Creator Post Archive
Cupboard Investor
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Sep 30, 2026
The creator discusses two stocks they are actively buying in October, citing strong financial performance,...
The creator discusses two stocks they are actively buying in October, citing strong financial performance, raised guidance, and favorable technical levels for both Penguin Solutions and Applied Optoelectronics.
Sep 28, 2026
The creator shares three personal money lessons from their twenties, emphasizing the importance of investin...
The creator shares three personal money lessons from their twenties, emphasizing the importance of investing early and prioritizing investing over spending. They mention specific stocks and ETFs they have invested in as part of their personal growth strategy.
Sep 21, 2026
The creator argues that we are on the verge of a major AI-driven technological breakthrough, suggesting tha...
The creator argues that we are on the verge of a major AI-driven technological breakthrough, suggesting that investors should look past current macro and liquidity concerns to focus on the long-term potential of AI-integrated companies like Palantir.
Sep 14, 2026
The creator outlines their investment strategy for September, detailing three specific stock picks and a 50...
The creator outlines their investment strategy for September, detailing three specific stock picks and a 50% cash allocation to hedge against market volatility and macroeconomic headwinds.
Sep 8, 2026
The creator argues that economists are overly focused on rising interest rates and potential market meltdow...
The creator argues that economists are overly focused on rising interest rates and potential market meltdowns, ignoring the transformative impact of AI on corporate margins. He contends that AI-driven growth is largely insensitive to interest rate hikes, making current macro-based bearishness misplaced.
Sep 4, 2026
The creator argues that the bond market is not breaking, but rather undergoing a normalization process char...
The creator argues that the bond market is not breaking, but rather undergoing a normalization process characterized by higher real yields and increased global capital demand. He suggests that higher yields are making bonds more attractive as an asset class.
Sep 1, 2026
The creator argues that Bitcoin is the 'purest AI trade' because it is immune to AI disruption, acts as a h...
The creator argues that Bitcoin is the 'purest AI trade' because it is immune to AI disruption, acts as a hedge against the erosion of future certainty, and serves as the essential settlement layer for an AI-driven economy.
Aug 27, 2026
The creator analyzes NVIDIA's Q2 earnings, noting strong growth but advising against chasing the stock due...
The creator analyzes NVIDIA's Q2 earnings, noting strong growth but advising against chasing the stock due to its large size. Instead, they suggest looking at high-beta upstream supply chain companies, particularly those in the memory sector, which are benefiting from increased capital expenditure.
Aug 26, 2026
The creator argues against the prevailing 'endgame' or crash bias, suggesting that despite short-term marke...
The creator argues against the prevailing 'endgame' or crash bias, suggesting that despite short-term market volatility, the long-term trend remains upward due to fundamental shifts like AI-driven productivity and economic growth.
Aug 24, 2026
The creator discusses the 'debasement trade' thesis, arguing that US Treasury bond buybacks and monetary po...
The creator discusses the 'debasement trade' thesis, arguing that US Treasury bond buybacks and monetary policy will lead to currency debasement, making Bitcoin a long-term hedge. While bullish on Bitcoin's long-term prospects, the creator advises against chasing the current rally and suggests waiting for better sentiment.
Aug 21, 2026
The creator analyzes Palantir's historical valuation through its forward P/E ratio from 2020 to 2026, argui...
The creator analyzes Palantir's historical valuation through its forward P/E ratio from 2020 to 2026, arguing that the stock is no longer trading at expensive valuations and that its long-term value lies in its data ontology platform rather than fair value metrics.
Aug 19, 2026
The creator analyzes the photonics sector, highlighting Applied Optoelectronics (AAOI) and Lumentum Holding...
The creator analyzes the photonics sector, highlighting Applied Optoelectronics (AAOI) and Lumentum Holdings (LITE) as key players. While bullish on the sector's long-term durability, the creator advises against chasing AAOI at its current high price.
Aug 17, 2026
The creator discusses the importance of conviction and holding through volatility, using Palantir and Appli...
