Clear Secure is mentioned as a best performing stock in the creator's portfolio, up 145%.
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Inside my 100k Stock Portfolio 💰 +$21,000 YTD Gains
Jun 3, 2026
The creator discusses their stock portfolio, highlighting a thesis that the market could continue to reach new all-time highs, advising against selling stocks. They review individual stock performance, noting underperformance relative to the S&P 500 due to specific stock picks like McDonald's. The creator emphasizes investing in the AI ecosystem rather than just individual AI companies, citing Google's recent stock issuance to fund AI Capex as a positive signal for AI infrastructure plays like United Rentals, Constellation Energy, Powell Industries, and Amphenol. They also mention Meta, HCA Healthcare, and Inovatec, detailing their performance and the factors influencing them.
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Tickers discussed in this post
Dell is mentioned as a best performing stock in the creator's portfolio.
SanDisk is mentioned as one of the hardware stocks that are rallying.
The creator recently bought more SoFi shares at $15.65, considering it a good purchase.
Reddit is considered another quality software stock that the creator bought on the dip and recently purchased more shares.
Iron Mountain is a fascinating REIT with strong growth, a dividend yield, and is considered a hidden AI company that benefits from touching every AI company.
The creator bought Southern Company, a regulated utility company.
The creator is considering buying Netflix due to its strong subscription model that generates high-margin revenue even in a recession.
Uber stock is considered a really good deal by the creator, who is thinking about buying more.
Ouster was the creator's most recent stock purchase, indicating a recent buying interest.
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