Creator Post Archive
Cupboard Investor
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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.
Jul 18, 2026
The creator provides an educational overview of the Discounted Cash Flow (DCF) model, explaining how it is...
The creator provides an educational overview of the Discounted Cash Flow (DCF) model, explaining how it is used to theoretically determine the 'perfect price' or intrinsic value of a company's stock.
Jul 17, 2026
The creator discusses a recent downturn in semiconductor stocks, attributing it to a crowded trade, market...
The creator discusses a recent downturn in semiconductor stocks, attributing it to a crowded trade, market de-risking, and priced-in AI optimism. They suggest capital is rotating toward beaten-down software names like Lemonade, which they believe has significant upside potential.
Jul 16, 2026
The creator discusses three stocks—Lemonade, Tesla, and Palantir—that they believe are suitable for long-te...
The creator discusses three stocks—Lemonade, Tesla, and Palantir—that they believe are suitable for long-term holding, highlighting their potential for growth and competitive advantages in AI and technology.
Jul 15, 2026
The creator analyzes the S&P 500, predicting a short-term correction followed by a year-end rally. They cit...
The creator analyzes the S&P 500, predicting a short-term correction followed by a year-end rally. They cite factors like historical seasonality, Fed leadership changes, and valuation metrics to support their outlook.
Jul 14, 2026
The creator identifies robotics and photonics as key investment frontiers for the next five years, highligh...
The creator identifies robotics and photonics as key investment frontiers for the next five years, highlighting specific companies like Tesla, Lumentum, and Coherent as beneficiaries of these trends.
Jul 12, 2026
The creator outlines three stocks—Applied Optoelectronics, Penguin Solutions, and Vishay Precision Group—th...
The creator outlines three stocks—Applied Optoelectronics, Penguin Solutions, and Vishay Precision Group—that they are buying, citing their potential to benefit from long-term trends in photonics, AI infrastructure, and robotics.
Jul 12, 2026
The creator presents a long-term bullish thesis for Lemonade Inc. (LMND), arguing that its AI-first insuran...
The creator presents a long-term bullish thesis for Lemonade Inc. (LMND), arguing that its AI-first insurance model allows for significant revenue growth with minimal increases in operating expenses, projecting a potential 3x upside.
Jul 11, 2026
The creator recounts their experience trading two specific meme coins, Roko's Matrix and Peanut the Squirre...
The creator recounts their experience trading two specific meme coins, Roko's Matrix and Peanut the Squirrel, to illustrate their strategy of seeking high-risk, high-reward 'asymmetric' plays.
May 31, 2026
The creator presents a bullish thesis for Penguin Solutions ($PENG), arguing that its AI factory platform a...
The creator presents a bullish thesis for Penguin Solutions ($PENG), arguing that its AI factory platform and strategic partnerships with Dell and SK Hynix position it for significant growth. The creator provides a valuation model based on applying Dell's P/E multiple to projected 2027 earnings, suggesting substantial upside potential.
May 30, 2026
The creator presents a bullish thesis for Applied Optoelectronics (AAOI), citing strong demand for co-packa...
The creator presents a bullish thesis for Applied Optoelectronics (AAOI), citing strong demand for co-packaged optics and a vertically integrated business model. Despite a recent price drop due to a capital-raising ATM offering, the creator views the stock as undervalued based on future revenue targets.
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