Creator Post Archive
Dividend Talks
Browse the full post archive, then jump into the source post to inspect linked mentions and linked signals.
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.
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.
Showing 26-50 of 493 posts · Page 2 of 20