Happy Sunday!

I owe all of you a video on my take on the market. There’s a lot of concerns of a bubble, and with good reason. However, my take differs from most YouTubers where I don’t see it as a full-fledged bubble, but I’ve also lived through the dot com and housing bubble, where most Youtubers had not. The market fully needs a pull-back, and we’re seeing some of that now. This is expected. In turn, I bought heavy this last week. I had been waiting for discounts, and I bought in, but I’m holding back a little for more dips. You can see what I bought in my portfolio below.

Thanks,

Brian

Top Reads of the Day

🎁 AI’s next bottleneck isn’t just chips — it’s America’s power grid, Goldman Sachs says It’s almost as if they saw my video: Top Nuclear Stocks

🎁 NVIDIA Earnings Loom as Make-or-Break Moment for AI Rally This will either help ease tensions about the market, or cause it to drop even further.

 🎁 Berkshire Hathaway Bets Big on Google with $4.3B Stake If there’s a bubble, then why is Berkshire buying now?

🎁 Flying Hippos: 2-Ton Mammals Go Airborne for 15% of Their Stride Well, you might have to read it to find out.

🎁 German Man Vaccinated 217 Times Against COVID With No Ill Effects I had way more questions than this article answered. But now I know.

👍 This Week’s Video: The Robotics Stack - How to Invest In Robotics I break down the stack and where all the investments and payoffs will go. In the video description I provide a massive list of stocks I plan to dig into and find the undervalued unicorns.

👍 Next Week’s video: Top Data Center Stocks - same thing here, I’ll plan to share my entire list of data center stocks and how they are tiered in groups. I’ll share how I would invest $100 among the groups.

👍 Here’s the link to my portfolio. Keep in mind I share this for educational purposes. I am not giving any financial advice.

In Case You Missed It

I covered viewer requested stocks below. If you have others you’d like me to dig into, feel free to email me.

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