Nvidia is expected to report great earnings and guidance due to high demand for its chips driven by AI CapEx from hyperscalers like Google.
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I Sold a 10X STOCK and I'm BUYING THIS...
Deep Value HunterMar 15, 2026
The creator discusses the impact of tariffs on consumer stocks like Nike, Target, and Kohl's, noting that the market reaction was muted as it was largely priced in. The main focus is on a significant portfolio change: selling Google (GOOGL) after a decade of holding it, due to its high valuation and increased capital expenditure on AI, which introduces more uncertainty. The proceeds were used to buy Molina Healthcare (MOH), a Medicaid insurance provider, which the creator believes is undervalued despite recent stock price increases.
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Tickers discussed in this post
Abercrombie & Fitch's stock sold off approximately 20% during a previous week of tariff-related market downturns.
Kohl's stock experienced significant volatility on tariff news, rising initially but ultimately finishing negative after a large intraday drop.
Target's stock saw a volatile reaction to tariff news, initially jumping significantly before falling and ultimately finishing positive.
Nike's stock initially rose on tariff news but then sold off, finishing down about 3% on the day, reflecting mixed market sentiment.
The creator is aggressively buying Molina Healthcare (MOH) after it fell 30% post-Q4 results, believing it's a massively undervalued, efficient Medicaid operator with strong earnings potential.
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MOH
buy opened Mar 15, 2026
+20.55%