Creator Post Archive
Dividend Talks
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Oct 5, 2026
35% Crash Warning — I Ranked 7 Stocks to Find the Best Buy
The creator discusses a potential 35% stock market crash scenario by 2027, but emphasizes it's a long-term, bearish outlook from one firm and not an immediate signal. The video analyzes market performance, the impact of rising interest rates and bond yields on stocks, and contrasts company performance based on balance sheet strength. It features commentary from Tom Lee on inflation and Fed policy, and a dissenting view on sustained economic growth potentially keeping rates high, impacting S&P 500 multiples. The creator intends to rank seven stocks from weakest to strongest buying opportunities, highlighting Microsoft and a company with a significant discount in its model.
Oct 4, 2026
The Most Obvious Stock to Buy Right Now
The creator discusses the divergence between the S&P 500's performance and individual investor sentiment, highlighting that while the index appears strong due to tech giants like Nvidia and Microsoft, many other stocks have seen significant pullbacks. The video aims to rank seven companies from weakest to strongest candidates, examining news, earnings, and future cash flow assumptions, while also challenging attractive valuations. The creator emphasizes the market's heavy reliance on a few leaders and the importance of stock selection amidst competing forces of interest rates, growth, and AI.
Oct 3, 2026
7 Stocks Down Up to 38% — Here’s My #1 Buy
The creator discusses the current stock market, noting that despite an overall upward trend, many companies are still significantly down from their highs. The video aims to identify the most attractive stocks among those experiencing discounts, considering factors like interest rates, consumer demand, and earnings. The creator highlights the divergence between tech stocks and the broader market, and the impact of interest rate expectations on valuations. Several companies are mentioned as examples of potential opportunities, with a focus on understanding what their current valuations imply about future expectations.
Oct 2, 2026
7 Stocks Down Up to 46% — My Top 2 Buys
The creator discusses the current market sentiment, noting a divergence between tech stocks and other sectors. They highlight specific companies like Broadcom, Alphabet, Netflix, and PepsiCo, analyzing their recent performance and potential investment opportunities. The discussion touches upon the impact of rising interest rates and inflation on stock valuations and consumer spending, emphasizing the need for careful analysis beyond just price drops.
Sep 29, 2026
6 Best Stocks to Buy Now in October 2026
The creator discusses the current market environment in October 2026, noting that while the S&P 500 is near record highs, many individual stocks have fallen significantly due to rising interest rates and oil prices. The creator emphasizes the need for careful stock selection, looking for companies with sustainable competitive advantages, positive earnings growth, and valuations that already reflect negative news, rather than predicting overall market direction.
Sep 28, 2026
McDonald’s, Pepsi & Home Depot Crashed — Which Is Actually a Buy?
The creator analyzes McDonald's, PepsiCo, and Home Depot, all trading near 52-week lows despite being established companies. The video aims to determine which, if any, presents a buying opportunity given the broader market's rise and mixed economic signals, with a focus on valuation and future growth prospects.
Sep 27, 2026
Congress Bought These 7 Stocks as the Market Nears All-Time Highs
The creator discusses seven stocks that members of Congress have bought, noting that while the S&P 500 nears all-time highs, many other market segments are declining. The analysis focuses on whether these stocks are attractive at current prices, considering their business nature, recent catalysts, and valuation, especially in light of rising interest rates and the competition from bonds.
Sep 26, 2026
NEW Magnificent 7 Price Targets — Only ONE Is a Buy Now
The creator discusses the "Magnificent 7" stocks, noting their divergent performance and the impact of rising interest rates on their valuations. While acknowledging their financial strength and AI investment capabilities, the creator emphasizes the need to evaluate each company individually based on future cash flow and growth prospects rather than treating them as a monolithic group. The discussion touches on whether these stocks are currently overvalued given the current interest rate environment.
Sep 25, 2026
I Ranked 7 Beaten-Down Stocks — Only 2 I’d Buy Now
The creator discusses the current market sentiment, noting a divergence between major indices and the broader stock market, which presents both opportunities and risks. The discussion touches upon the impact of rising interest rates and bond yields on stock valuations, particularly for growth companies. The creator also analyzes specific stocks, evaluating their business activity, valuation, and analyst price targets, with a focus on whether they are attractive buys in the current environment.
Sep 24, 2026
7 Stocks Down Up to 53% — Only 2 I’d Buy
The creator discusses the current market sentiment, noting that while indices like the Nasdaq are hitting records, many familiar companies are trading significantly below their all-time highs. They highlight the divergence between index performance and individual stock performance, and how rising Treasury yields are impacting valuations. The creator suggests that some stock drops might present opportunities, but cautions against assuming all falling stocks are cheap, especially in the context of high-flying tech stocks and rising interest rates.
Sep 23, 2026
I Ranked 7 Beaten-Down Stocks — Only 1 Is a Buy
The creator discusses the current market sentiment, noting that while the Nasdaq 100 index is near all-time highs, 47% of its stocks are in a bear market. The video ranks seven beaten-down stocks, emphasizing that a stock price decline alone is not enough to warrant a purchase. The discussion touches on the impact of interest rates and oil prices on market movements and valuation, highlighting that high yields compete with income stocks and reduce the present value of future earnings.
Sep 22, 2026
7 Stocks Getting Crushed — I’m Buying the Sell-Off
The creator discusses market conditions, noting the S&P 500's record highs despite some companies experiencing significant pullbacks. They highlight a divergence between technology stocks, particularly chip shares, and other sectors like healthcare and energy. The creator also touches on valuation concerns amidst rising interest rates and quotes Howard Marks and Tom Lee on market sentiment and potential rallies, ultimately suggesting opportunities exist to buy quality businesses at more reasonable valuations.
Sep 2, 2026
The Most Obvious Stock to Buy Right Now
The creator discusses the divergence between index performance and individual stock prices, highlighting opportunities created by market dislocations. They rank seven companies based on business improvement, embedded expectations, and risk-reward, emphasizing visible cash generation over speculative growth. ASML is ranked seventh due to its high valuation despite strong business fundamentals.
Sep 1, 2026
The Magnificent 7 Just Split Apart — Here’s What I’d Buy Now
The creator discusses the divergence within the Magnificent 7 stocks, noting that the group is no longer a single trade. They emphasize that price paid is now as important as the company chosen, and that the average valuation of the group is misleading due to a blend of cheap and expensive members. The analysis shifts focus to valuation and future cash flow, moving away from pure momentum, as the market now expects excellence from AI companies. The creator has rebuilt a ranking of the Magnificent 7 based on growth, profitability, forward valuation, free cash flow, and Wall Street targets, resulting in two stocks to avoid, two holds, and three buys.
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.
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