Creator Post Archive
Dividend Talks
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Aug 31, 2026
Insiders Just Bought $500M+ of These 8 Stocks — One Stands Out
The creator ranks eight stocks based on insider buying, focusing on the meaningfulness of the purchase, business improvement, and attractive returns. Intel is ranked last due to its high valuation and demanding recovery expectations, despite significant insider buying. Alibaba is ranked seventh, considered less expensive than Intel with a more reasonable valuation for its recovery story, and also saw substantial insider purchases.
Aug 30, 2026
6 Best Stocks to Buy Now in September 2026
The creator discusses the historical weakness of September for the S&P 500 and the current market environment characterized by high stock valuations, rising long-term interest rates, and strong corporate earnings. They highlight that while some companies are priced for future growth, others are trading below recent highs, and the bond market presents a warning. The episode will focus on six specific stocks to buy in September, considering factors like drawdowns, AI business growth, forward earnings multiples, and valuation-based upside potential, while acknowledging the risk of elevated interest rates.
Aug 29, 2026
6 AI Stocks Just Sold Off — I Ranked Them Best to Worst
The creator discusses a recent sell-off in AI-related stocks, distinguishing it from a broad market decline. The sell-off is attributed to a selective repricing of expensive, expectation-sensitive AI infrastructure stocks due to rising interest rates, potential further Fed hikes, and crowded positioning, rather than a collapse in AI demand. The creator aims to identify which AI stocks are becoming genuinely attractive versus those that only appear cheap due to price drops.
Aug 28, 2026
I Ranked 7 Beaten-Down Stocks — Only 2 Are Buys
The creator ranks seven beaten-down stocks, with only two identified as buys. The analysis focuses on the reasons for stock declines, the growth priced into current valuations, and dividend sustainability. Waste Management (WM) is discussed as the seventh-ranked stock, noted for its strong business but considered a poor purchase at its current price despite analyst targets suggesting upside.
Aug 27, 2026
NVIDIA’s Earnings Just Changed My Price Target
The creator discusses Nvidia's recent earnings report, highlighting its massive revenue and EPS growth, and a strong guidance for the next quarter. However, they also point out concerns such as lower free cash flow, a soft gross margin guide, and questions about long-term demand. The creator is rebuilding their valuation model and will provide a new price target, noting that even a brilliant company is not automatically a brilliant purchase when market expectations are already high.
Aug 26, 2026
WARNING: The S&P 500’s Worst Month Is Coming — 5 Stocks to Own Now
The creator warns that the S&P 500 is expensive and investors are heavily positioned, with elevated treasury yields and the historically weakest month of the year approaching. Blindly buying the index may no longer be attractive, and selectivity is key. The creator will highlight five stocks that could be considered over simply buying more of the S&P 500, with some having unique valuation stories.
Aug 25, 2026
5 AI Stocks Just Crashed — I’d Buy Only 1
The creator analyzes five AI-related stocks (Western Digital, SanDisk, Marvel, Micron, Broadcom) that have recently seen significant pullbacks. While acknowledging the broader AI infrastructure buildout and growth expectations, the creator emphasizes that much of this is already priced in. After valuing each company, only one stock passes the creator's test for a buy recommendation, with the others failing at current prices.
Aug 24, 2026
Trump Just Sold META — and Bought These 3 Stocks
This analysis examines Donald Trump's recent stock trades, focusing on purchases of Berkshire Hathaway, Visa, and Mastercard, alongside a sale of Meta. The creator contrasts the performance of the S&P 493 with the Magnificent 7, suggesting a market rotation towards established companies and highlighting potential valuation opportunities and risks.
Aug 23, 2026
This Dip Won’t Last (Buying These 5 Stocks Now)
The creator discusses the current stock market dip, arguing that it presents opportunities in specific companies whose fundamentals and valuations remain strong despite price declines. The thesis is supported by the idea that strong earnings growth can overcome rising interest rates and market uncertainty. Five stocks are identified as buying opportunities, with Meta being the first discussed, highlighting its significant drawdown, Wall Street's positive outlook, and the potential financial implications of its legal challenges.
Aug 22, 2026
NVIDIA Keeps Falling Before Earnings—What Does the Market Know?
The creator discusses the upcoming earnings week, focusing on Nvidia's report and the broader market's sensitivity to interest rates and earnings growth. They highlight a rotation in the market, with tech stocks like Nvidia, Broadcom, AMD, and Intel experiencing pullbacks, while healthcare and energy sectors offer shelter. The rising yield environment is presented as a significant pressure point for long-duration assets.
Aug 21, 2026
5 Stocks Just Crashed — Don’t Buy the Wrong One
The creator discusses five stocks (Walmart, AMD, Broadcom, Microsoft, and Costco) that have recently pulled back significantly, questioning whether these drops present a buying opportunity. The analysis emphasizes that a company's quality doesn't guarantee its stock is cheap, especially in the current market environment with higher yields. The creator plans to value these companies based on cash flows and higher discount rates to determine their true valuation.
Aug 20, 2026
29 States Are Suing META — My New Price Target
Meta (META) is facing a significant lawsuit from 29 states concerning its design and data practices, with potential damages and product changes that could impact its business model. The creator discusses both downside risks and potential opportunities, analyzing how different penalty scenarios affect the stock's valuation and offering a personal stance on the stock.
