85% Of My Net Worth Is In These 10 Stocks [ypNFTpkxXky]
Tag: #Golshifteh Farahani, #carney canada, #eze, #mickey gasper
My Top 10 largest stock positions occupy 85% of my net worth.
In this video I break down what's changed since last time: Tesla's post-earnings drop, fresh Nvidia news (Jensen's new industrial AI partnerships and the accelerated Rubin chip roadmap), Google's TPU rollout, Apple's new market cap crown heading into Tim Cook's final earnings call, Meta's identity crisis, why I shifted capital from Prologis westlife into Amazon, and where things stand with Netflix and the Warner sabres vs canadiens Bros deal.
Apple and Amazon both report earnings this week, so I'll have a follow-up soon.
Disclaimer: I'm not a financial advisor. This is just an analysis of stocks I own. Always do your own research before investing. kris knoblauch
00:00 Intro
00:19 My Top 10 Positions
01:02 TSLA
01:11 Why I Own a 300 P/E Ratio Stock
06:23 NVDA: Japan AI Coalition
07:37 GOOGL: TPU Customer Deliveries
08:56 AAPL: Most Valuable Company
10:25 Apple Upgrade Program
11:35 META: Identity Crisis
12:47 AMZN: Capex Increase Incoming?
13:50 COST: Amazon Threat?
14:47 PLD: Data Center Advantage
15:53 NFLX: Time For A Rebound?
17:04 Conclusion
#top10 #google #nvidia #amazon #tesla #investing #investingtips #stocks #stockinvesting #stockmarket