Meta has also seen gains in the creator's accounts, with a similar long-term view dependent on earnings and capital expenditures.
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Tech Crash Is Here... Buying This Dividend ETF with my $700K Portfolio
Jul 17, 2026
The creator discusses market volatility, particularly in the tech sector, driven by concerns over chip manufacturing and hyperscaler spending. They highlight the outperformance of traditional dividend stocks and Canadian banks, while also mentioning Apple's resurgence and fee cuts in global market ETFs like VEQT and XEQT. The creator expresses a negative view on media and entertainment companies like Netflix and Take-Two Interactive, contrasting them with the perceived superiority of Google's business model. They also mention a desire to buy SpaceX at lower price points.
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Microsoft has seen gains in the creator's accounts despite recent sell-offs, with a longer-term outlook tied to earnings growth and capital expenditures.
The creator expresses a desire to buy SpaceX shares if the price drops to $60-$80, purely for the sake of ownership at that valuation.
The creator views Take-Two Interactive, the parent company of GTA 6, as a very short-term trade due to their dislike for the cyclical nature of entertainment companies.
The creator expresses a strong dislike for Netflix and media/entertainment companies due to their cyclical nature and difficulty in capturing audience attention.
The creator expresses a strong preference for Google's business model, citing its superior resilience and ability to attract continuous user attention.
Nvidia is mentioned as being overtaken by Apple as the world's largest company, in a competitive dynamic with Google.
Apple has reclaimed its position as the world's largest company, overtaking Nvidia, in a competition with Google.