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Episode 8 - Trades of the week (July 8 2025)

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Manage episode 503756900 series 3687156
Content provided by DocHollywood. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by DocHollywood or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Weekly Investment Insights: From Quantum Stocks to CybersecurityHey everyone, welcome to Docs Investing Rx! In this week's episode, I'm going off-script to share my recent trading insights. I've started adding nuclear and quantum stocks to my portfolio as long-term plays, including CCJ, CJEJ, OKLO, VST, ONQQ, QUBT, and RGTI. I've also adjusted my positions in CNC and UNH, and pivoted to Palo Alto Networks (PANW) due to rising cybersecurity threats. Eli Lilly (LLY) and Unity (U) are also on my radar, alongside my ongoing long-term bets on Nvidia, Apple, and Lucid as my lotto plays. Tune in for a freestyle rundown of my latest moves and strategies!00:00 Introduction and New Approach00:13 Portfolio Updates: Nuclear and Quantum Stocks01:13 Transitioning Out of Certain Stocks02:36 Cybersecurity and Pharma Plays04:10 Lotto Plays: Unity and Lucid07:08 Favorites: Nvidia and Apple08:51 Semi Space and Lotto Play Intel09:50 Conclusion and Feedback Request

  continue reading

14 episodes

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iconShare
 
Manage episode 503756900 series 3687156
Content provided by DocHollywood. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by DocHollywood or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Weekly Investment Insights: From Quantum Stocks to CybersecurityHey everyone, welcome to Docs Investing Rx! In this week's episode, I'm going off-script to share my recent trading insights. I've started adding nuclear and quantum stocks to my portfolio as long-term plays, including CCJ, CJEJ, OKLO, VST, ONQQ, QUBT, and RGTI. I've also adjusted my positions in CNC and UNH, and pivoted to Palo Alto Networks (PANW) due to rising cybersecurity threats. Eli Lilly (LLY) and Unity (U) are also on my radar, alongside my ongoing long-term bets on Nvidia, Apple, and Lucid as my lotto plays. Tune in for a freestyle rundown of my latest moves and strategies!00:00 Introduction and New Approach00:13 Portfolio Updates: Nuclear and Quantum Stocks01:13 Transitioning Out of Certain Stocks02:36 Cybersecurity and Pharma Plays04:10 Lotto Plays: Unity and Lucid07:08 Favorites: Nvidia and Apple08:51 Semi Space and Lotto Play Intel09:50 Conclusion and Feedback Request

  continue reading

14 episodes

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