In this midyear live stream, Jason and Jeff look back at a chaotic first half of 2026, dissecting how the broader market continues to push ahead despite global geopolitical tensions. The hosts dive into a data-backed re-evaluation of their personal portfolios, checking in on massive year-to-date winners like Datadog and Texas Instruments, while reflecting on painful laggards like The Trade Desk. They outline exactly how to value speculative, pre-revenue plays like QuantumScape following its fresh Honda partnership, crown a new winner in the monthly portfolio contest, and deliver a harsh warning on consumer-packaged goods like Celsius as they face private-label replication from big-box competitors.
01:21 Welcome and Community Chat
03:27 Today’s Agenda Midyear Check
06:25 Market Vibes and Sector Moves
17:41 Top Portfolio Winners YTD
23:49 Adding to Winners Debate
30:21 Worst Performers
39:04 QuantumScape Buy Debate
47:03 Portfolio Contest Winner
52:58 Celsius Stock Breakdown
Companies mentioned: ASML, CELH, COST, CRWD, DDOG, FTNT, HMC, ISRG, LLY, META, MRNA, NOW, NVO, PEP, QS, TTD, TXN
Find where to listen & subscribe, portfolio contests, and contact information at https://investingunscripted.com
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