Mentioned 8/31/2026
Oracle is a significant AI player with 93% cloud infrastructure growth and a $638 billion backlog, making it a compelling buy despite recent stock price declines.
Analysis from 8/31/2026
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Mentioned 8/31/2026
Oracle is a significant AI player with 93% cloud infrastructure growth and a $638 billion backlog, making it a compelling buy despite recent stock price declines.
Analysis from 8/31/2026
Mentioned 8/27/2026
Recent Posts
September 1, 2026
This video highlights the Schwab US Dividend Equity ETF (SCHD) as an under-the-radar investment that has outperformed QQQ and the S&P 500. The creator explains that SCHD focuses on quality companies that pay dividends and trade at reasonable prices, with a recent turnover that has refreshed its holdings. The ETF's strategy of buying quality companies on sale, exemplified by its acquisition of United Health Group (UNH) at a discount, is presented as a key reason for its success.
August 31, 2026
The creator discusses three large, profitable companies that have been overlooked by Wall Street. The first company analyzed is S&P Global (SPGI), highlighting its strong business segments (credit ratings and index ownership), high profit margins, and potential AI tailwinds, while also acknowledging risks like economic sensitivity and AI disruption to its data business. The creator questions if the current stock price adequately reflects the company's quality.
August 27, 2026
The creator presents three bull cases for Nvidia (NVDA) following its earnings report. The arguments focus on a product super cycle potentially generating $1 trillion in revenue, massive spending by hyperscalers on AI infrastructure, and the stock being undervalued relative to its growth rate, trading at a lower forward PE than Walmart. The creator plans to analyze the company's intrinsic value based on these points.