BWB - Business With Brian
Return
+25.2%
Hit rate
56%
Open calls
155
Closed
0
Performance
Growth of 100 in this picker's book — the Return above, over time. The book is split equally across whatever is open, re-split each time one of the 153 priced call(s) opens or closes, and held in between: what following them equal-weight would have done. Pickers are ranked on this against the Nasdaq 100 rather than on the raw number, because beating the index is the part worth paying attention to. Tracked since Jan 13, 2024; benchmarks measured from the same day. Price returns, excluding dividends on both sides. Hypothetical; excludes fees and taxes.
Growth of 100
Coverage is not complete. Calls are read from video transcripts, and some videos can't be captured — YouTube does not always serve the captions, and a video we miss is a call we never see. Buys are announced and sells are quiet, so what a missing video most likely hides is an exit: a position may show as open that the picker has already closed. Treat these as a good-faith reconstruction, not an audited record.
Open calls
| Ticker | Called | Entry | Now | Return |
|---|---|---|---|---|
| ORCL | Aug 16, 2026 | $150.52 | $152.94 | +1.6% |
| Accumulating slowly in small pieces on weakness because its $638 billion contracted revenue represents customer commitments despite the broken chart. | ||||
| VOO | Aug 09, 2026 | $710.71 | $696.65 | -2.0% |
| A must-have taxable-account foundation and portfolio floor to hold untouched for decades; they allocate 40% of their portfolio to it. | ||||
| DRAM | Aug 09, 2026 | $50.60 | $58.56 | +15.7% |
| Small IRA position for memory-chip growth; demand should remain strong for several years, but memory is cyclical. | ||||
| NASA | Aug 09, 2026 | $25.55 | $23.04 | -9.8% |
| Very small IRA position for differentiated commercial-space exposure; many holdings are unprofitable and the fund is down over 40% from its peak. | ||||
| STRL | Aug 07, 2026 | $547.06 | $484.86 | -11.4% |
| Buying a signed $4.2 billion order book at a discount; backlog exceeds a year of revenue and sales grew 61%. | ||||
| SNDK | Aug 07, 2026 | $1,212.21 | $1,692.59 | +39.6% |
| A $41 billion signed backlog, 80% growth, and roughly six-times forward earnings make the stock cheap exposure to server-memory demand. | ||||
| RRX | Jul 30, 2026 | $202.16 | $156.52 | -22.6% |
| Builds entire humanoid joint under one roof; trailing P/E of ~49 is accounting illusion from Ultra write-down, next year trades closer to 15x with PEG near 1 | ||||
| MP | Jul 30, 2026 | $41.09 | $51.32 | +24.9% |
| Betting on America and America is betting on it; Pentagon is largest shareholder, guaranteed floor price for 10 years, Apple signed $500M deal | ||||
| VPG | Jul 30, 2026 | $86.62 | $61.72 | -28.8% |
| Only American pure play on force sensing; speculative swing on humanoid hope despite robot revenue <1% of sales | ||||
| BKR | Jul 12, 2026 | $57.56 | $59.40 | +3.2% |
| Aeroderivative turbines for fast deployment; $1B data center orders in one quarter; mispriced as oil services | ||||
| ET | Jul 12, 2026 | $19.66 | $21.73 | +10.5% |
| Irreplicable 130k-mile pipeline network; gas already flowing to Oracle data centers; 7% dividend covered 2x by cash | ||||
| GEV | Jul 12, 2026 | $1,091.57 | $923.91 | -15.4% |
| One of few Western large-frame gas turbine makers; sold out through 2030; 10-20% price increases | ||||
| CMI | Jul 12, 2026 | $675.95 | $550.03 | -18.6% |
| Large gas engines for on-site microgrids; data center revenue doubled to $3.5B; cheap at 23x fwd earnings | ||||
| EQT | Jul 12, 2026 | $48.85 | $54.96 | +12.5% |
| Largest US gas producer; exclusive Homer City 4.4 GW AI campus supply deal; flat YTD and cheap; highest torque to gas price | ||||
