Nio is impacted by Brazilian elections in the short term, but the creator believes it won't affect the stock in the long run.
Source Post
I Just Bought $8,000 of These 2 Stocks. Here's Why
Oct 4, 2026
The creator discusses their portfolio performance and provides updates on several stocks. They highlight Micron's current valuation as extremely cheap despite its recent gains, anticipating a share buyback announcement as a catalyst. They also express a bullish sentiment on Cororee, viewing it as undervalued with significant backlog and connected energy, while noting uncertainty around its pricing power despite being sold out. Updates on PayPal and Netflix are also mentioned.
Linked Mentions
Tickers discussed in this post
Broadcom is a fresh position in the portfolio, and the creator plans to add more soon.
Rubric is mentioned as a portfolio holding, ranking twelfth.
Palantir is listed as a portfolio holding, ranking eleventh.
Robinhood is mentioned as a portfolio holding, ranking tenth.
DLocal is mentioned as a portfolio holding, ranking eighth.
Oscar Health is listed as a portfolio holding, ranking seventh.
Reddit is undervalued and expected to grow revenue and profits, but the creator is keeping the allocation low while waiting for a catalyst like an AI data licensing deal.
MercadoLibre is in a perfect buying zone, especially with the pullback under $1,700, making it a great long-term pickup, particularly with fractional shares.
Nvidia is a lucrative position that the creator is increasing, viewing it as a cash-like holding and a good place to add more shares over time.
Linked Signals
Tracked calls opened from this post
MELIbuy opened Oct 4, 2026
-0.95%