Upstart is mentioned as a company expected to perform well in the future, independent of market cycles.
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I Just Bought $15,000 of a New Stock. Here's Why I Sold 3 Others
Sep 27, 2026
The creator discusses Micron's (MU) upcoming earnings report, highlighting its significant growth in revenue and free cash flow projections, driven by the AI semiconductor memory market. Despite the cyclical nature of the memory industry, the creator believes Micron's current scale and projected financial performance indicate a different situation this cycle, suggesting it's a strong investment opportunity.
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Apple is presented as a stable, long-term holding with a reasonable valuation and consistent capital return strategy.
The creator reduced their Rubrik position by 18.18% at $114, stating it is becoming too expensive at this price.
The creator bought 43 shares of Broadcom at $352, seeing it as a reasonable move despite mixed valuation metrics and low recent growth.
The creator sold 50% of their Nvidia position but is considering buying more with the proceeds.
Uber is under pressure but in a buy zone ($67.5-$70.5), considered cheap given its $10 billion free cash flow in the last 12 months.
MercadoLibre is trying to return to a large buy zone between $1,720 and $1,760, with resistance at $1838 and a true cheap buy price below $1,700.
Axon is under pressure both in valuation and share price, currently in a buying zone with resistance at $506 and a deep value floor near $400.
Inovio is mentioned as a volatile stock.
Reddit is another stock that is not moving much and is currently in a buying zone.
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