The creator expects ServiceNow to reach $150-$175 per share over the next year, calling it an exciting prospect.
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Netflix ($NFLX) Is Cheap, Meta ($META) Growth Cycle, PayPal ($PYPL) $75
Aug 15, 2026
The creator discusses three big tech stocks: Netflix, Meta, and PayPal. Netflix is presented as cheap despite decelerating topline growth, with a focus shifting to operating margins. Meta is seen as having significant upside potential, possibly doubling or tripling in five years, with a price target analysis. PayPal is mentioned as a fun stock to discuss due to acquisition rumors, and a fair value opinion will be given.
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Microsoft is mentioned as one of the top three positions in the creator's YouTube portfolio, which has seen nice gains.
UnitedHealth Group (UNH) is mentioned as one of the top three positions in the creator's YouTube portfolio, which has seen nice gains.
Oscar is mentioned as one of the top three positions in the creator's YouTube portfolio, which has seen nice gains.
PayPal is discussed due to potential acquisition rumors, and the creator will provide their opinion on its fair value.
Netflix is considered cheap despite decelerating topline growth, as the company shifts focus to improving operating margins.
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