What Tom Nash said in this video:
- MSFTbullishlong-termUsing Microsoft as an example, the host notes its repeated 10-30% drawdowns over 15 years were each buying opportunities because earnings and fundamentals kept improving.Source
- NVDAbullishlong-termThe host notes Nvidia's 500% five-year gain included drops of 54%, 36%, and multiple 20% declines, implying such drawdowns were opportunities within a long-term uptrend.Source
- PLTRbullishlong-termThe host says Palantir has changed his life since going public, up 1600%, and frames its dozens of double-digit drops as opportunities to build positions — indicating he holds it long-term.Source
- SPYbullishmid-termThe host frames the 5% pullback as a sentiment-driven crash, not fundamental, with S&P profits growing 30%; recovery should take weeks to months, making the dip a buying opportunity.Source
- AI Capexpositive for stockslong-termThe host dismisses data-center ban fears: Congress lacks the votes, Texas would not commit economic suicide by losing jobs and tax revenue, and demand would relocate to other states or countries anyway.Source
- Market Breadthpositive for stocksmid-termThe host discloses zero shares sold, no change to plan, and sideline cash from prior trims ready to deploy at current cheap prices — treating the selloff as a buying opportunity.Source