Creator Post Archive
Dividend Talks
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May 3, 2026
Visa Soared. Mastercard Dropped. I’m Buying One.
The creator analyzes Visa and Mastercard following their recent earnings reports, noting the divergent market reactions. Despite both companies reporting strong numbers, Visa's stock popped while Mastercard's fell. The creator believes this divergence presents an opportunity, particularly with Mastercard, and plans to break down the reasons behind the market's reaction and which stock appears more attractive.
May 2, 2026
I Ranked 7 Stocks to Buy in May — One Looks Mispriced
The creator discusses stock selection in May following a strong April rally driven by tech and AI. While earnings have been strong, macro risks remain, making selectivity crucial. The focus is on identifying mispriced, high-quality companies that may have been oversold due to short-term fears or performance, rather than chasing hype or simply looking for the cheapest stocks.
May 1, 2026
Amazon Beat Earnings… So Why Am I Worried?
Amazon's recent earnings report showed strong headline numbers with revenue and EPS beating expectations, and AWS growing 28%. However, free cash flow plummeted 95%, raising concerns about AI spending. The creator plans to analyze AWS acceleration, compare Amazon to peers like Microsoft and Google, and discuss the free cash flow issue and valuation.
Apr 30, 2026
Microsoft Stock Is Crashing — Buy Now or Big Mistake?
Microsoft's stock experienced a significant sell-off despite strong earnings, with the market concerned about the high costs of AI investments. The creator analyzes whether this dip presents a buying opportunity, examining the company's fundamentals, AI spending, and future guidance.
Apr 30, 2026
Meta Just Dropped 10%… My New Target Price Shocked Me
Meta's stock dropped despite beating earnings expectations, primarily due to concerns over increased AI spending and CapEx. While revenue and ad business growth are strong, investors are questioning the future returns on these massive investments, leading to a sell-off. The creator plans to analyze Meta's valuation model to determine if the stock is now undervalued.
Apr 29, 2026
SoFi Stock Dropped After Earnings… The Market Missed Something Big
SoFi's stock experienced a significant drop following its earnings report, despite the company beating revenue expectations and showing continued growth in members, products, and deposits. The creator suggests the sell-off might be an overreaction to the stock not meeting extremely high expectations rather than a fundamental business problem. The analysis delves into the financial details to assess whether the growth justifies the valuation.
Apr 28, 2026
Today Could Break This Market Rally
The creator discusses the upcoming earnings reports from major tech companies like Microsoft, Amazon, Meta, and Alphabet, alongside a Federal Reserve decision, as a critical test for the current market rally. The market is near record highs, setting a high bar for these companies to justify the move, and any disappointment could signal a crack in the rally.
Apr 27, 2026
I Tested 10 Crashed Stocks — Only 3 Passed
The creator analyzes 10 fallen stocks, focusing on Nike as a case study. While Nike's valuation appears cheaper relative to its history, the creator expresses concern over negative growth metrics and deteriorating fundamentals, suggesting caution despite a strong balance sheet.
Apr 26, 2026
I Ranked 10 Stocks Near 52-Week Lows — Only 3 Look Cheap
The creator analyzes 10 stocks near their 52-week lows, focusing on valuation, growth, business quality, and balance sheet strength. SE (C Limited) is highlighted as a high-growth, high-volatility emerging market internet business with significant upside potential but a higher risk profile compared to safer names. Uber is also discussed as a company that has shifted from a cash-burning growth stock to a profitable platform compounder.
Apr 25, 2026
Big Tech Reports This Week. I’d Avoid Most of These Stocks.
The creator discusses upcoming earnings reports for major tech companies like Microsoft, Meta, Alphabet, Amazon, and Apple. The market has already rallied significantly, and these earnings are crucial to justify the current valuations. The creator expresses caution, suggesting that the market may have already priced in positive results, and weak guidance or disappointing margins could lead to a rapid repricing of optimism.
Apr 24, 2026
AI Is Crushing Software Stocks. I Ranked the Bargains
Software stocks are facing significant pressure due to AI's impact on the sector's economics, with many large companies experiencing substantial drawdowns from their highs. Despite a resilient broader market and positive economic outlook, the software selloff raises concerns about future earnings growth and profitability in the face of evolving industry dynamics.
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.
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