Creator Post Archive
Aria Radnia
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Aug 1, 2026
Stocks vs Real Estate... It's Not Even Close
The creator argues that investing in stocks, specifically the S&P 500, is superior to real estate due to the significant headaches and costs associated with property management, despite real estate's potential for higher returns through leverage. The creator prefers the stress-free nature of stock investing.
Aug 1, 2026
EVERY SINGLE Tool I Use to Invest
The creator discusses five essential tools for investing: Fiscal AI for stock research, Twitter for news and insights, Yahoo Finance for portfolio aggregation, Interactive Brokers for trading, and Quarter for listening to earnings calls. Fiscal AI is highlighted as a critical tool for fundamental analysis and valuation.
Jul 31, 2026
AMAZON EARNINGS
Amazon reported fantastic earnings with strong revenue and EPS growth, driven significantly by its Anthropic investment and a 37% year-over-year increase in AWS growth. Despite a slightly weaker Q3 guidance, the stock reacted positively, rising 9% in after-hours trading.
Jul 31, 2026
Sandisk is... volatile
The creator discusses the extreme volatility of SanDisk (SNDK) over the past week, noting a significant drawdown followed by a sharp rebound. The stock's price action has been highly erratic during the recording.
Jul 31, 2026
Why is Google Fighting Reddit?
The creator discusses the ongoing negotiation between Google and Reddit regarding data access contracts for AI tools. The creator believes this is a negotiation tactic and expects Google to eventually sign on Reddit's terms, as the contract is not a significant revenue driver for Reddit but rather a point of optionality. Reddit is expected to be fine regardless of the outcome.
Jul 31, 2026
Nobody Understands Meta
The creator discusses Meta's strong revenue growth of 28% over the trailing 12 months, projecting around 20% earnings growth. Despite this healthy growth, the company is trading at 16 times earnings, which is highlighted as its cheapest valuation since 2022-2023. The creator emphasizes that Meta is fundamentally a stronger business now than during the previous period when it traded at similar valuations despite declining revenue growth.
Jul 30, 2026
Is FICO Undervalued?
The creator discusses FICO, noting its strong earnings growth (over 40%) despite trading at 30 times earnings. They highlight significant management buybacks as evidence that the company believes its stock is cheap, pointing to multi-year lows in valuation. The creator agrees with this assessment.
Jul 30, 2026
some of the best earnings i've EVER seen
The creator discusses strong earnings reports from Amazon, highlighting accelerated revenue growth and record-high margins. They also briefly mention Reddit's earnings, noting a stock price decline, and the earnings of FICO and Meta. The video emphasizes Amazon's performance as a positive sign for shareholders, particularly in light of the company's investments in AI.
Jul 30, 2026
WHY IS ORACLE STOCK DOWN 50%
Oracle stock has experienced a significant decline of 53% in 53 days due to concerns over its AI buildout financed by debt, a large backlog order from ChatGPT, and ChatGPT's uncertain financial position. This marks a rare streak of eight consecutive down weeks for Oracle, comparable to the dot-com bubble and 2008 crisis, leading investors to question if the market's reaction is justified.
Jul 29, 2026
Chinese Memory Chip Maker Just Destroyed SanDisk #stocks #investing #crash
The creator discusses the significant drop in SanDisk stock, attributing it to fears of a new, low-cost Chinese memory chip entrant. This prediction aligns with a previous warning about potential black swan events impacting memory stocks.
Jul 27, 2026
My favourite investing chart EVER
This video explains how stock returns are composed over different time horizons. In the short term (one year), the P/E ratio (multiple) accounts for about half of the returns. However, over the long term, revenues become the dominant factor, making up three-quarters of stock returns, while the multiple's importance diminishes.
Jul 26, 2026
How to project revenue growth - Visa & Mastercard Example
The creator discusses Visa and Mastercard as exceptional companies with inherent growth drivers like inflation, GDP growth, new card issuance, and increasing take rates, projecting a conservative 10% annual revenue growth. The creator notes that at 30 times earnings, these companies offer a reasonable valuation for achieving this growth.
Jul 26, 2026
"It's not a matter of opinion, it's a mathematical FACT"
The creator discusses the importance of fundamentals in stock investing, covering how they correlate with long-term stock returns, the role of valuation in entry and exit multiples, and the impact of growth. The presentation aims to help investors navigate common struggles like determining undervaluation, reacting to stock price drops, timing entry points, and trusting their own research over external opinions.
