I Just Bought $77,000 Of This Stock

Recent Mastercard Purchases00:00

Bought $30,000, another $20,000, another $15,000, and another $12,000 of Mastercard stock within the past 30 days, totaling $77,000. Previously planned to buy $10,000 to $20,000. Entire position now $183,000 with $34,000 in the green. Covers four reasons why Mastercard is in a strong position and likely to outperform.

Episode Highlights00:30

Big news: Google challenging Nvidia's dominance with TPUs; Nvidia responded with a post saying they're delighted by Google's success but still ahead with GPUs. Opinions on Google's challenge. Mark Mahaney on why Alphabet remains strong into 2026. Netflix's Stranger Things premiered to great reviews (Rotten Tomatoes above 86% for both users and critics), crashed Netflix's service due to high viewership. Fail of the week: Jim Cramer (7 months ago called Google an eBay-like company in slow chronic decline; now says Alphabet is the best Mag 7 stock into 2026). Covers other analysts who lost the plot on Google.

Promotes Qualcomm (likely Quartr or similar; platform built and owned by team, no VCs or private investors). Offers 30 years of financial history, segment breakdowns (e.g., Google 'Other Bets', Google Network, Waymo weekly rides). Low monthly price, includes hundreds of exclusive episodes. Try monthly risk-free at qual.com.

Mastercard Position Details03:00

Most significant buys in short period: four separate substantial buys shown in trading history. In passive income portfolio: largest position at $183,600 with $34,000 green. Next is Google at $114,000 with $48,000 green. Mastercard only in passive income portfolio. In story fund (more aggressive): no Mastercard, additional $74,000 Google ($46,000 green). Combined: Alphabet top at 14% ($91,400 gains, plus $3,000-$4,000 dividends). Mastercard 13.6%-13.9% ($32,000 green). By value: Google $189,000, Mastercard $183,000, both ~14%.