Alphabet is mentioned as a well-known stock that was part of the creator's discussion of five stocks.
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5 Stocks I'm Thinking About Buying Today
The creator discusses five stocks, two of which he owns and is bullish on long-term, liking their recent price drops. He is also considering buying a new stock and is researching two others that have recently appeared on his radar. The first stock discussed is Alphabet (GOOGL/GOOG), which he owns and is overweight on, noting that its current price is below Berkshire Hathaway's recent investment price, despite some recent negative news regarding Gemini delays and AI talent departures.
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Tickers discussed in this post
This speculative company, powering data centers with jet engines, could see significant upside if Mag 7 capex remains strong, potentially reaching $500 by year-end.
Nvidia is mentioned as a comparison to another stock that has a dividend yield, implying Nvidia does not offer a yield.
GE Vernova is mentioned as a comparison for FTI Air Aviation, with the creator noting its strong past performance but current higher valuation.
FTAI Aviation is a speculative but interesting AI play, currently benefiting from data center demand for refurbished jet engines, with strong earnings growth expected.
Acuity Brands (AYI) is a new research interest, a mid-cap company specializing in lighting and smart spaces (IoT) with consistent double-digit growth and compounder potential.
JP Morgan has lagged a little but has rallied recently, and the creator is happy with this investment, noting strong earnings and dividend growth.
Morgan Stanley is up 25-30% and the creator is happy with this investment, noting strong earnings and dividend growth.
Goldman Sachs and other big banks reported flawless earnings, indicating a strong bull market with increasing revenues and profits.
Western Digital is mentioned as a US-based memory company alongside Micron.