Creator Post Archive
Dividend Talks
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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.
May 16, 2026
Super Investors Are Buying Again — 7 Stocks Ranked
While AI hype dominates, super investors are buying dominant tech companies like Microsoft, Meta, and Broadcom, many trading below historical valuations despite strong growth. The creator highlights Meta as a particularly strong buy due to its current undervaluation and consistent growth, despite market perception.
May 15, 2026
7 Stocks Before Wall Street Wakes Up
The creator discusses the current stock market environment, noting that while mega-cap tech and semiconductors are performing well, opportunities may lie in less obvious stocks. The focus is on finding quality companies with strong fundamentals and valuation support that the market may have overlooked, drawing a parallel to Nvidia's past performance.
May 14, 2026
Everyone Is Chasing AI… These 7 Stocks Look Dirt Cheap
The creator discusses how the market is heavily focused on AI and semiconductor stocks, leaving many high-quality companies undervalued. The video aims to identify these overlooked businesses, focusing on compounders, dividend names, and contrarian plays, with a specific mention of Service as an example of a high-quality software company that has been significantly beaten down.
May 13, 2026
Why Is Everyone Selling Meta?
The creator discusses Meta's (META) recent stock underperformance compared to Alphabet (GOOGL), despite strong reported earnings. The primary driver for the sell-off appears to be increased capital expenditure (capex) related to AI investments, coupled with revenue guidance that didn't significantly exceed expectations. The video aims to analyze whether Meta is a buying opportunity or a value trap.
May 12, 2026
I’m Doing This With Nvidia Stock Before Earnings
The creator discusses Nvidia's upcoming earnings, highlighting its market significance and the tension between high expectations and potential risks. The video explores market sentiment, analyst expectations, geopolitical factors like China, and Nvidia's ecosystem investments, ultimately questioning whether to buy, hold, or sell before the earnings report.
May 11, 2026
Wall Street Is Chasing These 5 AI Chip Stocks
The AI boom is creating a significant memory shortage, potentially leading to a memory chip super cycle. While many semiconductor stocks are exposed to this trend, their valuations and direct benefit from the shortage vary. The creator plans to analyze and rank five AI chip stocks: ASML, Applied Materials, Lamb Research, Micron, and KLA, based on valuation, growth, balance sheet strength, and exposure to the memory shortage.
May 10, 2026
These AI Stocks Are Up 700%… And Still Look Cheap
The creator discusses the recent surge in memory stocks like Micron, SanDisk, and Seagate, driven by AI demand. While acknowledging historical cyclicality, the video argues that AI infrastructure needs are creating a sustainable demand for memory, potentially lasting until 2027. The creator plans to rank four specific stocks based on risk-reward.
May 9, 2026
I Found the Stocks Congress Is Quietly Buying
The creator discusses the recent stock market rally, particularly in Mega Cap Tech and AI stocks, and highlights congressional trading disclosures as a potential signal for investors. The first stock analyzed is ASML, a key player in the semiconductor supply chain, which has seen significant insider buying and strong performance, though valuation concerns are noted.
May 9, 2026
Tom Lee Just Warned of a 20% Crash… While Stocks Are Ripping
The market rally is strong with AI leadership and real earnings, but investors should be selective due to stretched valuations and potential future drawdowns. Individual stocks like Uber, Meta, and Service Now offer different insights into consumer strength, AI spending debates, and software's role in the AI trade, respectively. The key is to focus on businesses with strong fundamentals and reasonable valuations rather than chasing momentum.
May 8, 2026
Super Investors Are Buying These 7 Stocks — I Ranked Them
The creator discusses how super investors are buying into a market rally driven by mega-cap tech earnings, particularly in AI. While acknowledging the strength of companies like Microsoft, Amazon, and Nvidia, the creator emphasizes the need for selectivity due to market concentration and the potential for some stocks to have already priced in good news.
May 7, 2026
Wall Street Is Chasing The Wrong Stocks
The market has recovered rapidly, driven by AI, buybacks, and cash on the sidelines, but is becoming increasingly selective. While some companies like Amazon show strong potential with new infrastructure plays, others like Palantir and Duolingo face valuation challenges despite strong execution. Meta presents an attractive valuation but carries risks related to AI spending and user engagement.
May 6, 2026
Nvidia Reports May 20… AMD Just Changed Everything
AMD's strong earnings report, particularly in its data center segment, has significantly altered the landscape for Nvidia's upcoming earnings. The creator discusses whether investors should buy, hold, or sell Nvidia stock before its May 20th report, analyzing AMD's performance, Nvidia's valuation, AI demand, and potential risks.
May 4, 2026
Visa Is Safer… But I’d Buy This Stock
The creator discusses Visa as the safest stock due to its strong fundamentals and management confidence, but identifies Mastercard as a more interesting opportunity for upside. Despite market concerns, Mastercard's lower valuation and strong long-term growth profile present a margin of safety.
May 4, 2026
I Ranked 10 Quality Stocks — Only 3 Look Cheap
The creator ranks 10 quality stocks based on valuation, growth, and balance sheet strength, aiming to identify those that are genuinely undervalued. While Proctor and Gamble (PG) is a stable, defensive stock with a slightly better-than-average dividend yield and trading below its historical average P/E, its low growth prospects make it a baseline rather than a top opportunity. Home Depot (HD) is presented as a more interesting cyclical company with higher potential upside, despite current pressures from high interest rates impacting the housing market.
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