Creator Post Archive
Buy Hold Rant - Stocks and Investing
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May 30, 2026
$MU: Is Micron Still Undervalued at $1 Trillion?
The creator discusses Micron (MU) following significant analyst upgrades and presidential mentions. Despite a large jump in price targets, the creator finds a $1,600 target reasonable and argues that Micron is undervalued, especially considering its expected profits relative to its market cap. The creator dismisses concerns about cyclicality and commodity status, highlighting the high barriers to entry in memory chip manufacturing. While holding the stock and not selling, the creator may trim positions if it exceeds $1,000 due to its large portfolio weighting.
May 28, 2026
Intel vs NVIDIA vs Micron: Which Chip Stock Is the Real Bargain Right Now?
The creator compares Intel, Nvidia, and Micron, finding Intel's valuation too high with a forward PE of 170 compared to Nvidia's 23 and Micron's 10. Micron is identified as the best deal among the three, making it the preferred investment over Intel.
May 28, 2026
Will Micron Hit $1,000 per Share or $50B Quarterly Revenue? The Key Signs and Timelines
The creator discusses Micron Technology (MU), believing it to be undervalued even at $1,000 per share. Despite its significant weighting in their portfolio and the associated risk, they have held 100% of their shares and plan to trim them once the stock surpasses $1,000, potentially waiting until after the quarterly report if the target isn't met beforehand.
May 28, 2026
Is Micron's $1,600 Price Target Too Low? Why the Stock May Still Be Undervalued
The creator discusses Micron's valuation, noting that despite a significant price target increase, the stock may still be undervalued. They highlight that Micron is expected to generate over $100 billion in profits within the next 12 months and is trading at a PE ratio comparable to low-growth retailers, suggesting it's currently the cheapest company among those with such high profit expectations.
May 28, 2026
The 3 Questions to Answer Before Deciding to Sell Micron Stock
The creator discusses three questions to consider before selling a stock, using Micron (MU) as an example. The questions revolve around whether there's been enough return, if the allocation is out of whack, and the tax implications of selling. For Micron, the creator indicates a 'yes' to sufficient return, a 'no' to allocation being out of whack, and a consideration for taxes.
May 26, 2026
I Won't Sell $MU Under $1,000 — Here's My Exact Sell Strategy
The creator will not sell any shares of Micron (MU) under $1,000, awaiting the quarterly report for more information. The CEO has indicated strong numbers and financials for the current quarter, and the creator expects the report to be phenomenal. Nvidia's upcoming report may also provide insights into memory demand.
May 26, 2026
Your Stock Just Jumped 30% — Here's Exactly What to Do Next
The creator discusses how to manage a stock position after a significant price jump, emphasizing portfolio allocation rather than solely focusing on the stock price. They use Rocket Lab as an example of a stock that experienced a rapid increase, highlighting the difficulty in determining the exact cause (e.g., short squeeze vs. fundamentals) and suggesting a strategy based on desired portfolio weighting.
May 21, 2026
$NVDA Earnings Breakdown: Double Beat, Stock Down After Hours
Nvidia (NVDA) reported a double beat on earnings and revenue, exceeding analyst expectations. Despite the strong performance, the stock saw a decline in after-hours trading. The creator notes that NVDA's valuation at a PE of roughly 29 is not expensive given its consistent performance and massive revenue generation.
May 14, 2026
$RKLB Stock Goes Hypersonic, Plus $ASTS Earnings and Comparison
The creator discusses selling a portion of their Rocket Lab ($RKLB) holdings, despite believing it's a fantastic company with strong execution and a positive outlook. They explain that the stock's high valuation (110x revenue) makes it overvalued, prompting them to trim their position as it rises, adhering to a buy low, sell high strategy. Another participant also discusses trimming their RKLB position after achieving a significant return.
May 14, 2026
Is $MU STILL Undervalued? And How Does it Compare to $INTC, $AMD $NVDA and $TSLA?
The creator discusses Micron's (MU) valuation, believing it deserves an $800 price target based on historical performance and current market multiples, especially with a forward PE of nine at $800. While holding a significant position, the creator may trim shares if MU continues to climb and represents too large a portfolio portion, but has not sold any yet.
