Creator Post Archive
Buy Hold Rant - Stocks and Investing
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Jun 21, 2026
The rumored SpaceX–Tesla merger how supervoting SpaceX shares could cement Elon's control
This video discusses a rumored SpaceX-Tesla merger and how SpaceX's supervoting shares could allow Elon Musk to maintain control, especially if SpaceX's valuation increases relative to Tesla's. The creator highlights Musk's significantly higher voting power in SpaceX (80%) compared to Tesla (under 15%) due to SpaceX's supervoting shares.
Jun 18, 2026
$MU: Could Micron Crush Q2 Earnings and Still Drop?
The creator discusses Micron's upcoming earnings report, noting that analysts expect strong revenue and EPS figures, potentially exceeding guidance. Despite past instances where the stock reacted counterintuitively to earnings beats, the creator believes a miss would significantly hurt the stock price, while a beat could lead to either an increase or decrease in price.
Jun 15, 2026
Why Rivian plunged after the R2 release — 'sell the news', cash burn, dilution risk, and the Tesla p
The creator discusses Rivian's cash burn and dilution risk following the R2 release. While acknowledging the company's lack of profitability and current cash situation, which suggests about a year of runway, the creator notes that deals like the one with Volkswagen have provided capital injections. However, further cash raises and potential dilution events within the next 6-12 months are anticipated.
Jun 15, 2026
Should you buy AI IPOs at launch Timing, risk and how they could reshape the Magnificent 7
The creator discusses the potential for AI IPOs to reshape the Magnificent Seven. They express a personal stance against participating in IPOs, citing historical examples where waiting for a lower entry price proved more beneficial. The creator also notes Tesla's recent underperformance within the Magnificent Seven.
Jun 4, 2026
Is Bumble Stock Worth Buying Now Given the Catalysts, Risks, and Whale Activity
The creator is considering buying Bumble stock due to its current low price and the potential for a large investor to significantly impact the stock price. However, they acknowledge that a sustained recovery will require demonstrated increases in revenue and profits, which may take time.
Jun 4, 2026
Why Micron Stock Dropped After Blowout Earnings and What That Means for Investors
The creator discusses Micron's stock performance, noting a significant drop despite blowout earnings and raised expectations. They emphasize their investment strategy focuses on identifying undervalued companies rather than predicting price movements, and mention Micron's earnings hub score was downgraded from A to B.
Jun 4, 2026
Breaking Down the Anthropic IPO Valuation and Whether the Investor Frenzy Is Justified
The creator discusses the potential IPO valuations of AI companies like Anthropic and OpenAI, comparing them to SpaceX and Google's recent capital raises. They express skepticism about the justification for such high valuations and the source of the capital, while noting potential investor frenzy around these IPOs.
Jun 4, 2026
What to do when one stock becomes 30%+ of your portfolio
The creator discusses de-risking a significant portion of their portfolio that has grown to over 34% due to a substantial gain in Micron. They also reflect on a past decision to de-risk Rocket Lab, which they are now glad they did given the subsequent price drop.
Jun 4, 2026
8 Reasons to be Bullish on $RIVN
The creator is bullish on Rivian (RIVN), highlighting its strong customer satisfaction, the upcoming R2 vehicle expected to drive significant revenue growth, and its advanced technology in batteries, electronics, and software. Despite potential risks from Chinese competitors, the creator believes protective measures will mitigate this threat.
Jun 4, 2026
The Contrarian Case for Buying Bumble and Rivian When Everyone Is Bearish
The creator discusses their contrarian investment strategy, focusing on buying stocks when they appear undervalued based on their personal "stupid meter." They highlight increasing their position in Rivian due to its low valuation relative to its market cap and upcoming product launches, and mention Bumble as another example of a company with strong fundamentals trading at a low price.
Jun 4, 2026
$MU: Micron Crosses $1K. Is it Still Undervalued?
The creator discusses trimming their Micron (MU) position after it crossed $1,000, despite believing the stock is still undervalued. They explain the decision was to de-risk as Micron became a significant portion of their portfolio, noting a 200%+ return in less than six months. The conversation also touches on Rivian, Anthropic's IPO filing, and Robin Hood's relationship with Bitcoin.
Jun 3, 2026
Why Meta Is Massively Undervalued in the AI Race and What It Means for the Stock
The creator believes Meta (META) is significantly undervalued in the AI race due to its strong distribution channels (Facebook, Instagram, WhatsApp) and vast data resources. Despite the stock price being hammered, the company's investments position it well for future success in AI integration.
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.
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