Creator Profile
Adam Khoo
YouTube | Stock
1,110,000 followers
Visit creator profileReturn Since April 20, 2026
Recent Posts
Latest published research
July 9, 2026
Highlight: I’m Not Selling Nvidia, But I’m Buying These Stocks Instead
The creator discusses his investment strategy in the current AI-driven market, emphasizing the importance of sustainable competitive advantages and intrinsic value calculations. He explains that he sells stocks trading more than 100% above their intrinsic value, while holding and adding to fairly priced or underpriced stocks. His portfolio is diversified, with 20% in pure AI infrastructure companies (like semiconductor stocks), 20% in AI-related companies with other significant business segments (like Meta and Amazon), and the remaining 60% in non-AI businesses.
July 1, 2026
Is the 2026 Stock Market Bubble Ready to Burst?
The creator discusses the probability of a market bubble and crash, referencing warnings from legendary investor Jeremy Grantham. The creator analyzes Grantham's portfolio and recent buys, contrasting them with his bearish market calls, and reviews Grantham's past crash predictions.
June 24, 2026
Anti-Bubble Mania | Is AI a Bubble Now?
The creator argues that the current AI stock mania is causing investors to overlook profitable non-AI companies, creating an "anti-bubble" opportunity. He highlights that 46% of the S&P 500 is concentrated in AI stocks, while the remaining 55% of profitable companies are being ignored and undervalued. He personally holds 80% of his portfolio in these "anti-bubble" stocks and is hosting an event to share his strategy for finding them.
Recent Stock Calls
Only high-conviction signal-backed calls appear here, so newer research posts can stay commentary-only.
High-Conviction Portfolio Performance Since April 20, 2026
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