The creator has been adding to Meta, seeing it in a very similar situation to Microsoft with significant upside potential.
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Novo Nordisk ($NVO) Buys, Nike ($NKE) Levels Off
Jul 1, 2026
The creator discusses Novo Nordisk's share buyback program, noting the company is trading at low valuations and could benefit from increased buybacks to boost EPS, especially given current downward trends in EPS and revenue. A key catalyst for future growth is Medicare's upcoming coverage of GLP-1 drugs, which will benefit both Novo Nordisk and Eli Lilly. The creator also touches on Nike's recent earnings report and stock performance.
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The creator has been adding to Microsoft, believing it has plenty of upside potential and could double in 2-3 years.
The creator reduced their position in Google, selling some shares to increase cash for other investment opportunities.
The creator sold some shares of AMD to reduce risk and build cash for other opportunities.
Nike's stock spiked after earnings but then fell off, and the creator will discuss these earnings and their implications for the next fiscal year.
Novo Nordisk is a buy as it trades at low valuations and can benefit from increased share buybacks to drive EPS, with Medicare's coverage of GLP-1s acting as a catalyst.