My 15 largest stock holdings on Nov. 1: 1. $ROKU 2. $NFLX 3. $CELH 4. $DIS 5. $NTDOY 6. $NLY 7. $VZ 8. $NU 9. $AGNC 10. $VIK 11. $O 12. $COST 13. $TGT 14. $BIDU 15. $EQNR

The Denver dating scene will never recover after this season of Love Is Blind. #LoveIsBlind #Netflix

Broadcom has doubled over the past six months, making it now the 7th largest company by market cap. Shouldn't that crown it a Mag 7 stock? Market jargon needs rebalancing dates. $AVGO

If you told me that after 5 weeks of NFL action that my @MiamiDolphins would be tied with the @Ravens and one game behind the @Chiefs, I would be pumped, but ...

Netflix declined less than 5% for the week. Tesla stock fell more than 6% in the last two days. Tumbled is a strong word for either move, but the juxtaposition is interesting. $NFLX $TSLA

My 10 largest stock holdings on Oct. 1: 1. $ROKU 2. $NFLX 3. $CELH 4. $DIS 5. $VZ 6. $NTDOY 7. $VIK 8. $NLY 9. $RCL 10. $NU

#Truth! 😃 A delight to be working with you, @Market... now in our fourth decade together. And hey, AOL closed its dial-up services today. It's how we first met! Fools have been enriched by you ever since. ❤️🃏📈🙂

I keep telling my friends and family that David Gardner calls me a "brilliant colleague" in his latest book, but no one believes me. Buy the book at rulebreakerinvesting.com. Go to page 47. Let my mom know you didn't hear it from me. Thank you @DavidGFool

Nvidia announces a $100 billion investment in OpenAI -- that it will make back at least threefold in the form of data center orders -- and the market responds by bidding up its market cap another $158 billion. Winners keep winning. $NVDA #OpenAI

“When you live by bending the knee you also die by it.” Activision Blizzard - @Market Rick Munarriz -@DavidGFool @RBIPodcast open.spotify.com/episode/7r0…

Had a lot of fun recording @RBIPodcast with @Market today, as we did our first-ever 10-year retrospective of a 5-stock sampler. The first one. Picked exactly 10 years ago today. Lessons & performance out tomorrow afternoon. 😉 podcasts.apple.com/us/podcas…

My 10 largest stock holdings at the end of August: 1. $NFLX 2. $ROKU 3. $CELH 4. $DIS 5. $RCL 6. $NTDOY 7. $VZ 8. $VIK 9. $NLY 10. $NU Top gainers were CELH (+34%), NU (+17%), and VIK (+8%). DIS was the only decliner with a 2% drop. I did more pruning, with cash at a 2-yr high.

Is this Cracker Barrel's Coke Classic moment? Lost in the logo reversal is that $CBRL was succeeding with its makeover. Restaurant comps were up in its latest quarter, and some guidance metrics raised. The stock was up 40% over the past year vs. cut in half over the past five. Just like $KO knew why it was changing its Coca-Cola formula in 1985, the outrage -- in that case not politically charged -- forced a retreat from New Coke. Customers flocked back to the old formula that they were abandoning in previous years. In short, I better see those of you complaining about the logo back at Cracker Barrel this morning. Uncle Herschel is watching again.

Even more unbelievable -- until you see the turnaround numbers -- $EAT stock is up 153% over the past year and has more than quadrupled over the past five years.

If someone told you -- a couple of years ago -- that Chili's would be the only restaurant chain to have strong Q2 comps this year you probably wouldn't believe them. You are what you $EAT.

Disney will no longer report subscriber counts and APRU for Disney+, Hulu, and ESPN+, following the lead of $NFLX and $ROKU. ESPN+ will stop reporting for the current quarter. The other two $DIS streaming services will stop next quarter.

I did a little pruning in July. Outside of Viking, I sold 20% to 30% of my stakes in three other cruise line stocks. I remain long-term bullish. I also initiated small positions in $NVO after the late-month sell-off as well as $SG and $ITRN.

My 10 largest stock holdings at the end of July: 1. $NFLX 2. $ROKU 3. $RCL 4. $DIS 5. $NTDOY 6. $COST 7. $CELH 8. $VIK 9. $NLY 10. $CROX Only 4 of these stocks moved higher in July. RCL, NLY, VIK, and ROKU. Roku gave back all of its July gains -- and then some -- on Friday.

"What if profitability is already here?" I argued on Wednesday. The stock ticking lower on a solid report isn't a surprise either. I pointed out that $ROKU has moved lower in 3 of the last 4 quarters despite the stock's 50%+ jump over the past year. fool.com/investing/2025/07/3…

$ROKU surprised the market turning profitable in Q2 after 13 straight quarterly losses. Its revised guidance implies Q4 net income will be $27 million (after back-to-back $10 million profits and the $27 million deficit in Q1). But, wait. There's more.