Despite dilution concerns from an AI fundraising plan, the creator is bullish on Alphabet due to its massive year-over-year growth in Google Cloud and the strategic importance of data center investments.
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My Top 5 Stocks To Buy Are Crashing
Jun 3, 2026
The creator discusses the underperformance of several tech stocks (Microsoft, Meta, Google, Take-Two, Amazon) year-to-date and over the last 5 years compared to the S&P 500. They highlight the strength of the S&P 500 despite tech volatility and the positive impact of a weakening Canadian dollar on their US-denominated portfolio. The creator also notes the strong performance of the Canadian ETF VDY, driven by oil prices due to geopolitical events, and expresses surprise at its continued rise.
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Tickers discussed in this post
The creator is very bullish on Apple's MacBooks, considering them superior to Windows laptops due to their performance and user experience.
Nvidia is attempting to compete in the laptop chip market with its new RTX Spark, but its success will depend on pricing compared to competitors like Apple's M5 chip.
Amazon is down another 7% in the last month and has underperformed the S&P 500 over the last 5 years.
Take 2 Interactive has not moved this year and has significantly underperformed the S&P 500 over the last 5 years.
Google has dropped 5% in the last month and significantly outperformed the S&P 500 over the last 5 years.
Meta is down 5% year-to-date and slightly outperformed the S&P 500 over the last 5 years.
Microsoft is down almost 10% year to date, underperforming the S&P 500 over the last 5 years.