Source Post

Here Are ALL The Stocks I’m Buying Now

Joseph CarlsonApr 16, 2026

The creator discusses the stock market's recovery to all-time highs, noting that software stocks have lagged significantly. He highlights recent corporate actions like Amazon's purchase of Global Star and analyst sentiment shifts towards Meta. The creator also details a public disagreement between Nvidia's CEO Jensen Huang and Amazon's Andy Jassy regarding AI efficiency and Nvidia's sales to China. Finally, he touches on the speculative rise of Albirds after pivoting to AI and introduces his new investor platform, Qualram Studio.

Linked Mentions

Tickers discussed in this post

BAMNeutralLow ConvictionResearch Only

Brookfield Corporation is featured as an example of content available on the new platform.

BIRDNeutralMedium ConvictionSignal-backedPrimary

Allbirds' pivot to AI and name change to New Bird AI is a strategic move to trigger a short squeeze, not just a bubble play.

GOOGNeutralMedium ConvictionSignal-backedSecondary

Google's Gemini AI model is trained on their own TPUs, demonstrating a viable alternative to Nvidia chips.

TSLANeutralLow ConvictionResearch Only

Tesla is mentioned as an example of a company that sold well in China but did not prevent China from developing its own EV market.

AAPLNeutralLow ConvictionSignal-backedSecondary

Apple is a competitor to Meta in smart glasses and the healthcare space, but its lack of investment in proprietary AI models could be a risk.

ASMLNeutralMedium ConvictionSignal-backedSecondary

ASML is a hold due to its high valuation, despite strong AI-driven demand and raised guidance.

DUOLNeutralLow ConvictionSignal-backedSecondary

Duolingo has underperformed significantly, down around 70% from the purchase price, but the creator is holding out due to fundamentals.

NFLXBullishHigh ConvictionSignal-backedSecondary

Bought Netflix at a low price of $85 and it has recovered substantially to $110, despite bearish sentiment.

INTUBearishMedium ConvictionSignal-backedSecondary

Intuit is one of the few software stocks the creator owns and is currently performing poorly, indicating a negative outlook.

SPGIBullishMedium ConvictionSignal-backedPrimary

Creator bought S&P Global twice in February at prices around $415 and $412, viewing it as a buying opportunity.

NVDANeutralMedium ConvictionSignal-backedSecondary

Nvidia's CEO is defending the company's position on AI efficiency and sales to China against criticism.

METANeutralLow ConvictionResearch Only

Analysts are becoming more bullish on Meta, shifting sentiment from negative to positive.

AMZNNeutralLow ConvictionResearch Only

Amazon's recent acquisition of Global Star is mentioned as a significant corporate event.

Linked Signals

Tracked calls opened from this post

NFLX
buy opened Apr 16, 2026
-22.69%