Creator Post Archive
Buy Hold Rant - Stocks and Investing
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Sep 3, 2026
AI Bubble Risk: Can AI Stocks like $MU and $NVDA Survive a Black Swan Event?
The creator discusses the potential risks of AI, including the possibility of a black swan event caused by AI models and the subsequent government intervention or halt on AI investments. The discussion explores how different AI-related companies like Nvidia, AMD, Micron, and others would be impacted by such a scenario, considering their current valuations and revenue streams.
Aug 27, 2026
$INTC Could Fall 70% and Still Be More Expensive Than the Average S&P 500 Stock
The creator discusses the valuation of Intel (INTC) and Nvidia (NVDA). Intel's forward PE of 65 is highlighted as significantly higher than the average S&P 500 company, suggesting it could fall 70% and still be more expensive. The creator expresses more excitement for Nvidia's future prospects compared to the average S&P 500 company, though they do not currently own Nvidia.
Aug 27, 2026
NVIDIA Is the Most Attractive It's Ever Been
The creator expresses strong interest in Nvidia, viewing it as undervalued and executing well, making it more attractive than other semiconductor companies like AMD, Broadcom, and Intel. The creator contrasts Nvidia's potential even in a stagnant market with Intel's overvaluation, highlighting the importance of fundamentals and valuation.
Aug 27, 2026
$RIVN: Uber CFO Loves Autonomy+ But Should Investors Be Worried about R2 Reliability Issues?
The creator discusses Rivian's Autonomy Plus capabilities, noting that while the recent demonstration was on a short route near Rivian's offices, the underlying technology is promising. They believe Rivian's software, while not yet as advanced as Tesla's FSD, is progressing well and could reach Tesla's previous levels by year-end. The creator also highlights that Rivian's primary competition in autonomous driving is not just Tesla, but other EV manufacturers, and if Rivian can surpass them, it's a significant win. Regarding R2 reliability concerns, the creator acknowledges that new products often have initial issues, drawing parallels to the Tesla Model 3's early days.
Aug 27, 2026
$AAPL Goes All-In on AI: How Apple’s New Macs Are Finally Stepping into the Future
The creator discusses Apple's recent Mac Mini and Mac Studio updates, highlighting the new M6 chip and the company's strong emphasis on AI features. While praising Apple's hardware, they suggest Apple could improve by optimizing open-source AI models for their Macs, especially given the success of the Mac Studio compared to the underperforming Mac Pro.
Aug 26, 2026
$NVDA Beats Q2 Expectations But the Stock Still Dropped: Why Doesn't the Market Make Sense?
Despite Nvidia beating Q2 earnings expectations significantly, the stock dropped, leading the creator to question market logic. The creator believes Nvidia is currently undervalued, especially compared to peers like Intel and AMD, and would hold or even buy more despite a 200% profit. The creator contrasts Nvidia's strong fundamentals and reasonable forward PE with Intel's high forward PE and less robust growth prospects.
Aug 21, 2026
$IREN: IREN Delivers Horizon 1 to Microsoft, So What Does That Mean For the Stock?
The creator discusses Iron's (IREN) recent delivery of its first data center phase to Microsoft, a significant milestone for their 5-year, $9.7 billion contract. While acknowledging the positive news and investor happiness, the creator expresses a lack of "exuberance," viewing it as the company simply fulfilling its obligations. The stock's muted reaction, initially rising then falling back, is seen as reflecting this sentiment. The creator contrasts this with Micron, where expectations are for declining revenues and profits, suggesting that market expectations play a crucial role in stock performance.
Aug 20, 2026
Is the AI Bubble Bursting? Anthropic's $65B ARR vs. OpenAI's Slowing Growth
The creator discusses the possibility of an AI bubble bursting, citing rapid growth in AI spend and company valuations. While acknowledging impressive growth from companies like Anthropic, they express concern over OpenAI's slower-than-expected revenue growth and lack of profitability. The creator prefers investing in companies with more reasonable valuations and current profitability, rather than those with extremely high valuations based on future growth expectations.
