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Portfolio Update — 8/1/26 📊
Big Tech makes up 60% of my book, led by $META (12%, my top holding), plus $NVDA $AAPL $MSFT $GOOGL $AMZN $AMD $NOW
The other 40%: $JPM $GS $ASML $GE $GEV $GEHC $UNH $UBER $IBIT
Staying diversified while riding the AI/tech wave 🚀
#Investing #StockMarket #PortfolioUpdate #BigTech #WallStreet #Stocks
DR. RonJuice $META Activist retweeted
🇬🇧 Toddler saves dad’s life during hypo attack 😱
Her diabetic dad crashed and went unresponsive.
She literally searched and found his glucose tablets, brought them back and put them in his mouth.
Two. ONLY TWO ❤️
Writer: Bri
DR. RonJuice $META Activist retweeted
Nvidia Board needs to chase down Charlie Kawwas or Johny Srouji.
They are the only somewhat viable CEO replacements.
DR. RonJuice $META Activist retweeted
The Office AI: Jensen Huang gets a new job at Dunder Mifflin WATCH TILL THE END!
like, repost and subscribe for more AI comedy videos
Pure speculation, but hear me out 👇
What if Berkshire $BRK.B takes a major stake in $NVDA and Tim Cook ends up running the show for a year or two? @realDonaldTrump
Jensen may be too aggressive for a mega-cap. Buffett + Greg Abel + Cook, with Trump's blessing, gives Main Street that "American" comfort.
Reminds me of Buffett and the Amex salad oil scandal ($AXP) and BofA after '08 when Brian Moynihan the CEO as appointed!
Conspiracy? Probably. But I'm watching.
#NVDA #Berkshire #Buffett #TimCook #AAPL #Stocks #Investing @nvidia @tim_cook
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DR. RonJuice $META Activist retweeted
Lewis Hamilton visits the Rafah border 🇪🇬 to inspect aid meant for Gaza 🇵🇸
Lewis is forcing media to cover aid blocked from reaching Gaza 🇵🇸
Standing for the oppressed
There are those with elevated positions who are silent to genocide
Then there is Lewis
Shining a light.
👏
Buffett bought $AXP in the salad oil scandal/panic while everyone screamed "sell." Now $NVDA dips and the "value investors" are crying about cyclicals.
You didn't read the room in 1963 and you're not reading it now. Cyclical stock, secular moment. Not everything trades like it did in your textbook.
If you don't own it, here's your shot. Buy the fear and you can feel like Warren. 🥗📉
@nvidia #NVDA #AI #ValueInvesting #Buffett
This is what a proper concentrated portfolio looks like if you really want outperformance over the years.
$1.35B AUM managed by Frederick (Shad) Rowe at Greenbrier Partners, packed into just 12 high-conviction holdings. Focus beats over-diversification every single time.
@GreenbrierCap @valuesider
#Investing #Portfolio #Stocks #Wealth #Finance #Valuelnvesting #AUM
#MarketOutperformance
The Republicans threw Jensen under the bus to the Democrats just to kick-start the bull market again—Hakim Jeffries is practically drooling over Nvidia. $NVDA @RepJeffries @realDonaldTrump $QQQ lets rip
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DR. RonJuice $META Activist retweeted
"god when is meta ever going to launch muse voice they announced it forever ago"
muse:
🤖 Made with AI
DR. RonJuice $META Activist retweeted
Tech is cheap not just relative to S&P 500 but also in absolute terms.
There is no bubble.
DR. RonJuice $META Activist retweeted
AI vs. the dot com bubble. One of these things is not like the other. 😑
DR. RonJuice $META Activist retweeted
The floor is in... we could go down another 10% in tech valuations, which would be the ultimate buy time for me.
Every spare dollar I can find in the couch goes into $tsla $SPCX $UBER $AMZN $SHOP $MSFT $GOOG and $AAPL
Here's what will happen:
1. The Dems are going to force us to exit Iran... President Trump will claim a Bush "mission accomplished!" and take the win for his legacy.
2. Inflation drops
3. Dems will come out in support of Data Centers and AI, in exchange for repealing tax cuts on the wealthy and some regulation on frontier models.
4. President Trump takes credit for brokering this deal and takes a second win for this legacy.
5. Ballroom reaches completion... @realDonaldTrump throws a year of ragers. Third win for his legacy
6. Pardon paloooooooza... autopen on fire.
7. Markets top tick and set new records.
Bookmark this... and @grok please remind me of this every 1st of the month @bot
DR. RonJuice $META Activist retweeted
Comprehensive list of hedge funds blowing up this week, getting large redemptions, or shutting down PMs:
- Axebrook
- Walleye
- Engineers Gate
- Lone Pine
- Millennium internal pods
- Verition pods
- Samlyn
Letter from Walleye closing internal funds below
DR. RonJuice $META Activist retweeted
V excited about this partnership and giving more Prime Eaters the opportunity to save$s.
Amazon has made Uber Eats as its official restaurant delivery partner for Prime members in the United States.
spr.ly/6018BH0WKg
Congrats on the $50k
Unlike Nate Silver, I accepted this bet via tweet and it’s therefore a binding contract…
Can send via X Money. 🤝 @rabois
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