My Top 3 Stocks‼️‼️‼️🫶🏼

Key Concepts

• Portfolio Allocation: Distribution of investments across different assets (stocks, real estate, etc.).
• Meta (META): Social media and technology company, formerly Facebook.
• AMD (Advanced Micro Devices): Semiconductor company specializing in processors and graphics cards.
• Amazon (AMZN): E-commerce and cloud computing company.
• Earnings Reports: Publicly released financial statements detailing a company’s performance.
• Long-Term Investing: Holding investments for an extended period, focusing on growth rather than short-term gains.
• CEO Leadership: The impact of a company’s Chief Executive Officer on its success.

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Top Three Stock Holdings

This discussion details the speaker’s top three stock holdings across all portfolios (public, Patreon, and private). The speaker emphasizes these are the stocks with the largest monetary value invested, not necessarily the best performing. A comprehensive list of all investments is available in a linked video.

Meta (META) – Largest Position

Meta represents the speaker’s largest single stock position, currently valued at approximately $1.1 million in the public account alone. The recording occurs shortly before Meta’s earnings report release. While acknowledging short-term price volatility is unpredictable, the speaker expresses strong long-term confidence in the company’s potential.

Financial Performance: The Meta position has already yielded a profit of $888,000 in the public account as of the earnings report date. Key Argument: The speaker believes Meta possesses “an incredible opportunity” for future growth, making it a worthwhile investment despite potential short-term fluctuations.

AMD (Advanced Micro Devices) – Rapid Growth

AMD is the second largest holding, representing a more recent and rapidly built position. The speaker began heavily investing in AMD in late 2024 and early 2025, capitalizing on perceived opportunities during “tariff drama.”

Investment Timeline: The majority of the AMD position was established during the first half of 2025. Stock Price Appreciation: The stock price has significantly increased from approximately $100 to its current value of around $250. Leadership & Innovation: The speaker attributes AMD’s success to the leadership of CEO Lisa Su and the company’s consistent release of “gamechanging” products. Future Outlook: The speaker anticipates strong sales for both the 450 and 500 series of AMD products, predicting significant impact (“flip a few flapjacks”).

Amazon (AMZN) – A Foundational Holding

Amazon is the third largest holding, representing a long-term investment the speaker has been building “on and off for years.”

Investment Philosophy: The speaker advocates for universal Amazon ownership, stating it’s a stock “every single person should own.” This is based on a belief in the company’s fundamental strength and long-term viability. Holding Strategy: The speaker employs a consistent “buy and hold” strategy with Amazon, repeatedly purchasing shares over time. Key Argument: Amazon is presented as a foundational stock, essential for any investor’s portfolio.

Portfolio Context & Additional Resources

The speaker reiterates the availability of a linked video detailing all investments across all portfolios, including real estate. Another recommended video focuses on identifying a potentially promising new stock to buy.

Notable Quote

“Everybody should own that stock [Amazon] and everybody should buy that stock and buy that stock and hold and buy and hold.” – Speaker, emphasizing the perceived essential nature of Amazon as an investment.

Logical Connections

The presentation follows a clear structure: introduction of the topic, detailed discussion of each top holding (Meta, AMD, Amazon), and promotion of related video content. The speaker consistently links the current discussion to broader investment strategies and resources.

Conclusion

The speaker’s top three stock holdings are Meta, AMD, and Amazon. These selections reflect a blend of long-term conviction, opportunistic investment (AMD), and a belief in foundational companies (Amazon). The emphasis is on long-term growth potential rather than short-term market fluctuations, and the speaker encourages viewers to explore a more detailed overview of their complete investment portfolio via a linked video.