Creator Post Archive
Aria Radnia
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Sep 28, 2026
this piece of sh*t, STILL has 10x potential?
The creator revisits a December 2025 video on Snapchat stock (SNAP), noting the stock is down 30% since then and 93% from all-time highs. Despite the company's historical poor performance and shareholder dilution, the creator believes there's a potential inflection point due to a new monetization strategy focused on monetizing user memories through a subscription service, akin to iCloud, which could generate revenue from both active and inactive users.
Sep 25, 2026
Bought more AppLovin
The creator is "disgustingly bullish" on AppLovin (APP) and has increased their position to 8% of the portfolio, funded by a sale of Adobe (ADBE). They highlight the company's growth potential in e-commerce and other categories, as well as its conversion ratio thesis. The creator also mentions ASML as their biggest winner and position, Amazon (AMZN) in second place, Uber (UBER) as a current loser but still high conviction, and Zeta (ZETA) performing very well.
Sep 23, 2026
The Winners and Losers of Agentic AI
The creator discusses the impact of agentic AI on various companies, identifying Booking.com and Expedia as potential losers due to their non-unique offerings. Amazon is seen as neutral, likely continuing to use Alexa for shopping services. Shopify and payment companies like Visa, Mastercard, American Express, and particularly PayPal, are highlighted as significant winners, with PayPal becoming investable again due to increased transaction volume driven by agentic AI.
Sep 23, 2026
Muse AI makes PayPal Investable Again?
The creator discusses PayPal's potential investability driven by the emergence of agentic commerce, acknowledging it's a long-term thesis. While not currently buying, they believe PayPal has become investable again due to its trusted brand in online payments and potential for re-acceleration.
Sep 23, 2026
Can Muse disrupt Uber & Booking?
The creator discusses the human element of discovery in consumer behavior, particularly when ordering food via Uber Eats or booking travel through Booking.com. They suggest that while AI assistants like Muse could handle price comparisons or order execution, the initial exploration and visual discovery phase is crucial and may be difficult for AI to replicate effectively.
Sep 23, 2026
the many (potential) victims of agentic ai
The creator discusses the potential impact of agentic AI on various stocks, identifying Expedia and Booking as potential losers due to their aggregator business model, which can be bypassed by direct booking. Other companies like Amazon, Uber, and DoorDash are also touched upon in the context of agentic AI's rise.
Sep 19, 2026
we're due for a crash (statistically)
The creator discusses historical market data surrounding US midterm elections, suggesting a statistically bearish period leading up to the event. They cite data from Fidelity and Schwab indicating that midterm years are historically the lowest returning years in the four-year election cycle, with the S&P 500 showing low average returns in the months preceding the election, skewed by an outlier year in 1982.
Sep 13, 2026
the best investing quotes you PROBABLY haven't heard of
This video discusses investment quotes, focusing on John C. Bogle's advice to "buy the haystack" (i.e., the S&P 500 or popular large-cap stocks like the Mag 7) rather than searching for obscure individual winners. It also touches on Terry Smith's assertion that his portfolio achieved superior metrics (growth, ROIC) compared to the S&P 500 while being bought at similar valuations, highlighting the analytical aspect of investing.
Sep 6, 2026
the applovin thesis goes WAY deeper than you realize
The creator discusses AppLovin (APP), aiming to clarify its business model and monetization strategies, particularly focusing on how the company achieves high operating margins. The video details three primary ways AppLovin charges advertisers: Return on Ad Spend (ROAS), Cost Per Purchaser (CPP), and buying leads, explaining the mechanics behind each to highlight the company's revenue generation potential.
Sep 4, 2026
no, this video is not clickbait
The creator discusses their recent sale of Adobe stock, admitting it was a mistake and that Google, which they sold to buy Adobe, has performed much better. They acknowledge Adobe's poor performance but believe its fundamentals are still sound and it could recover over the next year. The primary reason for selling Adobe was the announcement of a new CEO, which the creator views negatively, especially concerning the core digital media business.
Sep 3, 2026
this is OBVIOUSLY insider trading… right?
The creator discusses YouTuber Markiplier's significant investment in GoPro stock, becoming its largest shareholder, followed by the company's acquisition shortly after. The creator strongly suspects insider trading due to the timing and profitability of the investment, suggesting it's the only rational explanation.
Aug 31, 2026
How Norway *accidentally* made millionaires
Norway's sovereign wealth fund, established in 1998 with oil revenues, has grown from $300 million to $2 trillion by investing primarily in public equities outside Norway. This fund has made significant investments in major companies like Nvidia, Apple, and Microsoft, resulting in substantial wealth for its citizens.
