$FUBO 0.51 Developing

Notable posts

• @Ashton_1nvests bullish 92 eng

  I get asked all the time why my portfolio is so concentrated and “risky.” I’m 22 years old. I have a long time horizon, and I’m willing to take more risk on growth companies I believe are changing their industries. $SOFI is changing financial services. $OSCR is trying to modernize health insurance. $ZETA is building an AI-powered marketing platform. $NOW is becoming a central operating system for enterprise workflows and AI. Then I have more speculative positions like $SNAP and $FUBO, where the upside could be significant if execution improves. A large portion of my portfolio is still sitting in $AMD, one of my highest-conviction long-term holdings. But the portfolio is not only speculation. $AMZN, $BN, $UBER, $NFLX, and $NOW give me exposure to proven businesses with strong competitive positions and long-term compounding potential. It may look risky from the outside, but every position has a role. I’m not trying to build the safest portfolio possible. I’m trying to build the portfolio that makes the most sense for my age, risk tolerance, and long-term goals.

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• @Ashton_1nvests bullish 71 eng

  My favorite stocks across the market right now: Semiconductors: $AMD Enterprise Software: $NOW Digital Advertising: $APP Fintech: $SOFI E-Commerce: $AMZN Mobility: $UBER Streaming: $NFLX Social Media: $SNAP Healthcare Insurance: $OSCR Alternative Assets: $BN Data & Marketing: $ZETA Utilities / AI Power: $VST Digital Infrastructure: $EQIX Consumer Internet: $DUOL Cybersecurity: $CRWD Cloud Software: $CRM Creative Software: $ADBE Social Platforms: $META Consumer Growth: $CELH Entertainment: $FUBO Payments: $V Traditional Finance: $JPM Energy: $XOM Materials: $FCX Retail: $WMT Some of these I own, some I watch, and some I would only buy at the right valuation. But if I had to pick one company from each corner of the market, this is pretty close to my list. What would you change?

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• @Ashton_1nvests bearish 58 eng

  Another portfolio rebalance today. I decided to fully exit $FUBO and tax-loss harvest the position. At this point, I think the thesis is broken. The merger has not done what I hoped it would, I have not seen the leadership or transparency I want from management, and the path to sustainable cash flow still does not look strong enough to justify holding. There have been too many unanswered questions and not enough execution for me to keep giving the position more time just because the stock is down. The loss can help offset gains elsewhere this year, and it also frees up more cash for potential $UBER or $NFLX buys on weakness. I would rather redeploy into companies where I have much higher conviction.

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• @Ashton_1nvests neutral 58 eng

  How far every stock I own is from its 52-week high right now: Advanced Micro Devices $AMD: 20% below SoFi Technologies $SOFI: 45% below Oscar Health $OSCR: 9% below ServiceNow $NOW: 26% below Zeta Global $ZETA: 0.3% below Amazon $AMZN: 10% below Snap $SNAP: 40% below Uber $UBER: 26% below Brookfield $BN: 17% below Netflix $NFLX: 36% below FuboTV $FUBO: 81% below

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• @Ashton_1nvests bullish 39 eng

  Portfolio Update | July 19 This week I officially started a new position in $NFLX. I also added to $NOW, $SOFI, and $UBER. My only sale was trimming part of my $CAKE position for a 94% gain. “Other” breakdown: $UBER 4.7%
$BN 4.5%
$CAKE 1.7%
$NFLX 0.7%
$FUBO 0.7% Still concentrated and continuing to add to the companies I believe in most.

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• @Ashton_1nvests bullish 27 eng

  $FUBO quietly made a leadership change that I think the market is overlooking. Former Disney+ President Alisa Bowen is now CEO. Considering Disney owns a majority stake after the Hulu Live merger, this could strengthen execution, advertising, and profitability over the next few years. Small change today… Potentially a very big one long term.

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• @Ashton_1nvests bullish 22 eng

  Portfolio Update — August 23, 2026 Pretty quiet week for me overall. My only purchase this week was $BN. Outside of that, I was happy to keep building cash and wait for better opportunities. Positions included under “Other”:
$BN — 4.3%
$NFLX — 3.9%
$FUBO — 0.6% https://t.co/ARyOgzieb6

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• @Ashton_1nvests bullish 73 eng

  Portfolio update July 26th Buys this week:
$NFLX 
$UBER 
$BN Sold:
$CAKE Other positions:
$UBER 4.7%
$BN 4.5%
$NFLX 3.0%
$FUBO 0.6% Still focused on building positions in companies I believe have much more upside over the next several years. https://t.co/ooPVCTlr84

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