Creator Post Archive
Dividend Talks
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Apr 24, 2026
Meta Is Up 20%… But Earnings Change Everything
The creator discusses Meta's upcoming earnings report, highlighting the company's strong core advertising business and massive scale. However, significant AI-related capital expenditures raise questions about future returns, especially given past metaverse investments. While Meta's business fundamentals remain elite, the stock is now priced for future growth and AI success, making the upcoming earnings crucial for validating the investment thesis.
Apr 24, 2026
If You’re Buying This Market Here, Stop and Watch This
The market has broken out to new highs, driven primarily by technology and AI-related stocks like Nvidia and TSMC. While the rally appears strong on the surface, it's narrow and concentrated, with many other sectors lagging. Earnings, particularly from key players like TSMC, are crucial for validating the AI demand narrative and supporting current valuations. Despite the concentration and stretched momentum, the underlying strength in AI infrastructure and the resilience of some consumer staples like PepsiCo suggest a market that still rewards quality, albeit with different justifications across sectors.
Apr 23, 2026
Tom Lee: Stocks Are About to Make a Huge Move
The market is showing mixed signals with stocks at all-time highs, but underlying momentum and positioning suggest potential choppiness. While semiconductors have surged, other tech sectors like software, exemplified by Service Now's recent earnings drop, are struggling. The bull case hinges on retail investors entering the market, potentially fueling further gains despite current market froth.
Apr 22, 2026
These 5 Stocks Got Crushed. Are They Now Screaming Buys?
The creator discusses the recent market rebound, noting that while the broader indexes have recovered, many individual stocks have not. The focus is on identifying potential opportunities among these beaten-down stocks, emphasizing that the market is becoming more selective and rotation is the new momentum trade, rather than a monolithic recovery led by tech.
Apr 21, 2026
The Market Came Back. These Stocks Shouldn’t Have
The creator discusses the recent market rebound, noting a shift from fear to optimism. While the overall market strength is evident, the focus is on the increasing difficulty at the individual stock level, especially with earnings season approaching. The creator plans to analyze the macro setup, identify six stocks to be cautious about during earnings, and revisit Apple due to the Tim Cook transition.
Apr 20, 2026
Congress Is Still Buying These Stocks. What Do They Know?
Despite a seemingly strong market rally, the underlying picture is messy, with narrow leadership and volatile rotations. The creator highlights that Congress continues to trade stocks, often outperforming the market, suggesting this activity is an "investable signal" worth following, exemplified by Nancy Pelosi's past trades.
Apr 18, 2026
Why Does This Rally Keep Going Higher?
The market has experienced a rapid rally, moving from fear to greed with the S&P 500 and Nasdaq reaching new highs. While some of this strength is attributed to short covering and speculation, underlying factors like resilient earnings and strong tech leadership also support the bull case. The creator emphasizes sticking to fundamentals amidst market noise and uncertainty.
Apr 17, 2026
Microsoft Just Rebounded. Buy ASAP or Too Late?
Microsoft's stock has seen a significant decline, trading at a cheap valuation after a tough quarter. While the company generates strong profits and cash flow, concerns about Azure growth, Co-Pilot monetization, and AI spending persist. The creator will analyze these factors to determine if Microsoft is a buy, hold, or a stock to wait on before earnings.
Apr 15, 2026
Something Is Wrong With This Rally
The market is showing strong risk-on sentiment, pushing back towards all-time highs despite geopolitical concerns. This rally is driven by a rotation into growth sectors, semiconductors, and momentum stocks, suggesting investors are looking past the immediate shock and focusing on recovery and upside potential.
Apr 15, 2026
Meta Stock Just Got Dangerous
The creator discusses Meta's stock, which has experienced a significant sell-off due to legal fears, massive AI spending, and execution concerns. Despite these headwinds, the underlying business remains highly profitable with strong revenue growth and a solid balance sheet. The creator argues that the current valuation presents an attractive opportunity for patient investors, as the market may be overly pessimistic about the company's investment cycle.
Apr 15, 2026
Tom Lee: 21% Upside From Here… And He’s Buying Right Now
The creator discusses the current market conditions, suggesting it may be near a bottom despite broad selling and rising volatility. They highlight several undervalued stocks across different sectors, including Zscaler, Uber, Broadcom, Qualcomm, American Express, United Health, MSCI, Mercado Libre, Sentinel One, Nike, AbbVie, and Procter & Gamble, providing analysis on their valuations, growth prospects, and potential upside. The video categorizes these stocks into tiers based on conviction, risk, and quality.
Apr 15, 2026
Microsoft Stock Keeps Crashing — Buy Now or Big Mistake?
The creator discusses Microsoft's recent stock performance, analyzing the reasons behind its significant drop despite being a high-quality business. The discussion covers concerns around AI infrastructure spending, Copilot adoption, OpenAI dependence, and competition, contrasted with the company's strong underlying financials, profitability, and cash flow. The creator suggests that the market may be overreacting to short-term uncertainties, leading to a more attractive valuation for long-term investors.
Apr 15, 2026
Something Worse Is Coming To Stocks
The market is showing signs of repricing, with many stocks down significantly from their highs despite indices appearing stable. This creates selective opportunities for investors. The creator highlights several companies like Uber, Intuit, S&P Global, and Home Depot as particularly attractive due to valuation compression and strong business fundamentals, suggesting that fear in the market has created value.
