Apple is up on news of a $2,000 foldable phone, but the creator is skeptical about its market success and the increasing price of phones.
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4 Stocks You'll Wish You Bought
Sep 10, 2026
The creator discusses the current market sentiment, noting a downturn in semiconductor stocks like Nvidia, Micron, AMD, and Intel, while some cybersecurity and software names are seeing gains. They also touch upon the probability of Fed rate hikes and the importance of focusing on company fundamentals over macro predictions. The video highlights Zeta as a potential investment, despite its recent stock price increase, due to its growth prospects and a potentially underestimated future growth rate.
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Tickers discussed in this post
Axon is mentioned as a company back under $500, noted as not cheap but priced reasonably for its quality.
Palantir is considered the most expensive stock discussed, but its strong management and AI tailwinds, coupled with partnerships, make it a key player in the current AI revolution.
Shopify is an expensive but well-managed company with strong growth expectations, making it a buy despite its premium valuation.
Reddit is mentioned as being up 6.6% in the current market.
Intel is listed as a semiconductor stock that is down 4.3% in the current market.
Nvidia is mentioned as a semiconductor name that is currently taking a hit, down 2%.
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Tracked calls opened from this post
SHOPbuy opened Sep 10, 2026
+30.97%