Fubo is a significant loss (50%+) but is a very small position with less than a 1% weighting.
Source Post
My Top Secret Stock Portfolio Revealed‼️(NEVER shown before)
Oct 1, 2026
The creator discusses market dynamics, including rising long-term treasury yields and concerns about prolonged inflation, potentially reminiscent of the 1970s/80s. The video will cover news for semiconductor stocks (AMD, Nvidia, Micron), a top five list of stocks under $100, and a reveal of a "top secret" portfolio. The creator also shares daily portfolio performance, with AMD, Service Now, and Amazon showing gains, while Meta, Cheesecake Factory, Honest, E, and Celsius experienced declines.
Linked Mentions
Tickers discussed in this post
Roblox is a smaller position with a 1.5% weighting, currently up 24%.
Nike has been a significant loss, down 53%, but the creator still has faith and believes in it.
Shopify has gained 124% in the Patreon portfolio and represents about a 6% weighting.
Palantir has been an exceptional performer in the Patreon portfolio, up 2,273% with a 6.7% weighting.
SoFi Technologies at $15 is a happy buy for the creator, who believes the company is well-positioned for the long term despite a poor 5-year stock performance, citing current yields and management's approach.
Netflix is presented as an easy buy opportunity due to its flat stock performance over 5 years, a P/E under 20, and multiple growth levers including subscribers, international expansion, price increases, and the ad business.
Broadcom is listed as one of the major semiconductor-related companies within the top market caps.
Nvidia is mentioned as a semiconductor stock for which there is significant news to be discussed.
Celsius, referred to as 'the wealthiest', was down $2,300 in the creator's portfolio.