Shopify's CEO Toby is highlighted for his AI focus and endorsement of Meta's Muse app, suggesting Shopify's continued success.
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I Might Sell This Underperforming Stock This Week
Sep 20, 2026
The creator provides a portfolio update, noting their portfolio's outperformance against the S&P 500 year-to-date. They discuss several stocks, including Alphabet (GOOGL), Rocket Lab (RKLB), SoFi (SOFI), Amazon (AMZN), Meta (META), and Netflix (NFLX), offering insights on their current performance, potential catalysts, and valuation.
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The creator is considering replacing Netflix with Broadcom, having thought about it more over the past week and covered it in a previous video.
The creator holds some shares of Nvidia.
Oscar is considered undervalued, with new midterm targets for 2029 projecting over $4 in EPS, which the creator believes supports a favorable forward multiple.
Mercado Libre is holding above a previous floor and could regain momentum if it bounces back, presenting a dip-buying opportunity for long-term investors.
Netflix is under pressure after an analyst note reduced its price target, citing potential reduced attention on entertainment time spent as a concern.
As long as Reddit stays above $150, the base forming is considered fine, despite mixed analyst and market data.
Amazon is forming a solid base around $253 and is considered a go-to name for the future, benefiting from its core business, AI investments, and cloud services (AWS).
Rocket Lab is experiencing sector-wide pressure in the space industry, with the stock currently considered expensive despite a correction, but is forming a base around $60-$65.
Google Alphabet is showing a successful bounce from support and is expected to head back towards $350, with the upcoming Gemini 4 release potentially driving momentum.
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OSCRbuy opened Sep 20, 2026
-2.43%