Aug 19, 2026
5 Stocks Just Got a Huge Warning — I’d Only Buy 2
The creator discusses how rising interest rates are making valuation matter again, impacting stocks like Apple, AppLoving, Broadcom, FICO, and Orisa. They highlight that while some companies are seeing revenue and profit growth, their stock prices have fallen significantly, suggesting a shift in market sentiment towards valuing earnings more cautiously in a higher cost of capital environment. The creator intends to test these five stocks against this new reality and provide buy, hold, or avoid verdicts, with only two expected to be buys.
Aug 18, 2026
These 5 Stocks Look Cheap—Then I Changed ONE Number
The creator discusses the current market environment, noting that while the S&P 500 is at record highs, the underlying message is less comfortable due to falling tech stocks and rising interest rates. The market's cyclically adjusted valuation is near dot-com bubble peaks, making valuation assumptions critical. The creator plans to analyze five companies by testing their valuations with different discount rates, highlighting that one stock appears significantly undervalued initially but loses its margin of safety with a small discount rate increase.
Aug 15, 2026
Super Investors Are Buying Again — 7 Stocks Ranked
The creator analyzes investor filings to identify stocks that super investors are buying, focusing on consensus buys and ranking the seven most interesting opportunities. The analysis highlights that the market rally is broad-based, driven by earnings, and not just concentrated in tech, making valuation important. Several prominent investors are buying Uber, while there are mixed views on Alphabet and Amazon.
Aug 14, 2026
Congress Knows Something? These 6 Stocks Keep Showing Up
The creator discusses six stocks that have seen recent congressional trading activity, highlighting that while Congress is attempting to restrict such trading, their disclosures can serve as idea generators. The analysis focuses on growth, profitability, valuation, and market pricing, with the creator ultimately ranking the stocks and identifying three they would personally buy. The first stock analyzed is Arista Networks.
Aug 13, 2026
Bill Ackman Just Bought 6 Stocks — I Ranked Them
Bill Ackman's recent stock purchases are analyzed, focusing on his strategy of buying quality companies that have become disconnected from their intrinsic value due to market focus on AI and tech. The creator ranks these six stocks, including Netflix, Visa, Mastercard, Intercontinental Exchange, Alcon, and S&P Global, based on their risk-reward profile, noting that while the market is near record highs, individual companies are becoming cheap due to concentrated investor attention.
Aug 12, 2026
Something Big Just Changed for NVIDIA Stock
Nvidia is partnering with major Wall Street firms on a $500 billion financing initiative for AI infrastructure buildout, signaling a new phase in the AI boom where funding becomes as critical as hardware availability. This move is significant given the massive scale of AI capital expenditure, estimated at $7.6 trillion between 2026 and 2031, and Nvidia's upcoming earnings report on August 26th, where simply beating expectations may not be enough due to extremely high market anticipation.
Aug 11, 2026
Something Big Just Changed for Google Stock
The creator discusses Alphabet's (Google) stock, highlighting strong revenue and profit growth, particularly in search and cloud, despite significant investment in AI. While acknowledging legal challenges related to platform addictiveness, the creator emphasizes that the primary valuation concern stems from the massive AI spending impacting free cash flow, leading to a wide valuation range. The stock's recent dip is noted, but it's not characterized as a crash.
Aug 10, 2026
10 Stocks Near 52-Week Lows — I’d Buy This One
The creator notes a divergence in the stock market where major indexes are at record highs, yet many individual stocks are significantly down from their peaks. They highlight Apploving (APPL) as a stock that has been battered but now presents an attractive growth and valuation combination, trading near its 52-week low with strong forward revenue and earnings growth forecasts.
Aug 8, 2026
META Stock Just Got More Dangerous
The creator discusses Meta's (META) stock, highlighting a disconnect between its revenue growth and its year-to-date stock performance. The analysis delves into regulatory risks, particularly a significant fine and potential impacts on engagement mechanics, and Meta's substantial investment in AI. Three separate DCF models are presented, leading to vastly different valuation outcomes, with the creator aiming to determine what the current share price is pricing in.
Aug 7, 2026
Everyone Is Chasing Stocks Again — Here’s What I’m Doing Instead
The creator discusses a recent market rally, particularly in technology and semiconductors, after a period of decline. While acknowledging the strong momentum and positive earnings revisions, the creator emphasizes that price now matters more than ever. The focus shifts to evaluating specific stocks like Google, Amazon, and Microsoft, with a particular emphasis on their valuations and the potential distortions caused by AI investments and pulled-forward spending.
Jul 5, 2026
I Ranked 12 Crashed Stocks — Only 3 Are Buys
The creator discusses the current market sentiment, noting that while the S&P 500 appears strong, many individual tech stocks are significantly down from their highs. They plan to rank 12 of these "crashed" stocks, focusing on profitability, valuation, growth, and margin of safety, with the goal of identifying only three true buying opportunities. The creator also highlights the utility of Seeking Alpha for stock research.
Jul 4, 2026
I Ranked 10 AI Stocks for July — Only 3 Are Buys
The creator ranks 10 AI-related stocks, focusing on the full AI stack from chips to software, and identifies only three as current buys. The analysis considers valuation, growth, upside, risk, and Wall Street expectations, noting that the AI trade is becoming bifurcated with some stocks soaring while others lag. The creator emphasizes that not all AI stocks are good buys, even if they are good businesses, due to high valuations.
Jul 3, 2026
I Ranked 12 Dirt Cheap Stocks — I’d Only Buy These 2
The creator discusses how to identify genuinely cheap stocks beyond just low P/E ratios, emphasizing the importance of growth, balance sheet health, and long-term moats. The video aims to rank 12 stocks, focusing on those that are undervalued rather than just appearing cheap due to underlying business issues.
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