Creator Post Archive
Its Junny Yang
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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.
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.
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