BWB - Business With Brian track record
Does BWB - Business With Brian beat the market? Since Jul 28, 2022 — the span we've tracked their calls over — every explicit on-camera call, 200 positions each priced at that day's close, adds up to +120.2%. Over that exact period the S&P 500 returned +90.2% and the Nasdaq 100 returned +134.2%.
Return · live
+120.2%
≈ +20.4%/yr over 4.3 yrs
same span: S&P +90.2% · Nasdaq +134.2%
Hit rate
60%
Open calls
198
Closed
2
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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 198 priced call(s) opens or closes, and held in between: what following them equal-weight would have done. The book starts at Jan 01, 2020 — the same date every book on the site starts — flat at 100 until this picker's first tracked call, with benchmarks measured from the same day, so the gap to the index is comparable across pickers. Price returns, excluding dividends on both sides. Hypothetical; excludes fees and taxes.
Growth of 100
Annual returns
The book's return in each calendar year — the whole account as it stood that year, whatever year its positions were opened, marked year-end to year-end (year to date for the current year). These rows chain: compound them and you get the total return above. The index column is the same calendar year's Nasdaq 100 return, identical on every picker's page; Edge is the difference.
| Year | Book return | Nasdaq 100 (QQQ) | Edge | Picks opened | Closed |
|---|---|---|---|---|---|
| 2026 YTD | +11.5% | +18.1% | -6.6% | 64 | 1 |
| 2025 | +25.4% | +20.2% | +5.2% | 42 | 1 |
| 2024 | +25.9% | +24.8% | +1.1% | 30 | 0 |
| 2023 | +17.3% | +53.8% | -36.5% | 54 | 0 |
| 2022 | +6.7% | -33.1% | +39.8% | 10 | 0 |
Same construction as the Growth of 100 chart above, sliced at year boundaries. Price returns, excluding dividends on both sides.
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 (198)
Open calls (198)
| Ticker | Called | Entry | Now | Return |
|---|---|---|---|---|
| NVT | Oct 18, 2026 | $142.03 | $140.12 | -1.3% |
| Data-center demand and liquid-cooling growth remain strong, though valuation is still elevated. | ||||
| FIX | Oct 18, 2026 | $1,439.07 | $1,345.77 | -6.5% |
| Strong backlog and data-center demand support growth, but valuation and estimate dispersion limit conviction. | ||||
| VO | Oct 08, 2026 | $80.40 | $81.57 | +1.5% |
| Use as the market-index anchor because it owns the 500 largest U.S. companies and provides broad, low-cost exposure. | ||||
| CRM | Oct 04, 2026 | $234.69 | $242.11 | +3.2% |
| It is inexpensive and has formed a golden cross; they would add only after it holds above its 50-day average and reclaims roughly $250. | ||||
| HPE | Oct 04, 2026 | $69.33 | $60.33 | -13.0% |
| Networking orders are growing rapidly, forecasts are rising, the stock remains in an uptrend, and valuation is about 16 times next year's earnings. | ||||
| PYPL | Sep 13, 2026 | $53.72 | $56.55 | +5.3% |
| The stock offers exposure to $6.6 billion of trailing-12-month free cash flow, up 25%, despite deteriorating operating margins. | ||||
| ORCL | Aug 16, 2026 | $150.52 | $144.54 | -4.0% |
| Accumulating slowly in small pieces on weakness because its $638 billion contracted revenue represents committed customer payments. | ||||
| DRAM | Aug 09, 2026 | $50.60 | $54.12 | +7.0% |
| Provides concentrated memory-chip exposure with strong expected demand, but should remain a small, cyclical IRA position. | ||||
| NASA | Aug 09, 2026 | $25.55 | $21.64 | -15.3% |
| A small IRA position for differentiated commercial-space exposure, despite many holdings being unprofitable and the fund's high volatility. | ||||
| STRL | Aug 07, 2026 | $547.06 | $388.87 | -28.9% |
| Buying a signed $4.2 billion order book and more than a year of locked-in revenue at a discounted price. | ||||
| SNDK | Aug 07, 2026 | $1,212.21 | $1,404.77 | +15.9% |
| Cheap exposure to signed server-memory demand: a $41 billion backlog, 80% growth, and roughly six times expected next-year earnings. | ||||
| RRX | Jul 30, 2026 | $202.16 | $161.09 | -20.3% |
| Reasonably priced and sitting right where I'd want to own it; it can build an entire humanoid joint under one roof. | ||||
| MP | Jul 30, 2026 | $41.09 | $41.06 | -0.1% |
| A speculative swing betting on America, with the Pentagon backing it, a guaranteed floor price, and a committed buyer for future magnet output. | ||||
| VPG | Jul 30, 2026 | $86.62 | $60.71 | -29.9% |
| A speculative swing and the only American pure play on force sensing, although humanoid revenue is currently less than 1% of sales. | ||||
| BKR | Jul 12, 2026 | $57.56 | $54.66 | -5.0% |
| Aeroderivative turbines enable fast data-center deployment; the company booked $1 billion in data-center orders in one quarter and is mispriced as an oil-services firm. | ||||
| ET | Jul 12, 2026 | $19.66 | $20.71 | +5.3% |
| Irreplaceable 130,000-mile pipeline network, gas already flowing to data centers, and a 7% dividend covered twice by cash flow. | ||||
| GEV | Jul 12, 2026 | $1,091.57 | $878.03 | -19.6% |
| One of few Western large-frame gas-turbine makers, sold out through 2030 with 10–20% pricing power and expanding margins. | ||||
| CMI | Jul 12, 2026 | $675.95 | $531.39 | -21.4% |
| Natural-gas engines support on-site data-center microgrids; data-center revenue doubled to about $3.5 billion and the order book extends through 2028. | ||||
| EQT | Jul 12, 2026 | $48.85 | $56.22 | +15.1% |
