The creator questions if Navitas, down 60% from its highs, is a buying opportunity, suggesting it was overvalued and lacks a real business to justify its previous price.
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I Bought These 2 Stocks Again During the Crash. Here's Why
Jul 20, 2026
The creator discusses their portfolio performance, noting a recent downturn but positive year-to-date returns. They highlight upcoming earnings reports from major tech companies like Alphabet, Tesla, and Intel, and explain the market's current volatility, partly driven by AI developments and geopolitical issues. The creator also details recent buys in Nebu and Rocket Lab, expressing high conviction in Nebu's future as a major AI player.
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The creator might buy more SoFi if the stock price comes down.
The creator wants to increase their exposure to Axon.
The creator wants to increase their exposure to Reddit.
Uber is performing well and making strong competitive moves, but the creator is not adding more to avoid increasing exposure at the expense of Nebus.
The creator is not buying more Netflix currently, believing there will be an opportunity to buy at around $70 or just under $80 as the market questions the company's strategy.
The creator is holding PayPal bull spreads, viewing the bid rejection as a win-win situation that could lead to a higher stock price if a better bid emerges or if the company improves operationally.
CoreWeave is positioned to benefit from the increased demand for compute power driven by AI inferencing.
Alibaba's cloud services are mentioned as a potential hosting provider for Kimi.
Nvidia is mentioned as a holding with a 'couple of shares' in the creator's portfolio overview.
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ANEBbuy opened Jul 20, 2026
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