Ten tickers I'd fight about over a dollar slice — change my mind

Nate Callahan

@natecallahan_nyc

9Items

Spent the morning stress-testing DCF models in the FiDi, spent the night mapping Astoria's best dollar slices — this list is what happens when those two brains collide. These are the names living in my watchlist rent-free right now. Not financial advice, just a guy with strong opinions and stronger cheese takes.

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The list

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Ten tickers I'd fight about over a dollar slice — change my mind — 9 items
Name	Comment	Ticker	Sector	Rating
1Nvidia	The AI hype train has a conductor and it's this stock. Every earnings call feels like a victory lap. Change my mind.	NVDA	Semiconductors	Overweight, obviously
2Apple	Boring like a plain cheese slice, but you keep coming back because it's consistently good. Nobody's ever mad they ordered it.	AAPL	Consumer Tech	Core holding
3Microsoft	—	—	—	—
4Microsoft	Azure prints money quietly while Excel keeps my whole career employed. Loyalty tax, gladly paid.	MSFT	Cloud Software	Set it and forget it
5Amazon	AWS margins carrying the retail side like a good crust holds a floppy topping. Structural integrity matters.	AMZN	E-commerce & Cloud	Buy the dip
6Alphabet	Search moat plus ad money plus whatever moonshot they're funding this quarter. Market keeps sleeping on it.	GOOGL	Internet Services	Undervalued, fight me
7Meta Platforms	Went from meme stock punching bag to efficiency darling faster than a slice reheats. Respect the pivot.	META	Social Media	Volatile but vibing
8JPMorgan Chase	Owning the bank that basically owns half of FiDi's ATMs feels like the ultimate insider move. It isn't, but it feels like it.	JPM	Banking	The house always wins
10Netflix	Password-sharing crackdown was the most profitable rules enforcement since parking tickets. Cold, calculated, respectable.	NFLX	Streaming Media	Hold through the noise