Source Post

I Just Bought $4,700 More of These Stocks

May 3, 2026

The creator discusses their portfolio performance, highlighting significant gains in stocks like AMD and Micron. They express bullish sentiment on Meta, believing the market is undervaluing its profitability and growth potential, comparing it to Google's undervaluation last year. The video also previews upcoming earnings reports for several companies, including Palantir, DoorDash, and Walt Disney.

Linked Mentions

Tickers discussed in this post

TTWONeutralLow ConvictionResearch Only

Take-Two Interactive is a holding in the IGV ETF, which has recently fallen.

DTNeutralLow ConvictionResearch Only

DataDog is listed as a holding in the IGV ETF, which is down.

EANeutralLow ConvictionResearch Only

Electronic Arts is listed as a holding in the IGV ETF, despite being a private company.

ADSKNeutralLow ConvictionResearch Only

Autodesk is mentioned as a holding in the IGV ETF, which is down.

FTNTNeutralLow ConvictionResearch Only

Fortinet is a holding in the IGV ETF, which has recently fallen.

NOWNeutralLow ConvictionResearch Only

ServiceNow is a component of the IGV ETF, which has seen recent declines.

CDNSNeutralLow ConvictionResearch Only

Cadence Design Systems is a holding in the IGV ETF, which is down.

SNPSNeutralLow ConvictionResearch Only

Synopsis is mentioned as a holding within the underperforming IGV ETF.

ADBENeutralLow ConvictionResearch Only

Adobe is a holding in the IGV ETF, which has experienced recent declines.

Linked Signals

Tracked calls opened from this post

RDDT
buy opened May 3, 2026
+7.66%
MU
buy opened May 3, 2026
+66.02%
MSFT
buy opened May 3, 2026
+2.20%
META
buy opened May 3, 2026
-2.44%
GOOGL
buy opened May 3, 2026
-15.33%
GOOG
buy opened May 3, 2026
-14.78%
AMZN
buy opened May 3, 2026
-13.74%
AMD
buy opened May 3, 2026
+37.28%