Creator Post Archive
financein90s
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Sep 29, 2026
The creator discusses their existing position in Micron Technology ahead of earnings, highlighting the comp...
The creator discusses their existing position in Micron Technology ahead of earnings, highlighting the company's strong long-term agreements and the structural shift in memory demand driven by AI infrastructure.
Sep 24, 2026
The creator advocates for long-term investing, sharing their personal portfolio performance and strategy of...
The creator advocates for long-term investing, sharing their personal portfolio performance and strategy of holding individual stocks through volatility. They emphasize that while they have experienced significant drawdowns, their conviction in their holdings has led to long-term gains.
Sep 18, 2026
The creator discusses AppLovin (APP) following a recent 20% drop, highlighting strong financial growth and...
The creator discusses AppLovin (APP) following a recent 20% drop, highlighting strong financial growth and cash flow while acknowledging risks and maintaining a small position. They also briefly mention The Trade Desk (TTD) as a benchmark for market wariness.
Sep 17, 2026
The creator discusses the impact of Federal Reserve interest rate hikes on the stock market, arguing that m...
The creator discusses the impact of Federal Reserve interest rate hikes on the stock market, arguing that market panic is misplaced and that lower stock prices represent a buying opportunity for long-term investors.
Sep 15, 2026
The creator discusses the current AI landscape, highlighting concerns from industry insiders about AI safet...
The creator discusses the current AI landscape, highlighting concerns from industry insiders about AI safety and the potential for regulatory capture, while noting that AI stocks like NVIDIA and Broadcom continue to show strong revenue growth. He maintains a wait-and-see approach, emphasizing that he is not panicking and will continue to monitor the financial data.
Sep 11, 2026
The creator highlights significant insider buying activity, totaling $15.3 million over the past week, as a...
The creator highlights significant insider buying activity, totaling $15.3 million over the past week, as a signal for potential investment opportunities.
Sep 9, 2026
The creator discusses their investment in Vistra Corp (VST) after observing significant insider buying and...
The creator discusses their investment in Vistra Corp (VST) after observing significant insider buying and institutional activity, while acknowledging the risks associated with the energy sector.
Sep 8, 2026
The creator analyzes Broadcom's recent earnings, highlighting strong AI chip growth and attractive valuatio...
The creator analyzes Broadcom's recent earnings, highlighting strong AI chip growth and attractive valuation relative to its growth rate, while noting risks like margin compression, customer concentration, and financing exposure.
Sep 4, 2026
The creator ranks various social media and content platforms based on their utility for investment insights...
The creator ranks various social media and content platforms based on their utility for investment insights, highlighting YouTube and private Discord communities as top-tier resources while cautioning against the noise on TikTok and Stocktwits.
Sep 2, 2026
The creator argues against timing the market based on seasonal trends or scary headlines, advocating for a...
The creator argues against timing the market based on seasonal trends or scary headlines, advocating for a long-term, consistent investment approach instead of trying to predict short-term market movements.
Aug 30, 2026
The creator discusses the benefits of using Seeking Alpha's 'Alpha Picks' service for stock research, highl...
The creator discusses the benefits of using Seeking Alpha's 'Alpha Picks' service for stock research, highlighting its quantitative model and historical performance compared to the S&P 500. He uses specific stock examples to illustrate how the service provides research and risk analysis for long-term investors.
Aug 27, 2026
The creator discusses Nvidia's strong earnings beat and impressive guidance, highlighting their significant...
The creator discusses Nvidia's strong earnings beat and impressive guidance, highlighting their significant revenue and EPS growth. They also touch on the broader AI chip demand, mentioning Micron's extended supply relief timeline and SK Hynix/Samsung's long-term shortage forecasts, which supports their continued bullish stance on Micron despite its large portfolio weight.
Aug 25, 2026
The creator provides an economic calendar overview for the week, highlighting key earnings reports and econ...
The creator provides an economic calendar overview for the week, highlighting key earnings reports and economic data points that will influence market sentiment, particularly in the AI and SaaS sectors.
Aug 21, 2026
The creator discusses two stocks he is buying in August: MercadoLibre (MELI) and S&P Global (SPGI). He high...
The creator discusses two stocks he is buying in August: MercadoLibre (MELI) and S&P Global (SPGI). He highlights their strong market positions, growth metrics, and competitive moats while acknowledging specific risks for each.
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.
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