| HWM | Jul 12, 2026 | $270.85 | $227.91 | -15.8% |
| Near-monopoly on single-crystal turbine blade castings; industrial turbine business expected to double | ||||
| WMB | Jul 12, 2026 | $75.02 | $72.82 | -2.9% |
| Pivoting from pipeline operator to power plant owner-operator; $2B/400MW plant for Meta; $5B committed to behind-the-meter plants | ||||
| FN | Jul 09, 2026 | $482.78 | $403.95 | -16.3% |
| A pullback like the ones we've seen makes the entry work a little bit easier. | ||||
| RMBS | Jul 09, 2026 | $114.13 | $85.35 | -25.2% |
| Only worth it on a real pullback like the ones that we've been slowly getting. | ||||
| CALX | Jun 30, 2026 | $37.32 | $34.93 | -6.4% |
| Transitioned from box seller to recurring software platform for edge gateways, compounding SaaS revenue with record GM near 57%. | ||||
| BRK.B | Jun 20, 2026 | $489.46 | $507.00 | +3.6% |
| $400 billion cash ready to deploy in a market crash; buying the most heavy in the portfolio. | ||||
| WQTM | Jun 07, 2026 | $35.98 | $31.44 | -12.6% |
| Cleanest and most focused public exposure to the sector; 20%+ holds pure quantum companies. | ||||
| CIEN | Jun 05, 2026 | $488.21 | $334.56 | -31.5% |
| That pullback dropped right into my buy zone because the market sold the stock down hard despite strong Q2 results. | ||||
| ASTS | May 31, 2026 | $113.41 | $59.91 | -47.2% |
| Most exposed to SpaceX listing; waiting for pullback to low 80s to buy the vision. | ||||
| CACI | May 31, 2026 | $513.51 | $624.01 | +21.5% |
| Profit machine wearing space stocks clothing; picks and shovels name that wins every time a satellite goes up. | ||||
| KAMN | May 31, 2026 | $45.99 | — | — |
| Most mispriced space play; makes missile and rocket guts, driven by Pentagon spending not space hype. | ||||
| KOOYF | May 31, 2026 | $1.10 | $0.90 | -18.2% |
| Pure-play silver explorer trading 35% below recent financing and 50% below what Eric Sprott paid. | ||||
| RDW | May 31, 2026 | $24.57 | $10.87 | -55.8% |
| Firmly on my list but waiting for $13-$14 due to ballooning losses and share dilution. | ||||
| RKLB | May 31, 2026 | $143.48 | $61.96 | -56.8% |
| Waiting for a sharp pullback upon SpaceX listing; competes directly with SpaceX and selling its own stock. | ||||
| AUR | May 28, 2026 | $7.07 | $6.33 | -10.5% |
| Speculative bet on autonomous freight becoming a real industry; all commercial capacity booked through Q3. | ||||
| ARM | May 19, 2026 | $223.15 | $254.18 | +13.9% |
| Power-efficient architecture dominates hyperscale AI; shift to direct chip sales (AGI CPU) with Meta/OpenAI preorders opens new profit pools; 97% data center royalty growth margin. | ||||
| APH | May 19, 2026 | $119.20 | $80.25 | -32.7% |
| AI-driven data center connectivity fueling organic growth and record order book ($9.4B, up 78% YoY), book-to-bill 1.24; product suite covers every stage of signal chain. | ||||
| TER | May 19, 2026 | $321.52 | $370.19 | +15.1% |
| Critical enabler for AI silicon ramp; 241% YoY EPS growth, 70% revenue from AI, plus unique leadership in HBM testing and recent capability expansion. | ||||
| BWXT | May 03, 2026 | $216.31 | $152.49 | -29.5% |
| With commercial partnerships and a surging backlog, BWXT is well-placed for growth as nuclear adoption ramps up. | ||||
| CCJ | May 03, 2026 | $120.60 | $97.42 | -19.2% |
| Positioned to benefit from increased uranium demand due to its integrated role in the nuclear supply chain via Westinghouse. | ||||
| NLR | May 03, 2026 | $144.00 | $117.83 | -18.2% |
| Provides broad exposure to the growth of the nuclear energy sector, likely to benefit from rising prices and increased demand. | ||||
| ETN | Apr 19, 2026 | $406.21 | $409.15 | +0.7% |
