This video discusses the current stock market conditions, highlighting unusual trends like the NASDAQ's decline while silver and TLT are performing well. The speaker analyzes Meta's stock performance, its business fundamentals, and future potential, contrasting its recent weakness with its long-term strength. The video also addresses concerns about margin debt in the market, warns against its use, and details the speaker's purchase of eight stocks, including Meta, PayPal, Elf on a Shelf, Celsius, Adobe, Salesforce, AMD, and American Express.
Here's a breakdown of each stock mentioned and what the speaker said about it:
Here are the stocks the speaker explicitly stated they bought and those they explicitly stated they did not buy:
Stocks Explicitly Bought by the Speaker:
Stocks Explicitly Not Bought by the Speaker:
The speaker does not explicitly state that they did not buy any specific stocks. Instead, they focus on the stocks they did buy, and they mention other stocks in the context of market analysis or comparison. For example, they discuss the performance of NASDAQ, silver, TLT, crude oil, GSG, Microsoft, Amazon, Apple, Nvidia, Oracle, Avago, Broadcom, Shopify, and Netflix, but do not indicate a decision to not purchase them.