Creator Post Archive
financein90s
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Aug 17, 2026
The creator analyzes recent stock additions by billionaire investor Bill Ackman, discussing his performance...
The creator analyzes recent stock additions by billionaire investor Bill Ackman, discussing his performance relative to the S&P 500 and evaluating several of his portfolio holdings.
Aug 14, 2026
The creator provides a position update on Micron Technology, explaining why they are maintaining their long...
The creator provides a position update on Micron Technology, explaining why they are maintaining their long position despite market volatility and cyclical risks. They highlight strong fundamentals, including revenue and free cash flow growth, and cite ongoing memory shortages as a key driver for their continued conviction.
Aug 13, 2026
The creator analyzes SanDisk (SNDK) following its recent earnings report, discussing its valuation, growth,...
The creator analyzes SanDisk (SNDK) following its recent earnings report, discussing its valuation, growth, and competitive risks in the memory market. While acknowledging the stock looks relatively cheap, he highlights the cyclical nature of the industry and competitive pressures from Big Tech and Chinese manufacturers, ultimately maintaining a long-term bullish stance on the memory sector while holding Micron (MU) as his primary exposure.
Aug 12, 2026
The creator argues that despite negative macro headlines and market collapse fears, the market remains resi...
The creator argues that despite negative macro headlines and market collapse fears, the market remains resilient due to strong corporate earnings and growth. He maintains a bullish stance, emphasizing that he stays invested in strong businesses rather than trying to time the market.
Aug 5, 2026
The creator analyzes AMD's recent earnings report, explaining why the stock price dropped despite beating e...
The creator analyzes AMD's recent earnings report, explaining why the stock price dropped despite beating expectations. He maintains a long-term holding position, citing strong growth prospects and management's bullish outlook, while acknowledging the stock's rich valuation.
Aug 3, 2026
This reel analyzes Microsoft's recent earnings report, highlighting strong growth in Azure and a significan...
This reel analyzes Microsoft's recent earnings report, highlighting strong growth in Azure and a significant backlog. The creator discusses adjustments to earnings due to investments and accounting changes, and notes that the stock is trading below historical PE averages, suggesting it might be undervalued. The creator also mentions holding a significant position in MSFT.
Jul 31, 2026
The creator discusses Meta's (META) recent earnings, highlighting concerns about declining operating income...
The creator discusses Meta's (META) recent earnings, highlighting concerns about declining operating income and free cash flow, despite revenue growth. They analyze off-balance sheet debt and Meta's valuation multiples, ultimately concluding that the stock is undervalued and that they have increased their position.
Jul 29, 2026
The creator discusses the current market sentiment regarding potential Fed rate hikes, analyzing inflation...
The creator discusses the current market sentiment regarding potential Fed rate hikes, analyzing inflation data, market expectations, and the impact of geopolitical events and AI infrastructure spending. They highlight the discrepancy between backward-looking data suggesting cooling inflation and forward-looking data indicating persistent inflationary pressures, emphasizing the importance of understanding one's investment thesis.
Jul 27, 2026
The creator analyzes ServiceNow (NOW), questioning if it's cheap. While acknowledging strong customer reten...
The creator analyzes ServiceNow (NOW), questioning if it's cheap. While acknowledging strong customer retention and growth metrics like subscription revenue and ACV, they highlight two red flags: declining gross margins attributed to AI costs and worsening operating margins due to acquisition charges and stock-based compensation. Despite these concerns, the creator notes that adjusted ServiceNow appears cheaper, trading near mid-20s P/E and EV/EBIT multiples, with a reasonable free cash flow yield. However, they are not yet a buyer, suggesting the stock is fairly valued rather than cheap.
Jul 23, 2026
The creator analyzes Google's (GOOGL) recent earnings, highlighting that while reported EPS showed a signif...
The creator analyzes Google's (GOOGL) recent earnings, highlighting that while reported EPS showed a significant increase, it was inflated by non-recurring gains. After adjusting for these, EPS missed expectations. However, the underlying business is strong with accelerating revenue growth in key segments like cloud, and improving operating margins. Despite concerns about free cash flow and dilution from equity raises, the creator believes Google is a great business at a fair price, not a cheap one, and suggests starting small and buying dips.
Jul 22, 2026
The creator discusses Google's (GOOGL) position in the AI and semiconductor space, highlighting its vertica...
The creator discusses Google's (GOOGL) position in the AI and semiconductor space, highlighting its vertically integrated infrastructure, proprietary chips, and in-house models like Gemini. The creator is closely watching Google's upcoming earnings report as a test for their AI trade, focusing on continued revenue growth, stable operating margins, and increasing CAPEX as indicators of AI's contribution to earnings.
Jul 21, 2026
The reel discusses recent market data, highlighting record bank profits driven by IPOs and trading activity...
