Creator Post Archive
Its Junny Yang
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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.
May 24, 2026
The reel discusses the historical market reaction to new Fed Chair appointments, noting that markets have h...
The reel discusses the historical market reaction to new Fed Chair appointments, noting that markets have historically pulled back 10% or more. With upcoming economic data releases like Q1 GDP and PCE, and the Fed holding rates high, the creator suggests volatility is likely and the 'sell in May and go away' strategy might be particularly relevant this year.
May 22, 2026
The creator discusses three stocks related to quantum computing that the Trump administration is investing...
The creator discusses three stocks related to quantum computing that the Trump administration is investing in. The reel highlights IBM, Global Foundries, and D-Wave Quantum, noting the potential for significant upside despite the early stage of quantum technology.
May 21, 2026
The creator discusses Nvidia's record-breaking quarter and strong growth, but notes the stock's muted react...
The creator discusses Nvidia's record-breaking quarter and strong growth, but notes the stock's muted reaction. They suggest this indicates expectations are priced at perfection, and potential headwinds like export restrictions and macro wobbles could cause a rapid repricing. Despite short-term caution, the creator remains bullish on AI and Nvidia long-term due to strong fundamentals.
May 20, 2026
The creator discusses rising Treasury yields and inflation as indicators of a potential market crash. They...
The creator discusses rising Treasury yields and inflation as indicators of a potential market crash. They highlight that a 5% yield on risk-free government bonds makes stocks less attractive, especially with high inflation. Goldman Sachs has delayed rate cut expectations, and the market is even pricing in a potential rate hike. The creator is trimming speculative positions and raising cash in anticipation of a market dip.
May 19, 2026
The creator discusses Leopold Aschenbrenner's bearish stance on the AI rally, specifically on chip stocks l...
The creator discusses Leopold Aschenbrenner's bearish stance on the AI rally, specifically on chip stocks like Nvidia, AMD, and Broadcom, due to overvaluation. Aschenbrenner is instead betting on infrastructure and power plays related to AI compute, as evidenced by his recent 13F filing.
May 18, 2026
The reel discusses NVIDIA's upcoming earnings report, highlighting strong demand and production challenges....
The reel discusses NVIDIA's upcoming earnings report, highlighting strong demand and production challenges. The creator emphasizes that the market's direction hinges on NVIDIA's ability to transition to new products and meet guidance, with a potential sell-off if guidance is soft.
May 17, 2026
The reel discusses the US losing its AAA credit rating, highlighting the implications of increased debt and...
The reel discusses the US losing its AAA credit rating, highlighting the implications of increased debt and deficits. It questions whether rising Treasury yields will negatively impact the AI stock rally, with Nvidia's upcoming earnings report being a key event to watch.
May 15, 2026
The creator discusses the geopolitical implications of Trump's visit to China, highlighting Taiwan's critic...
The creator discusses the geopolitical implications of Trump's visit to China, highlighting Taiwan's critical role in the semiconductor industry and its potential impact on AI stocks like Nvidia, Apple, and AMD. The upcoming Nvidia earnings are flagged as a key event.
May 14, 2026
The creator highlights a significant copper deficit driven by AI infrastructure demand, suggesting copper i...
The creator highlights a significant copper deficit driven by AI infrastructure demand, suggesting copper is the next smart money trade as billionaires like Bezos and Gates invest in copper mines and supply deals, while most retail investors are focused on gold and silver.
May 13, 2026
The reel discusses the potential market impact of a summit between Trump and Xi, highlighting that while an...
The reel discusses the potential market impact of a summit between Trump and Xi, highlighting that while analysts expect a 'nothing burger', the presence of tech leaders like Jensen Huang (Nvidia), Elon Musk (Tesla), and Tim Cook (Apple) suggests significant deal-making is underway. Potential outcomes range from a surge in China-exposed stocks if a deal is struck, to a renewed trade war if talks fail.
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