Creator Post Archive
Alex Talks Stocks
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Oct 4, 2026
Micron Earnings: Is MU Still a Buy? | Market Update | Live Q&A
The creator discusses the recent jobs report and its counterintuitive positive impact on the stock market, as it signals a potential pause in Fed rate hikes. The creator also expresses a general dislike for investing in consumer brands, using Nike as an example of a well-known brand whose stock has significantly underperformed.
Sep 28, 2026
Oura IPO: Should You Buy OURA Stock at $40–$44?
Alex Talks Stocks discusses the upcoming IPO of Aura, a health intelligence platform, noting its profitability and revenue growth but highlighting that a significant portion of the IPO shares are from insiders selling, meaning less capital will be reinvested into the company. The creator also mentions Aura as a holding in the Robin Hood Ventures Fund One (RVI).
Sep 25, 2026
Jensen Huang’s Next $1 Trillion Stock Prediction! 🚀
The creator discusses a stock that Jensen Huang predicted would be the next $1 trillion company, causing it to rally. While acknowledging strong revenue and projected growth, the creator notes that the stock is currently expensive based on its PE ratio, though the forward PE is more attractive due to expected growth.
Sep 24, 2026
High-P/E AI Stocks: Expensive or Worth It? 📈
The creator discusses high P/E AI stocks, questioning if their current valuations are justified by their growth prospects. Arista Networks (ANET) is highlighted as a pure-play networking company in the AI space, trading at a high P/E ratio but showing strong revenue and EPS growth, driven by new technology rollouts.
Sep 24, 2026
The Smartest Way to Invest in AI! 🚀
The creator suggests a smart investment strategy for AI by identifying leaders in each layer of the AI ecosystem, including semiconductors, CPUs, memory, power, and infrastructure. The approach involves selecting one or two companies from each layer to ensure broad exposure to the AI theme.
Sep 24, 2026
I Ran 1,900 Stocks Through My ChatGPT AI Agent. These 5 Made the Cut.
The creator used an AI model to analyze 1,900 stocks, focusing on growth, risk, upside, and valuation, to identify the top five. The AI model scores companies on quality, growth, risk, trend, and valuation, then projects future stock prices to calculate upside vs. downside risk, favoring stocks with at least a 2:1 upside-to-downside ratio. Two stocks, Neurocrine Biosciences (NBIX) and Broadcom (AVGO), are discussed in this segment.
Sep 23, 2026
Is Coherent the Ultimate Value Play in Photonics?
The creator discusses Coherent as a potential value play in the photonics sector, contrasting it with other expensive companies in the connectivity space. While acknowledging the difficulty in finding value, Coherent is presented as a possible option for value investors seeking a good deal.
Sep 22, 2026
Arista, Broadcom & More: Which AI Networking Stock Would You Buy?
The creator discusses the next bottleneck in AI infrastructure: connectivity. As AI clusters grow, the speed at which data can transfer between components within a rack (scale up) and between racks (scale out) becomes critical. This is driving a shift from copper to optics for faster data transfer.
Sep 21, 2026
These Are the First Stocks My AI Agent Bought
The creator discusses an AI agent's stock purchases, highlighting Nvidia, SK Hynix, Micron, and Halozyme as top holdings. The agent also allocated funds to Google and Eli Lilly, albeit with lower conviction, and has holdings in energy/resource stocks and another healthcare stock. The portfolio is categorized into memory, healthcare, resources, and general tech subthemes.
Sep 18, 2026
When Does My AI Agent Actually Sell a Stock?
The creator discusses an AI agent's stock selling rules, focusing on thesis breaks and wash sale avoidance within a taxable account. The AI's current allocation shows a strong preference for broad tech, semis, AI, and healthcare, with significant positions in memory players and energy companies.
Sep 11, 2026
Gold Stocks Could Keep Running If Uncertainty Stays High
The creator discusses the potential for gold stocks to perform well during periods of high market uncertainty, as investors seek safety. While generally not a fan of owning gold miners, they identify Agnico Eagle as a company that could benefit significantly in the short term due to rising gold prices, preferring it over owning the commodity itself.
Sep 10, 2026
GE Vernova Could Be a Major AI Power Winner
The creator identifies GE Vernova as a high-growth stock with the highest ceiling among those discussed, particularly benefiting from AI data center build-outs. However, they caution that it also has the lowest floor due to potential demand fluctuations and backlog changes, unlike other players with more guaranteed revenue streams.
