85% Of My Net Worth Is In These 10 Stocks [a6GBtw80gyD]

Health Updated on August 06, 2026 EDT — Published on August 06, 2026 EDT

Tag: #Golshifteh Farahani, #sabres vs canadiens, #carney canada, #liverpool weather

My Top 10 largest stock positions occupy 85% of my net worth.

In this video I break down what's changed since last time: Tesla's post-earnings drop, fresh Nvidia news (Jensen's new industrial AI partnerships and the accelerated Rubin chip roadmap), Google's TPU rollout, Apple's new market cap crown heading into Tim Cook's final earnings call, Meta's identity crisis, why I shifted capital from Prologis into Amazon, and where things stand with Netflix and the Warner Bros deal.

Apple and Amazon both report earnings timberwolves schedule this week, so I'll have vietnam a follow-up soon.

Disclaimer: I'm not a financial advisor. This is just an analysis of stocks I own. Always do your own research before investing.

00:00 Intro

00:19 My Top 10 Positions

01:02 TSLA

01:11 Why I Own a 300 seattle mariners P/E Ratio Stock

06:23 NVDA: Japan AI Coalition

07:37 GOOGL: TPU Customer Deliveries

08:56 AAPL: Most Valuable Company

10:25 Apple Upgrade Program

11:35 META: Identity Crisis

12:47 AMZN: Capex Increase Incoming?