The creator added Vistra Corp to his portfolio, citing its nuclear power utility business.
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The creator discusses recent market rallies and their portfolio performance, highlighting specific stock pu...
Jul 30, 2026
The creator discusses recent market rallies and their portfolio performance, highlighting specific stock purchases and a news event about Citadel buying a distressed portfolio. They express optimism for the market to finish the year at all-time highs and plan to continue buying dips in AI stocks.
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Tickers discussed in this post
The creator added AST SpaceMobile to his portfolio, citing its space connectivity technology.
The creator mentions Amazon's increased capex due to higher memory costs and its stock performance, but does not explicitly recommend buying or selling.
The creator added Credo Technology to his portfolio, citing its role in AI connectivity.
AMD is shown in the creator's portfolio list without a specific thesis.
The creator added to his Micron position, citing a persistent memory shortage.
The creator added Lumentum to his portfolio, citing its role in photonics and AI connectivity.
The creator added to his position in Nebius, a cloud data center stock.