Inside my 100k Stock Portfolio 💰 +$21,000 YTD Gains

Clear Secure is mentioned as a best performing stock in the creator's portfolio, up 145%.

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.

AppLovin was a great call, bought on a significant dip from its highs, and the creator feels great about this quality software stock purchase.

Futu is the creator's second largest position, and they are buying the dip despite recent trouble with Chinese customers buying US ADR stocks, citing strong fundamentals.

The creator views Microsoft as a quality software stock, a top cloud company, and a significant AI play, feeling great about their purchase despite a recent dip.

Home Depot is cited as an interest-rate sensitive stock that could see a tailwind if rates decline, potentially boosting the market.

Lowe's is mentioned as an example of an interest-rate sensitive sector that could benefit from lower rates, potentially driving the market higher.

Intel is noted as a hardware stock that is part of the current rally, helping to push the S&P 500 to new highs.

SanDisk is identified as a hardware stock that is experiencing a rally and contributing to the overall market's upward movement.

Micron is mentioned as one of the hardware stocks that are rallying and contributing to the S&P 500's new all-time highs.

AMD is highlighted as the best performer in the creator's portfolio, significantly contributing to the S&P 500's rally and more than doubling in value recently.

The creator expresses regret over selling Robin Hood shares at $36, which later rose to $85, highlighting a past selling decision that resulted in missed gains.

Coca-Cola is mentioned as an example of a successful dividend growth stock, similar to Warren Buffett's investment strategy.

Coca-Cola Consolidated, the bottler with exclusive rights, shows strong pricing power and has a unique ownership structure, making it an attractive investment.

Amazon is a strong, profitable MAG7 company with consistent revenue and net income growth, making it a long-term buy despite recent minor dips.

Amphanol has shown strong recovery and pricing power, demonstrating that quality companies often outperform in the long run.

Palantir is spending $50 million with Inovatec this year, driving Inovatec's stock price up significantly.

HCA Healthcare, the largest holding in the Roth IRA, has declined due to issues with Medicare/Medicaid coverage and uninsured customers.

Meta has performed decently, with the creator up 16% all-time on the stock.

While Nvidia is a core AI play, the creator prefers investing in the broader AI ecosystem rather than just the chipmaker.

Powell Industries provides electrical work and switchgear solutions for data centers, supporting the AI infrastructure theme.

United Rentals is a key AI infrastructure play that constructs data centers, benefiting from increased AI Capex.

Google's recent stock issuance for AI Capex is seen as a positive signal for the AI infrastructure ecosystem.