Creator Post Archive
Dividend Talks
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Jun 10, 2026
The AI Crash Is Here — I’m Buying These 5 Stocks
The creator discusses a market sell-off concentrated in AI, semiconductor, and mega-cap tech stocks, noting that while the NASDAQ is sinking, other sectors like healthcare and financials are holding up, indicating a rotation rather than a full market crash. Despite solid earnings, some AI-related stocks like Broadcom are being punished due to crowded positioning and a reduction in risk appetite.
Jun 9, 2026
Why AI Stocks Are Selling Before Friday
The market is showing signs of a split, with AI-related stocks like Nvidia and Broadcom experiencing pressure despite a general rebound. This is attributed to several factors including concerns about the AI trade's sustainability, significant capital raises by tech companies, and geopolitical risks. While some analysts believe the bull market remains intact, the market is becoming more fragile and investors are shifting from greed to fear.
Jun 8, 2026
Nobody Sees This Stock Market Warning
The creator discusses a recent market sell-off, noting that while headline indices were down, over half of S&P 500 stocks were up, indicating a concentrated decline. This is contrasted with typical buying opportunities on sharp down days. The core message, referencing Ray Dalio, is that investors may be overpaying for AI-related stocks, confusing a technological boom with a sound investment, leading to potential bubble-like conditions and sharp reversals, especially when combined with macro risks.
Jun 7, 2026
Something Big Is Happening With the SpaceX IPO This Week
The stock market is showing signs of weakness, with major tech stocks like Nvidia, Broadcom, and AMD experiencing significant drops. This pullback occurs just before the highly anticipated SpaceX IPO, which is poised to be the largest in history. The creator questions whether SpaceX at its projected $1.8 trillion valuation is a good investment, despite the company's potential, highlighting the market's sensitivity to AI-related themes and the Fed's potential rate hikes.
Jun 6, 2026
Something Big Is Happening to Meta Stock
The creator discusses Meta's stock drop following news of a potential stock sale to fund AI growth. They compare Meta's valuation to Google's, highlighting that Meta is trading cheaper despite similar market treatment. The creator also touches on the broader tech and AI sell-off, noting high expectations in the sector.
Jun 5, 2026
Semiconductor Stocks Keep Crashing — Buy the Dip or Wait?
The semiconductor sector is experiencing a significant sell-off, with Broadcom being a prime example, dropping 15% despite strong revenue growth due to unmet analyst expectations. This event prompts a discussion on whether it's a buying opportunity or the start of a further decline. While some stocks have seen parabolic gains, the broader semiconductor index's relative resilience suggests investors are becoming more selective rather than abandoning the sector.
Jun 4, 2026
I Ranked 10 Crashed Stocks — Only 3 Are Buys
The creator is ranking 10 "crashed" stocks, identifying only three as potential buys. The analysis focuses on valuation, fundamentals, and market sentiment. The first stock discussed is Global Payments (GPN), which is trading at a low forward P/E ratio, despite Wall Street having a bullish outlook and a significant price target upside. While GPN has some concerning metrics like negative trailing EBIT and EPS growth, its revenue and EBITDA growth projections are solid, and its debt-to-EBITDA ratio is improving.
Jun 3, 2026
Everyone Is Chasing AI… But These 7 Stocks Look Cheap
The creator discusses the current market sentiment, noting that while AI and semiconductor stocks are attracting significant attention and capital, many high-quality businesses are being overlooked. This concentration in a few hot sectors creates selective opportunities in other areas of the market, driven by greed rather than fear.
Jun 2, 2026
Google Just Raised $80 Billion… Something Is Changing
Alphabet (Google) is raising $80 billion to fund its AI infrastructure, despite having significant cash reserves. This move has caused investor nervousness due to potential dilution and the high cost of the AI race. However, Berkshire Hathaway is buying $10 billion of Alphabet stock, signaling confidence in the company's future.
Jun 1, 2026
Microsoft Stock Just Got a Huge AI Wake-Up Call
The creator discusses Microsoft's stock performance, noting its underperformance year-to-date despite the AI boom, contrasting it with competitors like Nvidia and Google. While acknowledging concerns about AI investment returns and valuation, the creator highlights positive Wall Street price target hikes and significant insider buying, suggesting Microsoft might be an underappreciated AI compounder. The broader market context of the S&P 500 and Nasdaq near all-time highs is also considered.
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 30, 2026
Everyone Is Buying Again… But I’d Only Buy These 3 Stocks
The creator discusses the current stock market rally, noting the S&P 500 and NASDAQ's gains and the shift from fear to greed among investors. While acknowledging reasons for the rally like falling oil prices and stable core inflation, the creator expresses concern about market concentration in the "Mag 7," diminishing risk premiums, and rising exuberance, citing Jamie Dimon's view on market hype and potential risks if things go wrong. The creator emphasizes the need for selectivity in buying stocks during this strength-driven rally.
