Creator Post Archive
Its Junny Yang
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Jul 16, 2026
Warren Buffett has invested $31 billion into Google, despite warning that major AI companies could collapse...
Warren Buffett has invested $31 billion into Google, despite warning that major AI companies could collapse. He sees parallels between current tech giants and past dominant companies like IBM and A&P that eventually failed, suggesting that today's leaders are not guaranteed long-term dominance in the AI race.
Jul 15, 2026
The creator discusses how AI is causing a global water shortage and identifies three stocks to invest in: X...
The creator discusses how AI is causing a global water shortage and identifies three stocks to invest in: Xylem, Ecolab, and American Water Works. The reel highlights the increasing demand for water due to AI data centers and the companies positioned to benefit from this trend.
Jul 14, 2026
The reel discusses historical patterns of the stock market during midterm election years, suggesting that w...
The reel discusses historical patterns of the stock market during midterm election years, suggesting that while there are typically deeper drops and chop from July through September, the fourth quarter often sees a strong rally. The creator notes that this historical tendency is not a law and AI CAPEX fears could override it this year.
Jul 13, 2026
The creator discusses Taiwan Semiconductor Manufacturing Company (TSMC) and its role in the AI supply chain...
The creator discusses Taiwan Semiconductor Manufacturing Company (TSMC) and its role in the AI supply chain. They highlight strong sales growth, a raised price target by Citi, and significant capex plans, suggesting continued momentum for the AI trade.
Jul 12, 2026
The creator discusses the upcoming CPI report, emphasizing the importance of watching core inflation over h...
The creator discusses the upcoming CPI report, emphasizing the importance of watching core inflation over headline inflation. A soft core inflation reading could lead to market rallies as it signals potential Fed rate cuts, while a hot reading would likely cause a market downturn. The creator also notes that falling oil prices might be masking underlying sticky inflation.
Jul 11, 2026
The creator argues that investing in the S&P 500 is insufficient for building wealth due to low returns aft...
The creator argues that investing in the S&P 500 is insufficient for building wealth due to low returns after inflation and concentration risk. Instead, they advocate for concentrated indexes like the Nasdaq 100 or picking individual stocks, suggesting a strategy of a safe base, growth core, and high-risk slice. They highlight a recent successful play in their community that gained over 20%.
Jul 10, 2026
The creator discusses the potential bottom in AI and semiconductor stocks, highlighting significant inflows...
The creator discusses the potential bottom in AI and semiconductor stocks, highlighting significant inflows into the SOXX ETF. They identify Marvell Technology, Meta, and Arm as key companies to watch in this sector, citing their strategic positions in AI chip design, cloud computing, and chip licensing respectively.
Jul 9, 2026
The creator discusses the upcoming SK Hynix (SKHY) Nasdaq listing, cautioning against buying immediately du...
The creator discusses the upcoming SK Hynix (SKHY) Nasdaq listing, cautioning against buying immediately due to the risk of a post-pop drop, similar to past large foreign listings like Coupang and Alibaba. Instead, they suggest investing in proxies like Micron and Sandisk to capitalize on the AI memory boom without the listing day premium.
Jul 8, 2026
The creator discusses the potential impact of US-Iran tensions on oil prices, noting that while geopolitica...
The creator discusses the potential impact of US-Iran tensions on oil prices, noting that while geopolitical events can cause oil prices to spike, historical patterns suggest a temporary panic followed by a market snap-back. The creator is watching for a 'risk-off' move, expecting Bitcoin to trade as a risk asset rather than a safe haven during such shocks.
Jul 7, 2026
The creator discusses the potential for Japan's economic shifts to impact global markets. As Japan's intere...
The creator discusses the potential for Japan's economic shifts to impact global markets. As Japan's interest rates rise from near zero, the yen carry trade is unwinding, leading to less demand for US treasuries, higher US yields, and pressure on expensive tech and growth stocks.
Jul 6, 2026
The creator discusses SK Hynix's upcoming Nasdaq listing, noting its dominance in the AI memory market and...
The creator discusses SK Hynix's upcoming Nasdaq listing, noting its dominance in the AI memory market and its significant run-up. While acknowledging near-term benefits from demand and supply constraints, the creator expresses caution about the long-term outlook due to increased capacity potentially leading to a glut, suggesting a 'sell the news' event.
Jul 5, 2026
The creator discusses three favorite healthcare stocks to invest in, highlighting Hims, Oscar Health, and T...
The creator discusses three favorite healthcare stocks to invest in, highlighting Hims, Oscar Health, and Tempus AI. The reel touches on historical market trends favoring healthcare in mid-term years and the growing importance of AI and data in the sector.
Jul 3, 2026
The creator discusses Micron Technology (MU), noting its recent 22% drop from its high. Despite the dip, th...
The creator discusses Micron Technology (MU), noting its recent 22% drop from its high. Despite the dip, the creator highlights a real memory shortage, Apple's price increases due to memory costs, and Micron's record-breaking quarter with significant locked-in orders extending to 2028. The drop is attributed to an exhausted trade, insider selling, a lawsuit, and a rotation of capital into other sectors like healthcare and software. The creator views the shortage as a multi-year winner but is waiting for capital to flow back into semis.
