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Creator Profile

Mark Meldrum

YouTube | Stock

229,000 followers

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Tracked since February 22, 2026

Return Since February 22, 2026

Creator Strategy-10.94%
Market Index (SPY)+10.17%

Recent Posts

Latest published research

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May 12, 2026

Exactly like 1999, Earnings and CFO Illusions, and Spotlight Company AXTI

The creator discusses the current market environment, drawing parallels to 1999, and highlights the role of AI and liquidity in driving asset prices. He delves into the technical aspects of semiconductor substrates, focusing on AXT as a spotlight company, and explains the science behind compound semiconductors and their applications in AI infrastructure. The creator also touches upon economic data, consumer sentiment, and the potential for an AI trade bubble.

3 tracked mentions1 linked signals

April 15, 2026

ZQ murdered, growth and jobs gone, and every reason for continued sell-off

The creator discusses the current market conditions, highlighting concerns about inflation, rising energy prices, and the Federal Reserve's monetary policy. He expresses skepticism about the Fed's effectiveness in combating inflation using interest rates alone and suggests that the balance sheet might be a more significant factor. The creator also touches upon geopolitical risks, the impact of tariffs, and the potential for a market sell-off, while maintaining a long-term bullish stance on certain positions like ZQ and Lululemon.

10 tracked mentionsNo linked signals detected

February 23, 2026

Market sell-off - Citrini motivated?

The creator discusses a research paper that forecasts future unemployment and job market disruption due to AI. He agrees with the paper's assessment of AI's impact on job displacement and its deflationary nature, noting that AI can perform tasks much faster than humans. He also touches on the implications of a deflationary environment for debt.

1 tracked mentions1 linked signals

Recent Stock Calls

Only high-conviction signal-backed calls appear here, so newer research posts can stay commentary-only.

buy

Mentioned 5/12/2026

Current ROI
-11.89%
sell

Mentioned 2/23/2026

Current ROI
-10.00%

Tracked Portfolio Performance Since February 22, 2026

Total Tickers

2

Success Rate

Locked

Average Return

Locked

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