Creator Post Archive
Hitrader Joe
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Sep 13, 2026
The creator discusses the recent trend of AI industry leaders calling for a slowdown in AI development, sug...
The creator discusses the recent trend of AI industry leaders calling for a slowdown in AI development, suggesting this may be a strategic move to mask slowing business growth and manage competition. He notes that while this could impact demand for cutting-edge GPUs, the broader AI supply chain remains robust, and shorting AI stocks is difficult due to strong earnings visibility through 2027.
Sep 10, 2026
The creator discusses the sustainability of the current AI investment cycle, questioning whether the massiv...
The creator discusses the sustainability of the current AI investment cycle, questioning whether the massive capital expenditure required for data centers will be justified by future productivity gains.
Aug 24, 2026
The creator discusses the rapid development of humanoid robots, highlighting China's competitive advantage...
The creator discusses the rapid development of humanoid robots, highlighting China's competitive advantage in manufacturing and government support, while noting the US's recent regulatory actions. The video also touches on the importance of physical AI data and mentions the creator's Substack for deeper analysis of the humanoid robot trade.
Aug 18, 2026
The creator discusses the current state of the bond market, highlighting rising US 30-year Treasury yields...
The creator discusses the current state of the bond market, highlighting rising US 30-year Treasury yields and the potential impact of debt sustainability and foreign demand on long-term rates.
Aug 12, 2026
The creator discusses the risks associated with Nvidia's circular financing model for AI infrastructure, hi...
The creator discusses the risks associated with Nvidia's circular financing model for AI infrastructure, highlighting potential long-term threats to its competitive moat, CUDA.
Jul 30, 2026
The reel discusses the downfall of AI investor Leopold Aschenbrenner, who blew up a $20 billion fund due to...
The reel discusses the downfall of AI investor Leopold Aschenbrenner, who blew up a $20 billion fund due to overleveraging and forced selling. It draws parallels to Bill Hwang's situation and suggests that the sell-off in AI stocks might be over, creating buying opportunities.
Jul 28, 2026
The creator discusses the current sell-off in AI stocks, attributing it to factors like potential Fed rate...
The creator discusses the current sell-off in AI stocks, attributing it to factors like potential Fed rate hikes, supply shocks from the Iran war impacting oil prices, and a cooling labor market. They also note a correction in the AI complex and express skepticism about the Fed's immediate rate hike plans, suggesting the pendulum has swung too far in the other direction.
Jul 22, 2026
The reel discusses the controversy surrounding AI model distillation, where companies are accused of copyin...
The reel discusses the controversy surrounding AI model distillation, where companies are accused of copying US AI models. It highlights the financial implications for companies like OpenAI and Anthropic, noting that AMD is investing in Anthropic. The creator also draws parallels to past tech 'copycats' like the Samwer brothers and their ventures (Alando, CityDeal) which were acquired by original companies like eBay and Groupon.
Jul 19, 2026
The creator discusses the evolving AI trade, noting that while cheaper models are increasing demand for AI...
The creator discusses the evolving AI trade, noting that while cheaper models are increasing demand for AI inference, the profit margin is shifting. They highlight that shorter, more flexible deals like the rumored Meta-Anthropic deal and the SpaceX-Anthropic compute deal indicate a change in the market. This shift means buyers are less desperate and more focused on ROI, suggesting the AI trade is changing rather than dead, and the creator is selectively buying back into stocks.
Jul 1, 2026
This reel discusses Agility Robotics' upcoming public offering via a SPAC merger with Churchill Capital Cor...
This reel discusses Agility Robotics' upcoming public offering via a SPAC merger with Churchill Capital Corp XI. It contrasts Agility's industrial automation focus with Tesla's Optimus and Figure AI, highlighting Agility's current operations and investor backing. The creator questions the valuation of the SPAC deal compared to private market valuations of competitors like Figure and Boston Dynamics.
Jun 28, 2026
Why are stocks selling off? What’s going on with open source models? Comment “stocks” if you want my full r...
The reel discusses the current state of AI stocks, noting the rapid growth driven by AI demand and agents. It highlights the increasing focus on cost-efficiency and the rise of open-source models, which are becoming more competitive and cheaper than proprietary ones. Despite concerns about compute demand and potential overvaluation, the AI trade is not considered dead yet.
Jun 19, 2026
Warsh’s first FOMC meeting as Fed chair. Rates hikes. Inflation commitment. Comment “stocks” if you want my...
The reel discusses the Federal Reserve's approach to monetary policy, contrasting past strategies with current ones. It highlights the shift from potentially cutting rates to hiking them, and the significance of Fed Chair Warsh's decision not to submit projections, which is seen as a move towards maximum ambiguity and flexibility. The creator also touches on how market pricing of rate hikes and historical events like the 2007/08 crisis influence the Fed's decisions.
Jun 7, 2026
This reel explains the concept of 'real rates' (nominal yield minus inflation) and how they impact asset cl...
