Creator Post Archive
Buy Hold Rant - Stocks and Investing
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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
$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.
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.
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
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
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
$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
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
$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 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.
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