Bloom Energy Corporation is mentioned as a stock with amazing momentum, and the creator is holding it and documenting its performance.
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The creator discusses their portfolio's strong performance, highlighting significant gains and the importan...
Jul 30, 2026
The creator discusses their portfolio's strong performance, highlighting significant gains and the importance of buying dips in quality companies. They advise against using margin and emphasize focusing on long-term holdings with solid fundamentals.
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Rocket Lab Corporation is mentioned as a stock with amazing momentum, and the creator is holding it and documenting its performance.
Marvell Technology, Inc. is mentioned as a stock with amazing momentum, and the creator is holding it and documenting its performance.
Advanced Micro Devices Inc is mentioned as a stock with amazing momentum, and the creator is holding it and documenting its performance.
Applied Optoelectronics, Inc. is mentioned as a stock with amazing momentum, and the creator is holding it and documenting its performance.
Micron Technology, Inc. is mentioned as a stock with amazing momentum, and the creator is holding it and documenting its performance.
CoreWeave, Inc. is mentioned as a stock with amazing momentum, and the creator is holding it and documenting its performance.
IREN Limited is mentioned as a stock with amazing momentum, and the creator is holding it and documenting its performance.
NBIS is mentioned as a stock with amazing momentum, and the creator is holding it and documenting its performance.
Microsoft is mentioned as a quality company with strong fundamentals, and the creator is holding it and documenting its performance.
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