Apr 15, 2026
VICI Below $27 — Buy Now or Run for Cover?
The creator discusses VICI Properties (VICI), a real estate company owning casinos and entertainment venues, analyzing its current stock price around 52-week lows and a high yield near 7%. Despite concerns about Las Vegas tourism slump and a potential dividend cut, the analysis highlights VICI's strong lease structure, mission-critical real estate, pricing power, and inflation protection as potential opportunities. The creator's intrinsic value model suggests a significant margin of safety, while Wall Street analysts also see upside.
Apr 15, 2026
Stock Market Crash: 9 Best Stocks to Buy in April
The creator discusses the current market sentiment, noting weakness across various sectors and large-cap stocks due to inflation, interest rates, and geopolitical uncertainty. Despite the macro concerns, the focus shifts to identifying undervalued quality stocks for April. Several mega-cap tech names like Microsoft, Meta, and Nvidia are highlighted as attractive due to valuation resets. The video then delves into a list of other promising stocks including Visa, Mastercard, Philip Morris, AbbVie, ADP, FICO, Novo Nordisk, DoorDash, Medtronic, Sea Limited, and Zscaler, categorizing them by risk and potential upside.
Apr 15, 2026
Big Tech Is Crashing… But This Just Triggered My Buy Signal
The creator discusses the current market fear, particularly in Big Tech, driven by inflation concerns, geopolitical uncertainty, and AI race dynamics. Despite significant pullbacks in major tech stocks like Meta, Microsoft, and Nvidia, the creator argues that fundamentals remain strong and valuations are attractive, presenting potential buying opportunities for long-term investors. The analysis highlights that current sell-offs are driven by fear and uncertainty rather than broken businesses.
Apr 15, 2026
Extreme Fear: Everyone Is Selling… But This Is Where I’d Buy
The creator discusses current market conditions characterized by extreme fear and a potential shift in trends due to oil prices and inflation fears. They highlight opportunities in high-quality companies trading at discounted valuations, categorizing them into tiers based on their investment profile: mispriced compounders (Microsoft, Meta, S&P Global), financial powerhouses (Mastercard, Visa, American Express), cyclical plays (Home Depot, Nike), and growth/healthcare plays (Nvidia, Eli Lilly, AbbVie). The overall message is that despite market uncertainty, there are multiple paths to outperformance depending on an investor's strategy and risk tolerance.
Apr 14, 2026
They Know Something You Don’t About This Rally
Despite ongoing geopolitical risks and inflation concerns, the stock market, particularly the S&P 500 and Nasdaq, has shown surprising resilience, erasing recent losses and demonstrating strength. This rally suggests investors are prioritizing the earnings and economic outlook over immediate headline fears, indicating a belief that the worst-case scenarios may have passed.
Apr 13, 2026
Congress Keeps Buying These Stocks
The creator analyzes stocks being purchased by members of Congress, noting that these are often high-quality companies trading at attractive valuations. The analysis focuses on Mastercard (MA) and Intuit (INTU), suggesting that while Congress's buys are noteworthy, investors should still conduct their own due diligence.
Apr 12, 2026
Don’t Buy Yet… This Week Could Change Everything (6 Stocks to Sell)
The creator discusses the upcoming earnings season, highlighting key stocks like JP Morgan, ASML, TSM, PepsiCo, Johnson & Johnson, and Netflix. While the overall market setup is seen as constructive, the creator emphasizes that high expectations mean not every stock is a buy. The focus is on whether earnings and guidance will meet or exceed current market pricing, with a specific deep dive into JP Morgan's upcoming report.
Apr 11, 2026
This Rally Could End Very Badly
The creator discusses the current market rally, noting strong short-term performance in the Nasdaq and easing volatility and fear. However, they highlight persistent macro concerns like oil prices, inflation, and consumer weakness, questioning whether the rally is sustainable or just a relief before further declines. The bullish case suggests the market may have already priced in the worst, supported by historical data and broad participation, while the bearish case points to unresolved macro issues as potential headwinds.
Apr 10, 2026
The Market Is Green… So Why Are Software Stocks Crashing?
The creator discusses a significant sell-off in software stocks, contrasting it with the strength in other tech sectors like semiconductors and AI infrastructure. The primary driver appears to be a growing market concern that AI advancements, particularly from companies like Anthropic, might disrupt or even harm traditional software businesses, leading to a re-evaluation of their valuations.
Apr 9, 2026
You’re Running Out of Time to Buy These Stocks
The creator discusses a broad market rally driven by easing geopolitical fears, particularly concerning oil prices. Despite lingering headline risks, the market is showing signs of recovery and risk appetite is returning, suggesting a potential bottom is forming.
Apr 8, 2026
Before You Buy This Green Open, Watch This
The creator discusses the market's positive reaction to a temporary US-Iran ceasefire, highlighting that the relief rally may be premature. They caution that a short-term pause in hostilities and "open" passage through the Strait of Hormuz does not equate to normal energy flows or a sustainable resolution, and investors should be wary of chasing this rally without understanding the underlying uncertainties.
Apr 6, 2026
Something Big Is Happening to Amazon
Despite strong analyst ratings and a fundamentally sound business, Amazon's stock has underperformed, down nearly 10% year-to-date. The creator discusses the reasons behind this sell-off, focusing on the high cost of AI infrastructure and capital intensity, which is causing investors to question the return on investment despite strong business fundamentals. The creator suggests this weakness may present an opportunity.
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