Netflix is a buy despite being down 42% from highs, as its ad business is twice the size of its subscription business, offering a significant long-term opportunity with a 2030 price target of $220.
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The creator discusses their top 3 largest holdings with 2030 price targets: AMD, Meta, and Netflix. They hi...
Jul 8, 2026
The creator discusses their top 3 largest holdings with 2030 price targets: AMD, Meta, and Netflix. They highlight AMD's expected revenue growth, Meta's strong market position and AI bets, and Netflix's potential for ad revenue growth despite recent stock performance.
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Meta is a top pick due to its strong market position and AI investments, with a 2030 price target of $1500, supported by reaccelerating revenue growth.
AMD is a primary holding with a 2030 price target of $1000-$1300, driven by CEO's expectation of 35% annual revenue growth for the next few years.