Creator Profile
YouTube | Stock
21.7K followers
Visit creator profilePerformance since February 19, 2026
Industry allocation
Premium reveals the creator's industry mix.
Sign inPremium analytics unlocks the trade outcome breakdown so you can see which calls were the biggest upside and downside contributors.
Premium unlocks the creator's full ticker timeline, including bullish, bearish, and research-only events with dates.
Only high-conviction signal-backed calls appear here, so newer research posts can stay commentary-only.
Mentioned 8/30/2026
Itron, trading at a 15 forward PE in a bullish industry, appears undervalued on the surface but has significant red flags in its financials, including inconsistent sales and negative profits per share.
Analysis from 8/30/2026
Mentioned 8/30/2026
Mueller Water Products is a compelling infrastructure play with a low valuation (16x forward EPS), trading near its one-year low, and showing strong EPS growth and a healthy balance sheet.
Analysis from 8/30/2026
Mentioned 8/30/2026
Recent Posts
August 30, 2026
The creator discusses the AI bubble and data center infrastructure, highlighting chip designers and physical infrastructure providers. They propose that water infrastructure is the next major opportunity, driven by the cooling needs of data centers. The creator outlines both the bear and bull cases for water infrastructure stocks, emphasizing the essential nature of water and the growing demand from data center expansion.
August 23, 2026
The creator analyzes Medline (MDLN), a medical supplies company, discussing its business model, recent stock performance, and key considerations. Despite recent price drops due to inflation, tariffs, and FDA issues, the creator believes the company's strong customer retention and focus on private label products present potential.
August 22, 2026
The creator discusses selling The Trade Desk (TTD) at a significant loss, citing a shift in the advertising landscape due to increased competition from Amazon and Google. The creator highlights declining revenue growth, negative profitability, and a worsening balance sheet as key reasons for the sale, indicating a catastrophic shift in the company's competitive advantage and future prospects.