Source Post

I Just Bought $3,700 More of These Stocks

Apr 15, 2026

The creator discusses their recent portfolio moves, including increasing their stake in SoFi and Meta, and considering a consolidation into Nu Holdings. They also cover upcoming earnings reports for companies like Micron and Duolingo, and analyze market data related to AI, tech stocks, and ETFs. The creator expresses a long-term bullish view on Mercado Libre despite a recent downgrade.

Linked Mentions

Tickers discussed in this post

TSLANeutralLow ConvictionResearch Only

Tesla is mentioned as a small holding in the creator's retirement portfolio.

AMZNNeutralMedium ConvictionSignal-backedSecondary

Amazon is mentioned as part of the creator's retirement portfolio and in the context of fears impacting Mercado Libre.

ADBENeutralMedium ConvictionSignal-backedSecondary

Adobe's revenue has grown consistently, but slower growth and the CEO stepping down without a replacement are concerns, despite improving margins.

BABABearishMedium ConvictionSignal-backedSecondary

The creator sold their Alibaba position after taking nice profits, citing frustration with the stock being repeatedly hit by headlines.

RCATNeutralLow ConvictionResearch Only

Red Cat is mentioned as a company with an upcoming earnings report, which the creator may cover.

MNeutralLow ConvictionResearch Only

Macy's is mentioned as a company with an upcoming earnings report.

DOCUNeutralLow ConvictionResearch Only

DocuSign is mentioned as a company with an upcoming earnings report.

OKLONeutralMedium ConvictionSignal-backedSecondary

Oklo is expected to report earnings and the creator is interested in its TPV growth and margin stabilization.

LULUNeutralLow ConvictionResearch Only

Lululemon is mentioned as a company with an upcoming earnings report.

Linked Signals

Tracked calls opened from this post

MU
buy opened Apr 15, 2026
+93.32%
NU
buy opened Apr 15, 2026
-5.34%
MELI
buy opened Apr 15, 2026
-1.14%