| Largest U.S. gas producer with an exclusive 4.4-GW Homer City AI-campus supply deal, substantial free cash flow, and high sensitivity to gas prices. | ||||
| HWM | Jul 12, 2026 | $270.85 | $195.19 | -27.9% |
| Near-monopoly on single-crystal turbine-blade castings, a critical choke point for gas turbines; its industrial turbine business is expected to double. | ||||
| WMB | Jul 12, 2026 | $75.02 | $74.27 | -1.0% |
| Transitioning from pipeline operator to power-plant owner, with $5 billion committed to behind-the-meter plants serving data centers. | ||||
| FN | Jul 09, 2026 | $482.78 | $367.30 | -23.9% |
| A pullback makes the entry easier; it is a smaller, higher-risk optical infrastructure position benefiting from rapidly growing data-center interconnect demand. | ||||
| RMBS | Jul 09, 2026 | $114.13 | $91.03 | -20.2% |
| Only worth buying on a real pullback; it is a higher-risk, smaller position because memory-volume dependence and legal and management overhangs remain. | ||||
| BRK.B | Jun 20, 2026 | $489.46 | $540.34 | +10.4% |
| Berkshire has roughly $400 billion in cash to deploy during a crash, a low valuation, and a strong long-term record. | ||||
| TE | Jun 10, 2026 | $7.73 | $2.63 | -66.0% |
| AI-driven self-driving labs could reduce drug-development costs and timelines; recent international deployment and customer traction support further growth. | ||||
| WQTM | Jun 07, 2026 | $35.98 | $28.62 | -20.5% |
| The cleanest and most focused public exposure to quantum computing, with over 20% in pure-play quantum companies. | ||||
| CIEN | Jun 05, 2026 | $488.21 | $363.21 | -25.6% |
| The pullback dropped into the picker’s buy zone despite strong Q2 results, including 40% year-over-year revenue growth and nearly 4x EPS. | ||||
| KAMN | May 31, 2026 | $45.99 | — | — |
| A mispriced picks-and-shovels defense business with growing profits, missile exposure, and a price around half the picker’s estimate of its value. | ||||
| CACI | May 31, 2026 | $513.51 | $666.26 | +29.8% |
| Profitable every year for two decades, generates about $500M annually, has over three years of backlog, and provides picks-and-shovels infrastructure for satellites. | ||||
| KOOYF | May 31, 2026 | $1.10 | $0.61 | -44.5% |
| Pure-play silver explorer trading well below its financing and prior investor purchases, with 214M silver-equivalent ounces and a fully funded 70,000-meter drilling program. | ||||
| APH | May 19, 2026 | $119.20 | $80.96 | -32.1% |
| AI data-center demand is driving record orders, a 1.24 book-to-bill ratio, and broad connectivity exposure across the signal chain. | ||||
| TER | May 19, 2026 | $321.52 | $313.24 | -2.6% |
| Teradyne benefits from the AI silicon ramp, with strong EPS growth, substantial AI-related revenue, and leadership in advanced chip testing. | ||||
| ETN | Apr 19, 2026 | $406.21 | $392.88 | -3.3% |
| Owns the full chain from grid to server rack, while transformer shortages, rising orders, and an 11-year backlog support continued growth. | ||||
| AMKR | Apr 19, 2026 | $67.37 | $42.21 | -37.4% |
| A second source for advanced CoWoS packaging, with an Arizona facility adjacent to TSMC fabs and packaging demand growing faster than supply. | ||||
| GLW | Apr 19, 2026 | $164.38 | $131.20 | -20.2% |
| AI data centers require far more fiber, and Corning benefits from constrained supply, growing hyperscaler demand, and Meta's multibillion-dollar agreement. | ||||
| SCCO | Apr 19, 2026 | $192.40 | $193.91 | +0.8% |
| Copper demand from AI data centers is rising amid a projected supply deficit, while Southern Copper has large reserves, low costs, and high margins. | ||||
| USGO | Apr 19, 2026 | $13.27 | $5.40 | -59.3% |
| Whistler Project offers exposure to gold, copper, and silver, with a 1.2-year estimated payback at current spot prices and tightly held shares. | ||||
| AMAT | Apr 01, 2026 | $353.80 | $416.00 | +17.6% |
| Semiconductor equipment suppliers benefit during the shortage and subsequent fab buildout; every new fab needs Applied Materials machines. | ||||
| CEG | Apr 01, 2026 | $279.46 | $258.08 | -7.7% |
| Nuclear operators have fixed fuel costs, so margins expand as LNG and electricity prices surge; data centers are signing nuclear power agreements. | ||||
| KLAC | Apr 01, 2026 | $151.98 | $158.77 | +4.5% |
| Semiconductor equipment suppliers benefit during the shortage and subsequent fab buildout; every new fab needs KLA machines. | ||||
| VST | Apr 01, 2026 | $153.96 | $142.72 | -7.3% |
| Nuclear operators have fixed fuel costs, so margins expand as LNG and electricity prices surge; data centers need protected baseload power. | ||||
| COPX | Apr 01, 2026 | $78.15 | $76.83 | -1.7% |
| Copper faces a structural deficit exceeding 330,000 tons, while new mines take 7–10 years to bring online. | ||||
| APD | Apr 01, 2026 | $289.43 | $307.20 | +6.1% |
| Industrial gas suppliers benefit from shortage pricing power as critical gases become constrained. | ||||
| LIN | Apr 01, 2026 | $493.83 | $508.16 | +2.9% |
| Industrial gas suppliers benefit from shortage pricing power; Linde can pass through costs and protect margins in an allocation environment. | ||||
| DELL | Mar 13, 2026 | $151.62 | $493.79 | +225.7% |
| The PEG ratio of 0.61 indicates a deal, and the company has real revenue, earnings, and cash flow. | ||||
| KTN | Mar 08, 2026 | $25.80 | $25.70 | -0.4% |
| Enterprise value is about $0.36 per ounce versus a $2.18 industry average, with Eric Sprott backing and a large silver resource. | ||||
