Creator Post Archive
Dividend Talks
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May 31, 2026
3 Stocks I’m Buying in June
The creator discusses the current stock market rally, noting its concentration in mega-cap tech, semiconductors, and AI stocks. Despite the strong performance, they emphasize the need for selective stock picking in June, focusing on quality, growth, valuation, and earnings momentum rather than chasing popular, already high-flying names. The first stock highlighted for a June purchase is Nvidia.
May 18, 2026
The Magnificent 7 Warning Before Nvidia Earnings
The creator discusses the Magnificent 7 stocks, with a particular focus on Nvidia's upcoming earnings report as a key indicator for the AI trade and the broader market rally. The creator notes that hedge funds are reducing exposure to these stocks, suggesting retail investors may be buying into stretched valuations. The analysis will rank Magnificent 7 stocks based on current valuation and future potential.
May 17, 2026
Everyone Is Chasing AI… But These 7 Stocks Look Cheap
The market is near all-time highs, but strength is concentrated in a few AI-related mega-cap tech stocks like Nvidia, Broadcom, Google, and Amazon. This uneven rally leaves many individual stocks, including healthcare, consumer staples, financials, and REITs, trading significantly below their peaks. The creator emphasizes that a beaten-down stock isn't automatically cheap and the focus should be on identifying companies with strong fundamentals that are currently out of favor.
May 16, 2026
Super Investors Are Buying Again — 7 Stocks Ranked
While AI hype dominates, super investors are buying dominant tech companies like Microsoft, Meta, and Broadcom, many trading below historical valuations despite strong growth. The creator highlights Meta as a particularly strong buy due to its current undervaluation and consistent growth, despite market perception.
May 15, 2026
7 Stocks Before Wall Street Wakes Up
The creator discusses the current stock market environment, noting that while mega-cap tech and semiconductors are performing well, opportunities may lie in less obvious stocks. The focus is on finding quality companies with strong fundamentals and valuation support that the market may have overlooked, drawing a parallel to Nvidia's past performance.
May 14, 2026
Everyone Is Chasing AI… These 7 Stocks Look Dirt Cheap
The creator discusses how the market is heavily focused on AI and semiconductor stocks, leaving many high-quality companies undervalued. The video aims to identify these overlooked businesses, focusing on compounders, dividend names, and contrarian plays, with a specific mention of Service as an example of a high-quality software company that has been significantly beaten down.
May 13, 2026
Why Is Everyone Selling Meta?
The creator discusses Meta's (META) recent stock underperformance compared to Alphabet (GOOGL), despite strong reported earnings. The primary driver for the sell-off appears to be increased capital expenditure (capex) related to AI investments, coupled with revenue guidance that didn't significantly exceed expectations. The video aims to analyze whether Meta is a buying opportunity or a value trap.
May 12, 2026
I’m Doing This With Nvidia Stock Before Earnings
The creator discusses Nvidia's upcoming earnings, highlighting its market significance and the tension between high expectations and potential risks. The video explores market sentiment, analyst expectations, geopolitical factors like China, and Nvidia's ecosystem investments, ultimately questioning whether to buy, hold, or sell before the earnings report.
May 11, 2026
Wall Street Is Chasing These 5 AI Chip Stocks
The AI boom is creating a significant memory shortage, potentially leading to a memory chip super cycle. While many semiconductor stocks are exposed to this trend, their valuations and direct benefit from the shortage vary. The creator plans to analyze and rank five AI chip stocks: ASML, Applied Materials, Lamb Research, Micron, and KLA, based on valuation, growth, balance sheet strength, and exposure to the memory shortage.
May 10, 2026
These AI Stocks Are Up 700%… And Still Look Cheap
The creator discusses the recent surge in memory stocks like Micron, SanDisk, and Seagate, driven by AI demand. While acknowledging historical cyclicality, the video argues that AI infrastructure needs are creating a sustainable demand for memory, potentially lasting until 2027. The creator plans to rank four specific stocks based on risk-reward.
