Creator Post Archive
Dividend Talks
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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.
Jul 2, 2026
Hedge Funds Are Selling Tech — I’m Buying These 3 Stocks
Hedge funds are selling tech stocks at an extreme rate, according to Goldman Sachs. This suggests that the easiest money in crowded trades may have already been made. The creator plans to look for opportunities in other sectors like healthcare, payments, and defense, focusing on high-quality businesses with reset expectations and attractive risk-reward profiles, rather than chasing momentum.
Jul 1, 2026
7 Best Stocks to Buy Now in July
The stock market has experienced a strong quarter, with the S&P 500 and NASDAQ rising significantly, driven largely by AI stocks. Despite the broad market gains, many individual stocks have lagged, presenting potential opportunities for investors. The creator emphasizes the importance of stock selection over blindly following the index, especially as the market breadth has shown some concerning signs. The discussion touches on the AI infrastructure buildout and the potential for monetization by major tech companies like Meta, Microsoft, and Alphabet.
Jun 30, 2026
Netflix Just Hit 52-Week Lows — Is It Finally Cheap?
The creator analyzes Netflix (NFLX) stock, which has fallen significantly from its highs, questioning if it's now undervalued. Despite strong fundamentals like subscriber growth and profitability, the stock has been hit by analyst target cuts due to concerns about slowing revenue growth, peaking margins, and increased competition, particularly from platforms like YouTube. The creator aims to determine if Netflix is a buy at its current 52-week lows.
Jun 29, 2026
10 Stocks to Sell Before It’s Too Late
The stock market appears strong on the surface with indices like the S&P 500 and NASDAQ 100 performing well. However, beneath the surface, leadership has shifted away from the Magnificent 7, with other stocks and sectors now contributing more to the index gains. This rotation suggests that while some companies are still performing well, investors may be overpaying for growth, and certain popular stocks could be considered dangerous.
Jun 28, 2026
Nvidia Just Broke Below $200 — My Valuation Says This
The creator analyzes Nvidia's recent stock pullback, noting that while the share price has fallen significantly, the company's fundamental business performance remains exceptionally strong with triple-digit growth in key metrics like revenue and EPS. The core market concern revolves around the sustainability of AI spending by mega-cap tech companies and its impact on Nvidia's future growth, rather than a weakening of Nvidia's business itself.
Jun 27, 2026
I Ranked 11 Crashed Stocks — Only 3 Are Buys
The creator discusses the recent stock market downturn, particularly in popular tech stocks like Apple, Google, Microsoft, and Meta, which are down significantly from their highs. The core question is whether these stocks are now cheap or if their decline is justified by fundamental business issues. The creator notes a shift in market sentiment from greed to extreme fear and highlights a rotation within the AI trade, with memory and storage companies now outperforming traditional mega-cap tech.
Jun 26, 2026
Microsoft Is Down Nearly 40% — Buy Now or Big Mistake?
The creator discusses Microsoft's significant drawdown from its 52-week highs, questioning whether the current price presents a buying opportunity or if the market is repricing the stock due to concerns about AI profitability and high spending. The analysis delves into Microsoft's underperformance relative to other tech giants and the broader market, highlighting the divided market sentiment and valuation concerns.
Jun 25, 2026
Micron Just Proved the AI Boom Isn’t Over
Micron's stock surged dramatically following a strong earnings report, driven by demand for memory chips in the AI infrastructure. The creator discusses whether the stock is still a buy after its massive run-up, highlighting the incredible revenue and profit growth, and the debate around whether this represents a temporary surge or a structural rerating of the company.
Jun 24, 2026
I Ranked The Magnificent 7 Stocks — 2 Look Dangerous
The creator discusses the underperformance of the Magnificent 7 stocks compared to the S&P 500, noting that the tech selloff is deepening and the entire mega-cap tech trade is being questioned. While some stocks have fallen significantly, the creator warns that a stock being down doesn't automatically mean it's cheap, and investors are starting to question the AI trade and whether too much of the future has already been priced in.
Jun 23, 2026
8 AI Stocks Are Crashing — I’m Buying These First
The creator discusses a significant sell-off in the AI and semiconductor stocks, noting that while some sectors like healthcare and consumer staples are holding up, the Nasdaq is experiencing heavy losses. This is framed as a repricing of the AI trade, with specific companies like Nvidia, Broadcom, AMD, and Micron being heavily impacted. The creator questions whether this is a buying opportunity or the start of a larger reset.
Jun 22, 2026
Big Tech Is Crashing… But Wall Street Is Buying These 10 Stocks
The creator discusses institutional buying in the market, but cautions that not all stocks are cheap. They rank 10 stocks based on quality, valuation, dividend strength, growth, and margin of safety, aiming to identify which are worth buying. The analysis focuses on fundamentals justifying current prices rather than chasing hype, especially in the AI sector, and highlights Applied Materials (AMAT) as a stock to avoid due to its valuation.
