The creator is considering selling Shift 4 due to a lack of business and stock momentum, despite believing it's a good and cheap company.
Source Post
4 Stocks You'll Wish You Bought on This Dip
Jun 9, 2026
The creator discusses the current market dip, highlighting Reddit as a new position due to its undervaluation and growth potential, despite its model being compared to Meta. They also touch on Apple's AI event, noting its ecosystem advantage but questioning the monetization of Siri. The creator expresses skepticism about the high valuations of cybersecurity stocks, preferring Rubrik, and sees Meta as a "no-brainer" under $600 due to its strong revenue and profitability.
Linked Mentions
Tickers discussed in this post
The creator wants to buy more Netflix shares, seeing it as an undervalued opportunity.
The creator explicitly states a desire to buy more Uber shares.
Nvidia (Marll) is down 10.3% after a large pump but remains significantly up over recent weeks.
Robinhood is trading back under $16 per share after flirting with $81.
The creator wants to see Micron's price lower before adding to their position, despite it not being expensive.
The creator would like to see AMD's price much lower before adding to their position.
Microsoft is expected to emerge as a better company after any future market crash.
The creator wants to see Amazon back at $200 per share and believes it will emerge stronger from any future market crash.
The creator is increasing their position in Google, believing it will emerge stronger from any future market crash.
