The creator is building out their ServiceNow position and expects it to reach $150-$175 within the next year.
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Missed SpaceX ($SPCX) IPO? Try AST SpaceMobile ($ASTS)
The creator discusses the IPO of SpaceX and the feeling of retail investors being left out of such opportunities. They then highlight AST SpaceMobile (ASTS) as a potential alternative in the satellite internet space, noting its similar business model to SpaceX's Starlink but with a key differentiator of direct-to-phone connectivity. Despite a recent pullback, ASTS has shown significant long-term growth, and the creator points out its strategic partnerships.
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The creator added a small amount to Adobe and is trying to determine its future direction, believing it might be bottoming out.
The creator has been gradually adding to their Celsius position and is now comfortable with its size.
SoFi is another stock the creator has added to recently, and it has also seen recent price appreciation.
e.l.f. Beauty (ELF) has been an addition to the creator's portfolio and has recently moved up.
United Health Group (UNH) is a holding in the creator's portfolio, with a 40% gain.
AMD has seen significant recent movement, with the creator holding a position up over 500%.
Google is the second-largest position in the creator's YouTube portfolio.
Oscar Health (OSCR) is the number one position in the creator's YouTube portfolio, with more in-depth analysis available in previous videos.
AST SpaceMobile (ASTS) is presented as a potential alternative to SpaceX, offering direct-to-phone satellite internet and showing strong long-term growth despite a recent 40% pullback.
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