McDonald's stock has declined significantly this year, with recent congressional buying activity noted, but the creator's focus shifts away from AI momentum.
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Congress Bought These 7 Stocks as the Market Nears All-Time Highs
Sep 27, 2026
The creator discusses seven stocks that members of Congress have bought, noting that while the S&P 500 nears all-time highs, many other market segments are declining. The analysis focuses on whether these stocks are attractive at current prices, considering their business nature, recent catalysts, and valuation, especially in light of rising interest rates and the competition from bonds.
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Netflix offers a different business model, though its viewership time is questioned, and it was among the top Congress buys.
O'Reilly (ORLY) is briefly mentioned in the context of free cash flow projections and analyst estimates for future growth.
Broadcom (AVGO) is mentioned as a company linked to AI infrastructure with significant buying from Congress, but its valuation risks are noted.
Marvell (MRVL) is presented as a potential 'trap' due to its high valuation, with a forward P/E of ~48 and limited upside despite strong growth projections.
Oracle is mentioned as a company whose estimates could appear excellent early in a rate hike cycle but may be revised lower later, highlighting the impact of interest rates on valuations.
Apple is named as one of the giants contributing significantly to market gains, with the creator questioning its current buying attractiveness.
Nvidia is mentioned as one of the giants driving market gains, benefiting from AI, but the creator cautions about copying trades without checking prices.
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MRVLsell opened Sep 27, 2026
+7.90%