Amazon is mentioned as a company that could face concerns regarding future capex spending, suggesting a potential worry point for the market.
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This 1 Stock will make the biggest move EVER now‼️
Sep 3, 2026
The creator discusses several stocks that have made significant moves, including Meta, Palantir, Service Now, Salesforce, Honest, and SoFi, highlighting recent gains and personal portfolio performance. The creator also touches on Lululemon and Nike, comparing their recent performance, and plans to react to a video about Snowflake and commentary from Tom Lee on the market's direction. A promotion for a Patreon sale is also included.
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Tickers discussed in this post
Nvidia is mentioned as a company that could face concerns regarding future capex spending, suggesting a potential worry point for the market.
Tesla is mentioned as the main vehicle for the creator's family, used to maintain a connection to the real world and avoid disconnection from high-net-worth circles.
Blue Owl is mentioned as a company at the epicenter of the private credit narrative, which has performed well, up 30%, debunking systemic risk fears.
The creator notes that Microsoft was caught up in the broader software stock sell-off, trading below $400 at one point.
The creator was forced to average down into Service Titan, believing the market narrative was backward, and notes that Service Titan sells AI services to contractors and landscapers who are unlikely to create their own software.
The creator was forced to average down into Toast, believing the market narrative was backward, and highlights that Toast was getting 'toasted' but they stayed long and strong.
Oracle is trading well, up 5 1/2%, as part of the broader positive momentum in the technology sector.
Crowd Strike is mentioned as one of the cyber names working well, up 4.5%, indicating positive performance in the sector.
The creator likes Robinhood but will wait for a major market correction or crash to buy the stock, as it is expected to be heavily impacted during such events.