| Transformer lead times 128-144 weeks; owns full chain from grid to rack with 11-year backlog | ||||
| AMKR | Apr 19, 2026 | $67.37 | $49.53 | -26.5% |
| CoWoS demand growing 80% yearly vs 50% supply; second source for advanced packaging | ||||
| GLW | Apr 19, 2026 | $164.38 | $163.12 | -0.8% |
| AI data centers require 36x more fiber; Meta signed multi-year agreement worth up to $6B | ||||
| SCCO | Apr 19, 2026 | $192.40 | $194.14 | +0.9% |
| AI data centers need 27-33 tons of copper per MW; largest reserve base with 5x cheaper net cash cost | ||||
| MRVL | Apr 12, 2026 | $128.49 | $226.96 | +76.6% |
| Asymmetric pick; smallest name, highest volatility, biggest potential multiple if the Nvidia partnership plays out as expected. | ||||
| AMAT | Apr 01, 2026 | $353.80 | $454.01 | +28.3% |
| Every new fab built to address the shortage needs their machines; winning during the crisis and the subsequent buildout. | ||||
| CEG | Apr 01, 2026 | $279.46 | $285.97 | +2.3% |
| Fixed fuel costs mean margins expand exactly when LNG prices are surging; big tech signing nuclear PPAs for data centers. | ||||
| KLAC | Apr 01, 2026 | $151.98 | $177.18 | +16.6% |
| Every new fab built to address the shortage needs their machines; winning during the crisis and the subsequent buildout. | ||||
| VST | Apr 01, 2026 | $153.96 | $147.05 | -4.5% |
| Fixed fuel costs mean margins expand exactly when LNG prices are surging; big tech signing nuclear PPAs for data centers. | ||||
| COPX | Apr 01, 2026 | $78.15 | $88.61 | +13.4% |
| Structural deficit of over 330,000 tons; new mines take 7-10 years to bring online. | ||||
| APD | Apr 01, 2026 | $289.43 | $293.65 | +1.5% |
| Shortage pricing power; passes costs through and protects margins in an inflation environment. | ||||
| LIN | Apr 01, 2026 | $493.83 | $461.62 | -6.5% |
| Shortage pricing power; passes costs through and protects margins in an inflation environment. | ||||
| DELL | Mar 13, 2026 | $151.62 | $506.62 | +234.1% |
| PEG ratio of 0.61, a deal; dip caused by oil fear not fundamentals | ||||
| MU | Mar 13, 2026 | $426.13 | $977.41 | +129.4% |
| PEG ratio of 0.64, a deal; dip caused by oil fear not fundamentals | ||||
| QCOM | Mar 13, 2026 | $129.82 | $176.88 | +36.2% |
| PEG ratio of 0.57, a deal; dip caused by oil fear not fundamentals | ||||
| TGT | Mar 08, 2026 | $120.79 | $155.73 | +28.9% |
| Massive importers see significant margin relief from IEEPA removal; Target is 30% import-dependent. Buying the trend, not a short-term catalyst. | ||||
| RCAT | Jan 31, 2026 | $13.50 | $8.08 | -40.1% |
| Military drone/autonomous robotics play with army contracts; benefits from planned military spending increase. | ||||
| VTV | Jan 31, 2026 | $199.75 | $222.36 | +11.3% |
| Top ETF pick for 2026; same value-rotation thesis as SCHD. | ||||
| MOD | Jan 31, 2026 | $184.66 | $179.26 | -2.9% |
| Data center cooling/infrastructure play; under the radar; took a hit last year from heavy production-line investment; sees it as a good entry point. | ||||
| PANW | Jan 28, 2026 | $183.74 | $338.49 | +84.2% |
| Cybersecurity is the one IT budget line that cannot be cut; largest by market cap; profitable at 12% operating margin while competitors operate at losses; growth at a reasonable price | ||||
| WMT | Jan 28, 2026 | $116.57 | $105.73 | -9.3% |
| Category killer in retail; potential tariff reductions lower input costs while prices stay sticky; Vizio acquisition enables ad revenue; private label taking share from major brands | ||||
| SOUN | Jan 28, 2026 | $9.69 | $6.28 | -35.2% |
| Next-gen AI voice assistant with speech-to-meaning tech; partnerships with Hyundai, Stellantis, Pandora; $160B market potential even 5% share = $8B revenue vs current $167M sales | ||||
