$NOW drops to $80
OVERREACTION
$SOFI drops to $15
OVERREACTION
$SNOW drops to $120
OVERREACTION
It pays to BUY THE DIP in high quality stocks
They may not jump immediately but that’s ok because it gives you MORE time to accumulate MORE shares
You can make ANY stock into a "Dividend stock", where you earn income
$AMZN
$NVDA
$TSLA
$QQQ
I earn income on the regular from these stocks
How you might ask...by selling:
- Cash Secured Puts
- Covered Calls
- Credit Spreads
Do not sleep on the growth coming from companies involved in Robotics
Here are 10 stocks:
1) $NVDA
2) $AMZN
3) $TSLA
4) $PANW
5) $ARM
6) $PLTR
7) $META
8) $ORCL
9) $SNPS
10) $TSM
Various Vanguard ETFs
$VGT - Tech
$VXUS - Int'l
$VUG - Growth
$VOO - S&P 500
$VB - Small Caps
$VNQ - Real Estate
$VIG - Dividend Growth
$BND - Total Bond Market
$VYM - High Dividend Yield
$VTI - Total US Stock Market
ETFs should be the BUILDING BLOCKS of your portfolio
$BRK.B continues to build cash for the past 3 years
$SPY increased 25% in 2024
$SPY increased 18% in 2025
$SPY is up 5% YTD in 2026
BILLIONS of dollars of gains missed on
Sometimes investing just needs to be simplified
Want S&P 500 exposure?
Buy $VOO
Want the Total US Market exposure?
Buy $VTI
Want Big Tech exposure?
BUY $QQQ
Want Dividends?
Buy $SCHD
Want High-Yield?
Buy $VYM
Want REITs?
Buy $VNQ
A simple ETF is sometimes all you need
People love to mock Nvidia's valuation.
The same people were mocking it at $200. And $300. And $400.
Meanwhile the business kept compounding earnings at a rate most companies never achieve in their entire existence.
Yes, the market expects a lot, but the company keeps growing at a strong rate while maintaining STRONG margins.
Yes, that raises the risk of growth disappointing, but I am more on the side of expectations not being high enough.
These are real considerations worth weighing.
This is a FAST growing company
This is a HIGH MARGIN company
This is STRONG FREE CASH FLOW machine
This is a company with a PRISTINE balance sheet
A company that continues to compound at 50% avg each of the next 2 years and trades at a multiple below 30x is going to make investors very wealthy
José Soriano's remarkable start continues with five more scoreless innings. Soriano by the numbers this season, with MLB ranks:
IP: 37.2 (1st)
ERA: 0.24 (1st)
Strikeouts: 43 (2nd)
BA: .143 (2nd)
OBP: .223 (5th)
SLG: .175 (1st)
Fastball velocity: 97.2 mph (8th)
Pure dominance.
$TSLA | Tesla beat earnings and revenue estimates in Q1. The stock is +4% after-hours.
EPS: $0.41 vs. $0.35 est. 📷
Revenue: $22.39B vs. $22.10B est. 📷
Key takeaways:
Automotive revenue: +16% YoY
Energy revenue: -12% YoY
Total deliveries: ~358K (+6% YoY)
COGS/vehicle: +4% YoY
SpaceX: invested $2B