The Compound

I bought Microsoft and and Netflix and I said I'm going to close my eyes and and look at it again in five years

— The Compound

Micron could fall 30% in a week and still be in an incredibly strong uptrend. Like the shakeouts are probably going to be just as fast as the rise.

— The Compound, at 26:27

The Netflix is my smallest position and I'm very comfortable owning it here. In fact, I hope it goes a lot lower because I would be very comfortable um buying a decent amount.

— The Compound, at 3:17

To me, the clearest the the the my reading from this is I should buy more Nvidia. I own Nvidia. buy more.

— The Compound

Oracle is ripping because I think the market is, 'Hey

— The Compound

I'm just going to say historically I don't believe investors are typically rewarded when they buy a stock that's 200% above its 200 day moving average.

— The Compound

Microsoft is trading like death. It looks terrible. Not surprising. It is the largest software stock in the entire world. So AI is disrupting software.

— The Compound, at 0:04

Salesforce up 2%. Now granted these names have gotten absolutely uh battered. So a 2% gain doesn't really mean anything... the software stocks I own, they've stopped going down, but they're definitely not going up. and they're just they're like in this stasis and it's not helping

— The Compound, at 11:55

They're beating up uh Alphabet now... The average forward PE for Meta, Amazon, Google, and Microsoft is near a multi-year low... their free cash flow is disappearing because they're spending all their money on on on capex and R&D.