Creator Post Archive
Its Junny Yang
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Jun 18, 2026
The creator discusses Intel's recent surge in market value, attributing it to strategic partnerships with A...
The creator discusses Intel's recent surge in market value, attributing it to strategic partnerships with Apple and Nvidia, and government investment. The reel highlights how these collaborations have transformed Intel's market position, suggesting a pattern of success driven by major players and government backing.
Jun 17, 2026
The creator discusses macroeconomic indicators suggesting a bullish market outlook. They highlight the liqu...
The creator discusses macroeconomic indicators suggesting a bullish market outlook. They highlight the liquidity cycle and business cycle (ISM index) as positive signals, noting increased money supply and the Fed's shift to buying bonds. A potential US-Iran deal is also mentioned as a factor that could lower oil prices and inflation, paving the way for lower interest rates.
Jun 16, 2026
The creator discusses the potential for AI to create a permanent underclass by displacing jobs, drawing par...
The creator discusses the potential for AI to create a permanent underclass by displacing jobs, drawing parallels to the Industrial Revolution and the internet. However, they argue this also presents a massive wealth-building opportunity for those who strategically position their investments in the right sectors and companies, emphasizing a combined approach of fundamentals, macro, and technical analysis.
Jun 15, 2026
The creator highlights three stocks poised to benefit from the shift to light-based data transfer in AI inf...
The creator highlights three stocks poised to benefit from the shift to light-based data transfer in AI infrastructure: AAOI, Lumentum (LITE), and Credo Technology. The reel emphasizes that while AI chips are in demand, the bottleneck is moving to optics and co-packaged solutions, with these companies owning that space. Significant investments from major players like Nvidia and Marvell underscore the potential.
Jun 14, 2026
The creator discusses SpaceX's IPO, noting that Fidelity has lowered the minimum investment and that a sign...
The creator discusses SpaceX's IPO, noting that Fidelity has lowered the minimum investment and that a significant portion of shares are available to retail investors. They express caution, suggesting that the stock might crash before buying, citing historical examples of IPOs and lock-up expirations causing price drops. The creator advises waiting on the sidelines rather than buying into potentially overvalued IPOs.
Jun 13, 2026
The reel discusses the potential for a market crash on Wednesday due to upcoming central bank meetings and...
The reel discusses the potential for a market crash on Wednesday due to upcoming central bank meetings and economic factors. It highlights the ECB and Bank of Japan hiking rates, rising inflation, strong job data, and high oil prices, all pointing towards a hawkish stance from the new Fed chair, Kevin Warsh. The market's hope for rate cuts is contrasted with the likelihood of further hikes, which could lead to a significant repricing of stocks.
Jun 12, 2026
The reel discusses the emerging trend of 'physical AI', highlighting its potential to revolutionize industr...
The reel discusses the emerging trend of 'physical AI', highlighting its potential to revolutionize industries by enabling AI to interact with the real world. It mentions significant investments and backing from major figures like Jensen Huang and Jeff Bezos, suggesting this is a major growth area and the AI trade is far from over.
Jun 10, 2026
The creator discusses the current market sell-off, citing inflation, geopolitical conflict, and a strong jo...
The creator discusses the current market sell-off, citing inflation, geopolitical conflict, and a strong jobs report as drivers. They are holding a short position and advise against buying the upcoming SpaceX IPO due to overvaluation and potential retail exit liquidity.
Jun 9, 2026
The creator discusses the current market sell-off and advises against buying the dip immediately. They high...
The creator discusses the current market sell-off and advises against buying the dip immediately. They highlight the significant impact of the Bank of Japan's potential rate hike, explaining the carry trade and how a rate increase could trigger a sell-off in global markets. The creator emphasizes that the Fed's decision on the following day, in conjunction with Japan's move, could lead to market volatility.
Jun 8, 2026
The creator expresses short-term bearish sentiment on SpaceX's IPO due to its high valuation and the potent...
The creator expresses short-term bearish sentiment on SpaceX's IPO due to its high valuation and the potential for underwriters to cash out on retail investors. However, they are long-term bullish on SpaceX's future potential in space exploration and resource utilization.
Jun 7, 2026
The creator discusses Donald Trump's potential involvement in AI companies, highlighting past stock picks l...
The creator discusses Donald Trump's potential involvement in AI companies, highlighting past stock picks like Intel, Dell, and Micron that saw significant gains. However, the creator expresses caution due to upcoming Fed rate hikes and historical market drops during Fed chair transitions, stating they are not rushing to buy but are watching for Trump's next picks.
Jun 6, 2026
The creator argues against panic selling despite a hot jobs report and hawkish Fed expectations. They sugge...
The creator argues against panic selling despite a hot jobs report and hawkish Fed expectations. They suggest that while higher rates may hurt tech stocks like Broadcom, the fundamental AI trade remains intact. The reel emphasizes that market corrections are opportunities to buy assets at a discount.
Jun 4, 2026
The creator highlights three stocks they are buying on dips in June: ServiceNow, Marvell, and IBM. They men...
