What the big names are saying

“Added aggressively to $AMZN last night while deleveraging everywhere else.”

“This stock can't lift. ... You used to be able to say, 'Hey, you seen that movie?' 'Yeah, I'm gonna go buy Netflix.' People don't do that anymore. But you know why? Because they don't even know if it's on Netflix. Maybe it's on Amazon. Maybe it's on HBO....”

Cautious on Alphabet after disappointing results and mounting AI costs.

Says Microsoft's strong earnings and restrained AI spending make it a buy.

“Lam Research is the best in the game of capital equipment. Now, here's what you have to do: if you want to buy 100 shares of Lam, I don't want you to buy more than 25 right now. We have some bad numbers from Intel, really bad numbers, and I'm kind of...”

“Broadcom has been one of the greatest performers of all time, but so is Coca-Cola. I wouldn't shoot Broadcom, and I would buy Coca-Cola.”

ARK sold 56,780 shares (Oct 26–Oct 28) across ARKQ,ARKX, per ARK's daily trade disclosures.

ARK bought about $9.1M of Robinhood as it fell nearly 10% on earnings, its biggest HOOD buy since April.

“That's a Singapore company I've been very negative on.”

Says Boeing faces a tougher recovery after cutting its free-cash-flow outlook and could slip further, but stays optimistic long term if management hits the new targets.

Called the post-earnings pullback a buying opportunity on record engine demand: "GE looks fine to buy now."

Says Meta is near crucial levels and laid out the levels he's watching to trade it (headline only, article paywalled).

“added to $BE and $AMZN”

Viewed the quarter favorably and called content-library worries overblown; at 18x earnings it trades at "one of the lowest valuations in history."

Meta has "proven that AI is helping them accelerate their business and this remains an incredibly undervalued stock and that's why we own it." Says don't judge it on day-one trading after earnings.

ARK bought 132,687 shares (Sep 21–Oct 22) and sold 24,299 shares (Oct 8–Oct 12) across ARKF,ARKK,ARKW, per ARK's daily trade disclosures.

ARK bought 18,783 shares (Oct 21) across ARKW, per ARK's daily trade disclosures.

ARK bought 52,600 shares (Oct 2–Oct 6) and sold 30,544 shares (Oct 15–Oct 21) across ARKK,ARKQ,ARKW,ARKX, per ARK's daily trade disclosures.

“I think it's valued correctly. That's the problem. Therefore, I don't see any upside or downside that I can pin anything on.”

“It's come down a lot, but in the end AppLovin is in the crosshairs of Alphabet and I don't want to be there. ... I'm just going to have to say no.”

“I like it. I think that's a good idea. Nice hedge against inflation too.”

“I want to buy Reddit. I think the stock is inexpensive.”

Named Microsoft among his top 5 tech picks into 2027 (with Nvidia, Palantir, Apple, CrowdStrike).

Named Nvidia among his top 5 tech picks into 2027 at his new firm Yorkville Ives: "We believe this is the 3rd inning of a 9-inning game."

“I think Ciena is very good. I happen to like optical. You know, the one that I had liked for the Club was Corning. I'm waiting for it to come down and be able to get back in.”

ARK sold 22,082 shares (Sep 22–Oct 1) across ARKQ,ARKX, per ARK's daily trade disclosures.

“I like Taiwan Semi. Now look, obviously I'm an Nvidia devotee, but Taiwan Semi is such a great company.”

After a 24% Q3 pullback: "Given that its engines have become a very good source of data center power, this might be a buying opportunity, even though the stock's run huge."

Labelled “Buy on a Pullback” on CNBC (Mad Money), per Quiver's CNBC pick tracker. No quote captured.

ARK bought 76,263 shares (Sep 29) across ARKK,ARKW, per ARK's daily trade disclosures.

ARK bought 356,681 shares (Sep 29) across ARKK,ARKQ,ARKW,ARKX, per ARK's daily trade disclosures.

Video "The Two Stocks I Keep Buying"; an unofficial Camillo tracker lists HOOD as his #2 holding from it. Not checked against the video itself.

13F: increased stake 45%, Q2 2026 (54,249,798 → 78,791,167 shares, now 9.4% of the 13F portfolio). Quarterly filing, positions as of 2026-06-30.

13F: sold entire stake, Q2 2026 (had 195,955 shares). Quarterly filing, positions as of 2026-06-30.

13F: raised stake about 12x, Q2 2026 (45,800 → 541,600 shares, now 3.0% of the 13F portfolio). Quarterly filing, positions as of 2026-06-30.

13F: increased stake 19%, Q2 2026 (495,280 → 589,680 shares, now 6.5% of the 13F portfolio). Quarterly filing, positions as of 2026-06-30.

13F: sold entire stake, Q2 2026 (had 90,000 shares). Quarterly filing, positions as of 2026-06-30.

13F: sold entire stake, Q2 2026 (had 190,000 shares). Quarterly filing, positions as of 2026-06-30.

13F: sold entire stake, Q2 2026 (had 75,000 shares). Quarterly filing, positions as of 2026-06-30.

13F: new stake, Q2 2026 (394,080 shares, now 1.7% of the 13F portfolio). Quarterly filing, positions as of 2026-06-30.

13F: sold entire stake, Q2 2026 (had 136,320 shares). Quarterly filing, positions as of 2026-06-30.

13F: new stake, Q2 2026 (800,000 shares, now 2.3% of the 13F portfolio). Quarterly filing, positions as of 2026-06-30.

13F: sold entire stake, Q2 2026 (had 181,760 shares). Quarterly filing, positions as of 2026-06-30.

13F: cut stake 19%, Q2 2026 (15,415,835 → 12,559,152 shares, now 5.0% of the 13F portfolio). Quarterly filing, positions as of 2026-06-30.

13F: sold entire stake, Q2 2026 (had 1,000,000 shares). Quarterly filing, positions as of 2026-06-30.