May 29, 2026
Congress Is Buying These Stocks At Record Highs
This video discusses the controversial practice of members of Congress trading individual stocks, highlighting that despite public disapproval and potential conflicts of interest, these trades continue. The creator uses congressional trading disclosures as a starting point for their own investment research, emphasizing that they do not blindly copy these trades but rather use them to identify potentially interesting companies to analyze further.
May 28, 2026
They’re Wrong About These 2 AI Stocks
The creator discusses two AI-focused stocks, Meta and Salesforce, analyzing their recent performance, investor concerns, and future potential. Meta is facing scrutiny over its AI capital expenditures, but potential new revenue streams from paid subscriptions and cloud computing could change the narrative. Salesforce, despite recent weakness, has returned significant capital to shareholders through buybacks, and the creator will compare the two stocks' investment opportunities.
May 27, 2026
Something Feels Wrong With This Rally
The creator discusses a rally driven by momentum and AI, noting that despite some names appearing expensive, investors are riding the trend. The market is moving due to the belief in momentum and strong earnings, particularly in the technology and semiconductor sectors. While acknowledging short-term overextension and lingering macro concerns, the creator highlights improving market breadth and the outperformance of the equal-weight S&P 500 over the Magnificent Seven as signs of a broader, fundamental-driven move.
May 26, 2026
Don’t Buy the SpaceX IPO — Buy These 3 Stocks Instead
The creator discusses the potential SpaceX IPO, warning investors against buying at the rumored high valuation. They highlight the company's significant revenue growth but also substantial losses and debt, suggesting the valuation prices in future success. The creator also touches on Elon Musk's strategy of using retail investors to support valuation, drawing parallels to Tesla's shareholder voting patterns.
May 25, 2026
I Ranked 10 Crashed Stocks — Only 3 Are Buys
The creator analyzes 10 beaten-down stocks, identifying only 3 as buys. Despite a strong S&P 500 index, many individual stocks are still significantly below their highs. The creator emphasizes caution, noting that falling share prices don't always indicate value. Palantir (PLTR) is discussed as a controversial name due to its exceptional growth and strong financials, but its high valuation makes it a hold rather than a buy.
May 24, 2026
Something Big Is Happening to Realty Income
The creator discusses Realty Income (O), a popular dividend stock, noting its recent underperformance despite its consistent dividend payments and property ownership. The video explores whether it's a good business but a mediocre investment, considering factors like interest rates, the triple net lease model, and the balance sheet to determine its current attractiveness.
May 23, 2026
Something Big Is Happening to Visa & Mastercard
The creator discusses potential threats to Visa and Mastercard, including political pressure, merchant fees, and stablecoins. Despite these challenges, the creator believes the companies are well-positioned to navigate these issues and highlights Mastercard as a potential buy.
May 22, 2026
These Stocks Are Crashing — My New Price Targets Shocked Me
The creator discusses the impact of AI on software companies, noting that some stocks like Intuit, ServiceNow, and Salesforce have fallen significantly. The video aims to analyze whether these sell-offs are due to broken businesses, overvaluation, or market pessimism, and to determine if they present buying opportunities or value traps. Intuit's recent 20% crash after earnings is highlighted, with the creator questioning if AI or cheaper alternatives are weakening its TurboTax moat.
May 21, 2026
Nvidia’s $400 Target After Earnings Is Insane
Nvidia reported strong earnings, exceeding revenue and EPS expectations and providing robust guidance. Despite the impressive numbers, the stock's reaction was muted, suggesting market conditioning to expect perfection. The creator highlights the significant growth in Nvidia's data center business, which is diversifying beyond the major cloud providers.
May 20, 2026
Insiders Just Bought Millions As Stocks Fall
The creator discusses insider buying as a signal for potential value, especially in companies that have been overlooked or punished by the market. Despite a strong broader market, selective leadership is emerging, and high interest rates are pressuring valuations. The video will highlight seven stocks with significant insider purchases, including a $100 million buy in Republic Services (RSG).
May 19, 2026
I Wouldn’t Touch These 7 Stocks At Today’s Prices
The creator discusses how high market valuations and AI stock surges can create a smaller margin for error for individual stocks, even if the overall market continues to rise. The focus is on selective stock picking rather than a market crash prediction, emphasizing that while long-term returns are often positive, buying at any price is not advisable. The AI cycle is compared to the internet boom, with a caution against overly aggressive discounting of future earnings.
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.
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