Source Post

sold

The creator discusses a significant upward move in their portfolio, highlighting strong performance from stocks like AMD, Cheesecake Factory, Salesforce, Elf on a Shelf, Service Now, and Palantir. They also react to a proposition about investing in 30-year Treasuries and mention selling a stock and buying others in a private portfolio. The video also includes reactions to commentary on the economy and the semiconductor market.

Linked Mentions

Tickers discussed in this post

CELHNeutralLow ConvictionResearch Only

The creator purchased 30 shares of Celsius stock at $275.20.

RHNeutralLow ConvictionResearch Only

The creator acquired an additional 100 shares of RH at $120.

WYNNBullishMedium ConvictionSignal-backedSecondary

The creator acquired shares of Wynn Resorts, noting the price was $77.02.

AXPBullishMedium ConvictionSignal-backedSecondary

The creator bought 40 shares of American Express at $300 per share.

NKENeutralMedium ConvictionSignal-backedPrimary

Nike's revenue was down 4%, but the report was not disastrous given the current consumer sentiment.

NDAQNeutralMedium ConvictionSignal-backedSecondary

The NASDAQ has historically outperformed the S&P 500 with a 13% CAGR over 30 years, demonstrating stronger growth potential.

SPXXNeutralMedium ConvictionSignal-backedSecondary

The S&P 500 has historically provided a 10% CAGR over 30 years, even through significant market downturns, illustrating its compounding potential.

PLTRBullishHigh ConvictionSignal-backedPrimary

Palantir remains strong, with a current gain of almost 2,500%.

NOWBullishHigh ConvictionSignal-backedPrimary

Service Now continues its strong performance, now up nearly 40% and adding $4,500 in gains today.

CRMBullishHigh ConvictionSignal-backedPrimary

Salesforce stock is up over 20%, adding $7,500 today, and has seen a significant turnaround after being doubted previously.

Linked Signals

Tracked calls opened from this post

PLTR
buy opened Oct 2, 2026
+7.19%
NOW
buy opened Oct 2, 2026
+10.86%
CRM
buy opened Oct 2, 2026
+7.48%
CAKE
buy opened Oct 2, 2026
+10.78%