Berkshire Hathaway invested in Google Alphabet, a move that surprised many, highlighting their deliberate investment approach.
Source Post
I Just Bought $2,500 More of This Stock. Here's Why
Jul 26, 2026
The creator discusses the upcoming FOMC meeting and earnings season, noting that while companies like Microsoft and Meta are expected to report good quarters, their stock performance will be heavily influenced by macroeconomic factors and geopolitical issues. The creator also mentions SoFi's upcoming earnings report and the potential impact of the FOMC meeting on their guidance.
Linked Mentions
Tickers discussed in this post
OpenAI is mentioned as having signed the open models letter.
ServiceNow is mentioned as one of the big logos that signed the open models letter.
Axon is still considered expensive but is in a better position now that it's not trading at its all-time high of $640.
The creator lists Netflix as one of their holdings.
The creator lists Palantir as one of their holdings.
The creator lists Exxon as one of their holdings.
The creator dismisses the notion that Tesla will destroy Uber, referencing Elon Musk's comments on FSD licensing.
Uber is trading below $70, and while the potential end of the Waymo partnership is a concern, it's not a major worry due to future AV market developments.
Micron is expected to return to all-time highs as its business continues to grow significantly and it prints cash.
Linked Signals
Tracked calls opened from this post
MUbuy opened Jul 26, 2026
-2.25%