Apple's AI strategy has been a hot topic for about 2 years. The Wall Street Journal recently published part of an interview with a couple of their leaders and Apple just had their WWDC 25 developer conference. In this video we break down parts of both and talk about my thoughts on their AI strategy and the stock overall.

00:00 Apple execs defend their AI Strategy to WSJ

08:25 Some highlights from WWDC 25

10:36 What are my overall thoughts on AAPL

Palantir (PLTR) is a stock I've mostly ignored because I really didn't understand what they did. But it's one of the most talked about stocks in the market and is up 450%+ over the last 12 months. In this video we do a deep drive on Palantir's business, and I talk about what I found.

00:00 Analyzing Palantir

06:01 Understanding Palantir's business

13:41 Competition and Risks

19:43 Operations and Valuation

21:59 Overall thoughts

Watch the Foundry demo from Citi Wealth Management from AIPCon: https://youtu.be/nQW4dPh1Vzs?si=Vole0vieibjAsp2r&t=5818

In this video we walk through my entire stock portfolio to reveal how much my portfolio earned over the last month, my performance versus the S&P 500, what stocks I bought and sold, and dividend income using Snowball Analytics portfolio tools.

00:00 Portfolio Performance for May 2025

04:56 What I bought and sold this month

07:18 Best and worst performers

09:42 Overall thoughts on the previous month

❄️ Use the same portfolio management tool in this video and get 10% off: https://⁠buildinvestlive.com/snowball

After a crazy quarter of news, Nvidia just reported earnings. We jumped on a livestream yesterday to break it down and talk about a bunch of other stocks as well.

00:00 Nvidia’s latest earnings and biggest risk

07:05 Nvidia’s NVLink announcement

08:56 Thoughts on Salesforce (CRM)

11:26 Thoughts on Broadcom (AVGO)

12:55 Thoughts on FICO

16:05 Why P/E and other valuation metrics don’t always work

23:04 Question what you know

Alpha Picks performance update for May 2025

00:00 Alpha Picks overall Performance

02:25 Strategy 2 Performance

03:51 Strategy 3 Performance

05:34 Strategy 4 Performance

07:14 Overall thoughts for May 2025

💰 Get $50 off Alpha Picks: https://buildinvestlive.com/go/saalphapicks

Snowflake just reported earnings and the market loved it, so we’re breaking down their latest report. Also, I talk through my portfolio performance versus the QQQ.

00:00 Snowflake’s latest earnings report

07:16 Common criticisms of Snowflake

11:16 My portfolio vs the QQQ

❄️ Use the same portfolio management tool in this video and get 10% off: https://⁠buildinvestlive.com/snowball

With the market back up close to all-time highs, I decided to sell out of 2 long-held positions completely. We go over it in this video.

00:00 Why I sold McDonald’s (MCD)

05:20 Why I sold American Express (AXP)

10:07 What I’m preparing for in the market

❄️ Use the same portfolio management tool in this video and get 10% off: https://⁠buildinvestlive.com/snowball

There’s one particular stock in my portfolio that I get excited about more than any other. That stock is Cloudflare (NET). In this video we break down their latest earnings and announcements, and I explain why I think they have so much long-term potential.00:00 Cloudflare's latest earnings07:22 Recent announcements11:33 Cloudflare’s long-term potential