Creator Post Archive
Alex Talks Stocks
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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.
Aug 26, 2026
Nvidia's $500B AI Asset Plan Changes Everything
Nvidia's CEO, Jensen Huang, is spearheading an initiative to mobilize over $500 billion with major banks to establish AI infrastructure as an investable asset class, akin to power plants, where AI compute replaces electricity as the produced commodity.
Aug 25, 2026
How Neo Clouds Are Competing With Amazon & Microsoft
The creator discusses the competitive landscape of NeoClouds, noting the increasing competition from companies like CleanSpark and former Bitcoin miners. They highlight that while Mag 7 companies have vast resources, their partnerships with NeoCloud providers like Cororeweave and Nebus suggest a potential future for specialized AI clouds, indicating these companies might be onto something significant.
Aug 25, 2026
Neo Cloud Stocks Are Exploding — Are These the Next AI WINNERS?
The creator discusses the emerging "NeoCloud" sector, which focuses on providing specialized cloud computing power, particularly GPUs, for AI model training and processing. These companies are seeing significant demand and growth, with some, like Coreweave and Nebius, experiencing substantial stock price increases. The segment highlights the efficiency and cost-effectiveness of NeoClouds compared to traditional cloud providers for AI-specific workloads.
Aug 24, 2026
Nvidia’s $500 Billion AI Plan Changes Everything
Nvidia is partnering with major banks to mobilize over $500 billion to make AI infrastructure an investable asset class, akin to power plants. This initiative aims to remove financing bottlenecks for customers building AI data centers, enabling them to purchase Nvidia's chips and thus indirectly driving Nvidia's sales.
Aug 19, 2026
Why Johnson & Johnson Wins When Fear Hits the Market
The creator discusses Johnson & Johnson (JNJ) as a defensive play during market fear, highlighting its strong cash flow and guaranteed demand. However, they note limited upside and potential short-term weakness once deescalation occurs, advising against significant new positions while acknowledging a potential short-term bump. The strong and growing dividend is also cited as a reason for its appeal in uncertain times.
Aug 18, 2026
Why AI Stocks Could Get Hit Hard If War Escalates
The creator discusses how escalating war could negatively impact tech and AI stocks, particularly those with high P/E ratios. However, they see potential opportunities in major manufacturers like Nvidia if they are unfairly punished by market sell-offs due to war-related uncertainty, presenting a chance to "dabble" in them.
Aug 18, 2026
Why Nvidia Could Lead the AI Trade Again
The creator is reiterating a bullish stance on Nvidia, believing it will lead the next leg up in the AI trade. Despite its large market capitalization, the creator argues that Nvidia's business is strong and that the market may be underestimating its future growth potential.
Aug 18, 2026
Stocks That Could Win If Fear Returns to the Market
This video discusses potential stock market plays if geopolitical tensions escalate, focusing on the defense sector. The creators emphasize having a plan and not necessarily changing investment strategies, but rather understanding potential market movements. They highlight Lockheed Martin (LMT) as a primary pick due to its exposure to missile defense and advanced aircraft, noting its consistent growth and dividend.
Aug 17, 2026
5 AI Stocks I’d Buy After Earnings (My New #1 Pick)
The creator discusses the evolving AI trade, moving beyond just chips to infrastructure like power, memory, and data centers. They analyze five AI-related companies, focusing on their recent earnings, growth, and valuation, with a particular emphasis on Amazon and Constellation Energy. The creator plans to rank these companies from least to most favored.
Aug 14, 2026
Why Amazon Is Still a Great Stock to Own
The creator highlights Amazon's strong position across multiple sectors including e-commerce, AI (AWS), and chip manufacturing. They believe a lower cost environment and increased consumer/corporate spending will significantly benefit Amazon's margins and overall business.
Aug 11, 2026
The Next Market Rotation: 9 Stocks That Could Win
The creator discusses the potential positive impact on the stock market if peace breaks out, leading to reduced uncertainty, lower energy costs, and decreased inflation. This scenario would allow companies to invest more confidently in growth and shift investor focus from geopolitical risks to company earnings.
