Microsoft, as the owner of Xbox, will also benefit from GTA 6 digital sales.
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I Just Bought $7,200 More of These 4 Stocks
Aug 30, 2026
The creator discusses the current market sentiment regarding potential rate hikes, upcoming earnings reports from major tech companies like Broadcom and Palo Alto Networks, and a significant US-Venezuela oil deal. The portfolio is currently underperforming the S&P 500 year-to-date, but the creator highlights specific stocks being followed for potential investment based on technical analysis and earnings outlook.
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Tickers discussed in this post
Sony is expected to benefit significantly from GTA 6 digital sales and potential new console purchases, though the creator will not buy the stock.
The creator believes Take-Two's stock is already fully priced for the hype around GTA 6, stating that expecting further upside without anything priced in is unrealistic.
Nvidia is mentioned as a holding in the creator's portfolio.
Rubric is mentioned as a holding in the creator's portfolio.
Robinhood is mentioned as a holding in the creator's portfolio.
Palantir is mentioned as the ninth-largest holding in the creator's portfolio.
The Local is mentioned as the eighth-largest holding in the creator's portfolio, trading around $15.
Oscar is mentioned as the seventh-largest holding in the creator's portfolio.
Mercado Libre is nearing $2,000 per share, which acts as a psychological resistance, with primary support at $1,888 if it falls below $1,900.
