DLO is mentioned as one of the companies the creator is waiting for to report earnings this week.
Source Post
I Just Sold Out of a Stock Completely. Here's What I Bought Instead
Aug 9, 2026
The creator discusses upcoming earnings reports for several companies including Rocket Lab, C Limited, and AMD. They also review recent portfolio moves, highlighting Nebus as the top holding and mentioning SoFi, AMD, Google, and Rocket Lab. The creator expresses a bullish sentiment on memory chip stocks like Micron and Sandisk, believing they are cheap and still growing significantly, despite potential margin concerns.
Linked Mentions
Tickers discussed in this post
Core Scientific (CORZ) has strong revenue growth potential, but the key focus is on stabilizing and improving margins.
Zeta Global had a beat for the quarter but guidance for the full year was not significantly raised.
Netflix is listed as a holding in the portfolio.
Reddit is listed as a holding in the portfolio.
Robinhood is listed as a holding in the portfolio.
Dollar Tree is expected to report earnings on Thursday after the close.
Fig is reporting earnings on Thursday after the close.
Applied Materials is reporting earnings on Thursday after the close.
JD.com is reporting earnings on Thursday morning.
