing both threats and opportunities, and the stock has been significantly impacted.
Palantir has recently been added to the creator's 'bullpen' of investments to watch closely.
The creator owns Apple, purchased around $140 per share, and acknowledges its strong performance.
Nvidia has seen significant stock price appreciation due to massive revenue and profit growth, largely driven by AI, and the creator acknowledges it deserves its success.
