Creator Post Archive
Its Junny Yang
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Jul 31, 2026
The reel discusses the downfall of a $20 billion hedge fund run by Leopold Aschenbrenner, highlighting the...
The reel discusses the downfall of a $20 billion hedge fund run by Leopold Aschenbrenner, highlighting the dangers of excessive leverage. It contrasts this with Citadel's actions, noting that Citadel bought the distressed assets and had previously predicted a surprise rate hike that contributed to market sell-offs. The creator emphasizes risk management and proper position sizing as crucial for investor survival.
Jul 30, 2026
The creator discusses the potential for a market bottom in September, influenced by Fed rate hikes and geop...
The creator discusses the potential for a market bottom in September, influenced by Fed rate hikes and geopolitical tensions. They suggest that a September rate hike, while seemingly negative, could actually be the catalyst for a market bottom by flushing out sellers, aligning with historical mid-term year patterns.
Jul 29, 2026
The creator discusses the memory trade, highlighting SK Hynix's record quarter but subsequent stock drop. T...
The creator discusses the memory trade, highlighting SK Hynix's record quarter but subsequent stock drop. They analyze factors pushing stocks down, including leveraged ETF unwinding and hedge fund shorting. The creator also notes that memory stocks historically top before earnings and suggests that while some are trading like the top is in, Micron is holding up relatively better, potentially indicating a final push higher.
Jul 28, 2026
The creator discusses the current market sell-off, advising against buying the dip in semiconductor stocks...
The creator discusses the current market sell-off, advising against buying the dip in semiconductor stocks (semis) like Intel, TSM, and ASML due to broken price action, despite potentially good fundamentals. They emphasize the importance of technical analysis and waiting for confirmations before investing.
Jul 27, 2026
The creator admits they were wrong about the market's strength, noting that the Nasdaq is rolling over and...
The creator admits they were wrong about the market's strength, noting that the Nasdaq is rolling over and semiconductors like Intel, ASML, and TSMC, despite good earnings, are struggling. They advise protecting capital and waiting for a confirmed bottom before deploying significant funds, as pullbacks can trap undisciplined traders.
Jul 26, 2026
The creator discusses the impact of geopolitical events and Fed policy on oil prices and the broader market...
The creator discusses the impact of geopolitical events and Fed policy on oil prices and the broader market. They highlight how the US-Iran conflict and the Fed's stance on inflation influence oil prices, which in turn affect inflation and interest rate decisions. The creator suggests that a pause in conflict and a potential pause in Fed rate hikes could lead to a relief rally in stocks, but warns that the oil trade might not be over.
Jul 25, 2026
The creator discusses upcoming earnings reports for major tech companies like Microsoft, Meta, Apple, Amazo...
The creator discusses upcoming earnings reports for major tech companies like Microsoft, Meta, Apple, Amazon, and SK Hynix, highlighting concerns about free cash flow and capex spending. The reel suggests that the market is fearful about these companies' ability to sustain spending, and that positive news on cash flow could flip the narrative.
Jul 24, 2026
The creator discusses Intel's (INTC) recent earnings, noting strong revenue and earnings beats, with revenu...
The creator discusses Intel's (INTC) recent earnings, noting strong revenue and earnings beats, with revenue growth being the fastest in 15 years. Despite the positive numbers, the stock's price action after hours and the following morning showed weakness, leading the creator to question if it's still a buy. However, the creator remains long-term bullish on Intel, citing the growing demand for CPUs in AI and the company's supply chain and CAPEX strategies.
Jul 23, 2026
The creator discusses Google's recent earnings report, highlighting strong revenue and cloud growth, but no...
The creator discusses Google's recent earnings report, highlighting strong revenue and cloud growth, but notes the stock fell due to increased AI spending plans. The creator suggests that this increased spending benefits companies like Nebius and Micron, which provide cloud infrastructure and memory solutions, respectively, and that Google's stock was punished for its spending while these other companies are poised to benefit.
Jul 22, 2026
The creator discusses the upcoming Fed decision, noting that while inflation cooled to 3.5%, this data migh...
The creator discusses the upcoming Fed decision, noting that while inflation cooled to 3.5%, this data might be stale due to rising oil prices driven by geopolitical events. They analyze market expectations for a rate hike, suggesting the Fed will likely hold rates next week but could hike later if oil prices continue to climb. The creator advises watching the Fed's commentary on oil rather than just the rate decision.
Jul 21, 2026
The creator argues that the memory trade is not over, citing two key points for Micron and SK Hynix. First,...
The creator argues that the memory trade is not over, citing two key points for Micron and SK Hynix. First, Micron's potential for a large share buyback funded by strong cash flow suggests its stock is undervalued. Second, SK Hynix's CEO predicts a worsening memory shortage due to AI demand, indicating that supply cannot keep up and will keep prices high past 2027, implying these stocks are undervalued.
Jul 20, 2026
The creator discusses market timing, specifically focusing on mid-term election years. They argue that the...
The creator discusses market timing, specifically focusing on mid-term election years. They argue that the market often bottoms earlier than expected, typically in September or sooner, rather than in October as many anticipate. This is because retail investors tend to front-run the expected October bottom, causing it to occur earlier when sentiment is fearful.
Jul 19, 2026
The creator discusses the memory chip market, suggesting that while Micron's story is intact with strong ea...
The creator discusses the memory chip market, suggesting that while Micron's story is intact with strong earnings and future outlook, SK Hynix presents a more compelling investment opportunity due to its recent Nasdaq listing and a significant valuation discount compared to Micron. The creator highlights SK Hynix's market share in video memory and its potential for buying pressure from passive funds, which could close the valuation gap.
Jul 18, 2026
The creator discusses China's new AI model, Kimi K3, released by Moonshot AI, highlighting its 2.8 trillion...
The creator discusses China's new AI model, Kimi K3, released by Moonshot AI, highlighting its 2.8 trillion parameters and performance that rivals or surpasses top US AI models like Google's Gemini and Anthropic's Opus. The reel emphasizes that Kimi K3 is open-weight and significantly cheaper to use than US alternatives, suggesting this could pressure US AI stocks. The creator also mentions DeepSeek as another significant AI player, referencing a past event where a Chinese AI model impacted Nvidia's market cap. The overall sentiment is that the increasing capability and affordability of Chinese AI models pose a risk to the premium valuation of US AI stocks.
Jul 17, 2026
The creator discusses calling the top of the AI trade in Korea in late June, citing exhausted charts and fl...
The creator discusses calling the top of the AI trade in Korea in late June, citing exhausted charts and flashing technicals. They highlight the subsequent crash of the KOSPI index and SK Hynix, attributing it to factors like high leverage and a rotation out of semiconductor stocks. The creator emphasizes their ability to read the market and identify such moves before they happen.
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.
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