Creator Profile
YouTube | Stock
174K followers
Visit creator profilePerformance since February 23, 2026
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Mentioned 8/28/2026
Salesforce stock may still be undervalued despite a 25% weekly gain, as a new partnership with Anthropic and strong core business performance shift the narrative.
Analysis from 8/28/2026
Mentioned 8/27/2026
Nvidia is presented as a value stock trading at a P/E multiple comparable to Coca-Cola, despite its rapid growth, making it the creator's largest position.
Analysis from 8/27/2026
Mentioned 8/26/2026
Recent Posts
August 28, 2026
Salesforce (CRM) stock surged 25% following its earnings report, driven by a partnership with AI firm Anthropic and significant investment gains from their stake in Anthropic. Despite past concerns about AI impacting software businesses, the new collaboration and strong core business performance have shifted the narrative, leading the creator to believe the stock may still be undervalued.
August 27, 2026
The creator argues that Nvidia, despite its high market cap and AI narrative, is now a value stock due to its rapid growth and comparable P/E multiple to mature companies like Coca-Cola. They contrast Nvidia's current valuation and growth with the dot-com bubble era of Cisco, refuting the AI bubble narrative and explaining why they've made Nvidia their largest position.
August 26, 2026
The creator discusses Intuit (INTU), highlighting its strong financial performance including EPS and revenue growth, and a significant dividend increase. Despite a 56% drop from its all-time high, attributed to a sector-wide sell-off, the creator suggests it may be the best time to buy the stock in over a decade, noting its attractive valuation metrics for dividend growth and value investors. The company's substantial free cash flow and share repurchase program further support this view.