| TGT | Mar 08, 2026 | $120.79 | $148.96 | +23.3% |
| Conditional on replacement tariffs settling below IEEPA levels, Target should receive meaningful margin relief because roughly 30% of its merchandise is import-dependent. | ||||
| IREN | Jan 31, 2026 | $53.74 | $28.84 | -46.3% |
| Bullish on its transition from Bitcoin mining to AI data centers and believes its opportunity is much larger than investors recognize. | ||||
| RCAT | Jan 31, 2026 | $13.50 | $4.91 | -63.6% |
| Owns it and remains bullish on its military drone and autonomous robotics contracts; would buy more after a pullback to $10–$12. | ||||
| VTV | Jan 31, 2026 | $199.75 | $226.94 | +13.6% |
| Benefits from a rotation toward value and dividend-paying companies as interest rates decline. | ||||
| MOD | Jan 31, 2026 | $184.66 | $143.54 | -22.3% |
| Small speculative position in data-center cooling and infrastructure; the recent investment-related hit may provide a good entry point. | ||||
| SCHG | Jan 31, 2026 | $32.00 | $35.62 | +11.3% |
| Broad-growth ETF similar to QQQM but less risky than owning individual technology stocks. | ||||
| PANW | Jan 28, 2026 | $183.74 | $394.49 | +114.7% |
| Cybersecurity spending is resilient, and Palo Alto has the scale, profitability and breadth to dominate cloud, SASE and identity security. | ||||
| SOUN | Jan 28, 2026 | $9.69 | $4.44 | -54.2% |
| Its speech-to-meaning technology and partnerships could capture part of the large voice-assistant market, though the thesis requires patience. | ||||
| ZS | Jan 28, 2026 | $213.95 | $255.80 | +19.6% |
| They hold Zscaler personally. | ||||
| BK | Jan 13, 2026 | $122.93 | $157.13 | +27.8% |
| Custodian building digital-vault connections and positioned to benefit from institutional tokenization infrastructure. | ||||
| GS | Jan 13, 2026 | $938.15 | $925.17 | -1.4% |
| Infrastructure owner building its own tokenization rails through GS DAP and positioned to capture fees without protocol risk. | ||||
| JPM | Jan 13, 2026 | $310.90 | $339.30 | +9.1% |
| Infrastructure owner positioned to capture tokenization fees without public-protocol risk; its Kexus network is already moving $2B daily on-chain. | ||||
| NDAQ | Jan 13, 2026 | $98.89 | $105.55 | +6.7% |
| Infrastructure owner selling tokenization software to other exchanges and positioned to capture fees without protocol risk. | ||||
| STT | Jan 13, 2026 | $132.81 | $173.54 | +30.7% |
| Custodian building digital-vault connections and positioned to benefit from institutional tokenization infrastructure. | ||||
| ARKQ | Jan 04, 2026 | $118.44 | $116.66 | -1.5% |
| Robotics is deploying faster than quantum, with Tesla fleets and warehouse automation happening today. | ||||
| DTCR | Jan 04, 2026 | $21.95 | $26.43 | +20.4% |
| Provides exposure to the physical data-center footprint, though real estate tends to be slow. | ||||
| GRID | Jan 04, 2026 | $155.82 | $169.41 | +8.7% |
| Transformers and substations are backordered for years, and AI needs a working grid. | ||||
| URA | Jan 04, 2026 | $46.06 | $36.55 | -20.6% |
| Pure commodity exposure; uranium miners should move fastest when the supply crunch hits. | ||||
| URNJ | Dec 20, 2025 | $25.71 | $18.88 | -26.6% |
| Small, high-volatility allocation for torque to uranium sentiment; junior miners can rise faster than producers but fall harder. | ||||
| NUKZ | Dec 10, 2025 | $67.09 | $58.41 | -12.9% |
| AI's energy needs create a nuclear-sector opportunity, though he advises not going heavy all at once. | ||||
| AAPL | Dec 07, 2025 | $278.78 | $343.83 | +23.3% |
| It is the most profitable consumer engine on Earth. | ||||
| UROY | Nov 03, 2025 | $4.21 | $3.57 | -15.2% |
| Offers lower-risk uranium exposure through royalties and streaming while avoiding traditional mining and operational risks. | ||||
| RGTI | Oct 26, 2025 | $38.84 | $12.40 | -68.1% |
| Chiplet architecture, 99.5% two-qubit fidelity, government backing, AWS Braket availability, and an owned fabrication facility support major upside. | ||||
| QUBT | Oct 26, 2025 | $15.53 | $6.91 | -55.5% |
| Differentiated photonic quantum computing using room-temperature, low-power lithium-niobate chips; the company is building a foundry with purchase orders in hand. | ||||
| HOLO | Oct 26, 2025 | $4.46 | $1.22 | -72.7% |
| A small lottery-ticket position based on holographic and quantum-simulation potential, despite a major credibility gap and press-release-driven claims. | ||||
| ARQQ | Oct 26, 2025 | $42.71 | $18.47 | -56.8% |
| Quantum-safe encryption software offers high asymmetry if the company wins a tier-one telecom or government contract. | ||||
| LAES | Oct 26, 2025 | $7.01 | $1.62 | -76.9% |
| Post-quantum cryptography chips could benefit from 2027 mandates, and the company is among the few with validated hardware ready to ship. | ||||
| VRT | Sep 25, 2025 | $139.77 | $242.94 | +73.8% |
| Critical supplier of data-center power and liquid cooling, with strong revenue growth, a $7.9 billion backlog, improving margins, and a PEG ratio of 0.8. | ||||
| CRDO | Sep 12, 2025 | $161.99 | $173.69 | +7.2% |
| Credo adds AI-infrastructure torque through high-speed data-center connections, 274% revenue growth, raised guidance, and a debt-free balance sheet. | ||||
| MTZ | Sep 12, 2025 | $189.75 | $181.00 | -4.6% |
| Mastec adds small-cap torque through power and fiber infrastructure, record contracted backlog, and exposure to transmission and broadband spending. | ||||
| SITM | Sep 12, 2025 | $260.00 | $501.18 | +92.8% |
