Creator Post Archive
Alice Cee
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Apr 20, 2026
The creator discusses the impact of AI-related pivots and investor sentiment on stock performance, specific...
The creator discusses the impact of AI-related pivots and investor sentiment on stock performance, specifically highlighting Allbirds and PayPal.
Apr 14, 2026
The creator discusses Michael Burry's bearish stance on Palantir, highlighting his concerns about the compa...
The creator discusses Michael Burry's bearish stance on Palantir, highlighting his concerns about the company's business model and the competitive threat posed by Anthropic's Claude.
Apr 12, 2026
The creator discusses the recent CPI report, highlighting rising inflation driven by energy costs and geopo...
The creator discusses the recent CPI report, highlighting rising inflation driven by energy costs and geopolitical tensions. She expresses a cautious outlook, noting that the Federal Reserve faces a difficult environment for rate cuts, which could negatively impact leveraged companies.
Apr 10, 2026
The creator discusses the impact of geopolitical tensions on fertilizer prices and food costs, identifying...
The creator discusses the impact of geopolitical tensions on fertilizer prices and food costs, identifying CF Industries and Nutrien as relevant stocks to track for monitoring the fertilizer market.
Apr 8, 2026
The creator expresses caution regarding the current stock market rally, citing ongoing supply chain disrupt...
The creator expresses caution regarding the current stock market rally, citing ongoing supply chain disruptions and geopolitical tensions. She notes that she has been slowly buying 'Magnificent 7' stocks that have experienced significant year-to-date drawdowns.
Apr 3, 2026
The creator discusses potential systemic risks in the private credit market, drawing parallels to the 2008...
The creator discusses potential systemic risks in the private credit market, drawing parallels to the 2008 financial crisis. She highlights concerns regarding valuation, liquidity, and leverage within the sector, specifically mentioning Blackstone's private credit fund.
Apr 2, 2026
The creator analyzes Lumentum Holdings, highlighting its role in AI infrastructure and recent financial gro...
The creator analyzes Lumentum Holdings, highlighting its role in AI infrastructure and recent financial growth, but expresses significant concern over its current high valuation and optimistic management guidance.
Mar 25, 2026
The creator discusses investment opportunities in the oil and gas sector, highlighting integrated majors, m...
The creator discusses investment opportunities in the oil and gas sector, highlighting integrated majors, midstream companies, and downstream refiners as potential long-term holdings.
Mar 25, 2026
The creator discusses recent price volatility in gold and silver, attributing the selling pressure to geopo...
The creator discusses recent price volatility in gold and silver, attributing the selling pressure to geopolitical tensions, rising crude oil prices, and the impact of leveraged ETFs on market liquidity.
Mar 25, 2026
The creator discusses the growing importance of the photonics industry within the AI value chain, highlight...
The creator discusses the growing importance of the photonics industry within the AI value chain, highlighting a shift toward fiber optic cables over copper for data infrastructure and noting recent investments by Nvidia in Lumentum and Coherent.
Mar 18, 2026
The creator discusses her recent $5,000 investment across three stocks: Arista Networks, Taiwan Semiconduct...
The creator discusses her recent $5,000 investment across three stocks: Arista Networks, Taiwan Semiconductor, and Coinbase, providing brief fundamental rationales for each.
Mar 16, 2026
The creator analyzes Adobe's recent stock performance, financial results, and competitive landscape, ultima...
The creator analyzes Adobe's recent stock performance, financial results, and competitive landscape, ultimately describing the investment as a 'coin toss' due to mixed signals.
Mar 11, 2026
The creator analyzes CoreWeave's recent stock drop following earnings, highlighting the company's massive A...
The creator analyzes CoreWeave's recent stock drop following earnings, highlighting the company's massive AI infrastructure backlog and profitability challenges, while noting the execution risks involved.
Mar 9, 2026
The creator discusses the trend of central banks diversifying away from US Treasuries and increasing their...
The creator discusses the trend of central banks diversifying away from US Treasuries and increasing their gold reserves, citing geopolitical concerns. She notes that she has already sold her gold holdings to lock in profits.
Mar 8, 2026
The creator discusses the risks associated with private credit funds, highlighting liquidity issues and pot...
The creator discusses the risks associated with private credit funds, highlighting liquidity issues and potential defaults at major investment firms like BlackRock and Blue Owl Capital.
Mar 8, 2026
The video is a personal lifestyle reel with no financial content or stock mentions.
The video is a personal lifestyle reel with no financial content or stock mentions.
Mar 6, 2026
The creator discusses the recent market sell-off in Big Tech, attributing it to overvaluation and concerns...
The creator discusses the recent market sell-off in Big Tech, attributing it to overvaluation and concerns over AI infrastructure spending. She suggests that 'smart money' is shifting toward real assets like real estate, energy, and infrastructure, which she views as having lower AI-related risk.
Mar 6, 2026
The creator discusses the impact of Middle East conflict on global oil prices and inflation, suggesting tha...
The creator discusses the impact of Middle East conflict on global oil prices and inflation, suggesting that smart money is moving into defense and energy sectors while warning of potential short-term drops for airlines and consumer discretionary stocks.
Mar 1, 2026
The creator discusses the geopolitical impact of the situation in Iran on oil markets and suggests that lon...
The creator discusses the geopolitical impact of the situation in Iran on oil markets and suggests that long-term investors should consider the defense and aerospace sector, specifically highlighting the XAD ETF as a way to gain exposure.
Feb 25, 2026
The creator discusses her investment in PayPal, highlighting its potential as an acquisition target and its...
The creator discusses her investment in PayPal, highlighting its potential as an acquisition target and its current valuation as a key factor in her decision to hold the stock.
Feb 22, 2026
The creator analyzes Oracle's recent financial performance, focusing on their significant debt and equity r...
The creator analyzes Oracle's recent financial performance, focusing on their significant debt and equity raise to fund AI infrastructure, while highlighting their sticky business model and reliance on Nvidia chips.
Feb 18, 2026
The creator discusses personal finance tips from the perspective of an accountant, but does not mention or...
The creator discusses personal finance tips from the perspective of an accountant, but does not mention or display any specific stocks, ETFs, or equity-linked instruments.
Feb 11, 2026
The creator presents a historical performance comparison between NVIDIA and the S&P 500 ETF (VOO) over a 10...
The creator presents a historical performance comparison between NVIDIA and the S&P 500 ETF (VOO) over a 10-year period.
Feb 8, 2026
The creator reviews a Polène handbag purchased in Japan, using an Apple MacBook as a size reference for the...
The creator reviews a Polène handbag purchased in Japan, using an Apple MacBook as a size reference for the bag's capacity.
Feb 7, 2026
The creator discusses the recent tech stock sell-off, dismissing concerns about an AI bubble due to strong...
The creator discusses the recent tech stock sell-off, dismissing concerns about an AI bubble due to strong fundamentals in major tech companies. She concludes by presenting a list of stocks she is currently buying.
Showing 51-75 of 76 posts · Page 3 of 4