Tesla is mentioned as a small holding in the creator's retirement portfolio.
Source Post
I Just Bought $3,700 More of These Stocks
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
Amazon is mentioned as part of the creator's retirement portfolio and in the context of fears impacting Mercado Libre.
Adobe's revenue has grown consistently, but slower growth and the CEO stepping down without a replacement are concerns, despite improving margins.
Xpeng is mentioned as having an upcoming earnings report.
The creator sold their Alibaba position after taking nice profits, citing frustration with the stock being repeatedly hit by headlines.
Red Cat is mentioned as a company with an upcoming earnings report, which the creator may cover.
Macy's is mentioned as a company with an upcoming earnings report.
DocuSign is mentioned as a company with an upcoming earnings report.
Oklo is expected to report earnings and the creator is interested in its TPV growth and margin stabilization.
Lululemon is mentioned as a company with an upcoming earnings report.