Zscaler is mentioned as a cybersecurity name that has reported earnings.
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I'm Rotating Out of These Stocks. Here's What I'm Buying Instead
May 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.
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