| SiTime adds small-cap torque through precision-timing chips essential for scaling high-speed AI networks, supported by strong margins and no debt. | ||||
| IONQ | Aug 14, 2025 | $41.03 | $32.43 | -21.0% |
| The picker’s favorite pure-play quantum stock has a trapped-ion architecture with strong error correction and asymmetric upside if quantum computing scales commercially. | ||||
| COST | Aug 14, 2025 | $975.39 | $982.73 | +0.8% |
| The membership model, Kirkland loyalty, pristine balance sheet, self-funded growth, and international and e-commerce expansion support a decades-long hold. | ||||
| MELI | Aug 14, 2025 | $2,319.80 | $1,673.09 | -27.9% |
| MercadoLibre's dominant Latin American e-commerce and fintech ecosystem benefits from a large underpenetrated market and powerful end-to-end network effects. | ||||
| V | Aug 14, 2025 | $345.49 | $400.60 | +15.9% |
| Visa has powerful network effects, near-zero credit risk, expanding real-time-payments and buy-now-pay-later opportunities, high margins, and a long dividend-growth record. | ||||
| APLD | Aug 07, 2025 | $14.24 | $20.39 | +43.2% |
| Builds bespoke liquid-cooled AI data centers and has secured major hyperscaler leases, though infrastructure investment has hurt margins. | ||||
| INOD | Aug 07, 2025 | $42.83 | $47.65 | +11.2% |
| AI data operations and model-assurance technology are becoming necessities for companies relying on AI, with improving financials. | ||||
| NBIS | Aug 07, 2025 | $65.31 | $182.34 | +179.2% |
| A good candidate to get in cheap before margins recover; European AI-cloud alternative backed by Nvidia. | ||||
| ZETA | Aug 07, 2025 | $19.58 | $33.45 | +70.8% |
| AI-driven marketing technology is approaching consistently positive margins and should benefit as companies seek to do more with less. | ||||
| OKLO | Jun 03, 2025 | $49.77 | $27.12 | -45.5% |
| Faster nuclear buildouts and finalized DOE and INL agreements for its micro-reactors could support the company; the picker plans to buy more on dips. | ||||
| PAYS | May 26, 2025 | $3.38 | $13.97 | +313.3% |
| Top-three pick because it manages finances extremely well without much external funding, while the need to reduce medical costs should persist. | ||||
| TALK | May 26, 2025 | $2.82 | $5.25 | +86.2% |
| Top-three pick because its shift to a business-to-business model helps keep revenue more consistent. | ||||
| SPYI | Apr 30, 2025 | $47.22 | $53.39 | +13.1% |
| Provides double-digit income through a covered-call spread strategy while retaining some upside potential. | ||||
| DIV | Apr 30, 2025 | $18.00 | $19.12 | +6.2% |
| Offers straightforward high-yield stock income, though weaker recent total returns and exposure to troubled or slower-growth companies reduce its appeal. | ||||
| KBWD | Apr 30, 2025 | $13.49 | $10.63 | -21.2% |
| A small satellite holding to boost income; its high yield comes with high fees and concentrated exposure to leveraged specialty finance companies. | ||||
| DDOG | Mar 02, 2025 | $116.55 | $278.41 | +138.9% |
| The correction after slower revenue growth was exaggerated, creating value in a company with strong fundamentals and exposure to growing data-center and security needs. | ||||
| DEMRF | Mar 02, 2025 | $0.83 | $0.69 | -16.9% |
| They intend to become the first tungsten producer on US soil, addressing a time-sensitive need because the US currently imports 100% of its tungsten. | ||||
| MDB | Mar 02, 2025 | $267.43 | $393.44 | +47.1% |
| The dip is attractive; revenue is growing and margins are nearing positive, which could drive a major stock-price spike. | ||||
| NOW | Mar 02, 2025 | $185.95 | $150.13 | -19.3% |
| Strong AI-data growth guidance, operating margins above 30.5%, improving financials, and excellent operating cash flow make it primed for solid performance. | ||||
| TASK | Mar 02, 2025 | $14.11 | $8.17 | -42.1% |
| A profitable small-cap with a low P/E, consistent cash flow, and five consecutive quarterly forecast beats has room for upside after its 13% drop. | ||||
| TWLO | Mar 02, 2025 | $119.93 | $253.77 | +111.6% |
| Revenue is climbing, margins are nearing positive, free cash flow is steady, and the company is early in AI-driven products such as fraud protection. | ||||
| BBAI | Feb 09, 2025 | $8.59 | $2.46 | -71.4% |
| The DeepSeek-driven correction is unjustified because government revenue is stable and the company builds AI systems rather than commodity LLMs. | ||||
| BMRA | Feb 09, 2025 | $4.16 | $1.75 | -57.9% |
| Biomerica may be a hidden gem due to early-stage growth and its direct-to-consumer diagnostic test kits. | ||||
| RDDT | Jan 30, 2025 | $198.93 | $134.70 | -32.3% |
| They bought Reddit on the most recent drop in early January. | ||||
| UBER | Jan 25, 2025 | $68.56 | $65.27 | -4.8% |
| Becoming a comprehensive transportation company through Freight, autonomous vehicles, and Joby air taxis, with improving revenue and margins. | ||||
| COP | Jan 25, 2025 | $101.83 | $149.06 | +46.4% |
| A contrarian energy pick benefiting from expected pro-oil policies and rising natural-gas demand from data centers; low valuation and dividend add support. | ||||
| DHI | Jan 16, 2025 | $146.60 | $143.00 | -2.5% |
| Strong cash flow, low debt-to-assets, low housing inventory, and continued demand for new homes. | ||||
| IETC | Jan 09, 2025 | $85.78 | $110.25 | +28.5% |
| A somewhat more unique technology fund with strong exposure to companies benefiting from AI growth. | ||||