The creator discusses the importance of conviction and holding through volatility, using Palantir and Applied Optoelectronics as examples of stocks that experienced significant price swings.
Aug 12, 2026
The creator argues that Applied Optoelectronics (AAOI) is in a multi-year growth cycle driven by ELSFP capa...
The creator argues that Applied Optoelectronics (AAOI) is in a multi-year growth cycle driven by ELSFP capacity expansion and CPO demand, countering the narrative that the stock's growth will decelerate after 2027.
Aug 11, 2026
The creator discusses the 'debasement trade' in the context of US fiscal policy, arguing that high debt lev...
The creator discusses the 'debasement trade' in the context of US fiscal policy, arguing that high debt levels and economic conditions will force the government to continue inflationary policies, which should benefit assets like Bitcoin.
Aug 9, 2026
The creator breaks down their July income, which includes profits from selling shares of Palantir and AMD.
The creator breaks down their July income, which includes profits from selling shares of Palantir and AMD.
Aug 7, 2026
The creator analyzes Applied Optoelectronics' (AAOI) Q2 earnings, highlighting a strong long-term bull case...
The creator analyzes Applied Optoelectronics' (AAOI) Q2 earnings, highlighting a strong long-term bull case based on revenue targets but expressing caution regarding Q3 guidance and the significant growth required in Q4.
Aug 5, 2026
The creator discusses the software-as-a-service (SaaS) sector, highlighting Palantir's strong Q2 earnings a...
The creator discusses the software-as-a-service (SaaS) sector, highlighting Palantir's strong Q2 earnings as a potential turning point for the industry. They argue that fears of AI replacing SaaS are overblown and identify Lemonade and Hims & Hers as potential 'AI winners' in the beaten-down SaaS space.
Aug 3, 2026
The creator discusses the photonics sector, highlighting the massive growth of memory stocks like SanDisk,...
The creator discusses the photonics sector, highlighting the massive growth of memory stocks like SanDisk, while identifying Applied Optoelectronics (AAOI) as a high-risk, high-reward opportunity for the next 1-2 years due to its vertical integration in the photonics space.
Jul 31, 2026
The creator outlines a hypothetical $1M portfolio reconstruction strategy, highlighting five specific stock...
The creator outlines a hypothetical $1M portfolio reconstruction strategy, highlighting five specific stock picks and a 45% cash allocation for future dips.
Jul 28, 2026
The creator outlines three strategies for building wealth, emphasizing the importance of an investing minds...
The creator outlines three strategies for building wealth, emphasizing the importance of an investing mindset, creating alternative income streams, and upgrading one's skillset. He specifically advocates for consistent, long-term investment in the S&P 500 as a core wealth-building tool.
Jul 27, 2026
The creator discusses the recent market sell-off in semiconductor stocks, attributing it to factors like ge...
The creator discusses the recent market sell-off in semiconductor stocks, attributing it to factors like geopolitical uncertainty and crowded trades. He identifies AI-related winners and robotics companies as better investment opportunities, specifically highlighting Lemonade and Vishay Precision Group.
Jul 23, 2026
The creator outlines their strategy for beating the S&P 500 by focusing on fundamental valuation, identifyi...
The creator outlines their strategy for beating the S&P 500 by focusing on fundamental valuation, identifying strong economic moats, and maintaining conviction through volatility. They use Lemonade and Palantir as examples of stocks they have analyzed.
Jul 21, 2026
The creator shares their personal investment journey, detailing how they grew their portfolio through asymm...
The creator shares their personal investment journey, detailing how they grew their portfolio through asymmetric bets in crypto and specific stocks like Palantir, Lemonade, and Hims & Hers.
Jul 20, 2026
The creator argues that the launch of the Kimi K3 AI model is bullish for the broader AI compute trade, spe...
The creator argues that the launch of the Kimi K3 AI model is bullish for the broader AI compute trade, specifically for companies like NVIDIA, as open-source models drive incremental demand for GPU compute.
Showing 1-25 of 41 posts · Page 1 of 2