Jun 21, 2026
Software Stocks Have Crashed… I’m Buying One
The creator discusses the significant decline in software stocks like Adobe, Salesforce, and Intuit, questioning if they are now undervalued or if AI disruption poses a permanent threat. Despite market fears, these companies are recognized for their AI exposure, and the creator plans to rank them based on their buy potential, considering factors like quality, recent numbers, AI risk, valuation, and margin of safety.
Jun 20, 2026
Insiders Just Bought These 7 Stocks
The creator discusses insider buying trends, noting that significant purchases by executives can signal value, but not always a direct buy signal. The market backdrop is characterized by a split Nasdaq 100, strong semiconductor performance, and high market concentration. The creator plans to rank seven stocks based on insider buying, business quality, valuation, and upside, focusing on companies that have pulled back while investors chase more exciting themes like AI and semiconductors. A clip from Bill Ackman highlights that companies like Amazon, Meta, and Microsoft, despite being perceived as 'old tech,' are now at compelling valuations and well-positioned for the AI era.
Jun 19, 2026
The Most Obvious Buys in This Market Right Now
The creator highlights healthcare as a potentially overlooked sector compared to the heavily favored technology and semiconductor industries. Despite some individual healthcare stocks performing well, the sector as a whole, represented by the ETF XLV, has lagged the S&P 500 significantly over multiple years. This underperformance, coupled with strong growth in areas like GLP-1 drugs from companies like Eli Lilly and Novo Nordisk, suggests potential opportunities for investors seeking less crowded trades, provided valuations are considered.
Jun 18, 2026
Microsoft Is Crashing Again — Buy Now or Big Mistake?
Microsoft's stock has fallen over 30% from its highs, trading around $379. Despite concerns about AI costs, capacity issues, and lawsuits, some investors like Bill Ackman are buying, seeing it as a potential valuation reset. Analysts are cutting price targets, but even reduced targets imply upside, suggesting the business quality remains high.
Jun 17, 2026
4 Stocks I’m Buying While Everyone Is Chasing
The creator discusses a market rotation, moving away from crowded AI and semiconductor stocks towards other sectors like financials, industrials, and healthcare. They highlight that despite the headline market strength, individual stock performance is varied, emphasizing the importance of stock selection. The creator also notes concerns about retail leverage and the use of leveraged ETFs, which can increase market fragility.
Jun 16, 2026
Time to Cash Out? Only 5 Stocks Still Look Cheap
The market is experiencing a significant shift driven by reduced oil shock risk and SpaceX's IPO, leading to a broad rally. While mega-cap tech stocks are performing well, small caps are now outperforming, indicating a broadening of the bull market. The creator highlights Nvidia's debt raise as a point of interest amidst the AI boom and plans to discuss stocks best positioned for this new market environment.
Jun 15, 2026
Everyone’s Buying… But Insiders Are Selling These Stocks
The stock market is showing bullish signs with strong year-to-date gains in major tech stocks like Nvidia and AMD, despite some drawdowns from peak levels. Recent market catalysts, including cooling oil prices and a successful SpaceX IPO, have boosted investor confidence. While the market rally is supported by strong earnings rather than just multiple expansion, there's a catch: investors are pricing in significant future returns from enormous expected capital expenditures by tech giants like Meta, Microsoft, Google, and Amazon.
Jun 14, 2026
Don’t Chase SpaceX — Congress Just Bought These 5 Stocks
The creator discusses the recent IPO of SpaceX, noting its high valuation and the "faith-based" investment thesis driven by Elon Musk's track record. The video then pivots to analyzing stocks that members of Congress have been buying, with the intention of ranking them based on valuation, performance, and business fundamentals, rather than blindly following congressional trades.
Jun 13, 2026
The Dip Is Here — Only Buy These 3 Stocks
The creator discusses the current market sentiment, noting a shift from greed to fear and a sell-off in major tech stocks like Microsoft, Apple, Amazon, Google, and Meta. They highlight that while many high-quality stocks are down significantly, this doesn't automatically make them buys. The creator uses SpaceX's recent valuation as an example of a great company that might not be a great investment due to an extreme price.
Jun 12, 2026
The 2 Most Obvious Stocks to Buy Right Now
The creator discusses recent market volatility, noting that despite some large tech stocks appearing strong, underlying market conditions are becoming more turbulent. They highlight that institutional clients are net sellers and that the AI boom, while significant, is becoming very expensive, leading to investor concerns about capital expenditure and return on investment. The creator plans to identify two obvious stock buys and fourty-plus stocks to avoid due to high valuations.
Jun 11, 2026
The Tech Crash Is Here — I’m Watching These Stocks
The creator discusses a significant downturn in the tech sector, particularly in semiconductors and AI infrastructure stocks, noting a shift from greed to fear in market sentiment. This selling pressure is attributed to profit-taking, crowded trades, and potentially raising cash for the upcoming SpaceX IPO, which is highlighted as a major liquidity event that could impact the broader market.
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