Creator Post Archive
Dividend Data
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Oct 4, 2026
Dividend Stocks Are Selling Off. Here's What I'm Doing.
The creator discusses the recent sell-off in dividend stocks, contrasting it with the performance of the broader market and tech stocks. They attribute this divergence to the rise in risk-free rates, making treasuries more attractive relative to dividend yields. Despite this, the creator remains focused on long-term growth and buying at fair prices, and will provide an update on their personal dividend growth stock portfolio.
Oct 1, 2026
Micron is a Value Stock. You've Been Lied To.
The creator argues that Micron (MU) is currently undervalued despite significant past and recent stock price appreciation. The thesis is driven by record earnings, high gross margins (86.8%), and strong demand from AI data centers, which are pushing up memory prices. The creator contrasts Micron's low forward P/E ratio (6x 2027 earnings) with other value stocks like Verizon and Coca-Cola, suggesting the market is underpricing Micron's earnings potential.
Sep 24, 2026
5 Dividend Stocks at 52 Week Lows. Here's My Take.
The creator discusses five dividend stocks that have recently hit 52-week lows, despite the S&P 500 and popular dividend funds outperforming. The first stock analyzed is McDonald's, which is down 21% year-to-date and trading at its 52-week low. While the dividend yield is at a 10-year high and payout ratios are sustainable, concerns exist about slowing dividend growth and earnings per share growth.
Sep 23, 2026
Meta Just Saved the Stock. Muse Did It.
The creator discusses Meta's recent stock performance, highlighting the launch of their new AI agent, Muse, as a significant driver. The video also touches upon Meta's advertising business, a lawsuit settlement, and potential risks and opportunities in their AI strategy, as well as the broader AI hardware supply chain.
Sep 18, 2026
This Dividend Stock Just Hit Its Highest Yield in 42 Years
The creator discusses PepsiCo's (PEP) current high dividend yield, noting it's the highest in 42 years, historically making it appear cheap. However, concerns about dividend sustainability due to high payout ratios are raised, alongside a review of the stock's business, recent performance, and overall valuation.
Sep 4, 2026
What a $368,573 Dividend Portfolio Paid Me This Month: Passive Income August 2026
The creator discusses their dividend portfolio's growth from $291,794 to $368,000 in eight months, highlighting passive income generation. They detail August's dividend earnings, specifically mentioning MPLX and Hes Midstream (HSM) for their high yields and dividend growth, and discuss reinvesting dividends to fuel compounding growth.
Sep 3, 2026
Broadcom Stock is Buy. I Was Wrong.
The creator discusses Broadcom (AVGO), highlighting its transformation from a value/dividend growth stock to a primary AI semiconductor company. While the creator previously sold AVGO for a significant profit, they now regret it, realizing the stock's AI business growth has driven substantial value, leaving considerable gains on the table.
Sep 2, 2026
Dell Just Became a Growth Stock. Thank Nvidia.
The creator discusses Dell's recent surge in stock price, attributing it to strong AI server orders and a partnership with Nvidia. Despite a significant year-over-year increase in stock price and a historically high P/E multiple, the creator suggests Dell might still be undervalued due to its rapid growth in the AI sector, which is projected to surpass its traditional PC business.
Aug 28, 2026
Claude Just Saved Salesforce Stock.
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.
Aug 27, 2026
Nvidia Just Became a Value Stock. You're Being Lied To.
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.
Aug 26, 2026
The Best Time to Buy This Stock in Over 10 Years?
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.
Aug 25, 2026
Nvidia is FLIPPING the Stock Market This Week
The creator discusses Nvidia's upcoming earnings report, highlighting its significant impact on major indexes like the S&P 500 and NASDAQ 100 due to its large market cap. Despite consistent earnings beats and revenue estimate successes, the stock price has not consistently popped post-earnings. The creator suggests market sentiment, rather than the earnings results themselves, will dictate the stock's movement, referencing Warren Buffett's 'voting machine' vs. 'weighing machine' analogy to explain the stock's underperformance relative to its growth and free cash flow generation. The video also briefly mentions potential value plays in beaten-down software stocks like Intuit and Salesforce, and a semiconductor company that could be the next trillion-dollar player.
Aug 21, 2026
Walmart's Worst Day in 4 Years. It's More Expensive Than Nvidia.
The creator discusses Walmart's recent stock performance, noting a significant sell-off after its earnings report. The analysis focuses on Walmart's elevated P/E ratio, comparing it unfavorably to Nvidia's valuation, and questions whether Walmart is still overvalued despite the recent price drop. The video aims to explain the reasons behind Walmart's multiple rerating and provide a future price projection.
