5 Stocks I'm Selling, Buying & Watching After Earnings
Creator is buying APP after earnings
50 is a coin flip. Higher means a creator's past calls beat chance on the assets and periods they were made in; lower means they did worse.
A high score does not predict the next call. We tested whether it does, and it does not. We publish the ranking because the record should exist and be checkable. Our scoring is not financial advice and the method behind it is not published.
plain — indistinguishable from luck. This does not predict their next call. We tested whether it does and it does not. Our scoring is not financial advice.
Most coveredBrookfield Corporation 8Meta Platforms 7 →MercadoLibre 7 →
Creator is buying APP after earnings
Creator is selling LMB after earnings
Despite bankruptcy fears around the antitrust trial, creator says he is buying META
ServiceNow stock could produce 200%+ returns
Netflix stock is crashing.
VEEV presented as a deep value stock to buy now
PYPL presented as a deep value stock to buy now
ZTS presented as a deep value stock to buy now
LULU presented as a deep value stock to buy now
ADBE presented as a deep value stock to buy now
AMZN listed as an undervalued stock to buy now
META listed as an undervalued stock to buy now
MELI listed as an undervalued stock to buy now
BAM listed as an undervalued stock to buy now
ROAD presented as an undervalued stock to buy now
CSU presented as an undervalued stock to buy now
SPGI presented as an undervalued stock to buy now
NU presented as an undervalued stock to buy now
SE presented as an undervalued stock to buy now
META presented as an undervalued stock to buy after earnings
MELI presented as an undervalued stock to buy after earnings
BAM presented as an undervalued stock to buy after earnings
FOUR presented as an undervalued stock to buy after earnings
SKWD presented as an undervalued stock to buy after earnings
Creator states he is buying AMZN in 2026
Creator states he is buying META in 2026
META named as a stock the creator is buying as the market crashes
Creator bought $5,000 of AMZN and thinks it is undervalued and will outperform
TOI.V named as a stock the creator is buying during the tech selloff
BN named as a stock the creator is buying during the tech selloff
MELI named as a stock the creator is buying during the tech selloff
BAM named as a stock the creator is buying during the tech selloff
CNI described as looking cheap before earnings
AAPL described as looking cheap before earnings
V described as looking cheap before earnings
MA described as looking cheap before earnings
TSLA covered among stocks looking cheap before earnings
MSFT described as looking cheap before earnings
SBUX described as looking cheap before earnings
ASML described as looking cheap before earnings
STX described as looking cheap before earnings
META described as looking cheap before earnings
MNDY covered as a candidate best buy in the software selloff
CRM covered as a candidate best buy in the software selloff
ADBE covered as a candidate best buy in the software selloff
DUOL discussed as one of the best buys among crashing software stocks
CSU.TO covered as a candidate best buy in the software selloff
The stock market (S&P 500) is overvalued, implying weak/negative forward returns
Remains bullish on Brookfield in 2026; it is his largest holding.
Skeptical on NVDA — questions overstated revenue/demand and states he is not buying
BN presented as a stock he is buying as the market crashes
MELI presented as a stock he is buying as the market crashes
CRWV has huge red flags.
META is looking interesting now (buy-the-dip framing).
DUOL down 60% and presented as looking cheap
BAM presented as a cheap stock after earnings
FOUR is looking cheap / undervalued
Buying the CSU dip.
BN is well positioned for AI and expected to outperform the S&P
Buying MercadoLibre stock and expects it to outperform the S&P
Wall Street is wrong about Amazon — bullish on AMZN
MELI is one of the two stocks he is buying.
BAM is one of the two stocks he is buying.
Sold HIMS position (negative view on the stock).
MSCI named among stocks he is buying now
PANW named among stocks he is buying now
ADBE named among stocks he is buying now
MSFT named among stocks he is buying now
BN can continue to outperform
Positive framing of ABNB's 'HUGE' product releases
International stocks look cheap relative to U.S. market
FICO analyzed as a buy in the 'what I'm buying now' segment
CRM analyzed as a buy in the 'what I'm buying now' segment
UBER is looking cheap
S&P 500 price implies low future return expectations; asset values could drop more
Continues buying BN; believes it will keep outperforming and is undervalued today
Positive coverage of Brookfield's interview and acquisitions as a buy candidate
LULU falls after earnings — discussed as a potential buy opportunity
Novo Nordisk stock crashing — discussed as a potential buy opportunity
AMZN named among stocks he is buying as the market crashes
MELI named among stocks he is buying as the market crashes
ADBE discussed as a best buy among crashing tech stocks
HIMS is still a buy despite crashing after earnings
Bought $15,000 of BN and believes it will outperform