Mastercard is a hold, cited as an example of a company hit by irrational fears regarding AI's impact on traditional industries.
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ZipTraderFeb 27, 2026
The creator argues that the recent sell-off in AI and software stocks is driven by a manufactured Wall Street narrative rather than poor fundamentals. He encourages investors to ignore short-term fear and focus on high-quality companies reporting strong results.
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Visa is a hold as it has been caught in an 'AI disruption contagion' that the creator believes is based on speculative fear.
ServiceNow is identified as a high-quality name reporting strong results despite the recent 'SAS apocalypse' narrative.
Salesforce is considered a top software pick that has been unfairly punished by shifting market sentiment.
Palantir is viewed as a buy-the-dip opportunity as strong earnings contrast with the recent sector-wide sell-off.
The creator remains bullish on Nvidia, rejecting the shifting Wall Street narrative in favor of long-term AI growth.
US Gold Corp is developing a fully permitted gold and copper mine in Wyoming with significant estimated reserves.