ServiceNow is a position the creator has been adding to, and it moved up 10% today, noted for its potential to move quickly and violently when it takes off.
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Spotify ($SPOT) And Netflix ($NFLX) - Better Buy?
Jun 27, 2026
The creator discusses Spotify and Netflix, both experiencing significant stock price dips, with the primary concern being potential disruption by AI. The analysis focuses on Spotify's business model, market position in music, potential expansion into video, and user monetization challenges, comparing its strategy to Duolingo's user acquisition focus.
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Celsius Holdings saw a nice 5% plus move up today.
Microsoft is a notable position in the portfolio, with 14 shares currently held, and it moved up over 5% today.
Google was previously one of the top three positions in the YouTube portfolio.
AMD was previously one of the top three positions in the YouTube portfolio.
Oscar Health has made a significant move, up over 100% in the last few months, as part of a heavy bet on healthcare in 2025.
UnitedHealth Group (UNH) is now the third largest position in the YouTube portfolio, having moved up around 2.5% today and nearly 50% in the last year.
Netflix, down almost 44% in the last year, is mentioned as a company with a similar subscription model to Spotify, facing market fears around AI disruption.
Spotify, down 40% in a year, is presented as a potential buying opportunity if investors believe in its long-term business model and expansion potential into video, despite current user monetization concerns.
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