THESE are the stocks Tevis is using to BEAT the market Going Forward

If you like this video make sure to give it a like and subscribe to the channel We sat down with Tevis from Fund of Investing (aka Fun of Investing) for a deep dive into his real, live portfolio, breaking down exactly why he got back into Amazon, why Nebius still makes up roughly a quarter of his holdings despite the recent drawdown, and why he thinks ServiceNow is one of the most overlooked AI plays on the market right now. Tevis has spent years building a public track record around high-conviction, long-term positions, and in this conversation he lays out the full bull and bear case for each name, including SoFi, Netflix, and a breaking update on PayPal's rejected $53 billion buyout offer that came up live during the interview. Beyond the stock picks, Tevis shares his framework for position sizing, managing risk with options, and the mental checklist he uses before entering any trade, plus his biggest piece of advice for new investors trying to avoid blowing up their account in a market this fast-moving. TIMESTAMPS 0:00 – Intro, meet Tevis from Fund of Investing 1:03 – Why he got back into Amazon after his shares got called away 4:57 – Nebius: from 45% of his portfolio down to 25% 6:44 – The bull case for Nebius (hyperscaler deals, data center buildout) 11:32 – The bear case for Nebius, and why he's not worried yet 14:39 – The most overlooked stock in his portfolio: ServiceNow 17:33 – Why ServiceNow won't be disrupted by AI (it might benefit instead) 22:35 – Netflix: cheap stock or value trap? 26:40 – BREAKING: PayPal rejects $53B buyout offer from Stripe and Advent 32:08 – Defending SoFi: 5 years of conviction through a rough year 40:25 – His #1 lesson for investors and traders right now Follow Tevis: X: https://x.com/FunOfInvesting YouTube: https://www.youtube.com/@Funofinvesting Follow WOLF: X: https://x.com/WOLF_Financial