Creator Post Archive
Dividend Talks
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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.
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.
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