CapCut PORTFOLIO OR PASS

portfolio or pass first up Oracle Orcl -34% ytd PASS Oracle is a pass Larry Ellison has spent way too much money on blind AI checks and this one is just too risky right now for me Micron this is portfolio the fundos who recently took a position at Micron with their low PE and their low peg the stock actually isn't very expensive and currently runs in almost a monopoly business in the RAM side Bell Canada this is one we rarely talk about but this is a pass Bell Canada continues to disappoint with way overspending cutting their dividend and it looks like their stock and their earnings continue to shrink ASML although we currently hold it Asml 59 p/e 680b Markc this is a pass the stock has just gotten too expensive they are sitting in kind of a monopoly business but it's just too expensive right now for what we believe the true value is Palantir this is a pass we believe the stock is just way overvalued and they're in over their heads although their data technology is good the stock is just way overpriced