The creator took losses on Duolingo due to a strategy change that reduced comfort, despite business growth, illustrating the importance of exiting positions when conviction wavers.
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The Most Obvious Buy in the Market Right Now
May 21, 2026
The creator discusses the current market sentiment, particularly around AI and semiconductor stocks, noting that while many have performed well, some, like Palantir, have lagged despite strong long-term gains. The focus is on long-term investing strategy, advising against comparing portfolios and emphasizing the importance of owning good companies whose stock may temporarily decline. The creator also mentions Nvidia's earnings report and its immediate stock reaction.
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Applied Materials is mentioned as a company that relies on Micron's products.
NXP Semiconductors is mentioned as a company that relies on Micron's products.
The creator believes SpaceX's current valuation is too high and expects it to go down once it goes public.
Amazon is mentioned as a type of company the creator likes to hold for the long term.
The creator is bullish on SoFi, believing it is currently hated due to stock performance rather than business fundamentals.
The creator is very bullish on Rocket Lab, despite taking profits, and sees potential upside even if SpaceX falters.
The creator has taken profits from Google, suggesting a positive view but a desire to lock in gains.
The creator owns AMD and has taken profits, indicating a positive but cautious stance on the stock.
Google is presented as a prime example of a quality business that was once overlooked but delivered exceptional returns (138% in 12 months) and is expected to be a big winner in AI.