May 9, 2026
I Found the Stocks Congress Is Quietly Buying
The creator discusses the recent stock market rally, particularly in Mega Cap Tech and AI stocks, and highlights congressional trading disclosures as a potential signal for investors. The first stock analyzed is ASML, a key player in the semiconductor supply chain, which has seen significant insider buying and strong performance, though valuation concerns are noted.
May 9, 2026
Tom Lee Just Warned of a 20% Crash… While Stocks Are Ripping
The market rally is strong with AI leadership and real earnings, but investors should be selective due to stretched valuations and potential future drawdowns. Individual stocks like Uber, Meta, and Service Now offer different insights into consumer strength, AI spending debates, and software's role in the AI trade, respectively. The key is to focus on businesses with strong fundamentals and reasonable valuations rather than chasing momentum.
May 8, 2026
Super Investors Are Buying These 7 Stocks — I Ranked Them
The creator discusses how super investors are buying into a market rally driven by mega-cap tech earnings, particularly in AI. While acknowledging the strength of companies like Microsoft, Amazon, and Nvidia, the creator emphasizes the need for selectivity due to market concentration and the potential for some stocks to have already priced in good news.
May 7, 2026
Wall Street Is Chasing The Wrong Stocks
The market has recovered rapidly, driven by AI, buybacks, and cash on the sidelines, but is becoming increasingly selective. While some companies like Amazon show strong potential with new infrastructure plays, others like Palantir and Duolingo face valuation challenges despite strong execution. Meta presents an attractive valuation but carries risks related to AI spending and user engagement.
May 4, 2026
Visa Is Safer… But I’d Buy This Stock
The creator discusses Visa as the safest stock due to its strong fundamentals and management confidence, but identifies Mastercard as a more interesting opportunity for upside. Despite market concerns, Mastercard's lower valuation and strong long-term growth profile present a margin of safety.
May 4, 2026
I Ranked 10 Quality Stocks — Only 3 Look Cheap
The creator ranks 10 quality stocks based on valuation, growth, and balance sheet strength, aiming to identify those that are genuinely undervalued. While Proctor and Gamble (PG) is a stable, defensive stock with a slightly better-than-average dividend yield and trading below its historical average P/E, its low growth prospects make it a baseline rather than a top opportunity. Home Depot (HD) is presented as a more interesting cyclical company with higher potential upside, despite current pressures from high interest rates impacting the housing market.
May 3, 2026
Visa Soared. Mastercard Dropped. I’m Buying One.
The creator analyzes Visa and Mastercard following their recent earnings reports, noting the divergent market reactions. Despite both companies reporting strong numbers, Visa's stock popped while Mastercard's fell. The creator believes this divergence presents an opportunity, particularly with Mastercard, and plans to break down the reasons behind the market's reaction and which stock appears more attractive.
May 2, 2026
I Ranked 7 Stocks to Buy in May — One Looks Mispriced
The creator discusses stock selection in May following a strong April rally driven by tech and AI. While earnings have been strong, macro risks remain, making selectivity crucial. The focus is on identifying mispriced, high-quality companies that may have been oversold due to short-term fears or performance, rather than chasing hype or simply looking for the cheapest stocks.
May 1, 2026
Amazon Beat Earnings… So Why Am I Worried?
Amazon's recent earnings report showed strong headline numbers with revenue and EPS beating expectations, and AWS growing 28%. However, free cash flow plummeted 95%, raising concerns about AI spending. The creator plans to analyze AWS acceleration, compare Amazon to peers like Microsoft and Google, and discuss the free cash flow issue and valuation.
Apr 30, 2026
Microsoft Stock Is Crashing — Buy Now or Big Mistake?
Microsoft's stock experienced a significant sell-off despite strong earnings, with the market concerned about the high costs of AI investments. The creator analyzes whether this dip presents a buying opportunity, examining the company's fundamentals, AI spending, and future guidance.
Apr 29, 2026
SoFi Stock Dropped After Earnings… The Market Missed Something Big
SoFi's stock experienced a significant drop following its earnings report, despite the company beating revenue expectations and showing continued growth in members, products, and deposits. The creator suggests the sell-off might be an overreaction to the stock not meeting extremely high expectations rather than a fundamental business problem. The analysis delves into the financial details to assess whether the growth justifies the valuation.