Aug 29, 2026
software bros we're SOOO back
The creator discusses the resurgence of software stocks following a strong Salesforce earnings report. Several software companies, including Adobe and Zeta, saw significant gains in sympathy. The creator revisits their earlier bearish sentiment during the "SAS apocalypse," noting that their view of these companies being undervalued has proven correct, as the market has now shifted back in favor of software.
Aug 25, 2026
Nancy Pelosi’s 5 New Trades
The creator discusses Nancy Pelosi's recent stock trades, highlighting her outperformance and alleged insider trading. Key moves include buying Bloom Energy, increasing Intel, decreasing Palo Alto Networks, and trimming Broadcom, all framed within an AI buildout narrative. Pelosi also closed out of an ETF position.
Aug 23, 2026
I'm Bullish On These 9 Stocks. I Own None Of Them.
The creator is bullish on nine companies, many of which they believe are undervalued. They discuss Palantir (PLTR), noting its past overvaluation but current strong revenue growth and improving margins. While acknowledging it's not the cheapest now, they see potential upside and previously found it compelling at lower prices. However, they hesitate to invest due to not fully understanding the business.
Aug 20, 2026
Did Moderna just solve Cancer?
Moderna's stock surged 177% following news of their cancer vaccine reaching stage three trials in partnership with Merck. While efficacy data is pending, this development is seen as significant for both companies and humanity.
Aug 16, 2026
How is this even possible
The creator highlights Monster Beverage (MNST) as the best-performing stock over the past 30 years, outperforming major tech companies. The company transitioned into energy drinks in 2002 and an early investment of $10,000 would have yielded $97 million.
Aug 13, 2026
netflix doesn't care about new subs... kind of
Netflix is changing its economic model to tie revenue more directly to user engagement, particularly on ad-supported tiers. Previously, subscription costs were fixed regardless of viewing hours, but now, higher engagement on ad tiers means users are more valuable due to increased ad impressions.
Aug 13, 2026
Bill Ackman Just Bought Netflix... Again?
The creator discusses Bill Ackman's recent portfolio additions, focusing on Netflix and Visa. For Visa, the creator believes Ackman made a good buy, noting that the stock was trading at below-average valuation multiples with above-average growth, and the company is more entrenched than ever.
Aug 10, 2026
Investing in Apple Stock When Forrest Gump Came Out
This video explores the hypothetical scenario of investing $10,000 in Apple stock on the day the movie Forrest Gump was released in 1994. It highlights that such an investment would have yielded a staggering 145,000% return, equating to $14.5 million, illustrating the long-term wealth creation potential of investing in Apple.
Aug 10, 2026
The Most Confusing Brand Ever?
The creator discusses Hermes' unique brand equity, highlighting the historical significance of the Kelly bag and Princess Grace's association with it. While acknowledging that brand value alone doesn't always make a good investment, the creator argues that Hermes possesses an exceptional brand, potentially the greatest of all.
Aug 7, 2026
AppLovin Earnings Were...
The creator believes AppLovin's earnings report was fundamentally strong, despite a declining stock price driven by sentiment. They argue the company is currently trading at a bargain valuation, even with expected growth deceleration, and remains undervalued.
Aug 7, 2026
Uber, AppLovin and Shopify Earnings Recap
The creator recaps earnings for Shopify and Uber, calling them fantastic, particularly Shopify. They then focus on AppLovin (APP), which dropped 27% after hours. Despite the drop, the creator argues the business is intact and the earnings report was not a disaster, highlighting strong software platform revenue growth and a reasonable to cheap valuation with a solid moat.
Aug 4, 2026
ZETA STOCK EARNINGS ARE OUT
The creator discusses Zeta's recent earnings report, highlighting strong organic revenue growth of 44% and a return to profitability on operating margins. Free cash flow grew by 62% year-over-year, with margins trending upwards. Despite concerns about stock-based compensation, the creator believes it will decline as a percentage of free cash flow over time due to margin expansion and business growth. Customer growth and average revenue per user both contributed to the top-line performance, and the company is maintaining its long-term 2028 guidance.
Aug 2, 2026
Every Google Product with 1 BILLION Users
This video lists Google products with over a billion users, including Google Search, Android, Chrome, Gmail, Drive, Maps, Play Store, YouTube, and Photos. The creator highlights the massive user bases of these services.
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