Amazon is suggested as a good investment, especially for those looking to add to their holdings, due to its strong financial position.
Source Post
The Best Buying Opportunity I've Seen in Months Is Hiding Here
Jul 17, 2026
The creator discusses a red market day, noting declines in Meta, Google, and Microsoft, while highlighting gains in Micron, Marvel, Qualcomm, and Niobus. They express skepticism about the valuation of companies like ASML and Rocket Lab, despite their significant price drops, and are bullish on Niobus and Coreweave but acknowledge they are not cheap. The creator also touches on PayPal's rejection of Stripe's offer and the importance of Rocket Lab's Neutron launch.
Linked Mentions
Tickers discussed in this post
Google is recommended as a strong investment, especially for those needing to increase their exposure, due to its financial strength.
Sofi is identified as one of the most attractive investment options currently available.
Axon, previously bought around $400 and reaching $640, has pulled back to $500, presenting a good buying opportunity for long-term investors.
Uber is a very cheap name that will become a juggernaut after acquiring Delivery Hero, creating a global flywheel and unlocking massive EBITDA margin opportunities.
Walt Disney's parks are cited as an example of how profitable parks can be, relevant to the potential acquisition of NBC Universal by Netflix.
NBC Universal was mentioned as a potential acquisition target for Netflix, which the creator believes would make sense due to its IP and profitable parks.
Lionsgate was mentioned as a potential acquisition target for Netflix, but this is speculative.
Roku was mentioned as a potential acquisition target for Netflix, but this is speculative.
Netflix is mentioned as having just reported earnings, and the creator plans to discuss it.