The Strategy: I hold Nvidia in my Roth IRA so I can capture massive growth and potentially reallocate down the line with zero tax hit.

The Fundamentals: Don't let the 43% run over the past year fool you—actual earnings growth is far outpacing the stock price. Trailing 12-month EPS is up 83% YoY, and free cash flow skyrocketed 65% YoY to an all-time high of nearly $50 billion last quarter.

The Verdict: Because of this explosive hyper-growth, Nvidia is actually cheaper on a valuation basis today than it was a year ago.

The Strategy: This remains the largest position in my taxable, dividend-focused account built for a strict buy-and-hold strategy.

The Valuation: It caught a 2.6% haircut on Friday, bringing it down to $416. Last summer it touched $510, meaning you can now buy a much stronger business for significantly less. It’s currently trading 27% below fair value based on its median PE ratio.

The Growth Driver: Microsoft spent a staggering $97 billion in capital expenditures (CapEx) over the trailing 12 months to build out AI data centers. While free cash flow growth is temporarily constrained at 6% due to this heavy reinvestment, the underlying enterprise fundamentals have never been better (e.g., GitHub code submissions are up 3x this year).

Recent Payouts: I pulled in a record $2,294 in a single month, including $1,900 from HESM and $350 from MPLX, which were immediately reinvested into more shares.

Current Run-Rate: The portfolio is now projected to generate $13,185 in dividend income over the next year. That breaks down to a smooth $1,100 every single month in passive cash flow.

SpaceX IPO: The hype is building. I’ve received tons of questions about this and will be dropping a dedicated analysis video this coming week.

The AI IPO Wave: Anthropic has officially filed its S1, and OpenAI is highly speculated to go public later this year. I’ll be breaking down how these major listings intersect with the broader market.

DividendData v2: I’ve spent the last month and a half building the next-generation version of our stock research tool. We are launching in just a few weeks! Join the waitlist here to get early access.