The creator mentions holding Elf in their portfolio.
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Microsoft ($MSFT) Double Up, Zeta Global ($ZETA) Palantir ($PLTR) Partnership
Jun 25, 2026
The creator discusses Microsoft's (MSFT) recent stock performance, attributing its decline to factors like Bill Gates's sale of his stake, fears surrounding SaaS companies, and concerns about Microsoft's reliance on OpenAI amidst increasing competition from Google and Anthropic. The creator also plans to analyze a partnership between Zeta Global (ZETA) and Palantir (PLTR), assessing which company benefits more.
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Meta Platforms is held within the creator's YouTube portfolio.
Novo Nordisk is nearing the creator's cost basis and is expected to reach around $85 per share within one to two years.
United Health Group is the fourth-largest holding in the creator's YouTube portfolio.
Google is the third-largest holding in the creator's YouTube portfolio.
AMD is the second-largest holding in the creator's YouTube portfolio.
Oscar is the top holding in the creator's YouTube portfolio, and they are looking for it to go above $30 to trim the position.
Palantir's partnership with Zeta Global is analyzed, with the creator focusing on which company stands to gain more from the collaboration.
Zeta Global Holdings is discussed in the context of its recent partnership with Palantir, with the creator intending to analyze who benefits more from this deal.
Microsoft's stock has fallen significantly year-to-date due to Bill Gates's sale of his stake, SaaS-related fears, and concerns about its reliance on OpenAI, leading to a price prediction discussion.
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