Aug 10, 2026
Broadcom’s Hidden Advantage in AI Infrastructure
The creator highlights Broadcom's strategic position in AI infrastructure, emphasizing its custom chip production and connectivity solutions. The company's strong dividend and dividend growth are noted as a stabilizing factor, especially compared to other high-growth tech companies. Broadcom is identified as a key player in multiple critical areas within the AI sector.
Aug 10, 2026
Robinhood’s New RVII Fund IPO: 80 Startups for $25?
This video discusses Robinhood's new RVII fund, which will invest in 80 startups, many in partnership with Y Combinator. The creator explains the fund's structure, the risks associated with SAFE agreements, and the difference between the fund's stock price and its net asset value, ultimately questioning whether to invest at IPO or wait.
Aug 4, 2026
Why Costco’s Membership Model Makes It a Great Stock
Alex Talks Stocks discusses Costco's strong membership model and double-digit growth, acknowledging that its high P/E ratio of around 50 means investors are paying a premium. Despite the premium, the creator believes the business model justifies the cost.
Aug 3, 2026
Ranking the Best Consumer Defensive Stocks Right Now
The creator ranks consumer defensive stocks, assigning tiers from S to D. Costco is ranked S-tier as the favorite due to its membership model. Coca-Cola, Procter & Gamble (PNG), and Walmart are ranked A-tier for their strong growth, dividends, and consistent performance. Philip Morris is also A-tier for its strong dividend and transition to smokefree products. Other stocks like PepsiCo, Monster Beverage, Hershey, Mondelez, and Colgate-Palmolive are B-tier, while Target, Kroger, Altria, and Kimberly-Clark are C-tier. Clorox is ranked D-tier due to limited growth prospects.
Jul 31, 2026
NVIDIA's 70% growth with 21x valuation is absolutely wild #nvda #stocks #ai
The creator discusses Nvidia's (NVDA) impressive growth and margins, highlighting its critical role in the AI industry. Despite its large tax contributions, the creator finds Nvidia's 70%+ growth rate at a 21x valuation to be remarkable.
Jul 30, 2026
Buying Stocks Before Earnings is Dangerous
The creator advises caution when buying stocks before earnings due to increased volatility and unpredictable outcomes, citing TSM's example where strong earnings led to a stock pullback. The general sentiment is to research stocks and be mindful of earnings dates before making immediate investment decisions.
Jul 29, 2026
Nvidia's Valuation Looks Compelling
The creator discusses Nvidia's valuation, noting its current high market cap but attractive forward P/E ratio, and acknowledges its leading position in the chip market. They also compare it to AMD, which has seen better recent performance but is now considered to have a stretched valuation.
Jul 28, 2026
High Valuation Companies NEED Beat and Raise Earnings
The creator discusses how high-growth companies trading at high valuations require 'beat and raise' earnings reports to justify continued stock price appreciation. If such a stock declines despite a strong report, it may signal a buying opportunity due to unfair market treatment.
Jul 28, 2026
AI Bottleneck Stock Draft: My Favorite Pick From Every Bottleneck
This video is the third part of a miniseries on AI bottlenecks, where the creator shares their favorite stock picks for each bottleneck layer. The creator emphasizes the importance of considering upcoming earnings reports and the volatility they can introduce, advising viewers to research stocks before buying and to be mindful of potential market reactions, even to positive earnings.
Jul 21, 2026
Broadcom Stock Measures Preview: Is AVGO Still Worth Watching?
The creator discusses Broadcom (AVGO), noting its high valuation on a current PE basis but attractive forward PE of around 20 for a high-growth company. While lagging the market recently, Broadcom is a leader in networking, connectivity, photonics, and custom chips due to its trusted status and integrated offerings.
Jul 21, 2026
The AI Bottleneck Stocks Investors Need to Know
This video discusses key companies involved in the AI infrastructure, focusing on power and energy providers. The creator highlights Constellation Energy (CEG) and Vistra Energy (VST) as significant players, noting their valuations, growth prospects, and specific roles in supplying consistent power for data centers, particularly emphasizing nuclear energy's role.
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