Aug 19, 2026
Why I Own $111,070 of Nvidia Stock
The creator discusses their significant investment in Nvidia (NVDA), making it their largest position. Despite Nvidia not being a traditional dividend stock, the creator is drawn to its massive cash flow generation and recent dividend increase. They believe the stock is becoming a value play due to consolidation and fundamental growth prospects, and they don't see an AI bubble, expecting Nvidia's cash flows to remain durable.
Aug 14, 2026
The 2 Dividend Stocks I'm Buying in August
The creator is reinvesting $2,364 in dividends into Hess Midstream (HSM) and MPLX. Despite recent price appreciation, the creator believes both stocks are still undervalued, citing their high dividend yields and growth potential. The analysis will include dividend breakdowns, sustainability, and intrinsic value estimates using the dividend discount model.
Aug 12, 2026
5 Dividend Growth Stocks at Historically High Yields
The creator discusses five dividend growth stocks trading at historically high yields, focusing on Intuit (INTU) as the first example. The analysis highlights Intuit's strong dividend growth, sustainable payout ratio, and impressive earnings per share growth, suggesting it is currently trading at a cheap valuation based on its P/E ratio.
Aug 11, 2026
7 Dividend Stocks at Historically High Yields
The creator identifies seven dividend stocks that are currently trading at historically high dividend yields, suggesting they are undervalued. The video focuses on Accenture (ACN) and Nike (NKE) as examples, highlighting their current yields relative to their 5- and 10-year historical averages and discussing their dividend growth and payout ratios.
Aug 9, 2026
The Best Time to Buy McDonald's Stock in 5 Years? | MCD Stock Analysis
The creator analyzes McDonald's stock (MCD), highlighting that it is currently trading at its cheapest valuation in five years based on forward P/E ratio and dividend yield. Despite recent stock price declines driven by falling US traffic and negative sentiment, the creator suggests this could be a buying opportunity for long-term dividend investors, presenting a detailed analysis of its historical performance and dividend growth.
Jun 23, 2026
Top 5 Stocks to Buy at 52 Week Lows
The creator discusses how AI fears are impacting stock valuations, particularly in the software and consulting sectors, leading to 52-week lows for some companies. Despite potential short-term sell-offs, the creator believes these companies present long-term buying opportunities due to their resilient core business fundamentals. Accenture (ACN) is highlighted as the first stock at a 52-week low, facing disruption fears in the tech consulting space.
Jun 18, 2026
It’s Time to Buy Microsoft Stock
The creator argues that Microsoft stock presents a significant buying opportunity due to its recent sell-off, historically low P/E ratio, and strong projected earnings growth, particularly driven by AI advancements. The analysis highlights the company's consistent dividend growth and accelerating earnings per share.
Jun 17, 2026
Why Warren Buffett Didn’t Buy the SpaceX IPO
The creator discusses Warren Buffett's perspective on IPOs, applying it to the recent SpaceX IPO. While acknowledging SpaceX's potential long-term success, the creator advises against buying the stock at its current valuation due to strong selling incentives among early investors and analysts, suggesting other large companies like Nvidia, Alphabet, Microsoft, Amazon, and Meta are more attractive.
Jun 11, 2026
Why I’m NOT Buying the SpaceX IPO
The creator discusses the upcoming SpaceX IPO, highlighting concerns about its extremely high valuation of $1.77 trillion, which they believe is significantly overvalued compared to Tesla's early days. They warn against being exit liquidity for early investors and note that much of the value creation has already occurred in private markets. While acknowledging potential short-term dynamics due to a lockup period, the creator emphasizes that valuation still matters and points out that SpaceX is trading at 94 times last year's sales, with a significant portion of revenue coming from Starlink and the recently acquired xAI, which is still losing money.
Jun 7, 2026
My Top 2 Stock Buys Now in 2026
The creator discusses their top two stock buys for 2026, focusing on companies with strong earnings growth, particularly in the AI and semiconductor sectors. They highlight Nvidia as a significant holding, noting its attractive valuation despite recent market sell-offs and strong year-over-year earnings and free cash flow growth. The creator plans to hold Nvidia for the long term, especially within their Roth IRA.
May 21, 2026
Why Nvidia Stock is a Buy in 2026 & Beyond
Despite a slight after-hours dip following strong earnings, Nvidia (NVDA) is presented as a buy for 2026 and beyond. The creator highlights the company's rapid revenue and free cash flow growth, strong balance sheet, and significant share repurchase program, suggesting continued attractive returns despite its high valuation.
May 10, 2026
My Dividend Stock Portfolio in the 2026 Stock Market
The creator provides an update on their dividend growth stock portfolio, which has reached an all-time high. They discuss their projected dividend income, reinvestment plans, and the performance of key holdings like Alphabet (GOOGL), Microsoft (MSFT), and HESM. The portfolio is composed of a mix of high and low yield dividend growth stocks, with a focus on dominant big tech companies.
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