85% Of My Net Worth Is In These 10 Stocks [5VBdgx1LvM3]

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

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