Creator Profile
Instagram | Stock
12,700 followers
Visit creator profileReturn Since June 25, 2026
Recent Posts
July 7, 2026
The creator discusses three stocks they are buying in July: Microsoft (MSFT), Meta Platforms (META), and S&P Global (SPGI). They highlight recent price drops and current valuations as reasons for buying, citing AI's impact and the companies' strong business fundamentals.
July 2, 2026
The creator discusses their recent 20% loss on a new position but is not selling, highlighting Qualcomm (QCOM) as their chosen stock. They argue that despite the perception of mobile chips being cyclical, Qualcomm's focus on power efficiency for data centers and automotive sectors, coupled with strong revenue growth projections and a reasonable valuation, makes it a compelling long-term bet.
June 30, 2026
The reel discusses potential market crashes and volatility, citing billionaire investor Jeremy Grantham's concerns and historical market patterns. It contrasts Grantham's long-standing bearish calls with the S&P 500's significant growth since 2010. The creator advises investors to understand their holdings, check their thesis, and manage their reactions during market downturns, rather than panic selling.
Only high-conviction signal-backed calls appear here, so newer research posts can stay commentary-only.
Mentioned 7/7/2026
Meta is a buy after dropping 25% from all-time highs, trading at 18x forward earnings with the lowest price to operating income and cash flow since 2022, driven by reaccelerated earnings and strong user growth.
Analysis from 7/9/2026
Mentioned 7/7/2026
Mentioned 7/7/2026
S&P Global is a safe house for durable earnings growth, trading at low multiples due to market punishment of AI spenders and victims, with a dominant position in credit ratings and a history of dividend increases.
Analysis from 7/9/2026
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