May 14, 2026
$MU: The Most Undervalued Tech Stock vs AMD, Apple, Nvidia & Tesla
The creator argues that Micron (MU) has the best fundamentals among tech stocks like AMD, Apple, Nvidia, and Tesla, despite potential cyclicality. They highlight that other companies trade at significant premiums relative to Micron's valuation based on per-dollar-of-profit metrics.
May 7, 2026
$BMBL: Bumble’s Financials Look Strong, So Why Is the Stock Crashing?
The creator discusses Bumble's recent earnings report, noting the stock's significant drop despite financial results that were consistent with expectations and the previous quarter's performance. The creator expresses confusion over the market's volatile reactions and questions the lack of transparency regarding the company's technological overhauls and product development.
May 7, 2026
Why Analysts Downgrade Stocks After Crushing Earnings (Wall Street Is Wrong)
The creator discusses a stock that was downgraded by an analyst despite crushing earnings and raising future expectations. The stock price initially dropped significantly but has since doubled, leading the creator to question the market's efficiency and the analyst's downgrade rationale.
May 7, 2026
Is Micron's Stock Price Wrong? Short-Term Chaos vs Long-Term Value
The creator discusses how stock prices don't always reflect a company's true performance in the short term, but eventually, the price will catch up to reality. Micron is presented as a case study for this phenomenon.
May 7, 2026
Is Bumble a Hidden Value Stock Trading at Only 3.5x PE?
The creator discusses Bumble's financial health, highlighting its strong cash generation, rapidly decreasing debt, and a low P/E ratio of approximately 3.5x, suggesting it might be undervalued.
May 7, 2026
Why Uber Should Buy an EV Company to Win the Self-Driving Race
The creator argues that Uber should acquire an EV company with strong self-driving capabilities, like Rivian, to accelerate its autonomous driving race. They express confusion and disagreement with Uber's current strategy of partnering and investing in multiple companies instead of a direct acquisition or building its own technology.
May 7, 2026
Could Micron Become the Next $1 Trillion Chip Stock?
The creator believes Micron (MU) could justify a $1 trillion valuation based on its projected profits, which exceed Tesla's revenue. Despite potential unknowns regarding the AI craze and memory chip capacity utilization, Micron's current demand, sold-out status, and long-term contracts are seen as very positive indicators.
Apr 30, 2026
$HOOD Stock: Earnings Miss, Macro Headwinds, and Forward Strategy
The creator discusses Robinhood's recent earnings miss, attributing it to slowed growth and headwinds in crypto and equities. Despite these challenges, the creator highlights Robinhood's strong product strategy and rapid growth in its banking product. The creator also details a tax-related move where they sold some shares purchased at $91 to realize a loss, while holding onto shares bought at lower prices.
Apr 30, 2026
Big Tech Earnings Review: $AMZN, $MSFT, $META, $GOOGL
The creator reviews Big Tech earnings, noting that Amazon, Microsoft, and Meta all beat revenue and EPS expectations, but their stock prices declined after hours. Google also beat expectations and saw its stock price rise. The creator expresses surprise at the market's reaction to Meta's strong growth and financial results, contrasting it with Robinhood's more lumpy growth pattern.
Apr 30, 2026
Why Micron ($MU) Could Be 2026's Breakout Stock
The creator believes Micron ($MU) is significantly undervalued despite its year-to-date gains, citing the ongoing memory shortage and AI boom as drivers for continued demand. They see the stock as a potential breakout candidate for 2026, with positive news consistently benefiting the company.
Apr 30, 2026
The 'Buy Slow, Sell Slow' Rule That Turned $RKLB Dips Into Wins
The creator discusses their strategy of "Buy Slow, Sell Slow" using Rocket Lab ($RKLB) as an example. They highlight how buying the stock at a lower valuation when it was a smaller company led to significant gains, even as the price initially dropped. The creator emphasizes the importance of valuation and suggests that buying RKLB today would not yield the same results as it did in the past.
Apr 24, 2026
$RKLB: Why Hamid Trimmed Rocket Lab (But Still Loves the Stock)
The creator trimmed 7% of their Rocket Lab holdings due to its high valuation (over 80x revenues), despite loving the company and its CEO, Peter Beck. This trim is part of a strategy to increase cash reserves, not a loss of enthusiasm for Rocket Lab's bright future and brilliant execution.