The creator highlights three stocks they are buying on dips in June: ServiceNow, Marvell, and IBM. They mention a previous successful trade in S&B and discuss the strategic importance and growth potential of each of the three featured companies, particularly in AI and cloud computing. The creator also references closing a short position in Bitcoin, with profits being reinvested into these stocks.
Jun 3, 2026
The creator highlights Marvell Technology (MRVL) as Jensen Huang's next potential trillion-dollar company,...
The creator highlights Marvell Technology (MRVL) as Jensen Huang's next potential trillion-dollar company, emphasizing its role in data center connectivity and AI infrastructure. Nvidia's $2 billion investment and Marvell's strong revenue growth are presented as key bullish indicators.
Jun 2, 2026
The creator discusses Anthropic's recent funding rounds and a significant debt deal structured by Apollo to...
The creator discusses Anthropic's recent funding rounds and a significant debt deal structured by Apollo to purchase Google's AI chips, with Broadcom acting as a backstop. While bullish on Anthropic long-term, the creator advises caution on IPO day due to retail acting as exit liquidity.
Jun 1, 2026
The reel discusses Nvidia's new RTX Spark chip, highlighting its AI capabilities for laptops and data cente...
The reel discusses Nvidia's new RTX Spark chip, highlighting its AI capabilities for laptops and data centers, and its potential to disrupt the PC market. It also mentions Nvidia's investment in Nebius, positioning it as a key player in the neo-cloud space.
May 31, 2026
The reel discusses the emergence of AI-agent-like laptops, highlighting the collaboration between NVIDIA, M...
The reel discusses the emergence of AI-agent-like laptops, highlighting the collaboration between NVIDIA, Microsoft, and ARM. It explains how this new era of PCs will feature on-device AI processing, moving away from cloud dependency for AI tools.
May 29, 2026
The creator discusses Sivers Semiconductors (SIVE) as a pre-revenue play driven by a CPO supercycle, highli...
The creator discusses Sivers Semiconductors (SIVE) as a pre-revenue play driven by a CPO supercycle, highlighting a significant pipeline growth and strong demand. Despite recent poor earnings, the creator believes the stock is poised for substantial growth due to its position in AI, satellite communications, and defense, with a potential to reach an $80 billion market cap.
May 29, 2026
The creator highlights Palantir (PLTR) as a stock poised for significant gains, citing its strong performan...
The creator highlights Palantir (PLTR) as a stock poised for significant gains, citing its strong performance in defense and commercial sectors, substantial contracts, and high revenue growth. The mention is framed by Donald Trump's endorsement and the company's AI capabilities being used in geopolitical conflicts.
May 28, 2026
The creator highlights two stocks, IREN and CLSK, as AI infrastructure plays. Both are Bitcoin miners pivot...
The creator highlights two stocks, IREN and CLSK, as AI infrastructure plays. Both are Bitcoin miners pivoting to AI, with IREN having already seen significant gains after an NVIDIA deal, and CLSK showing similar potential with a large AI contract and increased hedge fund interest.
May 27, 2026
The creator discusses the rapid advancement of AI and its potential to disrupt jobs, highlighting that AI i...
The creator discusses the rapid advancement of AI and its potential to disrupt jobs, highlighting that AI is now building AI. They suggest this is a significant wealth creation moment and points to companies involved in physical AI and photonics as key areas to watch. The creator mentions Jensen Huang and implies NVIDIA as a key player.
May 27, 2026
The creator discusses the upcoming SpaceX IPO, highlighting its extremely high valuation and comparing it t...
The creator discusses the upcoming SpaceX IPO, highlighting its extremely high valuation and comparing it to past IPOs like Facebook, Uber, and Rivian that underperformed. They suggest that instead of chasing the SpaceX IPO, investors should look at companies like Rocket Lab (RKLB) and AST SpaceMobile (ASTS) which are already showing growth and may benefit from the broader trend of satellite broadband and AI infrastructure.
May 26, 2026
The creator highlights Sivers Semiconductors (SIV) as a stock that has tripled their investment in the last...
The creator highlights Sivers Semiconductors (SIV) as a stock that has tripled their investment in the last 30 days and predicts further upside. The reel discusses Sivers' role in co-packaged optics, the growing AI data center market, and potential catalysts like CHIPS Act funding, dual listing on Nasdaq, and upcoming institutional inflows.
May 26, 2026
The creator discusses how oil prices are a leading indicator for market direction, influenced by geopolitic...
The creator discusses how oil prices are a leading indicator for market direction, influenced by geopolitical events like the US-Iran deal. They note that insider trading whispers and suspicious price moves in oil precede announcements. Hedge funds are heavily shorting equities, and a potential Iran deal could force them to cover, leading to a rally. Lower oil prices reduce stagflation risk, potentially boosting equities, but the Fed is unlikely to cut rates due to high inflation.
May 25, 2026
The creator argues that the current market is not a true bull market but a concentrated one driven by a few...
The creator argues that the current market is not a true bull market but a concentrated one driven by a few large companies, particularly those in the AI infrastructure space. They suggest that sectors like healthcare, financials, and consumer discretionary are stagnant, and the real money is flowing into the physical backbone of AI, emphasizing the importance of identifying specific companies within this trend.
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