Source Post

SELLING this Stock‼️

The creator discusses the current market sentiment, particularly concerning an AI bubble, and shares his opinions on selling certain stocks he personally holds. He also touches upon a high S&P year-end price target for 2027 and mentions receiving a significant wire transfer, contemplating its use. The discussion includes a comparison to the dot-com bubble of 1999-2000.

Linked Mentions

Tickers discussed in this post

CELHBullishHigh ConvictionResearch Only

The creator states that Celsius represents a huge opportunity, indicating a strong positive outlook.

LULUNeutralLow ConvictionSignal-backedSecondary

Lululemon is intriguing, but the creator is unsure if it has a long-lasting brand compared to Nike, making him hesitant.

BBWIBullishMedium ConvictionSignal-backedSecondary

Bath & Body Works is mentioned as a solid, very good company that the creator wouldn't mind potentially buying.

NKENeutralHigh ConvictionSignal-backedPrimary

The creator is holding Nike because he believes strongly in the company, brand, and long-term earnings potential, despite its current stagnant stock price.

CAKEBullishHigh ConvictionSignal-backedPrimary

Despite some selling pressure after crossing $100, the creator is strongly bullish on Cheesecake Factory's long-term growth prospects.

ASMLBullishHigh ConvictionSignal-backedSecondary

ASML is identified as a company that can be confidently stated to be achieving a great ROI and is a sure bet for significant profits.

AVGOBullishHigh ConvictionSignal-backedSecondary

Broadcom is mentioned as one of the companies that can be confidently stated to be getting a great ROI and is a sure bet for profits.

MSFTNeutralLow ConvictionSignal-backedSecondary

The creator cannot confidently assert that Microsoft is realizing a great ROI from its AI initiatives.

AMZNNeutralLow ConvictionSignal-backedSecondary

Amazon is getting some return on investment from AI, but it's unclear if it's optimal, with potential long-term benefits still to be seen.

NVDABullishHigh ConvictionSignal-backedPrimary

Nvidia is highlighted as a safe bet and guaranteed to make significant profits due to its crucial role in AI infrastructure.

Linked Signals

Tracked calls opened from this post

NVDA
buy opened Aug 12, 2026
-1.48%
AVGO
buy opened Aug 12, 2026
-10.99%
CAKE
buy opened Aug 12, 2026
-6.65%
ASML
buy opened Aug 12, 2026
-6.30%