SanDisk is mentioned as a semiconductor company currently benefiting from the AI trend.
Source Post
I Just Bought $5,200 of These 3 Stocks. Here's Why
Aug 2, 2026
The creator discusses a recent market event involving a leveraged fund that experienced significant losses, highlighting the risks of high leverage. The creator also touches upon upcoming earnings, hyperscalers, AI cloud investments, and a JPMorgan report. The video will also cover technical analysis of 12 followed stocks.
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Intel is expected to have a good earnings report, with focus on future growth beyond 2026.
The creator holds some shares of Nvidia.
Shift4 is a holding in the creator's portfolio.
Robinhood is a holding in the creator's portfolio.
The creator did not buy more Nu Holdings because it was up 30% on Thursday, but it remains a significant position.
Micron is a holding in the creator's portfolio.
Rubrik is a holding in the creator's portfolio.
DLocal is a holding in the creator's portfolio.
Oscar is a holding in the creator's portfolio.
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