Palantir is mentioned as another stock the creator holds alongside Amazon and Google, but without a detailed thesis.
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I Put $1 Million Into These 2 Stocks
Jul 15, 2026
The creator discusses Google (Alphabet) as a significant investment, highlighting Warren Buffett's acknowledgment of a past mistake regarding the company. The thesis emphasizes Google's enduring search business, its AI integration as a tailwind, and the growth of Google Cloud and YouTube as key drivers. The creator personally holds a substantial position and is up significantly on the investment.
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SoFi is mentioned as another stock the creator holds alongside Amazon and Google, but without a detailed thesis.
The creator is very bullish on Amazon, emphasizing AWS's role in AI growth and the underappreciated, high-margin advertising business as key drivers for future expansion.
Google is a primary investment with a strong buy sentiment due to its resilient search business, AI integration as a tailwind, and growth in Cloud and YouTube.