AMD is reporting earnings after hours tomorrow, which the creator will cover live.
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The Stocks I'm Ready to Buy on the Next Dip (a new one)
The creator discusses potential stock purchases on future dips, highlighting Palantir and Snowflake. They bought more Palantir shares before earnings due to a small existing position, despite the gamble of earnings reactions. Snowflake is mentioned as a quality company that, even at current prices, is not the most expensive when considering future revenue growth, with the creator believing analyst estimates are too low.
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The creator mentions Western Digital as a potential addition on a dip, alongside SanDisk, with earnings on Wednesday.
The creator mentions SanDisk as a potential addition on a dip, alongside Western Digital.
Uber is reporting earnings later this week, and the creator will observe the outcome.
The creator recently opened a position in Axon, which is performing well.
The creator has recently added to their Reddit position, indicating a positive outlook.
The creator has recently added to their SoFi position, indicating a positive outlook.
IBM is mentioned as a large tech company with quantum computing exposure, suitable for investors seeking that market.
Google's cloud segment shows strong growth and margin expansion, diversifying revenue from search, but the creator wants to add shares at a cheaper valuation.
Google (Alphabet) is a highly profitable company with a strong market cap, though its forward P/E is 27.8 times, and the creator notes its consistent strong performance.
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