Nvidia is mentioned as a competitor to AMD, with AMD's new products potentially challenging Nvidia's dominance.
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4 Stocks to Load Up on Before Earnings
Jul 24, 2026
The creator discusses the current market sentiment, particularly focusing on how increased CapEx from companies like Google is being met with negative reactions despite strong earnings. The video highlights Intel's recent earnings beat and revenue growth, noting that while the current valuation might seem high, continued execution and demand could justify it. The creator also touches upon AMD's upcoming earnings and recent event.
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Tickers discussed in this post
Palantir is currently trading between $120-$123 and is expected to perform exceptionally well, solidifying its position as a leader in the AI/software space.
Reddit's stock decline is not justified by its strong financial performance, including rapid growth and improving free cash flow, making it an attractive investment.
SoFi is trading under $17, down 39% year-to-date despite showing business improvements, raising questions about whether its current valuation reflects its actual business worth.
The creator is not getting their hopes up for PayPal, suggesting that even a slight sign of recovery could push the stock to $50-55, but is focusing on higher quality companies.
Nebius is considered a long-term attractive investment, even at $220, with the creator suggesting it may present another buying opportunity under $200 after a blowout quarter.
Intel beat earnings and raised guidance, showing strong revenue growth and demand, with potential to grow into its valuation if execution continues.
AMD had a significant event two weeks before reporting earnings, which the creator finds unusual and will discuss further.
Microsoft also did not receive positive market attention, similar to other tech giants.
Oracle did not see a positive day despite positive comments from Google regarding data center players.