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Dale Smothers, CEO of RDS Wealth, breaks down his current portfolio moves stock by stock, including what he’s buying right now, what he’s trimming for seasonal reasons, and his full shopping list if the market pulls back even more.
00:00 Introduction
00:09 Why Marvell Technology (MRVL) Is A Buy
03:20 Trimming Nvidia (NVDA) & Re-Entry Strategy
04:57 CoreWeave (CRWV) & Profit-Taking Strategy
07:39 Apple (AAPL) Outlook & AI Timeline
11:52 Microsoft (MSFT) Price Target & AI Growth
13:28 Tech Stocks to Avoid
15:10 Why Royal Caribbean (RCL) Is A Good Investment
18:04 How to Prepare for Seasonal Market Weakness
19:53 Top Stocks to Buy on a Market Pullback
21:14 Rapid Fire Stock Picks
Recorded: September 10th, 2026
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Camera: Julian Pinto & Shawn Elias
Producers: Caroline Woods & Rebecca Mezistrano
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