Rubrik is mentioned as a new addition to the portfolio.
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I Just Bought More of the Stock Everyone Slept On
Sep 6, 2026
The creator discusses the upcoming earnings week, focusing on Oracle and Adobe. Oracle's stock is down year-to-date and over the past year, with concerns about its negative free cash flow despite a large remaining performance obligation (RPO). Adobe's stock has also declined significantly, but it remains profitable with a strong PEG ratio, though the market anticipates slowing growth. The creator will also touch upon the Federal Reserve meeting and interest rates.
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The creator increased their ExxonMobil position by 16% and added four shares at $522, despite hoping for a lower entry point, finding the current average of $413 acceptable.
Palantir is mentioned as a new addition to the portfolio.
Micron has recovered above $8,000 and is aiming for its all-time high, potentially around its upcoming quarterly earnings report.
Robinhood is performing well, with its 'Robinhood chain' gaining momentum.
D-Local is mentioned as one of the holdings in the creator's portfolio.
Oscar Health is mentioned as one of the holdings in the creator's portfolio.
Nvidia remains the top holding in the portfolio, with the creator also adding more shares.
The Tesla Robotaxi event seemed overhyped, with a slow rollout expected despite the app's potential popularity.
Mercado Libre moved back above $2000 and closed near that level, showing strong momentum for both the stock and the business.
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