short
Mentioned 4/29/2026
Current ROI
-35.62%
Creator Profile
Liam Hyland
YouTube | Stock
18,500 followers
Visit creator profileTracked since February 19, 2026
Return Since February 19, 2026
Creator Strategy-18.82%
Market Index (SPY)+10.97%
Recent Posts
Latest published research
May 6, 2026
The Salesforce Situation Is INSANE
The creator analyzes Salesforce's stock performance, which has dropped 50% from its peak despite strong fundamentals. The analysis focuses on whether the market's fear regarding AI's impact on the company's long-term value (terminal value) is justified, or if the stock is oversold. The creator outlines four key signals to monitor, including demand (CRPO), AI monetization, cash flow, and the company's competitive moat, to determine the stock's true worth.
2 tracked mentionsNo linked signals detected
April 29, 2026
The ServiceNow Situation Is INSANE
The creator discusses ServiceNow's recent stock performance, highlighting a significant drop despite strong financial metrics and AI revenue growth. The video aims to analyze whether the market's repricing of the stock, driven by concerns about terminal value in the face of AI disruption, is justified by examining demand, profitability, AI monetization, and competitive moats.
15 tracked mentions4 linked signals
April 20, 2026
The Palantir Situation Is INSANE
The creator analyzes Palantir's (PLTR) business model, arguing that its value lies in its unique ontology layer, which maps complex enterprise data and workflows, rather than just the AI reasoning layer. This ontology is crucial for operational integration, governance, and cost efficiency, differentiating it from AI models like Anthropic's Claude. The creator refutes Michael Burry's claims that Anthropic is eating Palantir's lunch, explaining that they operate in different, complementary layers of the data stack and that Palantir's platform can even route AI tokens.
1 tracked mentionsNo linked signals detected
Recent Stock Calls
Only high-conviction signal-backed calls appear here, so newer research posts can stay commentary-only.
short
Mentioned 4/29/2026
Current ROI
-37.28%short
Mentioned 4/29/2026
Current ROI
-54.77%Tracked Portfolio Performance Since February 19, 2026
Total Tickers
7
Success Rate
Locked
Average Return
Locked
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