| QQQM | Jan 09, 2025 | $212.17 | $298.71 | +40.8% |
| A baseline growth-sector fund that most investors should already have in their portfolio. | ||||
| UTES | Jan 09, 2025 | $66.01 | $75.66 | +14.6% |
| Utilities provide the consistent power required by expanding AI data centers, supporting continued growth. | ||||
| QTUM | Dec 28, 2024 | $83.51 | $143.87 | +72.3% |
| The Defiance Quantum ETF is the leading dedicated quantum ETF for investors who do not want to pick individual stocks, despite its imperfect construction. | ||||
| URNM | Dec 19, 2024 | $40.80 | $45.79 | +12.2% |
| It focuses on mining, developing, producing, exploring for, and physically holding the uranium required by nuclear plants. | ||||
| JOBY | Nov 21, 2024 | $6.80 | $5.08 | -25.3% |
| He views Joby as a speculative eVTOL investment comparable to Archer, with only a few companies competing in the space. | ||||
| QBTS | Nov 21, 2024 | $1.97 | $11.77 | +497.5% |
| Speculative quantum-computing position with a roughly $290 million market cap and potential future applications; he would invest only a few thousand dollars. | ||||
| VKTX | Nov 21, 2024 | $51.63 | $25.36 | -50.9% |
| Speculative metabolic-therapy company with oral and injectable GLP-1 treatments and substantial future potential if its products reach market. | ||||
| SMMT | Nov 21, 2024 | $18.42 | $15.77 | -14.4% |
| Cost-average into its cancer drug, which showed a 49% reduction in progression and death versus the competing treatment and has FDA Fast Track status. | ||||
| BWXT | Nov 07, 2024 | $121.05 | $134.96 | +11.5% |
| A long-term investment to make during dips, supported by nuclear-fuel production, government ties, critical technologies, and improving cash flow. | ||||
| CCJ | Nov 07, 2024 | $53.58 | $83.84 | +56.5% |
| A long-term uranium play because Cameco owns large, high-grade reserves and will supply reactors as nuclear power expands. | ||||
| JEPI | Nov 02, 2024 | $58.47 | $57.45 | -1.7% |
| Might pick JEPI for its roughly 7%+ monthly income versus about 4% from CDs or Treasuries, provided the price trend remains healthy. | ||||
| APP | Sep 05, 2024 | $88.19 | $259.97 | +194.8% |
| AI-powered advertising and marketing tools are driving improving revenue, margins, earnings, and free cash flow; they are still buying it this year. | ||||
| CLS | Sep 05, 2024 | $45.90 | $299.80 | +553.2% |
| Strong EPS growth and beats, rising free cash flow, improving returns on capital, and positive, mostly growing margins; they want to buy on a dip. | ||||
| SMIN | Aug 24, 2024 | $83.59 | $66.81 | -20.1% |
| A great fund to invest in India’s future growth; India’s 7% growth, young population, and expanding manufacturing could drive strong long-term returns. | ||||
| ARM | Jul 18, 2024 | $158.33 | $235.90 | +49.0% |
| Plans to buy more on a dip because Arm-based chips power Copilot PCs, Apple Intelligence devices, cloud servers, smartphones, IoT, and other growing markets. | ||||
| BND | Jul 11, 2024 | $72.79 | $71.19 | -2.2% |
| Recommended as a 20% allocation for investors 60+ because it provides stability, income of approximately 3.46%, and recession-risk mitigation during retirement distributions. | ||||
| VONG | Jul 11, 2024 | $96.37 | $126.60 | +31.4% |
| Recommended as a 20% allocation for younger investors seeking additional upside from Russell 1000 growth exposure. | ||||
| VYM | Jul 11, 2024 | $120.93 | $163.37 | +35.1% |
| Recommended as a 20% allocation for older investors to provide roughly a 3% dividend, established-company exposure, and lower portfolio volatility. | ||||
| LRCX | Jun 28, 2024 | $106.49 | $253.82 | +138.3% |
| They love Lam Research, have held it for quite a while, and value its semiconductor growth and dividend. | ||||
| QCOM | Jun 21, 2024 | $212.53 | $182.97 | -13.9% |
| Qualcomm should benefit as AI processing expands from data centers into phones, tablets, vehicles, IoT devices, and other edge hardware. | ||||
| AVAV | Jun 21, 2024 | $189.48 | $125.95 | -33.5% |
| AeroVironment has high potential from growing military demand for reconnaissance drones, autonomous systems, missiles, and related AI software. | ||||
| MU | Jun 21, 2024 | $139.54 | $983.23 | +604.6% |
| Micron's HBM3E uses 30% less power, 2024 HBM capacity is sold out, and simultaneous HBM and consumer-memory recovery could sharply increase EPS. | ||||
| TQQQ | May 30, 2024 | $31.30 | $72.36 | +131.2% |
| Use TQQQ sparingly for substantial short-term gains with constant monitoring and active management; it is not suitable as a long-term buy-and-hold investment. | ||||
| AMD | Apr 27, 2024 | $157.40 | $578.44 | +267.5% |
| A much better short-term investment because Data Center and Client are growing consistently, with share gains and less near-term financial drag than Intel. | ||||
| SMCI | Apr 27, 2024 | $85.74 | $35.81 | -58.2% |
| Fully booked at about $20 billion in sales, with announced capacity of $25 billion and potential upside from lower costs and better margins. | ||||
| 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. | ||||
| BTC | Apr 11, 2024 | $70,060.61 | $79,866.67 | +14.0% |
| Already holds well over 5% of his portfolio in Bitcoin and is not willing to take on additional alternative-asset risk. | ||||
| IBIT | Apr 11, 2024 | $40.17 | $46.14 | +14.9% |
| Preferred for its much more reasonable expense ratio, strong liquidity, and major inflows compared with higher-fee alternatives. | ||||
| AVGO | Mar 09, 2024 | $130.87 | $351.81 | +168.8% |