| ZS | Jan 28, 2026 | $213.95 | $163.48 | -23.6% |
| AVAV | Jan 25, 2026 | $307.75 | $147.06 | -52.2% |
| Glad it was already owned before its recent 40% spike; good one to wait for on the dip. | ||||
| LRCX | Jan 25, 2026 | $217.94 | $298.01 | +36.7% |
| One to keep on the ready to buy whenever there's a future dip. | ||||
| AMD | Jan 25, 2026 | $259.68 | $503.60 | +93.9% |
| PEG ratio of 0.47 shows the market is heavily discounting growth that is already arriving; analysts see 27% upside. | ||||
| BK | Jan 13, 2026 | $122.93 | — | — |
| Infrastructure owners capturing fees without protocol risk; 70% portfolio allocation | ||||
| GS | Jan 13, 2026 | $938.15 | $1,019.77 | +8.7% |
| Infrastructure owners capturing fees without protocol risk; 70% portfolio allocation | ||||
| JPM | Jan 13, 2026 | $310.90 | $353.56 | +13.7% |
| Infrastructure owners capturing fees without protocol risk; 70% portfolio allocation | ||||
| NDAQ | Jan 13, 2026 | $98.89 | $92.01 | -7.0% |
| Infrastructure owners capturing fees without protocol risk; 70% portfolio allocation | ||||
| STT | Jan 13, 2026 | $132.81 | $191.30 | +44.0% |
| Infrastructure owners capturing fees without protocol risk; 70% portfolio allocation | ||||
| DTCR | Jan 04, 2026 | $21.95 | $27.71 | +26.2% |
| Gives exposure to the physical footprint, but kept small because real estate tends to be slow. | ||||
| GRID | Jan 04, 2026 | $155.82 | $177.24 | +13.8% |
| Most underrated trade in the entire stack; if the grid doesn't work, then AI doesn't work. | ||||
| IYW | Jan 04, 2026 | $199.89 | $250.31 | +25.2% |
| Serves as a safety net providing exposure to hyperscalers rich enough to buy chips, allowing ownership of both sellers and buyers. | ||||
| URA | Jan 04, 2026 | $46.06 | $45.00 | -2.3% |
| Pure commodity exposure; when the supply crunch hits, miners move fastest. | ||||
| IREN | Dec 10, 2025 | $43.92 | $43.64 | -0.6% |
| Data center company with Microsoft's multi-billion-dollar contract as proof of concept; warns it will be volatile | ||||
| SCHD | Dec 10, 2025 | $27.57 | $33.99 | +23.3% |
| Defensive/value layer in portfolio; believes in owning value exposure despite market cycles | ||||
| AIQ | Dec 10, 2025 | $52.07 | $63.08 | +21.1% |
| Broad AI ETF, similar to QQQM but fully AI-focused | ||||
| ARKQ | Dec 10, 2025 | $115.90 | $120.49 | +4.0% |
| Autonomous tech and robotics ETF; ~20-21% average annual appreciation over 10+ years; top 10 excludes mega caps | ||||
| NUKZ | Dec 10, 2025 | $67.09 | $64.72 | -3.5% |
| Energy is the choke point for everything AI; sees growth potential but advises not going heavy all at once | ||||
| AAPL | Dec 07, 2025 | $278.78 | $326.57 | +17.1% |
| Held directly by Buffett and Pelosi, indirectly by Gates; the most profitable consumer engine on Earth. | ||||
| HOLO | Oct 26, 2025 | $4.46 | $1.60 | -64.1% |
| Holographic tech, quantum simulation, AR, blockchain mix; major credibility gap | ||||
| ARQQ | Oct 26, 2025 | $42.71 | $20.58 | -51.8% |
| Software-focused quantum-safe encryption; could 10-20x overnight if they land a tier-one telecom or government contract | ||||
| IBM | Oct 26, 2025 | $307.46 | $234.02 | -23.9% |
| Qiskit framework used by 450K+ developers; 500+ corporate clients on IBM Quantum Cloud | ||||
| LAES | Oct 26, 2025 | $7.01 | $2.38 | -66.0% |
| Post-quantum cryptography chips; potential mandates in 2027 could require billions of devices to upgrade | ||||
| QUBT | Oct 26, 2025 | $15.53 | $7.82 | -49.6% |
| Photonic quantum computing using thin-film lithium niobate chips; building foundry in Tempe, AZ | ||||
| RGTI | Oct 26, 2025 | $38.84 | $15.16 | -61.0% |
| Chiplet architecture; Anca 3 chip hits 99.5% two-qubit fidelity; DARPA selected for utility-scale systems | ||||
