Creator Post Archive
Alice Cee
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Sep 16, 2026
The creator documents her day attending a private equity industry event, showcasing her routine and persona...
The creator documents her day attending a private equity industry event, showcasing her routine and personal product preferences.
Sep 11, 2026
The creator provides an educational overview of Brookfield Corporation, highlighting its role in asset mana...
The creator provides an educational overview of Brookfield Corporation, highlighting its role in asset management, infrastructure, and private markets. She notes that Bill Ackman is a fan of the stock due to its trading at a discount to its net asset value (NAV).
Sep 11, 2026
The creator discusses the potential impact of upcoming inflation data and FOMC interest rate decisions on c...
The creator discusses the potential impact of upcoming inflation data and FOMC interest rate decisions on capital markets, noting that rising rates pressure asset prices and suggesting cash-equivalent alternatives.
Sep 9, 2026
The creator discusses the shifting bottlenecks in AI infrastructure, moving from chip supply to the physica...
The creator discusses the shifting bottlenecks in AI infrastructure, moving from chip supply to the physical requirements of land, power, and building shells. She highlights several companies positioned to benefit from these infrastructure needs.
Sep 6, 2026
The creator analyzes Nvidia's $12.9 billion acquisition of Hugging Face, framing it as a defensive strategi...
The creator analyzes Nvidia's $12.9 billion acquisition of Hugging Face, framing it as a defensive strategic move to protect its market moat rather than a revenue-driven investment.
Sep 6, 2026
The creator discusses the struggles of retail brands like Lululemon and Nike, noting declining consumer int...
The creator discusses the struggles of retail brands like Lululemon and Nike, noting declining consumer interest and market share loss to competitors. She suggests that in the current AI-focused economy, consumer staples like Walmart and Costco are better investment options.
Sep 4, 2026
The creator analyzes Nvidia's recent earnings call, highlighting four key themes: memory supply-demand mism...
The creator analyzes Nvidia's recent earnings call, highlighting four key themes: memory supply-demand mismatch, the importance of physical infrastructure, networking efficiency, and private credit financing for customers.
Sep 3, 2026
The creator discusses the upcoming IPO of Nscale, an Nvidia-backed cloud company, highlighting its signific...
The creator discusses the upcoming IPO of Nscale, an Nvidia-backed cloud company, highlighting its significant contracted revenue and potential to compete with CoreWeave and Nebius. She notes that investors often pay a premium for companies with cleaner balance sheets, which explains the valuation differences between Nebius and CoreWeave.
Aug 29, 2026
The creator discusses the critical role of power infrastructure in supporting AI growth, highlighting Vistr...
The creator discusses the critical role of power infrastructure in supporting AI growth, highlighting Vistra Corp as a key beneficiary of the current power grid capacity crisis.
Aug 29, 2026
The creator analyzes the current state of the memory chip market, specifically High Bandwidth Memory (HBM),...
The creator analyzes the current state of the memory chip market, specifically High Bandwidth Memory (HBM), noting that while demand remains high, the industry is likely in the later stages of its typical cyclical pattern. She highlights that Micron, SK Hynix, and Samsung are currently benefiting from high margins and consensus optimism, but warns of potential risks as the cycle matures.
Aug 28, 2026
The creator discusses six mindset shifts that helped her achieve financial success, including a brief menti...
The creator discusses six mindset shifts that helped her achieve financial success, including a brief mention of her experience as an investor.
Aug 27, 2026
The creator discusses the 'debasement trade' as investors lose confidence in the US dollar, suggesting Bitc...
The creator discusses the 'debasement trade' as investors lose confidence in the US dollar, suggesting Bitcoin and gold as alternatives due to rising US national debt and bond buybacks.
Aug 19, 2026
I personally took profits today on some AI and tech names on this news: 30 year treasury hitting a20 year h...
The creator discusses the impact of rising 30-year and 10-year Treasury yields on the broader market, noting that stocks have declined in response. She explains how these yields affect long-duration assets and mentions taking profits on AI and tech stocks due to these macroeconomic pressures.
Aug 17, 2026
The best ticker at the end of you stay BTC and ETH miners have pivoted their businesses into AI. Similar to...
The creator discusses the strategic pivot of Bitcoin mining companies into AI infrastructure, highlighting their ability to leverage existing energy facilities for high-revenue compute contracts. The reel features several mining companies that have successfully secured massive long-term contracts with AI hyperscalers.
Aug 16, 2026
Nvidia and Wall Street financiers are doing a $500B deal for AI infrastructure. Despite the big headline nu...
The creator analyzes the risks behind a $500B AI infrastructure deal involving Nvidia and major financial firms, specifically questioning the assumption that AI chips have a 5-6 year useful life. She argues that if these chips depreciate faster, it could negatively impact both the banks holding them as collateral and the AI companies' earnings.
Aug 15, 2026
Just my two cents though, do your own research for your own investments. … or hire me 😏
The creator argues against panic-selling AI stocks during market volatility, emphasizing the importance of long-term investing and diversification over stop-loss strategies.
Aug 15, 2026
MP Materials is a critical minerals stock and currently the only active miner of rare earths in the US. Out...
The creator discusses MP Materials as a strategic US-based rare earth miner, highlighting government support and its potential as a 'moonshot' investment due to the ongoing US-China supply chain competition.
Aug 14, 2026
Will you be buying SpaceX? Long term the business has huge growth potential. Short term the main concern is...
The creator analyzes SpaceX as a long-term growth opportunity while highlighting short-term volatility risks due to significant insider share unlocks and index fund rebalancing.
Aug 14, 2026
Macro environment is favourable for gold right now and it could see another push before the end of the year...
The creator discusses the bullish macro environment for gold, citing central bank buying, a weak July jobs report, and persistent inflation as key drivers for potential price appreciation.
Aug 7, 2026
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The creator discusses her positive experience watching the new Spider-Man movie and mentions other films, including a Christopher Nolan movie, while providing a brief overview of Marvel's recent box office performance.
Aug 5, 2026
The creator discusses her personal experience with strict parenting and her approach to her son's extracurr...
The creator discusses her personal experience with strict parenting and her approach to her son's extracurricular activities, mentioning Kumon as a past activity.
Aug 5, 2026
The creator explains the mechanics of the yen carry trade and the potential economic impact if Japan were t...
The creator explains the mechanics of the yen carry trade and the potential economic impact if Japan were to sell its holdings of US Treasuries.
Aug 2, 2026
The creator lists five personal services or products she considers worth spending money on, including a men...
The creator lists five personal services or products she considers worth spending money on, including a mention of Chipotle for food.
Aug 1, 2026
The creator discusses her personal history as a long-time consumer of Aritzia, highlighting the brand's str...
The creator discusses her personal history as a long-time consumer of Aritzia, highlighting the brand's strong customer loyalty as a key driver of its business success.
Jul 31, 2026
The creator discusses the emerging trend of AI computing power becoming a tradeable commodity, highlighting...
The creator discusses the emerging trend of AI computing power becoming a tradeable commodity, highlighting the potential for future financial instruments like compute-focused ETFs.
Showing 1-25 of 98 posts · Page 1 of 4