Creator Post Archive
Billy Invests
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Aug 13, 2026
SanDisk may have just given us one of the strongest signals yet that the memory boom is more structural tha...
The creator argues that the memory industry is shifting from a cyclical to a structural growth model, driven by AI demand and new multi-year customer agreements. This shift, highlighted by SanDisk's recent investor day, suggests significant upside potential for Micron (MU) as the market re-rates its earnings.
Aug 11, 2026
Memory stocks are getting crushed even after record earnings, but I think the market is pricing in the next...
The creator argues that the recent sell-off in memory stocks is an overreaction by the market, which is incorrectly pricing in a cyclical downturn. He maintains a high-conviction bullish stance on Micron, citing structural changes in the memory market driven by AI demand and long-term supply constraints.
Aug 4, 2026
The creator discusses Micron's recent stock performance, which has fallen 20% in a month, and questions whe...
The creator discusses Micron's recent stock performance, which has fallen 20% in a month, and questions whether the memory cycle has peaked. They analyze AI demand, supply dynamics, and Micron's valuation, referencing data from Moomoo to assess the situation and potential for future upside.
Aug 3, 2026
The creator discusses the AI power bottleneck and identifies three companies positioned to benefit: Constel...
The creator discusses the AI power bottleneck and identifies three companies positioned to benefit: Constellation Energy (CEG) for power generation, Quanta Services (PWR) for grid infrastructure, and Bloom Energy (BE) for on-site power. The creator also mentions a buy alert for Microsoft (MSFT).
Jul 30, 2026
The reel discusses the downfall of a highly leveraged hedge fund manager, Leopold Aschenbrenner, who lost $...
The reel discusses the downfall of a highly leveraged hedge fund manager, Leopold Aschenbrenner, who lost $45 billion. It highlights how his fund's positions were liquidated at the market bottom due to margin calls. The creator uses this as a cautionary tale against using high leverage, especially with volatile securities. The reel also mentions specific AI stocks like Micron and Sandisk performing well, and a buy alert for Microsoft (MSFT).
Jul 28, 2026
The creator discusses the current downturn in AI chip stocks, framing it as a potential buying opportunity....
The creator discusses the current downturn in AI chip stocks, framing it as a potential buying opportunity. They highlight the growth in semiconductor manufacturing equipment spending and identify three companies poised to benefit: KLA Corp, Lam Research, and Applied Materials.
Jul 24, 2026
The creator discusses the current downturn in AI stocks, highlighting that the issue is not a lack of deman...
The creator discusses the current downturn in AI stocks, highlighting that the issue is not a lack of demand but rather supply constraints and stretched valuations. They are investing $200,000 into Micron (MU) on the dip, citing strong analyst buy ratings and a positive outlook for memory demand.
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.
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