This reel explains the concept of 'real rates' (nominal yield minus inflation) and how they impact asset classes like stocks and gold. It discusses how rising real rates can make gold less attractive as an inflation hedge, and how the Federal Reserve's actions on interest rates, particularly in relation to inflation expectations, are crucial for market performance. The creator suggests that historically, central banks are hesitant to raise rates aggressively enough to cause a recession, implying a potential for continued inflation.
May 29, 2026
Humanoids, Physical AI, and the stock market
The reel discusses the emerging investment opportunities in physical AI and robotics, highlighting companies like Nvidia and John Deere, and touching on the broader implications of AI in various industries. It also mentions Peter Thiel's move to Argentina as a point of interest.
May 24, 2026
The creator discusses the trend of Bitcoin miners pivoting to AI infrastructure, highlighting Bitfarms (BIT...
The creator discusses the trend of Bitcoin miners pivoting to AI infrastructure, highlighting Bitfarms (BITF) as an example. They analyze the potential of this shift, citing data center demand and the challenges of securing power, while also mentioning Google (GOOGL) and Amazon (AMZN) as beneficiaries of this trend.
May 21, 2026
This reel discusses OpenAI's potential IPO and draws parallels to WeWork's past, highlighting concerns abou...
This reel discusses OpenAI's potential IPO and draws parallels to WeWork's past, highlighting concerns about its business model, cash burn, and market competition. It also touches on the broader AI landscape, including the commoditization of LLMs and the strategic importance of AI for national security.
May 19, 2026
The reel draws parallels between the current economic climate and the 1970s, highlighting the impact of ene...
The reel draws parallels between the current economic climate and the 1970s, highlighting the impact of energy shocks, inflation, and Fed policy on markets. It discusses how high inflation historically hurt equity returns, making cash and bonds poor holdings, and notes that the current situation may lead to a wage-price spiral.
Nov 10, 2025
A Stock a Day Until I Can Quit My Job: Day 104
This reel analyzes PayPal (PYPL), discussing its history, its role in the 'PayPal Mafia', its struggles with mobile payments compared to competitors like Stripe, Apple Pay, and Google Pay, and its current financial standing. The creator notes that while PayPal has a large active user base and expertise in global transactions, its active account growth has stagnated and margins have been shrinking. Despite these challenges, the creator sees potential value due to Venmo's growth and an attractive PE ratio, but remains undecided on a definitive buy/sell stance, considering potential call options based on macroeconomic factors.
Oct 30, 2025
A Stock a Day Until I Can Quit My Job: Day 103
The creator discusses AI processes (training, inference, generation) and how GPUs are used. They highlight GSI Technology's new chips that offer comparable performance to NVIDIA's A6000 GPU with significantly less energy consumption, noting that GSI's cash burn and market cap present an asymmetric opportunity despite potential volatility.
Oct 3, 2025
The creator recaps the investment stages of the AI boom, starting with chips (NVIDIA, AMD), then data cente...
The creator recaps the investment stages of the AI boom, starting with chips (NVIDIA, AMD), then data centers, and now focusing on the power and infrastructure needed to support them. The primary analysis is on Digital Realty (DLR) as a REIT offering a risk-adjusted, dividend-paying way to gain exposure to the AI data center buildout, contrasting it with more volatile, high-growth names.
Sep 29, 2025
A Stock a Day Until I Can Quit My Job: Day 101
This reel discusses the divergence between soft and hard economic data in the US, noting that while consumer sentiment is down, hard data like retail sales and GDP remain solid. The creator expresses caution due to this divergence and has been reducing exposure to cyclical, unprofitable names.
Sep 27, 2025
A Stock a Day Until I Can Quit My Job: Day 99
The creator discusses Red Robin (RRGB) as part of a 'stock a day' series. Despite acknowledging the company's struggles and the challenging casual dining market, the creator expresses a positive sentiment due to the brand's appeal and a turnaround plan that appears to be working, leading to recent positive earnings and revenue growth. However, concerns about a slowing economy introduce a note of caution.
Sep 26, 2025
A Stock a Day Until I Can Quit My Job: Day 98
The creator discusses Quantum Computing Inc. (QUBT), highlighting its high market cap despite low revenue and unproven technology. While competitors like IONQ and Rigetti are further along, QUBT is focusing on photonic quantum tech and has secured significant funding and partnerships, though its error rates and commercial viability remain unclear.
Sep 25, 2025
A Stock a Day Until I Can Quit My Job: Day 97
This reel discusses D-Wave, a quantum computing company, differentiating its quantum annealing technology from gate-based quantum computers. It highlights D-Wave's current applications in combinatorial optimization problems and its potential for future revenue, while also noting the limitations and skepticism surrounding its technology compared to universal quantum computers.
Sep 24, 2025
A Stock a Day Until I Can Quit My Job: Day 96
This reel discusses the challenges and advancements in quantum computing, focusing on companies like Rigetti and IonQ. It highlights the importance of error correction and the development of logical qubits, noting that while quantum computers have potential, the path to practical applications is complex and uncertain. The creator mentions Inflection (CCX) as a company with a potentially lower valuation in the SPAC market.
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