| Buy Broadcom whenever there is a major price drop, given its strategic acquisitions and exposure to AI, semiconductors, and cybersecurity. | ||||
| IYW | Feb 22, 2024 | $132.95 | $257.58 | +93.7% |
| It has been one of his favorite funds in recent years and is in his basket of funds. | ||||
| CRWD | Jan 13, 2024 | $70.84 | $266.66 | +276.4% |
| A long-term fit that has helped his portfolio; AI-enabled cyberattacks should increase demand for CrowdStrike's security services. | ||||
| XLV | Sep 21, 2023 | $130.42 | $179.72 | +37.8% |
| He sees no foreseeable downside to betting on healthcare companies over the long term. | ||||
| BOTZ | Sep 16, 2023 | $25.42 | $34.03 | +33.9% |
| A great, powerhouse ETF combining AI and robotics. | ||||
| PLTR | Sep 02, 2023 | $15.18 | $196.81 | +1196.5% |
| Palantir's AI and data-analytics platforms connect siloed systems, uncover patterns, improve decisions, and could become widely adopted over the next decade. | ||||
| PATH | Sep 02, 2023 | $15.89 | $14.19 | -10.7% |
| UiPath uses AI to integrate disconnected enterprise systems, automate processes, and continuously improve operations; the picker expects strong long-term demand. | ||||
| ACHR | Sep 02, 2023 | $6.46 | $4.34 | -32.8% |
| Archer is developing eVTOL aircraft for urban transport, delivery, emergency flights, and tourism; the picker believes adoption and the market are underestimated. | ||||
| DE | Aug 01, 2023 | $433.44 | $640.67 | +47.8% |
| Deere is an evergreen stock that will always have a place in his portfolio because farming has long-term potential. | ||||
| ISRG | Aug 01, 2023 | $323.95 | $444.18 | +37.1% |
| Still positive on the company after buying it eight years ago; its Da Vinci system has performed over 10 million procedures. | ||||
| IRBT | Aug 01, 2023 | $39.94 | $0.47 | -98.8% |
| A speculative acquisition-arbitrage opportunity around $39, with approximately 30% upside if Amazon completes the purchase. | ||||
| SMH | Jul 30, 2023 | $160.50 | $567.67 | +253.7% |
| A wonderful semiconductor fund offering concentrated exposure to long-term demand for high-performance electronics and semiconductor components. | ||||
| VOO | Jul 30, 2023 | $419.87 | $709.90 | +69.1% |
| A foundational bread-and-butter ETF with strong performance, business longevity, broad large-cap exposure, and a 0.03% expense ratio. | ||||
| QQQ | Jul 30, 2023 | $383.48 | $725.61 | +89.2% |
| Has treated him very well and should benefit from artificial intelligence and technology growth over the next decade, despite concentration risk. | ||||
| RSP | Jul 30, 2023 | $154.40 | $217.43 | +40.8% |
| Equal weighting provides strong diversification, reduces concentration risk, and comes with a low expense ratio. | ||||
| SCHD | Jul 30, 2023 | $25.21 | $35.09 | +39.2% |
| A high-quality dividend ETF with strong fundamental screens, diversified holdings, a 0.06% expense ratio, and a 3.58% distribution yield. | ||||
| VGT | Jul 30, 2023 | $56.57 | $123.59 | +118.5% |
| A no-brainer technology ETF with stellar long-term performance and a low 0.10% expense ratio. | ||||
| VIGI | Jul 30, 2023 | $76.34 | $98.11 | +28.5% |
| Provides international diversification and dividend exposure aimed at consistent returns in diverse markets rather than massive growth. | ||||
| VTI | Jul 30, 2023 | $227.66 | $379.17 | +66.5% |
| Broad exposure to more than 3,500 large-, mid-, and small-cap companies with very low expenses and a mix of value and growth. | ||||
| WHR | Jul 28, 2023 | $142.59 | $27.31 | -80.8% |
| Would not want to own more than one share because of Whirlpool's weak long-term performance, despite the useful 30% product discount. | ||||
| WWW | Jul 28, 2023 | $12.53 | $19.56 | +56.1% |
| Bought one share partly for the 30% discount; savings on one pair of hiking boots covered the roughly $13 share cost. | ||||
| JEPQ | Jun 06, 2023 | $47.28 | $60.06 | +27.0% |
| Its technology-heavy holdings are positioned for AI growth over the next decade. | ||||
| AMZN | May 09, 2023 | $106.62 | $254.60 | +138.8% |
| Amazon is investing heavily in generative AI through Bedrock and CodeWhisperer, while AI can improve recommendations, advertising, Alexa, retail, and AWS. | ||||
| MSFT | May 09, 2023 | $307.00 | $531.01 | +73.0% |
| Set up to benefit from the AI tidal wave through Bing, Microsoft 365 Copilot, Azure, and AI-enhanced Office productivity. | ||||
| ANET | May 09, 2023 | $34.63 | $186.72 | +439.2% |
| Arista provides the networking backbone connecting data-center servers, making it an indirect beneficiary of Microsoft’s and Meta’s AI infrastructure expansion. | ||||
| ASML | May 09, 2023 | $643.05 | $1,662.85 | +158.6% |
| An obvious choice because its EUV lithography machines are critical for producing smaller, higher-capacity chips as AI demand grows. | ||||
| META | May 09, 2023 | $233.37 | $612.49 | +162.4% |
| AI improves advertising, Reels, and recommendations across its platforms, while profit recovery and competitive pressure should drive further AI investment. | ||||
| NVDA | May 09, 2023 | $28.57 | $215.38 | +653.8% |
| Key AI investment because its GPUs provide the computing backbone for processing the vast data required by AI, while Nemo and industry partnerships expand its opportunity. | ||||
| TSM | May 09, 2023 | $85.06 | $439.51 | +416.7% |
| A financially better-valued AI growth bet than Nvidia because TSMC makes over half the world’s semiconductors and trades at a much lower P/E. | ||||
