Source Post

Super Investors Are Buying These Stocks

May 18, 2026

This video analyzes Q1 portfolio changes of super investors, focusing on AI and US stocks. It highlights significant trims in China-related stocks and additions to AI infrastructure companies like Amazon and Nvidia, while noting some investors sold out of Microsoft and trimmed Nvidia.

Linked Mentions

Tickers discussed in this post

NFLXBullishMedium ConvictionSignal-backedSecondary

Netflix has two new positions, one of which is substantial.

SOFIBullishLow ConvictionResearch Only

SoFi appears in two portfolios, albeit as very small positions.

AMDNeutralMedium ConvictionSignal-backedSecondary

AMD saw mixed activity with one investor buying and another reducing a small position.

PYPLBullishHigh ConvictionSignal-backedPrimary

PayPal is being bought by multiple investors, with one making it a significant part of their portfolio.

MELIBullishMedium ConvictionSignal-backedSecondary

Mercado Libre saw significant activity, with some investors adding to their positions.

WTMNeutralMedium ConvictionSignal-backedSecondary

Waste Management is a significant holding, with a reduction noted.

PBRBullishMedium ConvictionSignal-backedSecondary

Petroleo Brasileiro, a Brazilian company, was bought by investors.

CRDOBullishHigh ConvictionSignal-backedSecondary

Credo was bought by investors, and the stock has more than doubled recently.

NOKNeutralLow ConvictionResearch Only

Nokia was trimmed, and the creator questions why people would chase the stock given its recent rise.

Linked Signals

Tracked calls opened from this post

PYPL
buy opened May 18, 2026
+26.51%
NVDA
sell opened May 18, 2026
+3.14%
MSFT
sell opened May 18, 2026
+4.75%
GOOG
buy opened May 18, 2026
-16.93%
AMZN
buy opened May 18, 2026
-12.64%
INTC
sell opened May 18, 2026
+14.81%
BABA
sell opened May 18, 2026
+13.70%
GRAB
sell opened May 18, 2026
+5.37%
CRDO
buy opened May 18, 2026
+33.19%
PDD
sell opened May 18, 2026
+11.46%