Apr 23, 2026
Is Micron the Most Undervalued Big Tech Stock? The $800 Case
The creator discusses Micron (MU), believing it is undervalued even at its current all-time high price. They state they would buy it at $500 a share, citing low valuations relative to growth and profitability, and project a potential price of $800-$1000.
Apr 21, 2026
Micron Is 'Severely Undervalued': Why $MU Could Be an $800–$1,000 Stock
The creator believes Micron ($MU) is severely undervalued and should be an $800 stock today, potentially reaching $1,000 if it meets or beats its quarterly projections. While considering trimming some shares if the price rises quickly due to buying more on a dip, the creator is not looking to sell anytime soon.
Apr 20, 2026
Is $RIVN Still a Buy? Upside, Cash Burn Risks, and My Price Targets
The creator discusses Rivian (RIVN), holding a significant position and believing it's undervalued. While not looking to add more due to the size of the current investment, they acknowledge that revenue growth and profitability are key for the stock's future performance. The creator also mentions Micron (MU) as their largest investment.
Apr 20, 2026
Why Selling a Stock Always Seems to Make It Soar: The Psychology of FOMO
The creator discusses the psychological phenomenon of selling a stock and then watching it soar, attributing it to FOMO (Fear Of Missing Out). They use their own experience selling Bumble as an example, noting that selling a portion seemed to precede a significant price increase.
Apr 20, 2026
Micron Deep Dive: Why the Memory Boom Makes $MU Massively Undervalued
The creator believes Micron ($MU) is massively undervalued due to the ongoing memory boom. Despite market speculation about demand fading, all indications point to continued supply constraints and record profits for memory chip manufacturers like Samsung, which bodes well for Micron. The stock is trading at a very low forward PE ratio, suggesting significant upside potential.
Apr 15, 2026
$RKLB vs SpaceX: Breaking Down the Valuation
The creator discusses the investment potential of Rocket Lab (RKLB) compared to SpaceX, favoring RKLB due to its lower market cap and greater growth potential. They highlight RKLB's valuation relative to revenue and the law of large numbers, suggesting RKLB has a higher probability of a 10x return. The creator also addresses listener questions about entering a position in RKLB, noting that while the current price might be high, the long-term outlook is positive, and potential SpaceX IPO performance could influence RKLB's stock.
Apr 15, 2026
$MU Micron Deep Dive: Post Earnings, Memory Cycles, Google’s TurboQuant and AI Demand
The creator discusses Micron's (MU) recent earnings, highlighting its strong performance driven by AI demand. Despite market reactions to efficiency algorithms, the creator believes Micron is undervalued due to the exponential growth in AI, leading to a significant increase in demand for memory chips. The company's strong margins, projected profits, and potential for stock buybacks further support a bullish outlook.
Apr 15, 2026
$META Stock Analysis: Undervalued AI Opportunity?
The creator discusses increasing their Meta (META) position by 40% at $523, noting it's cheaper than when they sold half their stake previously. Despite the stock price being flat over 1.5 years, Meta's revenue and profits have grown significantly, with a PE below 20. The creator is excited about Meta's AI potential and upcoming product releases.
Apr 15, 2026
SpaceX IPO Explained: Valuation, xAI Risks, and Investor Takeaways
The creator discusses the potential SpaceX IPO, expressing concern over its extremely high valuation (1.75-2 trillion USD) and the merger with struggling AI company XAI. While a fan of SpaceX and Starlink, the creator advises sitting out the IPO due to perceived overvaluation and the risk of XAI draining SpaceX's resources. The creator also notes potential correlation with Rocket Lab, but expresses confidence in Rocket Lab's long-term prospects.
Apr 15, 2026
Which Mag 7 Stock Won’t Exist in 25 Years?
The creators discuss which of the current "MAG 7" stocks is least likely to exist in 25 years. While they generally believe all will survive, potentially through mergers, they speculate that Nvidia might be the most vulnerable due to an unknown future in its segment, and Tesla could be acquired by SpaceX or X. They also use IBM as an example of a company that has survived despite perceived irrelevance.
Apr 15, 2026
$RVI and $HOOD: Robinhood’s VC Fund vs Individual Stocks—Which Wins?
The creator discusses Robinhood's venture fund, noting its recent 15% recovery but stating they are not looking to increase their position. They prefer opportunities in individual stocks and find the fund's recovery unusual, especially the ability to exit investments quickly for a profit. The creator also touches on IPOs, the Robinhood fund's NAV of $25, and the speculative nature of valuing private companies within the fund.
