Creator Post Archive
Mark Meldrum
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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.
Apr 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.
Feb 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.
Feb 22, 2026
Tariffs, Cybersecurity sell-off, Private Credit fears, and Spotlight Company - Micron
The creator discusses the recent Supreme Court decision on tariffs and how the administration is likely to maintain them through other legislative means, potentially using them as a negotiation tactic. The creator also touches on cybersecurity sell-offs and fears surrounding private credit.