I'm Thinking About Buying Next Week. Here's My Full Plan

DoorDash is a hold, showing strong performance with record orders per day despite restaurant sector weakness, and the creator dismisses disruption fears.

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.

The creator plans to continue increasing their position in Nu.

Palantir is a current holding in the creator's portfolio.

The creator added one share of Nvidia before its earnings report, despite the stock declining post-earnings.

Netflix is a recent addition to the creator's portfolio.

Robinhood is a current holding in the creator's portfolio.

The creator is still up 6.2% on their Uber position despite recent price dips.

The creator is slightly down on their Rubrik position but notes its recent upward trend and upcoming earnings report.

DLocal is currently held as part of the creator's portfolio.

Oscar Health is held within the creator's portfolio.

Meta is a current holding in the creator's portfolio.

Micron is held in the portfolio, representing 6.56% of assets.

SoFi is the fifth-largest position in the portfolio at 8.22%.

Google is held and constitutes just under 9% of the portfolio.

AMD is the third-largest position at 9.61% of the portfolio, trading at $467.

Rocket Lab is the second-largest holding, now representing 10.25% of the portfolio.

The creator is not planning to adjust their PayPal bull spread position, which expires in December 2028.

Fortinet is mentioned as a cybersecurity name that has seen significant price increases.

Palo Alto Networks is mentioned as a cybersecurity name that has seen significant price increases.

CrowdStrike is mentioned as a cybersecurity name that has seen significant price increases.

Broadcom is mentioned as potentially reporting earnings the week after Marvell.

Okta is listed as a company reporting earnings after the market closes on Thursday.

Autodesk is among the companies reporting earnings on Thursday.

Costco is slated to report earnings after the market closes on Thursday.

MongoDB is one of the companies with an upcoming earnings report on Thursday.

UiPath is scheduled to report earnings after the market closes on Thursday.

Dell is listed among the companies reporting earnings after the close on Thursday.

HPQ is one of the companies set to report earnings after the close on Wednesday.

Synopsys is scheduled to release its quarterly figures after the market close on Wednesday.

Snowflake is expected to report earnings on Wednesday, with its stock having risen recently.

Salesforce is among the companies with upcoming earnings reports on Wednesday.

Marvell is scheduled to report earnings on Wednesday and has had a strong week.

Zscaler is noted as a cybersecurity company with an upcoming earnings report.

Pony.ai is mentioned as a company reporting earnings on Tuesday.