Sep 9, 2026
Why Power Is My Favorite AI Bottleneck
The creator discusses investing in the power infrastructure layer as a way to capitalize on the AI trend. While highlighting several strong companies, the creator cautions that some have already seen significant price appreciation, suggesting investors might be late to the party on those specific names and should conduct thorough research before investing.
Sep 8, 2026
Quanta Services Is Building the AI Power Grid
Quanta Services (PWR) is presented as a significant beneficiary of the AI boom, despite not being a direct AI play. The creator acknowledges the stock's strong performance and current valuation, suggesting it deserves its multiple. While the ceiling might be limited by its labor-intensive nature, the long-term growth potential from data center build-outs could extend for over a decade, making it an interesting satellite position for investors.
Sep 7, 2026
Constellation Energy Could Be a Huge AI Winner
The creator highlights Constellation Energy (CEG) as a potential AI winner due to its position as the largest nuclear power provider in the US. The recent acquisition of Calpine Corporation expands its reach into natural gas and key markets like Texas and California. Nuclear power is presented as a crucial and readily available energy source for the growing demands of AI, making Constellation's existing infrastructure a significant advantage.
Sep 7, 2026
AI Has a Power Problem — These 5 Stocks Could Win
The creator discusses the critical role of power as a bottleneck for AI development and data center buildouts. They highlight that the US grid is underpowered and more infrastructure is needed, benefiting utility companies. The discussion touches on the necessity of nuclear power for consistent, large-scale energy needs in the future.
Sep 4, 2026
Why SanDisk Belongs With Your Memory Stocks
The creator discusses SanDisk as a memory stock, highlighting its strong revenue and profit growth, particularly in data centers. Despite acknowledging its significant run-up and volatility, the creator sees an attractive entry point due to a recent 50% pullback, believing it can reach previous highs, though it still presents more risk than Micron or SK.
Sep 4, 2026
Don’t Go All In on Micron Stock
The creator recommends a dollar-cost averaging approach for Micron (MU) due to upcoming impactful earnings from competitors like Broadcom, advising against going all-in. Despite this caution, the creator expresses a positive long-term view on Micron, highlighting its US listing, government support, massive growth, and low forward multiple as reasons to invest.
Sep 3, 2026
It’s a Great Time to Buy AI Memory Stocks
The creator believes it's a good time to buy AI memory stocks due to low forward PEs and the potential for multiple expansion. A recent healthy pullback makes entry points more attractive compared to earlier in the year.
Sep 3, 2026
Memory Makers Have an HBM Problem
The creator discusses the risks of specialization in the High Bandwidth Memory (HBM) market, noting that companies overly focused on HBM could be severely impacted if demand decreases due to a lack of diversification. This specialization offers high profit potential when HBM is in demand but carries significant execution risk and vulnerability to market shifts.
Sep 2, 2026
Why SK Hynix’s CEO Is Playing AI Memory Pricing Perfectly
The creator discusses SK Hynix's CEO's strategy regarding AI memory pricing, highlighting a balanced approach that avoids excessive price gouging to maintain customer affordability and long-term relationships. This strategy is seen as a smart way to capitalize on the current demand while ensuring sustainable business.
Sep 1, 2026
The AI Memory Boom Is Here — These Stocks Could Be the Biggest Winners
The creator discusses the AI memory boom, focusing on the demand for High Bandwidth Memory (HBM) and its impact on traditional DRAM. Three companies are highlighted as potential beneficiaries: Micron, SK Hynix, and SanDisk, with a focus on their roles in the AI supply chain and storage solutions.
Aug 31, 2026
Want Neo Cloud Stocks? Keep Them as a Satellite
The creator discusses highly volatile "neo cloud" stocks, recommending them only as satellite positions due to their high ceilings and low floors. While acknowledging their potential for learning about volatility and identifying dip opportunities in hindsight, they caution against making them core holdings.
Aug 28, 2026
Who Is Applied Digital—and Why Does AI Need It? #neocloud
The creator discusses Applied Digital (APLD) as a way to play the neocloud trend, explaining that the company leases space in data centers to core cloud providers. This positions APLD to benefit regardless of which specific neocloud provider wins, as long as neoclouds in general succeed. The creator also touches on the broader AI backlash related to data center power consumption and the uncertainty around ROI, framing it as an exciting time for a "gold rush."
Aug 26, 2026
Coreweave's Massive Backlog is Huge
The creator discusses Coreweave's valuation, noting that its current market value of $58 billion against projected revenues of $12.4-$13.2 billion this year does not represent an excessive multiple, especially if the company continues to execute. The bull case relies on continued execution and demand for compute, while the bear case centers on potential delays in projects, data centers, or demand, which could significantly impact the stock.
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