Apple is mentioned as a historical example of a company reaching unfathomable numbers (trillion dollar valuation) that are now surpassed by current tech growth rates.
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Top 5 Stocks to Buy Crashing NOW | $714K Canadian Portfolio Update
Aug 21, 2026
The creator discusses market downturns and identifies five stocks to buy, focusing on Take-Two Interactive and Meta Platforms. While acknowledging the volatility and pain in the market, the creator highlights Meta as a cheap company with strong growth potential, despite recent declines. The creator also expresses a strong aversion to biotech companies like Moderna due to their capital intensity and volatility.
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Oracle is mentioned as a behemoth company with a significant backlog of revenue waiting for compute power.
Amazon is mentioned as having a significant backlog of revenue ($496 billion) waiting for compute power, contributing to the demand in the tech sector.
Nvidia is likely safe due to the massive backlog revenue waiting for compute power, indicating strong demand for their products.
Microsoft is mentioned as a company investing in OpenAI, contributing to the "circle jerk economy" that is overinflating valuations to some extent.
The creator avoids Moderna and other biotech companies due to their capital intensity, high capital raises, and extreme stock volatility.
Meta is considered a cheap company with strong growth, presenting a great correctional period to buy despite being the worst stock in the creator's portfolio.
The creator bought Take-Two Interactive on the dip, finishing their position and now holding 200 shares.