Nvidia, the creator's largest holding, has been acting very well.
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3 Stocks to Buy Now (That Could Beat the Market)
Jul 26, 2026
The creator discusses a volatile week in the market, attributing much of the Dow's decline to Tesla and SpaceX's poor performance. Their portfolio, however, remained green due to a focus on high alpha stocks, sector concentration in areas like data centers and energy, and international holdings, rather than hugging market benchmarks. The creator highlights strong earnings and revenue growth for companies like G. Vernova and Google, despite some misses or increased spending, emphasizing the importance of growing order backlogs in the data center sector.
Linked Mentions
Tickers discussed in this post
GE Vernova is a good buy, though it will take time to realize the full potential from its turbines.
Google is a phenomenal buy right now due to its strong performance despite a recent EU fine and increased spending.
Jamie Dimon's comments on JP Morgan's earnings were better than expected, but he later discussed the US debt load on a podcast.
Comfort Systems is expected to rise significantly after reporting a 50.3% sales increase and 91.9% earnings growth, with a 12.9% rise in order backlog and expanding operating margins.
Super Micro got everybody excited, likely due to strong performance in the data center sector.
Google reported strong 24% sales growth and 294% earnings growth, but the stock was temporarily hit due to planned increased spending on AI infrastructure.
G. Vernova reported 22% revenue growth and 32.8% earnings growth, with a 32% increase in order backlog to $176 billion, indicating strong future potential despite an earnings miss.
Meta does not fit the creator's system because it performs poorly relative to the market.
Tesla's sales were great, but their margins are under compression and cash flow is negative, leading to poor performance.