Jul 2, 2026
The creator highlights the healthcare sector as a strong seasonal trade, particularly in mid-term years, an...
The creator highlights the healthcare sector as a strong seasonal trade, particularly in mid-term years, and identifies Tempus AI (ticker T-E-N) as a favorite pick due to its extensive genomic data library and AI applications in biotech. The reel also notes Nancy Pelosi's investment in the stock as a positive indicator.
Jun 30, 2026
The creator highlights Ouster (OUST) as a primary pick in the physical AI space, noting its recent 35% surg...
The creator highlights Ouster (OUST) as a primary pick in the physical AI space, noting its recent 35% surge after a buy call at $46. The company's lidar sensors are crucial for robots and machines requiring 3D vision. Recent catalysts include a 10-year deal to supply sensors for Field AI robots and regulatory clearance for US infrastructure projects, opening doors to government funding.
Jun 29, 2026
The creator highlights BlackBerry (BB) as their favorite software stock for July, focusing on its QNX opera...
The creator highlights BlackBerry (BB) as their favorite software stock for July, focusing on its QNX operating system for automotive and its expansion into physical AI. The reel emphasizes QNX's market dominance, safety certifications, strong revenue growth, and significant backlog, bolstered by partnerships with major automakers and NVIDIA.
Jun 28, 2026
The creator discusses the potential end of the AI trade and suggests a rotation into software (IGV) and hea...
The creator discusses the potential end of the AI trade and suggests a rotation into software (IGV) and healthcare (XLV) ETFs. They argue that while semiconductor ETFs (SOXX) are currently weak, the broader market may not fall significantly due to money rotating into other sectors. The creator plans to go long semiconductors again in late July.
Jun 26, 2026
The creator discusses two major forces impacting the market: a large options expiration and quarterly rebal...
The creator discusses two major forces impacting the market: a large options expiration and quarterly rebalancing, leading to potential selling pressure, especially in mega-cap tech. They also note the impact of falling oil prices and the shift towards bonds. The creator views the current dip as mechanical rather than fundamental and is waiting for clarity before buying.
Jun 25, 2026
The creator discusses Micron's strong earnings and guidance, highlighting their role in AI infrastructure....
The creator discusses Micron's strong earnings and guidance, highlighting their role in AI infrastructure. They then pivot to Ouster (OUST) as their favorite pick, emphasizing its lidar technology for robots and self-driving machines, citing recent deals and the CEO's commentary on the growing demand for physical AI.
Jun 24, 2026
The creator discusses three blue-chip stocks poised to benefit from the AI buildout: Amazon, Google, and Me...
The creator discusses three blue-chip stocks poised to benefit from the AI buildout: Amazon, Google, and Meta. The reel highlights how these companies are leveraging AI to cut costs, grow revenue, and maintain user engagement, positioning them for future growth.
Jun 23, 2026
The creator discusses quantum computing as the next sector to turn into gold, highlighting President Trump'...
The creator discusses quantum computing as the next sector to turn into gold, highlighting President Trump's executive orders aimed at making the US a leader in the field. Several quantum computing stocks, including IBM, have already seen positive movement on this news, with significant investment expected to continue flowing into the sector for years.
Jun 23, 2026
The reel discusses a potential market top, highlighting a significant sell-off in South Korea's KOSPI index...
The reel discusses a potential market top, highlighting a significant sell-off in South Korea's KOSPI index and major chipmakers like Samsung and SK Hynix. Several factors contributed, including leveraged ETF unwinds, profit-taking before Micron's earnings, potential tax on unrealized gains, SK Hynix surpassing Samsung in size, and a failed MSCI index bid. The creator expresses caution about buying the dip, especially with Micron's high expectations.
Jun 22, 2026
The creator discusses the potential for market volatility, highlighting both bullish and bearish scenarios...
The creator discusses the potential for market volatility, highlighting both bullish and bearish scenarios driven by economic data and company earnings. Key events include Micron's earnings report and PCE inflation data, which could influence the Federal Reserve's stance on interest rates.
Jun 21, 2026
The creator discusses Micron's upcoming earnings report, highlighting that the market's expectations (the '...
The creator discusses Micron's upcoming earnings report, highlighting that the market's expectations (the 'hidden bar') are already higher than published estimates. They suggest that Micron must significantly beat these expectations to avoid a sell-off, despite a generally bullish outlook for the company's future.
Jun 19, 2026
The creator discusses the potential of Micron (MU) and SanDisk (SNDK) amidst a memory shortage driven by AI...
The creator discusses the potential of Micron (MU) and SanDisk (SNDK) amidst a memory shortage driven by AI demand. Citing expert Dylan Patel, the reel suggests that despite fears, power issues are temporary, while memory supply is the real bottleneck. Both companies have significant future capacity already booked, indicating strong demand and a positive outlook for these semiconductor stocks.
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