Apr 27, 2026
I Tested 10 Crashed Stocks — Only 3 Passed
The creator analyzes 10 fallen stocks, focusing on Nike as a case study. While Nike's valuation appears cheaper relative to its history, the creator expresses concern over negative growth metrics and deteriorating fundamentals, suggesting caution despite a strong balance sheet.
Apr 26, 2026
I Ranked 10 Stocks Near 52-Week Lows — Only 3 Look Cheap
The creator analyzes 10 stocks near their 52-week lows, focusing on valuation, growth, business quality, and balance sheet strength. SE (C Limited) is highlighted as a high-growth, high-volatility emerging market internet business with significant upside potential but a higher risk profile compared to safer names. Uber is also discussed as a company that has shifted from a cash-burning growth stock to a profitable platform compounder.
Apr 25, 2026
Big Tech Reports This Week. I’d Avoid Most of These Stocks.
The creator discusses upcoming earnings reports for major tech companies like Microsoft, Meta, Alphabet, Amazon, and Apple. The market has already rallied significantly, and these earnings are crucial to justify the current valuations. The creator expresses caution, suggesting that the market may have already priced in positive results, and weak guidance or disappointing margins could lead to a rapid repricing of optimism.
Apr 24, 2026
AI Is Crushing Software Stocks. I Ranked the Bargains
Software stocks are facing significant pressure due to AI's impact on the sector's economics, with many large companies experiencing substantial drawdowns from their highs. Despite a resilient broader market and positive economic outlook, the software selloff raises concerns about future earnings growth and profitability in the face of evolving industry dynamics.
Apr 24, 2026
If You’re Buying This Market Here, Stop and Watch This
The market has broken out to new highs, driven primarily by technology and AI-related stocks like Nvidia and TSMC. While the rally appears strong on the surface, it's narrow and concentrated, with many other sectors lagging. Earnings, particularly from key players like TSMC, are crucial for validating the AI demand narrative and supporting current valuations. Despite the concentration and stretched momentum, the underlying strength in AI infrastructure and the resilience of some consumer staples like PepsiCo suggest a market that still rewards quality, albeit with different justifications across sectors.
Apr 24, 2026
Meta Is Up 20%… But Earnings Change Everything
The creator discusses Meta's upcoming earnings report, highlighting the company's strong core advertising business and massive scale. However, significant AI-related capital expenditures raise questions about future returns, especially given past metaverse investments. While Meta's business fundamentals remain elite, the stock is now priced for future growth and AI success, making the upcoming earnings crucial for validating the investment thesis.
Apr 23, 2026
Tom Lee: Stocks Are About to Make a Huge Move
The market is showing mixed signals with stocks at all-time highs, but underlying momentum and positioning suggest potential choppiness. While semiconductors have surged, other tech sectors like software, exemplified by Service Now's recent earnings drop, are struggling. The bull case hinges on retail investors entering the market, potentially fueling further gains despite current market froth.
Apr 22, 2026
These 5 Stocks Got Crushed. Are They Now Screaming Buys?
The creator discusses the recent market rebound, noting that while the broader indexes have recovered, many individual stocks have not. The focus is on identifying potential opportunities among these beaten-down stocks, emphasizing that the market is becoming more selective and rotation is the new momentum trade, rather than a monolithic recovery led by tech.
Apr 21, 2026
The Market Came Back. These Stocks Shouldn’t Have
The creator discusses the recent market rebound, noting a shift from fear to optimism. While the overall market strength is evident, the focus is on the increasing difficulty at the individual stock level, especially with earnings season approaching. The creator plans to analyze the macro setup, identify six stocks to be cautious about during earnings, and revisit Apple due to the Tim Cook transition.
Apr 20, 2026
Congress Is Still Buying These Stocks. What Do They Know?
Despite a seemingly strong market rally, the underlying picture is messy, with narrow leadership and volatile rotations. The creator highlights that Congress continues to trade stocks, often outperforming the market, suggesting this activity is an "investable signal" worth following, exemplified by Nancy Pelosi's past trades.
Apr 17, 2026
Microsoft Just Rebounded. Buy ASAP or Too Late?
