The creator plans to invest cash into Apple, potentially splitting the investment over time, and mentions it as a possible business to trickle into.
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no, this video is not clickbait
Sep 4, 2026
The creator discusses their recent sale of Adobe stock, admitting it was a mistake and that Google, which they sold to buy Adobe, has performed much better. They acknowledge Adobe's poor performance but believe its fundamentals are still sound and it could recover over the next year. The primary reason for selling Adobe was the announcement of a new CEO, which the creator views negatively, especially concerning the core digital media business.
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Amazon has performed well, showing a 30% gain from mid-February to the present.
ASML has been an 'absolute killer' and is the creator's largest position, despite being down from its peak, indicating continued bullishness.
The creator mentions PayPal's flat performance after they sold it to buy Google.
The creator mentions selling Salesforce as part of a past successful trade streak.
The creator sold Adobe due to a new CEO announcement, despite believing its fundamentals are sound and it could recover to a positive return over the next year.
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ASMLbuy opened Sep 4, 2026
-4.62%