V Reddit Mentions | ChartExchange

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NVDA - Just tripled my NVDA position recently, all shares bought under 30 forward P/E and I feel good that price will give market beating returns.
AMZN (+8%) - My second big bet for 2026, just more or less doubled my position to start the year. A company I would be happy to hold forever. They have their hand in so many pies and are so good at finding new ones. When valued on OCF it looks cheap and I do consider the Capex to be a good thing so don't want it removed from my valuation.
GOOG (+76%) - From last year, already sold the shares in my roth but not my taxable account. Considering holding these a very long time.
GLD (+49%) - Was a bet on inflation and de-dollarization around the world. Countries moving off the USD and US Bonds for their reserves and moving into gold. Once my holding period on most of these shares passes a year (March) I will be looking to sell at some point in a crash.
VZ (-2%) - Stable dividend payer bough with Robinhood's $1000 0% margin, the dividends pay my membership fee plus some, some possibility to re-rate up but basically just a bond.
UBER (-6%) - I think self-driving will end up being beneficial for them, recent NVIDIA reveal of its open self driving models makes me feel more confident about UBER's future.
BRK.B (+2%) - Thinking of adding to this at a relative low, stock is only up 6% over last 12 months but the company has surely increased its value more in that time. I think Buffet leaving in general is creating a nice buying opportunity. Also considering moving out of it entirely but feel its a nice hedge.
META (+1.5%) - Too cheap to ignore at this price. I really don't like the company though and will be selling once it seems like it isn't the cheapest Mag 7 and probably end up regretting that.
PYPL (-10%) - Confident in the buyback yield and that the company is all around way more beaten down than it deserves to be. When people's #1 criticism of a stock is the shape of its graph it always grabs my attention. The company is growing slowly but priced for disaster. I started buying when the buyback yield hit double digits and welcome the price to go lower.
AMD (+133%) - was a smaller bet I made last year where I got lucky and bought the exact bottom. i plan to sell when AMD hits a $1T valuation which I am confident will happen in the next 3 years or so.
VICI (+3.5%) - New position, seem to have also bought the very bottom so far. Its value was too cheap to ignore, I don't think Vegas is going anywhere it is a cultural icon and destination even if people can gamble from their phones. The price will get sorted eventually before the hotels go bankrupt. Congress has also been buying which makes me feel confident they won't let Vegas go bust. I hold this in my Roth so I don't pay tax on the dividends.
MA (-0.3%) - Newest position. Just opened the position tuesday when the market had its delayed reaction to the 10% interest rate thing. Have always been looking for a good entry point to V/MA/AXP and picked MA at its price.
OPPE (+18%) - Europe ETF, a bet on the US shooting itself in the foot
SOL(-14%) - I like to have some small crypto exposure. After BTC and ETH ran up and I sold and moved my gains into the cheaper SOL as I liked the staking and am willing to hold long term as it is gaining interest.
LTH (+3%) - Luxury fitness centers, biggest pickleball provider, K-Shaped recovery bet also very respectable 20% revenue growth and much higher earnings growth (due to mostly fixed costs) for 21 P/E.
DXJ (+15%) - Japan exporters only ETF
INDA ( -2%) - India ETF
EEMA (+15%) - East Asia ETF
DUOL (-14%) - Duolingo, price fell off a cliff and I started catching the knife 2 or 3 months ago. I feel pretty good about the fact AI won't damage their business model much while the market disagrees.
CAVA (+15%) - a successfully caught falling knife. I like the restaurant and always hear great word of mouth about them. Not the cheapest stock, especially now, definitely a lot of growth priced in but I think they have a bright future. The further down the list we go the risk-reward goes up, this stock is priced for some very solid execution.
EWY (+50%) - South Korea ETF. Almost half the ETF is Samsung and SK Hynix, also some Hyundai which owns Boston Dynamics
UNH (+10%) - sold the shares in my roth for like 20% gains a while ago but still holding these shares in my taxable account.
VSNT (-12%) - new position, was a spinoff of a bunch of media companies from Comcast for dirt cheap. A ton of people who didn't want these shares got them and were unloading them and I was there to buy some up. Was a new strategy and time will tell if it plays out as the company builds an earnings track record and the shares find their way into hands that actually want them.
BYDDY(-8%) - My way of shorting Tesla. I expect Tesla to be constantly screwing up and while that won't effect their stock price it will eventually impact BYD. BYD becoming the #1 EV company somehow makes TSLA go up even though its bad news, but this stock will respond properly to that. It was also a bet that the US isolating its allies would make the world less willing to keep out Chinese EVs to help US EV companies.
JPM(+1%) - My favorite bank, the 10% interest rate brought them back to my entry price, Trump announcing he is going to sue them will probably get it lower on monday and I will add to this.
EWC (+13%) - Canada ETF, bet on US pissing off its allies and them replacing it with Canada for much of their trade.
MRVL (+29%) - Any chance to buy a semiconductor company cheap interests me and i pulled the trigger on them after they crashed this year and it turned out great. I am considering adding to this position as the company was undervalued then and has grown about 30% since then so should still be undervalued.
FISV (+2%) - Made a quick 8% on these guys the day the stock crashed. Got out then re-entered even lower a month later or so. I do think they will recover at least partially and there is a lot of upside here.
EME(+30%) - Data center construction company based in US. Had a great year and got added to S&P500 this year. I actually just bought a bit more and might continue to do so here and there.
TMC (+60%) - Pre-Revenue deep sea mining company, total gambling but turned out well.
RCAT (+63%) - Military drones, I'm very bullish on the sector, unprofitable and diluting shareholders.
KTOS (+145%) - Military drones, communications equipment, jet engines, space stuff. Would not buy at current price.
AVAV (+83%) - More military drones, made 3 small bets hoping 1 would work out, all 3 did. They were small bets though.
XRP (-13%) - Once again like some small crypto exposure
RGTI (+108%) - Sub-Zero quantum computing, bought earlier in the year than my other quantum stock and thus much better outcome.
CRSP (-17%) - Gene Editing, very bullish long term, bought at a high unfortunately, value didn't come into the decision much on these "lotto ticket" stocks.
IONQ(-20%) - Room temp quantum computing, covering both bases, bought it like 3 months after RGTI and got a much worse price but own it for more strategic reasons of exposure to 2 styles of computing.

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VISA Inc.
stock NYSE