| GOOGL | May 09, 2023 | $107.35 | $324.89 | +202.7% |
| Alphabet is embedding AI across Search, Photos, Maps, Translate, Assistant, and Cloud, while DeepMind expands its healthcare and technology applications. | ||||
| BIDU | May 09, 2023 | $119.48 | $79.50 | -33.5% |
| China-focused AI leader developing Erniebot, enterprise AI solutions, and Apollo autonomous-driving software; effectively a Chinese blend of Google and Tesla. | ||||
| FGRTX | Mar 21, 2023 | $17.84 | $33.99 | +90.5% |
| Strong foundational fund expected to do the majority of the portfolio’s lifting, with performance similar to the S&P 500. | ||||
| FNCMX | Mar 21, 2023 | $149.79 | $338.29 | +125.8% |
| Strong foundational fund with broad exposure to more than 3,000 holdings; the picker would hold it probably the longest. | ||||
| FSKAX | Mar 21, 2023 | $110.76 | $212.82 | +92.2% |
| Clearly a foundational fund because it provides the most diversification and mimics the overall market at very low cost. | ||||
| FXAIX | Mar 21, 2023 | $139.34 | $269.18 | +93.2% |
| Great foundational fund and the bread and butter of mutual funds, essentially mirroring the S&P 500. | ||||
| FGRIX | Mar 21, 2023 | $48.80 | $69.66 | +42.8% |
| Great supporting fund combining dividends, capital appreciation, and growth and value stocks to balance the portfolio. | ||||
| FSELX | Mar 21, 2023 | $19.61 | $59.67 | +204.3% |
| Strong supporting growth fund offering high-growth semiconductor exposure, though with added sector risk and turmoil. | ||||
| FSHCX | Mar 21, 2023 | $124.15 | $117.63 | -5.2% |
| Supporting health-care fund offering relatively stable, recession-resistant exposure; its negative year-to-date return opens the door to buying at value. | ||||
| FSPGX | Mar 21, 2023 | $23.13 | $48.25 | +108.6% |
| A great low-cost add-on providing large-cap growth exposure through the Russell 1000 Growth Index. | ||||
| FRST | Mar 09, 2023 | $10.76 | $14.82 | +37.7% |
| The best overall option for high checking and savings rates, with 4.35% on both accounts, no requirements, and broad features. | ||||
| SOFI | Mar 09, 2023 | $6.09 | $17.14 | +181.4% |
| One of his favorite banks and a great option when monthly direct deposit is available; offers strong savings and checking rates plus many features. | ||||
| IBM | Jan 13, 2023 | $145.89 | $253.22 | +73.6% |
| An “absolute must” and “no-brainer” for his portfolio, supported by cloud, AI, and potential quantum-computing upside. | ||||
| FANG | Jan 13, 2023 | $145.24 | $206.22 | +42.0% |
| A bullish combination of strong prior performance, a dividend above 9%, West Texas oil and gas assets, and analysts' projected upside. | ||||
| INTC | Jan 13, 2023 | $30.11 | $95.53 | +217.3% |
| Undervalued and potentially a great long-term investment; successful Foundry execution could lead to substantial growth around 2027. | ||||
| DOW | Jan 13, 2023 | $58.68 | $34.13 | -41.8% |
| He likes its long history, innovation, sound business model, financials, and dividend above 5%. | ||||
| HBI | Jan 13, 2023 | $8.12 | $6.47 | -20.3% |
| A “sleeping giant” whose price was over-corrected; its basic, low-cost apparel business could perform well in a recession. | ||||
| KMI | Jan 13, 2023 | $18.85 | $33.56 | +78.0% |
| He regrets not having more exposure; its energy infrastructure and demand for natural gas, CO2, and oil transportation should persist short term. | ||||
| LYB | Jan 13, 2023 | $93.73 | $67.13 | -28.4% |
| An established global chemicals, polymers, plastics, and fuel-refining company with more than 70 years of predecessor-company history. | ||||
| NWL | Jan 13, 2023 | $15.41 | $5.21 | -66.2% |
| Excess inventory could generate free cash flow, while Tupperware, KitchenAid, and other brands may benefit if consumers eat at home more. | ||||
| NYCB | Jan 13, 2023 | $9.67 | — | — |
| Attractive dividend and perceived undervaluation, with potential upside supported by its long operating history and Flagstar acquisition. | ||||
| PM | Jan 13, 2023 | $101.70 | $202.64 | +99.2% |
| A defensive recession position because tobacco has historically been recession-resistant, alongside its strong performance and dividend. | ||||
| VZ | Jan 13, 2023 | $41.86 | $43.18 | +3.1% |
| Lower 5G spending could improve results, while Verizon may follow S&P 500 growth and maintain its strong dividend. | ||||
| WDIV | Jan 13, 2023 | $61.60 | $82.01 | +33.1% |
| One of the safest choices discussed because it owns 100 global high-dividend stocks and limits country concentration. | ||||
| WPC | Jan 13, 2023 | $81.43 | $63.08 | -22.5% |
| Its long history, diversified international real-estate portfolio, and broad tenant base support reliable rent collection. | ||||
| ALLY | Jan 06, 2023 | $26.07 | $38.80 | +48.8% |
| No-penalty CD is a fantastic option, especially for Ally customers; Ally's broader offerings make it preferable to Synchrony. | ||||
| SYF | Jan 06, 2023 | $32.80 | $75.36 | +129.8% |
| The 11-month no-penalty CD is a fantastic option, particularly for existing Synchrony customers, though ranked slightly below Ally. | ||||
| MS | Nov 10, 2022 | $88.80 | $190.13 | +114.1% |
| Morgan Stanley's five-year CD offered a 5.05% rate, which he called one of the best CD rates he had ever seen and useful for a ladder. | ||||
| SLM | Nov 10, 2022 | $17.49 | $17.72 | +1.3% |
| Sallie Mae offers strong CD rates, a range of terms, and no-penalty options, though the $2,500 minimum is high. | ||||
| COF | Nov 10, 2022 | $113.42 | $204.88 | +80.6% |
