The creator bought a decent-sized position in SoFi, viewing $15 as a reasonable price and hoping for success in the fintech world.
Source Post
2 Stocks I Would Buy Right Now After This Rally!!
May 26, 2026
The creator discusses the strong performance of the AI and semiconductor industries, noting that while many stocks have rallied significantly, they are not chasing new positions due to a less favorable risk-to-reward ratio. However, they identify Microsoft as an attractive buy, citing its strong fundamentals, cloud business, AI partnerships, and current valuation.
Linked Mentions
Tickers discussed in this post
NXP Semiconductors is participating in Computex, a major semiconductor event in Taiwan, though the creator expresses low excitement.
Intel is participating in Computex, a major semiconductor event in Taiwan.
Texas Instruments was mentioned as a company whose presence was noted at a conference.
SanDisk was mentioned as a company whose presence was noted at a conference.
Autodesk was mentioned as a company whose presence was noted at a conference.
UiPath was mentioned as a company whose presence was noted at a conference.
Dell Technologies was mentioned as a company whose presence was noted at a conference.
Evercore is mentioned as an interesting company reporting this week, with no specific buy/sell/hold recommendation.
Synopsis is a crucial name in the creator's portfolio and is reporting earnings this week, indicating continued interest.
