Creator Post Archive
Billy Invests
Browse the full post archive, then jump into the source post to inspect linked mentions and linked signals.
Jul 16, 2026
The creator discusses the current stock market downturn, attributing it to geopolitical tensions and a unwi...
The creator discusses the current stock market downturn, attributing it to geopolitical tensions and a unwinding AI momentum trade. They highlight strong earnings from TSMC and ASML as positive signs for AI chip demand, suggesting a fear-driven reset rather than a fundamental breakdown. The creator plans to buy the dip in their favorite AI stocks: Micron (MU), Marvell (MRVL), Corning (GLW), and Nebias (NBIS).
Jul 14, 2026
The creator highlights three AI stocks with significant rebound potential: Nebius Group NV (NEBU), Marvell...
The creator highlights three AI stocks with significant rebound potential: Nebius Group NV (NEBU), Marvell Technology Inc. (MRVL), and Applied Optoelectronics Inc. (AAOI). The reel discusses their recent stock performance, business models, revenue growth, and market demand, with a focus on AI-driven opportunities.
Jul 10, 2026
The creator discusses Meta Platforms (META), highlighting its recent stock rally and positive shift in inve...
The creator discusses Meta Platforms (META), highlighting its recent stock rally and positive shift in investor sentiment. They detail Meta's strategic investments in AI infrastructure, including developing its own AI chips and expanding computing capacity, which is now being viewed as a revenue-generating asset rather than just an expense. The creator also mentions a Bank of America price target and upcoming earnings as key events.
Jul 7, 2026
The creator discusses the current stock market downturn, particularly in AI stocks like Micron and Marvell,...
The creator discusses the current stock market downturn, particularly in AI stocks like Micron and Marvell, attributing it to factors like Samsung's earnings miss and geopolitical tensions. Despite the sell-off, the creator remains bullish on AI long-term, viewing the current pullback as a buying opportunity at key support levels.
Jul 6, 2026
The creator discusses three stocks to buy during market dips to outperform the S&P 500, highlighting Broadc...
The creator discusses three stocks to buy during market dips to outperform the S&P 500, highlighting Broadcom (AVGO) for its AI infrastructure and Apple deal, D-RAM stocks like Micron (MU) for potential cycle continuation, and Rocket Lab (RKLB) for its acquisition of Iridium and integrated space business potential.
Jun 29, 2026
The creator discusses the evolution of AI, focusing on 'physical AI' which involves AI systems interacting...
The creator discusses the evolution of AI, focusing on 'physical AI' which involves AI systems interacting with the real world. They highlight three stocks they are watching closely in this space: Rockwell Automation, Cognex, and Tesla, suggesting these companies are poised to benefit from the growth in physical AI applications.
Jun 25, 2026
The creator identifies three undervalued stocks with significant upside potential for 2026: Microsoft (MSFT...
The creator identifies three undervalued stocks with significant upside potential for 2026: Microsoft (MSFT), ServiceNow (NOW), and Meta Platforms (META). The analysis highlights their growth engines, recent stock performance, and key company metrics, suggesting current market reactions are overblown.
Jun 22, 2026
The creator discusses Micron Technology (MU), highlighting its recent surge, strong earnings, and positive...
The creator discusses Micron Technology (MU), highlighting its recent surge, strong earnings, and positive analyst outlooks. They believe the stock still has room to run due to supply shortages and a low P/E ratio compared to the sector average, but caution that upcoming earnings guidance will be crucial.
Jun 16, 2026
The creator outlines three stocks they are buying in June to improve their ranking on Wealthsimple. The sto...
The creator outlines three stocks they are buying in June to improve their ranking on Wealthsimple. The stocks discussed are Reddit (RDDT), Coherent Corp (COHR), and ServiceNow (NOW), with the creator highlighting their growth potential and strategic advantages in the AI and data center markets.
Jun 12, 2026
Trump is betting billions on America’s rare earth supply chain. China controls one of the most important pa...
The creator discusses the strategic importance of rare earth metals for US defense and technology supply chains, highlighting how China's export restrictions are driving up prices. The video focuses on two US companies, MP Materials (MP) and USA Rare Earth (USAR), that are receiving significant government investment and are positioned to benefit from the US effort to rebuild its domestic rare earth supply chain.
Jun 10, 2026
SpaceX might be the biggest IPO in history, but that does not mean it is automatically a good investment A...
The creator advises against investing in the upcoming SpaceX IPO, citing its high valuation, significant losses, and the potential for early investors to sell. They also highlight concerns about index funds automatically buying the stock, which could inflate its price. The creator shares their personal decision to avoid the stock and offers to share their own portfolio for free in their Discord community.
Jun 9, 2026
AAOI dropped 17% after a report claimed co-packaged optics could be delayed. But if CPO gets pushed out, th...
The creator discusses Applied Optoelectronics (AAOI), highlighting its recent 17% drop due to a report about potential delays in Co-Packaged Optics (CPO). Despite the news, the creator suggests this could be a buying opportunity as it may extend demand for traditional pluggable optics, a segment where AAOI is experiencing strong AI data center demand. The creator notes AAOI's revenue growth and backlog but also points out execution risks and unprofitability.
Jun 8, 2026
AI stocks just got crushed, but Nvidia’s CEO says the AI buildout is just getting started. The biggest winn...