Aug 14, 2026
$BMBL: Hamid Sold Bumble. All of It.
The creator has sold all their shares of Bumble (BMBL) due to a series of disappointing events, including a lack of transparency regarding a potential sale, a very disappointing quarterly report, and significant delays and ambiguity surrounding a new product launch. Despite selling, the creator still believes Bumble is undervalued and expects the stock to rise now that they have exited.
Aug 13, 2026
$RKLB: Rocket Lab Earnings Breakdown: Revenue, Guidance & Neutron Update
Rocket Lab (RKLB) reported earnings that met expectations, with significant year-over-year revenue growth of over 60% even before the Neutron rocket comes online. The company provided a strong guidance for the next quarter, exceeding analyst estimates. While there was some caution regarding the timeline for Neutron's first launch, the focus is on its reusability, which is seen as a long-term advantage. The company is also innovating with its Electron program, creating new revenue streams through flexible launch capabilities. Despite trading at high sales multiples, the creator views Rocket Lab as a strong, well-executing company with significant long-term potential.
Aug 12, 2026
$SPCX: GrokBot, Grok 4.6 & Cursor: Inside SpaceX AI's New Agent Platform
The creator discusses Grokbot, a new AI agent platform from SpaceX AI, highlighting its features like virtual computers with Chrome, file explorer, and terminal access. They compare it to Claude Co-work, noting Grokbot's cloud-based approach and superior user experience, while also touching on the trust and access concerns associated with such powerful AI tools. The discussion also mentions Cursor Grok 4.6 as an improved version.
Jul 30, 2026
$META Q2 Earnings: Beat and Miss Explained
The creator discusses Meta's (META) Q2 earnings, noting a revenue beat but an EPS miss. The revenue growth year-over-year was significant, but the EPS miss is attributed to potential one-time charges from workforce reductions and increased sales and marketing expenses, leading to a negative after-hours stock reaction.
Jul 30, 2026
$RIVN Q2 Earnings Preview: Margins, Deliveries & R2 Momentum
Rivian is set to report Q2 earnings, with a focus on operating margins, delivery expectations, and the R2 vehicle's momentum. The creator believes that if Rivian can improve margins and achieve its delivery targets, the stock is currently undervalued, especially considering its technology and market position. Significant stock movement is expected following the earnings release.
Jul 23, 2026
$MU, $NVDA: Why Cheaper AI, like Kimi, Means MORE Chips | Buy Hold Rant Ep. 49
The creator discusses the implications of the new, cost-effective Kimi AI model, which is open-source and Chinese-made. Despite fears that this could disrupt the AI industry and impact chip demand, the creator argues, using Jevons Paradox and Moore's Law as frameworks, that increased efficiency and lower costs in AI will likely lead to greater overall adoption and thus *more* demand for chips, benefiting companies like Nvidia and Micron.
Jul 23, 2026
Google Beats Big, Tesla Misses on Earnings ($GOOGL, $TSLA) | Buy Hold Rant Ep. 49
The creator discusses the earnings reports for Google (GOOGL) and Tesla (TSLA). Google beat revenue and EPS expectations significantly, though the EPS beat is suspected to be due to a one-time benefit from the SpaceX IPO. Tesla beat revenue expectations but missed on EPS, with the stock showing a negative reaction in after-hours trading.
Jul 23, 2026
Why Google Is Winning the AI Race ($GOOGL) | Buy Hold Rant Ep. 49
The creator is bullish on Google ($GOOGL), highlighting its strong revenue growth driven by AI initiatives like Gemini. They emphasize Google's strategic advantage through its ownership of Chrome and Android, which allows Gemini to be front and center for users. The creator also notes Google's work in quantum computing and its sticky services like Gmail and Google Docs, which are now seeing increased paid adoption due to Gemini.
