Broadcom has continued to move higher, but the creator does not express a specific actionable view.
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How much CASH I’m sitting on right now
Jul 2, 2026
The creator discusses their current cash position of $1.5 million, explaining it's lower than it could be due to aggressive buying of certain stocks like Netflix, Celsius (CELH), Salesforce, and ServiceNow over the past few months. While not overwhelmingly bullish on the overall market, they see specific stock opportunities, contrasting this with the recent performance of chip stocks like AMD and Micron, and the slowdown in Nvidia.
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Nvidia's performance has slowed down significantly, with shares trading lower than last year.
Micron has had a strong run and is now one of the largest market caps due to the memory trade.
AMD has had a significant run, contributing to market moves, but the creator doesn't express a current actionable view.
The creator has been aggressively buying SaaS stocks, including ServiceNow, over the last few months.
The creator has been aggressively buying SaaS stocks, including Salesforce, over the last few months.
The creator has been aggressively buying Celsius stock (CELH), noting its energy drink brands and recent acquisition of Rockstar.
The creator has recently started buying Netflix stock aggressively.
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CELHbuy opened Jul 2, 2026
-12.58%