Apr 15, 2026
$MU Earnings Blowout: $23.8B Revenue, so Why is the Stock Still Flat?
Micron (MU) reported an earnings blowout with revenue significantly exceeding estimates, driven by strong DRAM and NAND performance. Despite the exceptional results and guidance, the stock price showed a muted reaction, leading the creator to express surprise and consider buying more shares if the price remains down. The company also highlighted strong cash flow and shareholder returns.
Mar 15, 2026
Rivian Earnings Explained: Why the Stock Jumped 26%
The creator discusses Rivian's recent earnings, noting a significant stock jump despite a slight beat on revenue and EPS, largely due to better-than-expected software margins. While acknowledging the short-term market unpredictability, the creator expresses a long-term positive outlook on Rivian's revenue growth potential, driven by the upcoming R2 vehicles and increasing delivery targets, even though profitability is not expected until after 2027. The discussion also touches on the difficulty of short-term market prediction and the creator's preference for long-term investing over short-term trading.
Mar 15, 2026
$BMBL Q4 Earnings Breakdown: Revenue Beat, Huge Write-Down, 22% Stock Surge
Bumble's Q4 2025 earnings report showed a revenue beat but a significant EPS miss, largely due to a $630 million impairment loss. Despite this, the stock surged 22%, and the company remains profitable with strong adjusted EBITDA and a positive outlook for Q1 2026. The market appears to have overlooked the impairment, focusing instead on the company's solid revenue and profitability, with future growth potential tied to a new product release expected mid-2026.
Mar 15, 2026
Rivian CEO RJ Scaringe: How Rivian Plans to Gain Market Share in the Car Industry
The creator discusses disruptive technological shifts in the automotive industry, focusing on electric vehicles, software-defined architectures, and autonomous driving. The CEO of Rivian shares insights on how these trends will shape market share, emphasizing the importance of advanced autonomy and software updates for future vehicle success. The discussion also touches on evolving transportation consumption models, with a focus on increased vehicle utilization and potential variations of ownership and ride-sharing.
Mar 15, 2026
$MU Earnings Preview: Can Micron Hit $19B in Revenue?
The creator is excited about Micron's upcoming earnings report, highlighting the significant expected jump in revenue to $19 billion, a substantial increase from previous quarters. This revenue growth could lead to a significant stock price increase if achieved.
Mar 15, 2026
DoorDash Earnings Explained: Why $DASH Didn’t Crash
DoorDash reported earnings with a slight revenue miss and a larger EPS miss, causing a post-hours dip despite earlier gains. The creator highlights DoorDash's impressive revenue growth, especially post-COVID, and discusses the service's pricing structure and fees. Comparing DoorDash to Grab, an Asian equivalent, the creator expresses a preference for DoorDash due to personal usage and US market exposure.
Mar 15, 2026
Hims Earnings Report Explained: Growth, Risks, and Legal Drama
Hims & Hers Health reported earnings, beating EPS estimates but slightly missing revenue. The company, perceived as a marketing firm selling white-labeled generics, faces legal challenges from Novo Nordisk over a GLP-1 pill. Despite its popularity, the creator expresses concerns about Hims' business model, prescription process, and premium pricing, leading to a decision to avoid the stock.
Mar 15, 2026
$RKLB: Rocket Lab Earnings and Neutron Delay - What Should We Think?
Rocket Lab (RKLB) reported earnings that met expectations, with strong revenue growth and a significant backlog. Despite a delay in the Neutron program due to a test failure, the creator remains extremely bullish long-term, viewing the delay as minor given future revenue opportunities in space and satellite services. The company's advancements in silicon solar arrays for potential space data centers are also seen as a positive strategic move.
Mar 15, 2026
$EOSE: Earnings Miss, but is This Energy Storage Company’s Future Bright?
EOS reported a significant earnings miss, with revenue down nearly 40% and EPS down over 200%. Despite the miss, revenue increased significantly quarter-over-quarter and year-over-year. The company attributes the miss to production issues and factory automation efforts, while demand remains strong. The CEO recently purchased $350,000 worth of shares, signaling confidence in the company's future. The creator views EOS as a starter position, currently 2% of their portfolio, and bought more shares at $6.93, despite subsequent volatility.