Jul 23, 2026
TSMC says ASML is "too expensive"
The creator, a long-term ASML shareholder, discusses Taiwan Semiconductor's (TSMC) complaints about ASML's price hikes. Despite TSMC's complaints, the creator highlights TSMC's strong margins (64% gross, 56% operating) compared to ASML's (37% operating), questioning TSMC's complaints given the value ASML provides.
Jul 22, 2026
Every Stock in my Portfolio Right Now
The creator provides an update on their stock portfolio, highlighting AppLovin (APP) as their top buy due to its strong financial profile, high growth, and undervalued valuation. They also discuss FICO, which they believe is undervalued but less so than AppLovin, noting its high operating margins.
Jul 20, 2026
We're in an AI Bubble Aren't We?
The creator argues against the common narrative of an AI bubble, highlighting that major tech companies are funding their significant capital expenditures with profits rather than debt or equity issuance, unlike the dot-com era. They point to the low net debt to EBITDA ratios of hyper-scalers (Google, Meta, Amazon, Microsoft) as evidence of financial health, with Oracle being an exception in terms of debt raising but still within manageable earnings.
Jul 19, 2026
Netflix Stock is Flat After 5 Years...
This video discusses Netflix's stock performance, highlighting that despite significant revenue and profit growth, investors who bought at the 2021 peak have seen no returns due to the high valuation at that time. The creator uses this as a lesson that even great businesses can yield poor returns if purchased at an excessive price.
Jul 18, 2026
The WORST Investing Mistakes (seriously)
The creator outlines five major investing mistakes: trading too frequently, selling winners too early, selling losers too late, borrowing conviction from others, and the error of omission (failing to invest in or go heavy enough on great opportunities). The discussion emphasizes the importance of own due diligence and understanding a company's growth and valuation rather than just price action.
Jul 15, 2026
ASML Q2 EARNINGS ARE OUT
The creator discusses ASML's Q2 earnings, highlighting the CEO's expectation to increase 2027 capacity by 30%. This growth, combined with historical price increases on EUV machines, suggests potential for 40-50% revenue growth. The creator notes that ASML has averaged 14-15% price increases annually over the last 15 years, with a significant 24% increase last year.
Jul 15, 2026
ASML'S BLOWOUT EARNINGS ARE OUT
The creator discusses ASML's strong earnings report, highlighting better-than-expected revenue and net income, improved margins, and unprecedented visibility into future demand due to a strong backlog extending into 2027-2028. The CEO's comments suggest ASML is selling machines at higher prices, leading to expanded margins, a trend expected to continue.
Jul 14, 2026
Microsoft Stock. 17 Years. Zero Returns.
This content discusses Microsoft's stock performance, highlighting that buying at a high valuation (60x earnings during the dot-com bubble) led to 17 years of flat or negative returns despite strong business growth. It emphasizes that even great companies can underperform if purchased at the wrong price.
Jul 12, 2026
They're not simply "credit card companies"
This video clarifies that Visa and MasterCard are not traditional credit card companies but rather transaction facilitators that earn revenue from transaction volume. The creator highlights their high profitability and significant global payment volume, positioning them as superior to tech giants like Google and Apple.
Jul 11, 2026
Six Years, Zero Stock Returns, The Airbnb IPO.
The creator discusses Airbnb's poor stock performance since its IPO, attributing it to an excessively high IPO valuation (24x sales) and subsequent multiple compression, despite the company's strong revenue growth. The creator notes that most investors did not get shares at the initial IPO price.
Jul 1, 2026
this is starting to get a LITTLE ridiculous now
The creator is discussing a dilemma regarding their significant gains in ASML, debating whether to trim profits or hold the position. They lean towards holding ASML despite its large portfolio weight, citing common stock market sayings about not trimming winners. A potential investment in a private company could influence this decision.
Jun 28, 2026
Reddit is Problematically Good at Advertising
The creator argues that Reddit (RDDT) is poised to become the number two player in social media advertising, challenging Meta's dominance. The analysis will cover Reddit's financials, moat, revenue streams, and valuation, highlighting its accelerating topline revenue growth driven by user engagement and ad pricing.
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