The creator holds a single tracking share of Palantir and is strategically accumulating more shares in certain positions.
Source Post
Stocks I'm Buying and Selling Right Now
Apr 15, 2026
The creator discusses their portfolio performance, highlighting a shift in holdings from Duolingo and Pagaya to Nu. They express bullish sentiment on several tech stocks including Meta, Google, and Nvidia, and are accumulating shares in SoFi, DLocal, and Robinhood. The creator also touches on market sentiment, macroeconomic factors like interest rates, and the importance of a long-term investment perspective, referencing insights from Warren Buffett and industry professionals.
Linked Mentions
Tickers discussed in this post
The creator likes Shift4 and what they own, but has paused accumulation pending guidance, and believes the thesis will play out.
The creator likes Robinhood at its current price, plans to accumulate more shares, and sees high volatility and business diversification as positive factors.
The creator believes Uber will eventually be re-rated as long as they continue to perform and execute each quarter.
The creator is up 11.4% on DLocal after an excellent report and good guidance, and likes that it's in Latin America.
Nvidia is mentioned as a big tech company that can provide market-beating returns, though the creator is not increasing their position currently.
Microsoft is mentioned as a big tech company that can provide market-beating returns.
Amazon is mentioned as a big tech company that can provide market-beating returns.
The creator is increasing their Meta position, believing it's entering a 'Google of 2025' stage and presents an excellent opportunity for investors.
Micron is mentioned as part of the creator's big tech holdings, with previous discussion of its earnings report and market reaction.
