The creator bought VST at $148.63, increasing their position by 6%, and describes it as a utility making electricity from nuclear power.
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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 bought ASTS at $56.96, increasing their position by 18%, and describes it as a space connectivity stock sending internet from outer space.
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 bought CRDO at $178.00, increasing their position by 5%, noting it's a photonics and AI connectivity stock.
AMD was mentioned as one of the stocks that was up over 13%.
The creator bought MU at $808.00, increasing their position by 5%, and added to it later, citing a memory shortage.
Lumentum was mentioned as one of the stocks that was up almost 16%.
AAOI was mentioned as one of the stocks that was up almost 16%.
The creator bought NBIS, a cloud data center stock, and added to their position, seeing it as a neo-cloud data center stock.