| AVGO | Sep 25, 2025 | $336.10 | $360.83 | +7.4% |
| Structurally transformed around AI; Q2 AI chip and networking revenue $5.2B up 63% YoY with a $110B backlog. | ||||
| VRT | Sep 25, 2025 | $139.77 | $248.13 | +77.5% |
| Critical supplier for data center power and liquid cooling; PEG ratio of 0.8 indicates value; Q2 revenue $2.6B up 35% YoY. | ||||
| SMCI | Sep 25, 2025 | $46.24 | $37.38 | -19.2% |
| Building rack-scale AI systems; shipping Blackwell class racks with liquid cooling; capacity ramped to 5,000 racks/month. | ||||
| ANET | Sep 12, 2025 | $139.39 | $188.99 | +35.6% |
| Winning in open Ethernet fabrics, guided >30% of 2025 revenue from AI networking, gross margins >60%. | ||||
| CRDO | Sep 12, 2025 | $161.99 | $160.31 | -1.0% |
| Makes high-speed connections for AI data centers, revenue jumped 274% YoY, clean balance sheet. | ||||
| MTZ | Sep 12, 2025 | $189.75 | $232.20 | +22.4% |
| Builds power/fiber infrastructure for AI, record $16.5B contracted backlog, positioned for FERC order 1920. | ||||
| SITM | Sep 12, 2025 | $260.00 | $602.27 | +131.6% |
| Makes precision timing chips essential for 1.6T Ethernet scaling, asset-light model, gross margins >60%. | ||||
| BTC | Aug 14, 2025 | $118,359.58 | $77,268.86 | -34.7% |
| Alternative asset with solid growth potential, roughly 5% portfolio allocation. | ||||
| COST | Aug 14, 2025 | $975.39 | $902.38 | -7.5% |
| Membership model, Kirkland private label loyalty, pristine balance sheet. | ||||
| IONQ | Aug 14, 2025 | $41.03 | $36.84 | -10.2% |
| Favorite pure-play quantum computing stock, trapped ion architecture outperforming peers. | ||||
| CRWD | Aug 14, 2025 | $106.21 | $208.86 | +96.7% |
| Cloud-native Falcon security platform, cybersecurity becoming non-discretionary. | ||||
| MELI | Aug 14, 2025 | $2,319.80 | $1,906.24 | -17.8% |
| Latin America's dominant e-commerce/fintech ecosystem, massive underpenetrated market. | ||||
| V | Aug 14, 2025 | $345.49 | $367.21 | +6.3% |
| Network effects, near-zero credit risk, expanding into real-time payments and BNPL. | ||||
| APLD | Aug 07, 2025 | $14.24 | $25.78 | +81.0% |
| Builds bespoke liquid-cooled AI factory data centers, leasing GPU horsepower to hyperscalers. | ||||
| NBIS | Aug 07, 2025 | $65.31 | $228.11 | +249.3% |
| Emerging European alternative to AWS/Azure; a really good candidate to get in cheap before margins rally. | ||||
| INOD | Aug 07, 2025 | $42.83 | $53.11 | +24.0% |
| Whole new class of technology that's going to become a necessity for most every company relying on AI. | ||||
| ZETA | Aug 07, 2025 | $19.58 | $30.56 | +56.1% |
| Margins are on the tipping point of breaking consistently positive while revenue grows YoY. | ||||
| QQQ | Jun 26, 2025 | $546.22 | $708.69 | +29.7% |
| Incredible fund and a no-brainer for new investors to have in their portfolio. | ||||
| PAYS | May 26, 2025 | $3.38 | $13.34 | +294.7% |
| Managing finances extremely well without much external funding; need for reducing medical costs is not going to go away anytime soon. | ||||
| TALK | May 26, 2025 | $2.82 | $5.25 | +86.2% |
| Changed to a B2B model which helps keep revenue more consistent. | ||||
| JEPI | Apr 30, 2025 | $55.59 | $56.26 | +1.2% |
| Sells options on large-cap US low-volatility stocks for consistent income, though caps upside in bull markets. | ||||
| JEPQ | Apr 30, 2025 | $51.34 | $59.30 | +15.5% |
| Applies covered call strategy to NASDAQ 100 tech/growth stocks; great for income but not standalone growth. | ||||
| SPYI | Apr 30, 2025 | $47.22 | $53.18 | +12.6% |
| Uses a covered call spread strategy to generate high income while keeping some upside potential. | ||||
| DIV | Apr 30, 2025 | $18.00 | $19.61 | +8.9% |
