The creator is waiting for an improved bid for PayPal, ideally above $70, to take profits.
Source Post
The Stock I'm Closest to Buying Right Now
Aug 23, 2026
The creator discusses the upcoming earnings week, focusing on Nvidia, Salesforce, and cybersecurity stocks like Crowdstrike and Sentinel One. They highlight Nvidia's potential price increases for AI servers and its investment in OpenAI, questioning the future of closed-source AI models. The creator also mentions owning Rubric and touches on Chinese names like Chagi.
Linked Mentions
Tickers discussed in this post
The creator intends to grow their position in Nu Holdings due to great results and a good valuation.
Roblox is mentioned as part of the creator's portfolio.
Dell Technologies is mentioned as part of the creator's portfolio.
Oscar Health is mentioned as part of the creator's portfolio.
Robinhood had a good week, moving back above $100 per share, partly due to changing crypto sentiment and its exposure to the crypto market.
MercadoLibre is slowly approaching $2,000 per share, closing the week at $1,922, and has momentum.
Reddit lost momentum after failing to gain traction post-S&P inclusion, and the creator plans to build the position slowly pending data licensing deals.
Netflix is showing some momentum, closing near $80 and could push above $83 if it holds above the previous week's close of $78.
Nuance Communications is in a support area around $14.6 and could move towards $16 if it reclaims above $15.
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