The creator is anticipating Take-Two Interactive's earnings report, which is expected to be the last material stock to impact their accounts, and is waiting to see the results.
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My $730,000 Portfolio Just Hit an All-Time High | Top Stocks I'm Buying Now ⭐
Aug 5, 2026
The creator highlights the current bull market in the S&P 500, noting strong earnings beats and significant returns from broad market ETFs like XQT, VEQT, and VFV. They emphasize the ease of wealth creation through consistent investing in this environment, contrasting it with typical market conditions. While acknowledging the strength of ETFs, the creator also expresses interest in outperforming the market by focusing on tech companies with strong balance sheets.
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The creator strongly recommends investing in a global market ETF, highlighting a 15% return in 6 months and suggesting it's an easy way for anyone to participate in market gains.
Apple is used as a valuation baseline (35 P/E, 16% growth) but is seen as not being disrupted by AI and is less dynamic than other tech companies, though it still benefits from share buybacks and dividends.
Amazon is growing at a strong 19% clip and is still considered considerably cheap by the creator.
Google is growing significantly faster than Apple (24% clip) and is still considered a good buy, despite potential manipulation in P/E ratios due to SpaceX gains.
Meta is identified as an 'obvious cheap player' with strong revenue growth and a reasonable P/E ratio, suggesting it has room to go back into the green.
Microsoft is highlighted as a software giant that is leaning into AI and achieving strong earnings, indicating resilience against disruption.
Shopify is mentioned as a software giant that is leaning into AI and making better earnings than virtually any time in its history, propelling back to all-time highs.
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BEKEbuy opened Aug 5, 2026
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