| Straightforward high-yield stock income, but weak 3-yr total returns and risk of holding troubled companies. | ||||
| KBWD | Apr 30, 2025 | $13.49 | $11.98 | -11.2% |
| Recommended as a small satellite holding to boost income. Narrowly focused on highly leveraged specialty finance companies. | ||||
| DDOG | Mar 02, 2025 | $116.55 | $221.72 | +90.2% |
| Correction is a little bit exaggerated giving it more value; current price is lower than its lowest analyst target of $120 with a good foundation. | ||||
| DEMRF | Mar 02, 2025 | $0.83 | $0.69 | -16.9% |
| We could become a shareholder of this first mover in the mining of tungsten as the US needs to secure domestic sources. | ||||
| MDB | Mar 02, 2025 | $267.43 | $373.87 | +39.8% |
| On the verge of a positive profit margin which often rewards investors; 36% analyst upside and in the territory of buy given this recent dip. | ||||
| NOW | Mar 02, 2025 | $185.95 | $131.17 | -29.5% |
| Operating margin expected over 30.5% with 20% AI data solutions growth, far exceeding the rule of 40; prime for solid stock performance. | ||||
| TASK | Mar 02, 2025 | $14.11 | $7.64 | -45.9% |
| One of the few gems that is making a consistent profit with a low P/E ratio and room for upside after a recent drop. | ||||
| TWLO | Mar 02, 2025 | $119.93 | $231.13 | +92.7% |
| Margins on the verge of becoming positive, debt to assets dropping, and free cashflow steady; something I love to find in my potential investments. | ||||
| ACHR | Feb 09, 2025 | $9.02 | $5.45 | -39.6% |
| Long-term growth driver; wait for a dip before buying in, like getting in early on Tesla | ||||
| BBAI | Feb 09, 2025 | $8.59 | $2.82 | -67.2% |
| DeepSeek correction is ridiculous given government revenue and AI systems focus; good opportunity to buy the dip | ||||
| BMRA | Feb 09, 2025 | $4.16 | $2.23 | -46.4% |
| Hidden gem due to early-stage growth and new direct-to-consumer in-foods IBS test kits | ||||
| RDDT | Jan 30, 2025 | $198.93 | $155.34 | -21.9% |
| Bought on the dip in early January. | ||||
| AMZN | Jan 25, 2025 | $234.85 | $251.89 | +7.3% |
| Largest online retailer, drone delivery, AWS and AI models on platform give runway; financials among the best you'll ever see. | ||||
| PLTR | Jan 25, 2025 | $78.98 | $165.86 | +110.0% |
| A high-conviction portfolio holding based on innovative AI software, accelerating financials, consistent EPS beats, and expanding commercial adoption. | ||||
| UBER | Jan 25, 2025 | $68.56 | $72.56 | +5.8% |
| Becoming a comprehensive transportation company; Uber Freight is 12% of revenue; partnership with Joby for urban air taxi ops. | ||||
| ASML | Jan 25, 2025 | $732.25 | $1,687.43 | +130.4% |
| Produces photolithography machines for etching wafers; 80%+ market share, pretty much the only player in the game. | ||||
| META | Jan 25, 2025 | $647.49 | $644.38 | -0.5% |
| Parent of Facebook, Instagram, WhatsApp, Oculus; low overhead, high margins, money printing machine; dominates social media. | ||||
| NVDA | Jan 25, 2025 | $142.62 | $218.36 | +53.1% |
| Whenever there's a dip in the market, Nvidia is always my go-to stock to buy because I can count on it in the next few years to always outperform. | ||||
| TSM | Jan 25, 2025 | $221.88 | $428.03 | +92.9% |
| 59%+ market share in semiconductors; raising prices up to 10% in 2025; margins already at 38% and continuing up. | ||||
| COP | Jan 25, 2025 | $101.83 | $137.04 | +34.6% |
| Banking on Trump admin pro-oil stance and data-center energy demand; low P/E of 12.5, 2.99% dividend. | ||||
| GOOGL | Jan 25, 2025 | $200.21 | $332.60 | +66.1% |
| Revenue from Google Search, Cloud, YouTube; proving a monopoly isn't easy so it doesn't bother him much. | ||||
| QBTS | Jan 25, 2025 | $6.09 | $16.66 | +173.6% |
