📈📉 Stocks We Discussed & Why They Matter

Here’s a quick recap of some of the names we brought up in our last stock call and why they’re on the radar. 👇

VOO – Core, long-term ETF foundation. Broad market exposure and the base of a lot of serious portfolios.
Microsoft – Long-term compounding machine. Consistent, durable, and always near the top.
Nvidia – AI infrastructure leader. Massive upside, but one you watch closely as the cycle evolves.
Meta – Platform + products + services. More than social media at this point.
Amazon – Ecommerce, logistics, and robotics/automation all in one ecosystem.
Google – Core tech with deep moats and long-term innovation baked in.
Oracle – Enterprise infrastructure with strong government and enterprise ties. Quiet but powerful.
Palantir – Defense and data analytics. Government contracts + AI-driven decision systems.
IBM – Legacy tech pivoting into quantum computing and enterprise solutions.
Saudi Aramco – Global oil and energy exposure. Still a major player in how the world actually runs.

Use this list as a study guide, not a shopping list. The goal is to understand why money flows where it flows — and how different assets play different roles in a portfolio.

If you’ve got questions on any of these, drop them below 👇

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