The creator is more excited about Take-Two, viewing it as a catalyst-dependent stock that could outperform Microsoft's Xbox with GTA 6.
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Meta Stock Crash & Tech Volatility: My Full $700k Portfolio Analysis
Jul 30, 2026
The creator discusses Meta's stock performance, arguing that despite disappointing guidance, the company is undervalued and a strong growth engine. They also analyze Microsoft's cloud business strength versus Xbox's struggles, suggesting big tech is currently mispriced. The impact of currency fluctuations, particularly for Canadian investors holding US assets like VOO and VFV, is also highlighted.
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Tickers discussed in this post
The creator expects Amazon to do well but notes it is spending too much on capital expenditures.
TD Bank is mentioned as a bank that was down significantly yesterday but is now gaining back some value.
Royal Bank is mentioned as a bank that was down significantly yesterday but is now gaining back some value.
SpaceX is mentioned as a high beta name that rallied today after being significantly down yesterday.
Nvidia is mentioned as one of the high beta names bouncing back today after being hit yesterday.
Google was impacted by recent volatility in big tech stocks.
Microsoft is performing well, with its cloud business crushing it, though Xbox growth is declining.
The creator believes Meta is undervalued and a great growth opportunity despite recent stock drops and disappointing guidance.