Microsoft's stock has seen a significant decline, trading at a cheap valuation after a tough quarter. While the company generates strong profits and cash flow, concerns about Azure growth, Co-Pilot monetization, and AI spending persist. The creator will analyze these factors to determine if Microsoft is a buy, hold, or a stock to wait on before earnings.
Apr 15, 2026
Extreme Fear: Everyone Is Selling… But This Is Where I’d Buy
The creator discusses current market conditions characterized by extreme fear and a potential shift in trends due to oil prices and inflation fears. They highlight opportunities in high-quality companies trading at discounted valuations, categorizing them into tiers based on their investment profile: mispriced compounders (Microsoft, Meta, S&P Global), financial powerhouses (Mastercard, Visa, American Express), cyclical plays (Home Depot, Nike), and growth/healthcare plays (Nvidia, Eli Lilly, AbbVie). The overall message is that despite market uncertainty, there are multiple paths to outperformance depending on an investor's strategy and risk tolerance.
Apr 15, 2026
Big Tech Is Crashing… But This Just Triggered My Buy Signal
The creator discusses the current market fear, particularly in Big Tech, driven by inflation concerns, geopolitical uncertainty, and AI race dynamics. Despite significant pullbacks in major tech stocks like Meta, Microsoft, and Nvidia, the creator argues that fundamentals remain strong and valuations are attractive, presenting potential buying opportunities for long-term investors. The analysis highlights that current sell-offs are driven by fear and uncertainty rather than broken businesses.
Apr 15, 2026
Stock Market Crash: 9 Best Stocks to Buy in April
The creator discusses the current market sentiment, noting weakness across various sectors and large-cap stocks due to inflation, interest rates, and geopolitical uncertainty. Despite the macro concerns, the focus shifts to identifying undervalued quality stocks for April. Several mega-cap tech names like Microsoft, Meta, and Nvidia are highlighted as attractive due to valuation resets. The video then delves into a list of other promising stocks including Visa, Mastercard, Philip Morris, AbbVie, ADP, FICO, Novo Nordisk, DoorDash, Medtronic, Sea Limited, and Zscaler, categorizing them by risk and potential upside.
Apr 15, 2026
VICI Below $27 — Buy Now or Run for Cover?
The creator discusses VICI Properties (VICI), a real estate company owning casinos and entertainment venues, analyzing its current stock price around 52-week lows and a high yield near 7%. Despite concerns about Las Vegas tourism slump and a potential dividend cut, the analysis highlights VICI's strong lease structure, mission-critical real estate, pricing power, and inflation protection as potential opportunities. The creator's intrinsic value model suggests a significant margin of safety, while Wall Street analysts also see upside.
Apr 15, 2026
Something Worse Is Coming To Stocks
The market is showing signs of repricing, with many stocks down significantly from their highs despite indices appearing stable. This creates selective opportunities for investors. The creator highlights several companies like Uber, Intuit, S&P Global, and Home Depot as particularly attractive due to valuation compression and strong business fundamentals, suggesting that fear in the market has created value.
Apr 15, 2026
Microsoft Stock Keeps Crashing — Buy Now or Big Mistake?
The creator discusses Microsoft's recent stock performance, analyzing the reasons behind its significant drop despite being a high-quality business. The discussion covers concerns around AI infrastructure spending, Copilot adoption, OpenAI dependence, and competition, contrasted with the company's strong underlying financials, profitability, and cash flow. The creator suggests that the market may be overreacting to short-term uncertainties, leading to a more attractive valuation for long-term investors.
Apr 15, 2026
Tom Lee: 21% Upside From Here… And He’s Buying Right Now
The creator discusses the current market conditions, suggesting it may be near a bottom despite broad selling and rising volatility. They highlight several undervalued stocks across different sectors, including Zscaler, Uber, Broadcom, Qualcomm, American Express, United Health, MSCI, Mercado Libre, Sentinel One, Nike, AbbVie, and Procter & Gamble, providing analysis on their valuations, growth prospects, and potential upside. The video categorizes these stocks into tiers based on conviction, risk, and quality.
