Cisco's EPS is mentioned in a comparison to the dot-com bubble era.
Source Post
Something Big Is About to Happen to the Stock Market
Apr 15, 2026
The creator provides a portfolio update, noting a strong performance for the week but a year-to-date decline. They discuss macro data, market comparisons to the dot-com bubble, and the impact of oil prices. The creator also touches on OpenAI's investor returns, potential IPOs like SpaceX, and mentions several stocks they are holding or considering adding to, including Nu, Robinhood, and Oscar Health. The video concludes with sports and entertainment recommendations.
Linked Mentions
Tickers discussed in this post
Microsoft is mentioned for its returns from OpenAI investment.
The creator intends to accumulate more Nu and considers it a new position.
Shift4 is listed as a holding in the creator's portfolio.
The creator expresses interest in adding more to their Oscar Health position.
The creator expresses interest in adding more to their Robinhood position.
Netflix is listed as a holding in the creator's portfolio.
Rubrik is listed as a holding in the creator's portfolio.
Uber is listed as a holding in the creator's portfolio.
Micron is listed as a holding in the creator's portfolio.
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