Author's portfolio roast lays out bullish positions and rationales across several equities and GLD, plus a BYD-as-Tesla-short proxy.
NVDA — LONG Author tripled their NVDA position, with all shares bought under 30 forward P/E. They feel good that the price will give market-beating returns.
NVDA - Just tripled my NVDA position recently, all shares bought under 30 forward P/E and I feel good that price will give market beating returns.
AMZN — LONG Author doubled their AMZN position as their second big bet for 2026 and would be happy to hold the company forever. They argue Amazon has its hand in many pies, is good at finding new ones, looks cheap on operating cash flow, and they consider capex a good thing.
AMZN (+8%) - My second big bet for 2026, just more or less doubled my position to start the year. A company I would be happy to hold forever. They have their hand in so many pies and are so good at finding new ones. When valued on OCF it looks cheap and I do consider the Capex to be a good thing so don't want it removed from my valuation.
GLD — LONG Author holds GLD as a bet on inflation and global de-dollarization, with countries moving reserves off the USD and US bonds into gold. They plan to sell after the one-year holding period passes in March, at some point during a crash.
GLD (+49%) - Was a bet on inflation and de-dollarization around the world. Countries moving off the USD and US Bonds for their reserves and moving into gold. Once my holding period on most of these shares passes a year (March) I will be looking to sell at some point in a crash.
UBER — LONG Author is long UBER and thinks self-driving will end up being beneficial for the company. They say NVIDIA's recent reveal of open self-driving models makes them more confident about Uber's future.
UBER (-6%) - I think self-driving will end up being beneficial for them, recent NVIDIA reveal of its open self driving models makes me feel more confident about UBER's future.
PYPL — LONG Author is long PYPL based on its buyback yield and the view that the company is far more beaten down than it deserves. They note slow growth but believe it is priced for disaster, started buying when the buyback yield hit double digits, and welcome a lower price.
PYPL (-10%) - Confident in the buyback yield and that the company is all around way more beaten down than it deserves to be. When people's #1 criticism of a stock is the shape of its graph it always grabs my attention. The company is growing slowly but priced for disaster. I started buying when the buyback yield hit double digits and welcome the price to go lower.
VICI — LONG Author opened a new VICI position, arguing its value was too cheap to ignore. They think Vegas remains a cultural icon and destination despite mobile gambling, expect the price to sort itself out before hotels go bankrupt, and note Congress buying as a confidence signal.
VICI (+3.5%) - New position, seem to have also bought the very bottom so far. Its value was too cheap to ignore, I don't think Vegas is going anywhere it is a cultural icon and destination even if people can gamble from their phones. The price will get sorted eventually before the hotels go bankrupt. Congress has also been buying which makes me feel confident they won't let Vegas go bust. I hold this in my Roth so I don't pay tax on the dividends.
LTH — LONG Author is long LTH, describing it as luxury fitness centers and the biggest pickleball provider. They call it a K-shaped recovery bet with 20% revenue growth and much higher earnings growth due to mostly fixed costs, at 21 P/E.
LTH (+3%) - Luxury fitness centers, biggest pickleball provider, K-Shaped recovery bet also very respectable 20% revenue growth and much higher earnings growth (due to mostly fixed costs) for 21 P/E.
DUOL — LONG Author started buying DUOL two or three months ago as the price fell off a cliff. They feel good that AI won't damage Duolingo's business model much, while the market disagrees.
DUOL (-14%) - Duolingo, price fell off a cliff and I started catching the knife 2 or 3 months ago. I feel pretty good about the fact AI won't damage their business model much while the market disagrees.
VSNT — LONG Author opened a new VSNT position, a Comcast media spinoff bought dirt cheap as unwanted shares were unloaded. They say time will tell as the company builds an earnings track record and shares move into hands that actually want them.
VSNT (-12%) - new position, was a spinoff of a bunch of media companies from Comcast for dirt cheap. A ton of people who didn't want these shares got them and were unloading them and I was there to buy some up. Was a new strategy and time will tell if it plays out as the company builds an earnings track record and the shares find their way into hands that actually want them.
BYDDY — LONG Author is long BYDDY as their way of shorting Tesla, expecting Tesla to keep screwing up and eventually impact BYD. They argue BYD becoming the #1 EV company should make BYD stock respond properly even if TSLA rises on the same news, and they also bet US isolation of allies makes the world less willing to keep out Chinese EVs to help US EV companies.
BYDDY(-8%) - My way of shorting Tesla. I expect Tesla to be constantly screwing up and while that won't effect their stock price it will eventually impact BYD. BYD becoming the #1 EV company somehow makes TSLA go up even though its bad news, but this stock will respond properly to that. It was also a bet that the US isolating its allies would make the world less willing to keep out Chinese EVs to help US EV companies.
MRVL — LONG Author bought MRVL after it crashed this year, liking any chance to buy a semiconductor company cheap. They are considering adding because the company was undervalued then and has grown about 30% since, so they believe it should still be undervalued.
MRVL (+29%) - Any chance to buy a semiconductor company cheap interests me and i pulled the trigger on them after they crashed this year and it turned out great. I am considering adding to this position as the company was undervalued then and has grown about 30% since then so should still be undervalued.
EME — LONG Author is long EME, a US data center construction company, and bought a bit more recently. They note it had a great year and was added to the S&P 500 this year, and may continue adding.
EME(+30%) - Data center construction company based in US. Had a great year and got added to S&P500 this year. I actually just bought a bit more and might continue to do so here and there.
This Reddit post, published January 19, 2026, features u/FieryXJoe discussing NVDA, AMZN, GLD, UBER, PYPL, VICI, LTH, DUOL, VSNT, BYDDY, MRVL, EME. 12 trade ideas extracted by AI with direction and confidence scoring.
Speakers: u/FieryXJoe · Tickers: NVDA, AMZN, GLD, UBER, PYPL, VICI, LTH, DUOL, VSNT, BYDDY, MRVL, EME