The creator discusses three AI-related stocks (Marvell, Coherent, and Micron) that they believe are poised for growth despite a market downturn, citing commentary from Nvidia's CEO, Jensen Huang, about ongoing AI infrastructure build-out and supply chain shortages.
Jun 4, 2026
Valuations are getting stretched and if the market pulls back, I’m not panicking. I’m building my buy list...
The creator anticipates a market correction and identifies three stocks to buy on dips: Robinhood (HOOD), Micron (MU), and Meta (META). The rationale includes insider buying for HOOD, strong fundamentals and AI spending tailwinds for MU, and attractive valuation for META.
Jun 2, 2026
Nvidia’s CEO just hinted at where the next wave of AI money could go The chip trade has already been massiv...
The creator discusses three AI-related stocks (Marvell Technology, Fabrinet, Credo Technology, and Coherent) that are positioned to benefit from the next wave of AI infrastructure growth, focusing on networking and connectivity as the key bottleneck. The creator plans to buy these stocks on pullbacks.
Jun 1, 2026
Halfway to my goal of building a $1M portfolio Make sure to follow if you want to come along for the journe...
The creator shares their journey of reaching $500,000 in their portfolio, halfway to their $1 million goal. They highlight past successful stock picks like Micron and Sandisk, attributing their success to conviction and research. They plan to document their continued journey and share bullish stock picks and market insights.
May 29, 2026
Harmonic is up almost 66% in one month, but this move might not be pure hype. The company builds broadband...
This reel analyzes Harmonic (HLIT), a company providing broadband equipment, highlighting its recent 66% stock price surge. The creator discusses the company's strong Q1 financial performance, including revenue growth and a significant increase in backlog, driven by the AI boom and increasing data network demands. Despite the recent rally, the stock's valuation is considered reasonable given its projected growth, suggesting it's more than just hype.
May 27, 2026
Finding 10x stocks is not just about chasing what’s already running. The framework I use comes down to 3 th...
The creator outlines a three-step process for finding 10x stocks: 1. Identify industries with strong structural growth like AI and its connected sectors (photonics, memory). 2. Analyze companies for strong fundamentals including balance sheets, cash flows, and execution ability. 3. Evaluate valuation to ensure upside isn't already priced in, citing Micron as an example of a stock with an asymmetric setup due to its low P/E ratio compared to industry peers.
May 26, 2026
These are 3 stocks at the top of my watchlist as I try to take my 6 figure portfolio to $1 million. The goa...
The creator identifies three stocks they are buying to grow their portfolio to $1 million: ServiceNow (NOW), NVIDIA (NVDA), and Comfort Systems USA (FIX). They highlight NOW's enterprise AI software, NVDA's role in AI data centers, and FIX's infrastructure services for data centers, noting current attractive valuations for NOW and NVDA despite recent pullbacks.
May 21, 2026
Trump is reportedly making a $2 billion bet on quantum computing, and investors are already paying attentio...
The creator discusses three quantum computing stocks (IBM, GlobalFoundries, and D-Wave Quantum) that are gaining attention after the Trump administration's $2 billion investment in the sector. The creator highlights IBM and GlobalFoundries as safer plays due to their established business models and manufacturing roles, while D-Wave Quantum is presented as a more speculative, high-upside option.
May 20, 2026
Not financial advice - NVDA just reported one of the strongest quarters in company history, but the stock b...
The creator discusses Nvidia's (NVDA) recent strong earnings report, highlighting record revenue and growth in its data center business. Despite the positive results, the stock price has seen limited movement due to high market expectations. The creator believes Nvidia still has significant room to grow, citing a new chip launch and increasing AI demand, and personally holds a position in the stock.
May 18, 2026
Bank of America just warned that one major market signal has crossed a key level The 30-year Treasury yield...
The creator discusses Bank of America's market crash warning, citing rising 30-year Treasury yields and persistent inflation as factors that make stocks less attractive. He outlines his portfolio strategy, which involves not selling core positions like Meta and ETFs, but trimming higher-risk, speculative stocks to raise cash for future buying opportunities.
May 15, 2026
I’m 22 and my goal is to take my portfolio to $1M I’ll be sharing the entire process on Instagram, includin...
The creator showcases three past successful stock picks (Sandisk, Micron, Corning) to demonstrate his investment strategy, aiming to grow his portfolio to $1 million, and invites viewers to join his community for more research and trades on stocks he is personally bullish on.
May 13, 2026
Paid Promotion - disseminated on behalf of Super Copper Corp. Trades under CUPPF in the United States and C...
The creator discusses the critical role of copper in the booming AI industry, highlighting a projected supply deficit. The reel then focuses on Super Copper Corp., a junior copper explorer in Chile, detailing its high-grade projects, strong backing, and upcoming drilling results, presenting it as a speculative opportunity in the face of rising copper demand.
May 13, 2026
Market crash warning signs are starting to build I’m not saying a market crash is imminent, and nobody can...
The creator warns of an impending stock market crash, citing Wall Street warnings, persistent inflation, delayed Fed rate cuts, a new Fed chair, and a top-heavy S&P 500 rally driven by a few stocks. He advises investors to be cautious and manage risk.
Showing 1-25 of 123 posts · Page 1 of 5