The reel discusses recent market data, highlighting record bank profits driven by IPOs and trading activity, and strong consumer resilience despite inflation concerns. It also covers TSMC's record revenues and margins, and ASML's strong guidance, contrasting these positive results with stock price drops due to market pricing of future execution and macroeconomic risks.
Jul 17, 2026
The creator discusses the current market concerns, including the Fed's hawkish stance and geopolitical risk...
The creator discusses the current market concerns, including the Fed's hawkish stance and geopolitical risks, and how they impact growth stocks. They highlight China's CXMT IPO and SK Hynix's listing as potential market movers. The creator also analyzes Micron's strong earnings despite market fears and emphasizes that the real catalyst will be hyperscaler earnings.
Jul 14, 2026
The creator discusses how current geopolitical events, specifically the conflict in Iran and its impact on...
The creator discusses how current geopolitical events, specifically the conflict in Iran and its impact on oil supply, are not being fully reflected in stock market prices. They highlight the drawdown in US strategic petroleum reserves and rising inflation, suggesting a potential for economic slowdown and increased interest rates, which could negatively impact the broader economy and stock market.
Jul 12, 2026
The creator emphasizes the importance of independent research and critical thinking in investing, warning a...
The creator emphasizes the importance of independent research and critical thinking in investing, warning against blindly following online advice. They highlight their own success in outperforming the S&P 500 through continuous learning and adapting strategies, citing Steve Eisman as an example of a successful investor who prioritizes learning.
Jul 10, 2026
The creator analyzes Marvell Technology (MRVL) as a potential next trillion-dollar AI stock. While acknowle...
The creator analyzes Marvell Technology (MRVL) as a potential next trillion-dollar AI stock. While acknowledging analyst price targets and management's ambitious guidance, the creator questions the valuation based on current multiples and projected growth, suggesting the stock needs significant execution to justify its premium.
Jul 9, 2026
This reel discusses the rapid advancement and adoption of AI, citing a Stanford report. While AI capabiliti...
This reel discusses the rapid advancement and adoption of AI, citing a Stanford report. While AI capabilities are improving and surpassing human baselines in some areas, the creator cautions against confusing AI's successes with its failures, especially in practical applications like reading analog clocks. The creator highlights the increasing competition from China in AI development and suggests that the current market enthusiasm for AI might be speculative, with true returns dependent on definitive results and shifts in geopolitical incentives.
Jul 7, 2026
The creator discusses three stocks they are buying in July: Microsoft (MSFT), Meta Platforms (META), and S&...
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.
Jul 2, 2026
The creator discusses their recent 20% loss on a new position but is not selling, highlighting Qualcomm (QC...
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.
Jun 30, 2026
The reel discusses potential market crashes and volatility, citing billionaire investor Jeremy Grantham's c...
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.
Jun 25, 2026
The creator recaps Micron's (MU) strong earnings, highlighting massive revenue and earnings beats, and sign...
The creator recaps Micron's (MU) strong earnings, highlighting massive revenue and earnings beats, and significant guidance increases. They emphasize new strategic customer agreements that lock in demand and provide a revenue floor, reducing the risk of the boom-bust cycle and potentially justifying higher price targets.
Jun 23, 2026
The creator discusses Micron's (MU) upcoming earnings, highlighting recent positive price action and the br...
The creator discusses Micron's (MU) upcoming earnings, highlighting recent positive price action and the broader memory market's volatility. They express skepticism towards negative third-party reports about SK Hynix and potential demand issues, preferring to wait for management commentary. To protect their position, the creator outlines a collar options strategy to hedge against downside risk while retaining upside potential.
Jun 22, 2026
The creator discusses SpaceX's high valuation and compares it to Amazon's, highlighting SpaceX's revenue an...
The creator discusses SpaceX's high valuation and compares it to Amazon's, highlighting SpaceX's revenue and loss figures against Amazon's established businesses. The creator expresses skepticism about SpaceX's ambitious timelines and past unfulfilled promises, suggesting that at its current valuation, it's a bet on sentiment rather than fundamentals, leading to a decision to stay out.
Jun 17, 2026
The creator discusses the Federal Reserve's recent meeting, highlighting an 8-4 dissent vote, the first of...
The creator discusses the Federal Reserve's recent meeting, highlighting an 8-4 dissent vote, the first of its kind since 1992, indicating internal disagreement on rate policy. This uncertainty is expected to increase market volatility, impacting growth stocks, REITs, and bonds. The creator remains bullish on AI infrastructure but advises caution regarding capital cycles and valuations, emphasizing the importance of analyzing external risks.
Jun 16, 2026
The reel visually represents the growth of a portfolio over time, starting from March 16th with $396,829.7,...
The reel visually represents the growth of a portfolio over time, starting from March 16th with $396,829.7, increasing to $594,533.60 by May 24th, and reaching $718,399.76 by June 16th. The visual theme uses two people running, with one person swinging a stick at the other, symbolizing the fight against inflation and the growth of investments.
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