Quant Services (PWR) is mentioned as a company building out data centers, which are crucial for AI infrastructure.
Source Post
We're Selling Our Winners Right Now (Here's Why)
Sep 23, 2026
The creator discusses the current market trends, focusing on AI and technology stocks. He notes that tech stocks are considered cheap and expects strong earnings growth, particularly in Q3. The discussion then shifts to the Magnificent 7, with individual assessments of Amazon, Microsoft, Apple, Nvidia, Meta, and Google, highlighting their current performance and future prospects.
Linked Mentions
Tickers discussed in this post
Valero Energy was mentioned as one of the refineries that has closed in California.
Darling International was previously recommended by the creator in the biofuels industry and is currently under management.
CLMT is a strong upcoming stock with expected significant sales and earnings growth, massive analyst upgrades, and consistent earnings surprises, making it a fundamental buy.
Refiners, including Phillips 66, are a solid and 'lock' play due to refinery problems, geopolitical issues, and strong demand for diesel.
Apple was added to portfolios before the iPhone Duo launch, which is expected to be a hit, and the company is re-entering the server business, regaining its 'mojo'.
Microsoft has turned around dramatically by monetizing its OpenAI investment, and while not recommended yet, it is considered 'up and coming' and fixing itself.
Amazon is better run than ever, with a strong focus on cloud computing (AWS), and the creator is keeping a close eye on it, potentially adding it to managed accounts soon.
Nvidia is considered the best performer with 100% forecast sales and earnings growth, though growth is expected to slow to 70% in two fiscal years due to memory shortages.