Jul 23, 2026
Sold Robinhood, Bought More Meta ($META) | Buy Hold Rant Ep. 49
The creator sold Robinhood and bought more Meta, citing Meta's improving AI capabilities, new business opportunities, and a potential $10 billion deal with Anthropic. They believe Meta's stock is undervalued, trading at a lower price than a year ago despite significant revenue and profit growth, with much of its potential not yet priced in. The creator sees more upside potential in Meta compared to Robinhood.
Jul 23, 2026
Should Meta Rent Compute to a Rival? ($META) | Buy Hold Rant Ep. 49
The creator discusses the potential for Meta to rent compute power to competitors like Anthropic, drawing parallels to historical tech industry co-opetition where companies cooperated on some fronts while competing on others. The creator believes such deals can work long-term, even in abundant compute environments, as they can be mutually beneficial.
Jul 23, 2026
Added 35% More IREN, ARR Now Over $4B ($IREN) | Buy Hold Rant Ep. 49
The creator discusses their recent purchase of Iron (IREN), increasing their stake by 35% at $34.96 per share. They highlight the company's transition from Bitcoin mining to an AI data center business, with significant revenue growth expected in the coming quarters. Despite concerns about customer concentration, particularly with Microsoft and Nvidia, the creator expresses excitement about IREN's increasing ARR targets and the potential for future growth.
Jul 23, 2026
Eos Picked for America's Golden Dome ($EOSE) | Buy Hold Rant Ep. 49
The creator discusses EOS, a zinc-based battery provider for long-duration energy storage, which was selected for the America's Golden Dome project. While the stock initially popped on the news, it has since declined. The creator expresses uncertainty about the deal's financial significance, noting the undisclosed multi-million dollar amount, and desires to see deals with non-US companies to drive revenue growth.
Jul 23, 2026
How We Handle a Volatile Market | Buy Hold Rant Ep. 49
The creator discusses their concentrated investment strategy, emphasizing the importance of valuation even when excited about a company. They prefer investing in great companies with good valuations and manage volatility through a large cash position rather than broad diversification. The creator also mentions "Iron" as a company they like and "Once Upon a Farm" as a company they are watching.
Jul 23, 2026
How I Size Up a Stock in 2 Minutes ($ZS) | Buy Hold Rant Ep. 49
The creator discusses how they evaluate companies, focusing on impressive execution and consistent performance rather than just efficiency metrics. They then briefly analyze Zscaler (ZS), noting its revenue growth but expressing a lack of excitement due to its current and forward P/E ratios, leading them to decide against further investigation.
Jul 23, 2026
How Is Meta Worth More Than SpaceX? ($META) | Buy Hold Rant Ep. 49
The creator questions how Meta is valued higher than SpaceX, despite SpaceX's significantly lower revenue and negative profits compared to Meta's substantial earnings. The creator highlights Meta's strong financial performance and growth trajectory, contrasting it with SpaceX's unfulfilled ambitious timelines and unproven revenue projections, suggesting SpaceX's valuation may be overly optimistic.
Jul 23, 2026
Can IREN Become a $100 Billion Company? ($IREN) | Buy Hold Rant Ep. 49
The creator discusses the potential for IREN (Iron) to reach a $100 billion market cap, acknowledging both the possibility and the inherent risks. While one creator focuses on avoiding specific price targets to manage emotions and facilitate profit-taking, the other explores the 10x potential in 10 years, noting that at its current $14 billion valuation, a $100 billion target is achievable if revenue growth continues significantly, though execution and competition remain key factors.
Jul 23, 2026
Is the Netflix Crash a Buy? ($NFLX) | Buy Hold Rant Ep. 49
The creator discusses Netflix's (NFLX) recent crash, noting its historical performance and current valuation. While acknowledging Netflix is a strong company and the current price isn't bad, they find it less exciting compared to competitors like Meta, which have faster growth and lower P/E ratios. The creator also touches on the increased competition in the streaming space and Netflix's loss of its former front-runner status.
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