Meta is identified as the best buy among the Mag 7 and the market by the creator's evaluation system, though they wish to buy it cheaper.
Source Post
I'm Betting $250k on These 7 Stocks! (Changes Revealed)
Aug 3, 2026
The creator discusses recent portfolio changes, including selling Sanara MedTech for a profit and buying SoFi. They explain the rationale behind these moves, focusing on contrarian investing principles and portfolio diversification. The creator also reviews their current holdings and year-to-date portfolio performance against the S&P 500.
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Tickers discussed in this post
Nike is considered a contrarian bet, down 77% over 5 years and still dropping, with investors desperate for a turnaround.
Reddit is being considered due to its 20% price drop despite a double beat and being 50% off its highs, with the creator being tempted as it's their only social platform.
Uber is being considered for purchase as it is down 30% from its highs, prompting the question of whether it's time to buy.
Booking.com represents the last 6% of the creator's portfolio.
The creator is holding Novo Nordisk despite a recent share price drop due to a failed heart medicine trial, and is waiting for the earnings call.
PayPal is mentioned as a past profitable trade that underperformed the S&P 500, and also as a comparison point for Sanara's valuation.
ServiceNow was the top-voted stock recommendation but was not purchased due to concerns about over-diversification in the software sector.
Nvidia is mentioned as a stock that was considered for purchase but ultimately not chosen.
Microsoft is listed as one of the creator's software holdings, contributing to the overall bet on software stock recovery.
