ELF is a close second pick for the next six to nine months, expected to see momentum and exit the year over $100.
Source Post
My $4,600,000 Next MOVE‼️
Jul 14, 2026
The creator discusses IBM's significant stock drop, potential implications for SaaS stocks like Salesforce and Service Now, and the valuation of IBM. They also touch on Lucid's financial situation, Tom Lee's S&P 500 prediction, and the AI sector's rally. A key segment involves the creator revealing which stock they would sell if forced, and which single stock they would invest their entire public account in for the short-term and long-term.
Linked Mentions
Tickers discussed in this post
The creator is hesitant to sell Fubo, especially after the removal of the gambler aspect, seeing potential for the company to perform well.
The creator would sell PayPal if forced, citing it as a cheap stock with a single-digit PE but lacking a catalyst to excite investors.
The creator would consider selling Google due to overexposure to Meta and Amazon, not because he believes Google will perform poorly.
ASML's upcoming earnings report is expected to shed light on the semiconductor industry's health and future demand.
TSMC's upcoming earnings report is anticipated to provide insights into the semiconductor industry's performance and future outlook.
Qualcomm is expected to benefit from the ongoing strong demand in the semiconductor sector.
Broadcom is expected to benefit from continued strong demand for semiconductors, as indicated by current market trends.
Amazon's continued purchasing of compute power signals ongoing demand for semiconductors.
Microsoft's upcoming earnings guidance on Azure growth and capex deceleration will be crucial for resetting sentiment in the AI sector.