| Quantum computing meant for complex models; taking the approach of getting in early to be way ahead of it. | ||||
| MSFT | Jan 16, 2025 | $424.58 | $492.44 | +16.0% |
| Agree that Congress's pick of Microsoft is a solid choice; Windows end-of-life forcing hardware/software upgrades; 18% upside vs 13.3% S&P forecast | ||||
| APP | Jan 16, 2025 | $332.01 | $314.49 | -5.3% |
| Total cash cow for me; expects stellar Q4 from seasonal marketing spend giving momentum into 2025; agrees with Congress despite 0% analyst upside | ||||
| DHI | Jan 16, 2025 | $146.60 | $135.57 | -7.5% |
| Might be a good investment for myself; strong cash flow, low debt-to-assets, 35% analyst upside, new home demand hot due to low inventory and high mortgage rates | ||||
| SMH | Jan 09, 2025 | $252.23 | $560.28 | +122.1% |
| Top pick for 3 years; dominates with nearly 20% weight with Nvidia which has a demanding lead in data center GPU market share | ||||
| QQQM | Jan 09, 2025 | $212.17 | $291.80 | +37.5% |
| Fund that I believe most everyone should already have in your portfolio to hit your growth sector | ||||
| QTUM | Jan 09, 2025 | $80.45 | $145.61 | +81.0% |
| Sleeper fund where analysts may be wrong with their forecast and this fund has more Runway than expected | ||||
| VGT | Jan 09, 2025 | $78.35 | $119.63 | +52.7% |
| One of my favorite growth funds... the growth is consistent | ||||
| IETC | Jan 09, 2025 | $85.78 | $108.13 | +26.1% |
| This fund shines pretty well... slightly more unique than some of the others | ||||
| UTES | Jan 09, 2025 | $66.01 | $74.96 | +13.6% |
| People have been snatching it up for the past 3 months and it's going to continue to have strong growth along with AI | ||||
| URNM | Dec 19, 2024 | $40.80 | $54.63 | +33.9% |
| Every nuclear plant and new SMR needs uranium fuel, and uranium demand should rise with nuclear expansion. | ||||
| JOBY | Nov 21, 2024 | $6.80 | $6.31 | -7.2% |
| A leading eVTOL contender competing in a potentially transformative urban-air-mobility market. | ||||
| SMMT | Nov 21, 2024 | $18.42 | $17.00 | -7.7% |
| Cost-average into its cancer drug, which showed a 49% reduction in progression and death versus the competitor and has FDA Fast Track status. | ||||
| VKTX | Nov 21, 2024 | $51.63 | $32.13 | -37.8% |
| A speculative metabolic-therapy company with oral and injectable GLP-1 treatments and substantial upside if its products gain FDA approval and launch commercially. | ||||
| CLS | Sep 05, 2024 | $45.90 | $325.22 | +608.5% |
| Towards the top of the list to buy whenever there is a dip, supported by strong EPS growth, rising free cash flow, and improving returns and margins. | ||||
| SMIN | Aug 24, 2024 | $83.59 | $71.00 | -15.1% |
| A way to participate in India's roughly 7% growth, young population, expanding manufacturing, and long-term economic potential. | ||||
| ISRG | Aug 15, 2024 | $480.17 | $360.46 | -24.9% |
| Stable cash-generating healthcare technology company with strong long-term potential. | ||||
| VONG | Jul 11, 2024 | $96.37 | $124.84 | +29.5% |
| Additional upside through Russell 1000 growth exposure for investors in their 20s–30s. | ||||
| BND | Jul 11, 2024 | $72.79 | $71.27 | -2.1% |
| Provides stability, income, and protection against recession losses for investors 60+ in retirement or distribution phase. | ||||
| VYM | Jul 11, 2024 | $120.93 | $161.83 | +33.8% |
| Provides roughly a 3% dividend, established-company exposure, and lower portfolio volatility for investors in their 40s–50s and those 60+. | ||||
| INTC | Jul 06, 2024 | $32.02 | $100.32 | +213.3% |
| Intel is undervalued and could become a strong long-term investment if its Foundry strategy succeeds, potentially driving major growth around 2027. | ||||
| ABBV | Jun 28, 2024 | $171.52 | $255.00 | +48.7% |
