The creator notes DLocal has finally caught a bid and is closer to $15, viewing it as a Latin American stock trading at a discount.
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4 Stocks I'm Ready to Pull the Trigger On
Jul 5, 2026
The creator discusses recent market movements, noting pullbacks in semiconductor stocks like Micron, Intel, and Qualcomm, while highlighting positive technical recoveries in Alphabet, Rocket Lab, Axon, and SoFi. The creator expresses interest in potentially adding to Axon on a dip and anticipates discussing SoFi further due to upcoming earnings.
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Tickers discussed in this post
The creator added a small amount to their Reddit position but wished they had more time to buy at lower prices ($150-$160).
Zeta (ZETA), a $5 billion company, is extremely undervalued and growing quickly with increasing profitability, making it a strong buy despite its recent drawdown.
The creator mentions PayPal bull spreads, indicating no change in that position.
The creator is considering switching their Core Civic position from shares to January 2028 LEAPS if prices remain low.
The creator holds a couple of shares of Nvidia, which is part of their portfolio.
Netflix is struggling but the 200-week MA at $69.50 is seen as an ideal level to add more shares.
Nu is trading slightly above its 50-day MA and could move closer to $14, expected to get more love along with other Latin American names.
Uber is slowly getting back to the mid-70s, trading above its 50-day support but facing resistance around $78-$79.
Meta is on the right track, needing to close above $600, with the earnings call being of extreme importance.
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Tracked calls opened from this post
ZETAbuy opened Jul 5, 2026
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