Apr 15, 2026
Meta Stock Just Got Dangerous
The creator discusses Meta's stock, which has experienced a significant sell-off due to legal fears, massive AI spending, and execution concerns. Despite these headwinds, the underlying business remains highly profitable with strong revenue growth and a solid balance sheet. The creator argues that the current valuation presents an attractive opportunity for patient investors, as the market may be overly pessimistic about the company's investment cycle.
Apr 13, 2026
Congress Keeps Buying These Stocks
The creator analyzes stocks being purchased by members of Congress, noting that these are often high-quality companies trading at attractive valuations. The analysis focuses on Mastercard (MA) and Intuit (INTU), suggesting that while Congress's buys are noteworthy, investors should still conduct their own due diligence.
Apr 12, 2026
Don’t Buy Yet… This Week Could Change Everything (6 Stocks to Sell)
The creator discusses the upcoming earnings season, highlighting key stocks like JP Morgan, ASML, TSM, PepsiCo, Johnson & Johnson, and Netflix. While the overall market setup is seen as constructive, the creator emphasizes that high expectations mean not every stock is a buy. The focus is on whether earnings and guidance will meet or exceed current market pricing, with a specific deep dive into JP Morgan's upcoming report.
Apr 10, 2026
The Market Is Green… So Why Are Software Stocks Crashing?
The creator discusses a significant sell-off in software stocks, contrasting it with the strength in other tech sectors like semiconductors and AI infrastructure. The primary driver appears to be a growing market concern that AI advancements, particularly from companies like Anthropic, might disrupt or even harm traditional software businesses, leading to a re-evaluation of their valuations.
Apr 9, 2026
You’re Running Out of Time to Buy These Stocks
The creator discusses a broad market rally driven by easing geopolitical fears, particularly concerning oil prices. Despite lingering headline risks, the market is showing signs of recovery and risk appetite is returning, suggesting a potential bottom is forming.
Apr 8, 2026
Before You Buy This Green Open, Watch This
The creator discusses the market's positive reaction to a temporary US-Iran ceasefire, highlighting that the relief rally may be premature. They caution that a short-term pause in hostilities and "open" passage through the Strait of Hormuz does not equate to normal energy flows or a sustainable resolution, and investors should be wary of chasing this rally without understanding the underlying uncertainties.
Mar 11, 2026
Extreme Fear: 9 Stocks Near 52-Week Lows — Buy or Trap?
The creator discusses market volatility driven by geopolitical tensions and rising oil prices, leading to increased investor fear. While acknowledging that many software stocks and some tech giants like Microsoft have seen significant pullbacks, the creator suggests that markets might rally through the end of the month before a potential bear market later in the year. The focus is on identifying genuine opportunities amidst market dislocations rather than blindly buying stocks that have fallen.
Mar 10, 2026
Congress Just Bought These 10 Stocks
This video discusses stocks recently purchased by members of Congress, highlighting that these trades have historically outperformed the market. The creator analyzes Alphabet (GOOGL) as a primary example, noting its strong growth, profitability, and quality, but also its elevated valuation compared to historical averages.
Mar 9, 2026
While Everyone’s Selling… I’m Buying These 8 Stocks
The creator discusses the current market downturn, attributing it to rising oil prices and geopolitical tensions in the Middle East. They note that despite the pullback, many stocks remain overvalued and that higher oil prices act as a tax on the economy, potentially slowing growth.
Mar 7, 2026
🚨 AI Stocks Are Dropping Fast — 9 Stocks Ranked
The creator discusses a sharp sell-off in semiconductor equipment stocks like Lamb Research (LRCX) and Applied Materials (AMAT) due to concerns about slowing AI demand and potential US export restrictions on AI chips. Additionally, news of Oracle and OpenAI scrapping plans to expand a major AI data center in Texas added to the pressure.
Mar 6, 2026
Extreme Fear: 8 Stocks That Look Ridiculously Cheap
The creator discusses market volatility and investor sentiment shifting towards fear, highlighting opportunities in beaten-down sectors like software. They suggest that a long-term time horizon is key to deciding whether to buy the dip, with many sectors presenting potential opportunities.