DoorDash is a hold, showing strong performance with record orders per day despite restaurant sector weakness, and the creator dismisses disruption fears.
Source Post
I'm Thinking About Buying Next Week. Here's My Full Plan
May 24, 2026
The creator discusses their portfolio's performance, highlighting gains over the S&P 500 year-to-date. They preview upcoming earnings reports for companies like Pony.ai, Zscaler, Marvell, Salesforce, Snowflake, Synopsys, HPQ, Dell, UiPath, MongoDB, Costco, Autodesk, SentinelOne, and Okta, noting the importance of the cybersecurity and software sectors. The creator also reviews their current holdings, including CoreWeave, PayPal, NVE, Rocket Lab, AMD, Google, SoFi, Micron, Meta, Oscar Health, DLocal, Rubric, Uber, Robinhood, Netflix, Nvidia, and Palantir, and mentions adding a share of Nvidia before its earnings report.
Linked Mentions
Tickers discussed in this post
Merck's cancer drug is mentioned in relation to Eli Lilly's Mounjaro in Q1 2026.
Eli Lilly's cancer drug Mounjaro is mentioned in the context of Q1 2026 results.
Pinterest's management has significantly reduced shares outstanding, indicating a belief that the stock is undervalued and they have been buying shares.
FICO is highlighted for its best-in-class status and monopoly in its market, leading to a significant quarter-over-quarter jump in revenue.
Axon is on the creator's watchlist and is considered as a potential replacement for a closed position.
Lemonade is mentioned as a name on the creator's watch list.
Shopify is mentioned as a name on the creator's watch list.
The creator maintains a positive view on Zeta's business execution, despite stock price fluctuations, and previously covered it when undervalued.
Navitas is mentioned as a high-flying name suitable for selling covered calls.
Linked Signals
Tracked calls opened from this post
FICObuy opened May 24, 2026
+3.28%