| Long-term pharmaceutical potential across immunology, oncology, and neuroscience, supported by the group's highest dividend yield. | ||||
| GD | Jun 28, 2024 | $290.14 | $354.25 | +22.1% |
| Defense spending should remain necessary as geopolitical threats grow, supporting its aerospace, combat systems, marine, and technology businesses. | ||||
| NVO | Jun 28, 2024 | $142.74 | $44.01 | -69.2% |
| Leading diabetes and obesity-care company with demand exceeding production and several years of expected growth from expanded manufacturing. | ||||
| PSX | Jun 28, 2024 | $141.17 | $258.51 | +83.1% |
| Diversified energy business with strong three- and five-year performance, a high yield, and renewable-energy initiatives despite possible near-term weakness. | ||||
| TQQQ | May 30, 2024 | $31.30 | $69.21 | +121.1% |
| Could be used sparingly for substantial gains by investors able to monitor and actively manage it, but only for short durations rather than buy-and-hold. | ||||
| SKYT | Apr 27, 2024 | $9.74 | $32.46 | +233.3% |
| A speculative penny-stock option and complete wild card benefiting from domestic foundry work, defense technology, biohealth, and quantum computing; invest sparingly. | ||||
| IBIT | Apr 11, 2024 | $40.17 | $43.68 | +8.7% |
| PATH | Jan 13, 2024 | $22.17 | $13.87 | -37.4% |
| He keeps investing whenever UiPath dips, expecting its low-cost robotic-process automation to gain value as profitability arrives. | ||||
Recent calls
buy
MU
Willing to let me start a position because Micron owns scarce memory supply, with gross margin rising sharply and demand exceeding available supply.
2026-09-06
· video
buy
SNDK
Willing to let me start a position because SanDisk’s gross margin surged as memory scarcity drove pricing power across the category.
2026-09-06
· video
buy
GOOGL conviction 6/10
Leans positive and will put extra money into the rung just below fair value, using a 50% starter position and long-term dollar-cost averaging.
2026-08-25
· video
buy
NVDA conviction 8/10
It is in his full buy band and he is leaning in because it is slightly below its high and cheaper against its own earnings than most of the past decade.
2026-08-25
· video
· target $290
buy
MU conviction 6/10
He keeps buying on his normal schedule, taking a smaller bite because the stock looks cheap on his model but expensive against its historical valuation.
2026-08-25
· video
· target $1,450
buy
UBER conviction 9/10
It sits in his deepest buy band, supported by roughly $10 billion in annual free cash flow and a valuation near $109.
2026-08-25
· video
· target $109
buy
INOD conviction 3/10
Buying a very small position in an independent AI data provider with 58% revenue growth and declining customer concentration.
2026-08-16
· video
hold
STRL conviction 8/10
Holding with more conviction than most because its $5.5 billion-plus backlog, strong growth, net cash, and roughly 40% ROE support an elite-business thesis.
2026-08-16
· video
buy
MTZ conviction 5/10
Will start small and add on weakness, attracted to its record backlog and role rebuilding the electric grid, while avoiding a full-size purchase due to debt and execution risks.
2026-08-16
· video
hold
APP conviction 9/10
Already owns a large position and will continue buying once the stock proves it has hit a floor; views it as the highest-quality business in the group.
2026-08-16
· video
buy
ORCL
Accumulating slowly in small pieces on weakness because its $638 billion contracted revenue represents customer commitments despite the broken chart.
2026-08-16
· video
We track this picker's explicit on-camera calls faithfully — we don't endorse or judge them. Marks are hypothetical and exclude fees and taxes. Not financial advice.