| Capital One CDs offer flexibility, no minimum deposit, convenient interest-payment options, and useful banking integration. | ||||
| FITB | Nov 10, 2022 | $36.29 | $53.47 | +47.3% |
| Fifth Third's one-year brokered CD through Fidelity offered a 4.7% rate, among the highest available, with easy comparison and ladder setup. | ||||
| UBS | Nov 10, 2022 | $17.54 | $46.69 | +166.2% |
| UBS's two-year brokered CD offered a 4.9% rate, exceeding the rates he found at individual banks. | ||||
| AZO | Jul 28, 2022 | $2,130.45 | $3,156.76 | +48.2% |
| Consumers may perform minor vehicle maintenance themselves to save money rather than using dealers or repair shops. | ||||
| DLTR | Jul 28, 2022 | $163.34 | $127.18 | -22.1% |
| Consumers still need basic consumables but want to spend as little as possible; Dollar Tree performed strongly during the prior recession. | ||||
| MCD | Jul 28, 2022 | $263.46 | $250.50 | -4.9% |
| Consumers may trade down from sit-down restaurants while still seeking inexpensive meals that make their dollars go further. | ||||
| ROST | Jul 28, 2022 | $81.40 | $227.98 | +180.1% |
| Consumers may shift from premium brands to value retailers while still needing food and clothing. | ||||
| WMT | Jul 28, 2022 | $43.25 | $118.77 | +174.6% |
| Consumers will cook more, seek lower prices, and stretch their dollars; Walmart performed strongly during the 2008 recession. | ||||
Closed calls (2)
Closed calls (2)
| Ticker | Called | Entry | Exit | Return |
|---|---|---|---|---|
| MRVL | Apr 27, 2024 | $69.62 | $244.25 | +250.8% |
| TSLA | May 09, 2023 | $169.15 | $354.40 | +109.5% |
Recent calls (22)
Recent calls (22)
buy
NVDA conviction 8/10
Calls the sell-off a phenomenal buying opportunity and recommends dollar-cost averaging on the way down because Nvidia is severely undervalued.
2026-10-25
· video
buy
NVT conviction 7/10
Buy after earnings, potentially starting a small position; data-center demand and liquid-cooling growth remain strong, though valuation is still elevated.
2026-10-18
· video
buy
VRT conviction 8/10
Buy, but keep the position small because the trend has not yet turned; wait for earnings and dollar-cost average in gradually.
2026-10-18
· video
hold
ONTO
Do not buy more until after earnings and a full business review; any subsequent buying should be small and gradual because the bottom is unknown.
2026-10-18
· video
buy
FIX conviction 5/10
Buy a little after earnings and build the position gradually; strong backlog and data-center demand support growth, but valuation and estimate dispersion limit conviction.
2026-10-18
· video
buy
SNDK
Buy and dollar-cost average rather than go all in: data-center spending and signed orders are surging, but memory cyclicality and consumer exposure remain risks.
2026-10-11
· video
buy
APLD
Dollar-cost-average as a speculative long-distance investment: signed leases, rising rent, scarce data-center capacity, and future rent growth could drive a major revaluation.
2026-10-11
· video
buy
AMZN
Buy a little: AWS demand is far ahead of capacity, with shortages likely through 2026 and possibly 2027 before data centers improve free cash flow.
2026-10-11
· video
buy
AVGO
Buy a little: earnings are growing rapidly, AI revenue could reach $115 billion in 2027, and non-cancellable orders are substantial, though customer demand needs confirmation.
2026-10-11
· video
buy
SMH conviction 9/10
Primary growth-bucket pick; semiconductor demand is expected to grow substantially, driven in part by AI and memory-chip demand.
2026-10-08
· video
buy
VO conviction 8/10
Use as the market-index anchor because it owns the 500 largest U.S. companies and provides broad, low-cost exposure.
2026-10-08
· video
buy
SCHD conviction 7/10
Use as the dividend-defensive bucket; it pays cash while held and historically held up better during downturns.
2026-10-08
· video
buy
HPE
Buy a little; networking orders are growing rapidly, forecasts are rising, the stock remains in an uptrend, and valuation is about 16 times next year's earnings.
2026-10-04
· video
hold
ZS
Waiting for the buy zone and a first real operating profit before becoming more interested.
2026-10-04
· video
trim
PANW
The stock is extremely hot and valuation has become dangerous, so he is waiting and says to trim more.
2026-10-04
· video
trim
CRWD
The stock is a little too hot and the most expensive of the group at about $48 per dollar of sales; he is not willing to buy at that valuation.
2026-10-04
· video
hold
MSFT
Still likes the business and growth, but would prefer to buy on a pullback rather than at the current price.
2026-10-04
· video
buy
CRM
Might start a small position because it is inexpensive and has formed a golden cross; he would add only after it holds above its 50-day average and reclaims roughly $250.
2026-10-04
· video
trim
CSCO
The price has moved ahead of the business and the 50-day moving average is turning down, so the signal ladder says to trim.
2026-10-04
· video
trim
FTNT
The stock is a little too hot relative to the business, so owners should consider taking some profit.
2026-10-04
· video
hold
LSCC
Likes the business and recovery, but valuation is high and the 50-day moving average is declining; waiting for a buy zone.
2026-10-04
· video
buy
NVDA conviction 9/10
Buy a lot and build the position over time; Nvidia dominates AI chips, has strong agent-safety positioning, attractive PEG valuation, and rising profit forecasts.
2026-10-04
· 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.