Celsius is identified as a stock the creator is looking to invest in due to its current significant downturn, seeing it as a big opportunity for outperformance.
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Adobe ($ADBE) Ignore Fundamentals
Jun 12, 2026
The creator discusses Adobe's (ADBE) stock performance, noting a significant price drop despite strong fundamental improvements in revenue and EPS. The primary driver for the stock's decline appears to be the CFO's departure, which has raised investor concerns, though the creator believes the fundamentals remain stable and the company is well-positioned.
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Meta is a recent addition to the portfolio, and the creator views its current downturn as a significant opportunity for outperformance over the next five years.
Service Now is identified as a stock the creator is looking to invest in due to its current significant downturn, seeing it as a big opportunity for outperformance.
Novo Nordisk is mentioned as one of the creator's top five positions in their YouTube portfolio.
The creator plans to make a separate video discussing UNH, indicating a continued interest in the stock.
AMD is mentioned as one of the creator's top five positions in their YouTube portfolio.
Google is mentioned as one of the creator's top five positions in their YouTube portfolio.
Oscar has seen significant gains, moving from $10 to over $28 per share in the last 3 months, resulting in an almost 100% gain for the creator's position.
Dan Durn is moving to Marvell Technology, a semiconductor company with a larger market cap and significant recent stock performance.
Adobe's stock has fallen significantly despite strong earnings and revenue growth, with the CFO's departure being the main catalyst for investor concern.
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OSCRbuy opened Jun 12, 2026
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