Zscaler is mentioned as a cybersecurity name that has reported earnings.
Source Post
I'm Rotating Out of These Stocks. Here's What I'm Buying Instead
Couch InvestorMay 26, 2026
The creator discusses taking profits from Micron and AMD, while also considering new positions. They highlight SoFi as a recent purchase and mention looking at Shopify, Axon, and Reddit. The video contrasts the performance of Nvidia with other tech companies like AMD and Micron, discussing the potential impact of HBM on memory chip demand and pricing.
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ServiceNow is mentioned as one of the beaten-down software names that investors are currently ignoring.
Adobe is mentioned as one of the beaten-down software names that investors are currently ignoring.
Salesforce is mentioned as one of the beaten-down software names that investors are currently ignoring.
Apply Digital is up 63.2% year-to-date, outperforming the Qs, S&P, Nvidia, and hyperscalers.
Intel has performed strongly, up 204% year-to-date, outperforming the Qs and S&P.
Daqo New Energy Corp. is mentioned as one of the big tech/hyperscaler companies whose performance is being compared to the Qs and S&P.
Microsoft is down 12.1% year-to-date, underperforming the Qs and S&P.
Meta is down 6.2% year-to-date, underperforming the Qs and S&P.
Amazon is one of only two names (along with Google) outperforming the Qs and S&P year-to-date among major tech companies.
Google is one of only two names (along with Amazon) outperforming the Qs and S&P year-to-date among major tech companies.
SanDisk was mentioned as a company that went up 7.5%, becoming a $235 billion company.
GE was mentioned as one of the 'usual suspects' that saw a 3.8% increase in its stock price.
Texas Instruments was mentioned as one of the 'usual suspects' that went up 5% in the market.
Despite enabling the AI ecosystem, Nvidia is underperforming and not participating in the market rally, leading the creator to question its valuation relative to its performance.
The creator is considering Reddit as a potential purchase, noting its business is performing well despite not joining the recent market rally.
The creator is monitoring Axon, noting its lack of participation in the bull run despite strong business performance, and is considering it for a future investment.
The creator is watching Shopify, which has not participated in the bull run despite good business performance, and is considering it for a potential future purchase.
The creator took 50-60% profit from AMD but remains exposed to the stock as it could potentially go higher.
The creator took 50% profits from Micron, a trillion-dollar company, but is happy with the returns and may sell more if it reaches $1000.
The creator bought more SoFi shares, influenced by Anthony Noto's interest in buying leaps.
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