Veric Analytics is mentioned as an example of optimizing by buying a small number of shares, which the creator advises against.
Source Post
BRUTALLY Rating My Viewer's Portfolios
May 31, 2026
The creator reviews viewer-submitted stock portfolios, providing ratings and commentary. Key mentions include Amazon as a top position, positive sentiment towards Grab and Uber, and a negative view on Berkshire Hathaway, suggesting reallocation. Other discussed stocks include Celsius, Mellie New, Marcato Libre, DLCO, SBGI, FICO, Meta, Mastercard, Netflix, Adobe, GGSF, Zeta, and Games Workshop.
Linked Mentions
Tickers discussed in this post
McDonald's is listed as a holding in a portfolio with many small positions.
Booking.com is listed as a holding within a portfolio that has many small positions.
Chipotle is mentioned as a holding, but the creator does not provide specific commentary.
Spotify is mentioned as a holding within a large portfolio.
Charter Communications is mentioned as a holding, but the creator is not familiar with it and offers no strong opinion.
The creator expresses a negative sentiment towards Chevron.
The creator expresses a negative view on Walmart's current valuation.
The creator expresses a liking for American Express.
Broadcom is mentioned as a holding within a portfolio that could potentially be consolidated into higher conviction bets.
Linked Signals
Tracked calls opened from this post
Vbuy opened May 31, 2026
+11.08%
METAbuy opened May 31, 2026
-6.11%
AMZNbuy opened May 31, 2026
-14.50%
ADBEbuy opened May 31, 2026
-13.16%
PLTRbuy opened May 31, 2026
-15.98%
UPSsell opened May 31, 2026
-5.87%
GRABbuy opened May 31, 2026
-5.37%
BBYsell opened May 31, 2026
-13.47%
PME.AXsell opened May 31, 2026
-23.35%