Mentioned 5/31/2026
Creator Profile
Dividend Compounders with Cheese
YouTube | Stock
21,400 followers
Visit creator profileReturn Since February 19, 2026
Recent Posts
Latest published research
May 31, 2026
Why Would I Buy Stocks When Everything's Overvalued?
The creator discusses upcoming earnings reports for cybersecurity and retail companies, and reviews recent performance of Costco, Zscaler, and Salesforce. They express a preference for buying stocks like Costco when their multiples are suppressed and note that Zscaler and Salesforce experienced significant volatility after earnings, with Salesforce ultimately rallying. The creator believes AI will enhance, not replace, software, and categorizes software companies into tiers for investment.
May 30, 2026
Am I wrong to think that MSFT is undervalued? I’m saying $550 by the next 6 months
The creator believes both Microsoft (MSFT) and Nvidia (NVDA) are currently undervalued and poised for significant price increases. They have been dollar-cost averaging into Microsoft, seeing its recent underperformance as a buying opportunity, and believe Nvidia, despite a recent pullback, is also a strong buy.
May 26, 2026
The Next Intel? Stocks The U.S. Government Is Quietly Backing
The creator discusses how US government investment can significantly impact stock prices, using Intel as a past example. He highlights MP Materials and Lithium Americas as current examples of companies receiving government backing in strategic industries like rare earth elements and critical minerals, suggesting these could be future growth opportunities.
Recent Stock Calls
Only high-conviction signal-backed calls appear here, so newer research posts can stay commentary-only.
Mentioned 5/31/2026
The creator invested heavily in Huntington Engles, which paid off, aligning with a strategy of investing in military stocks when Democrats are in power.
Analysis from 6/1/2026
Mentioned 5/31/2026
Tracked Portfolio Performance Since February 19, 2026
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