Creator Post Archive
Mark Meldrum
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Jul 17, 2026
2026 DigitalOcean's Share Repurchase Non Dilutive Explained!
This video explains how Digital Ocean's (DOCN) repurchase of preferred shares using a private issuance of new shares will not be dilutive. The creator also notes that the current market is very headline-driven, rewarding those who look beyond headlines and perform deeper analysis.
Jul 13, 2026
2026 S&P 500 Earnings EXPLODE: Doubling in 2 Years!
The creator highlights the significant increase in S&P 500 forward four-quarter operating earnings, which have doubled in two years to $371, a level that would have seemed unbelievable previously. The S&P 500 closed at 7575.39, trading at 20.41 times forward earnings, up from 20.17 the prior week.
Jul 13, 2026
2026 Tech Earnings: Market Direction & Financial Forecast
The creator anticipates that big tech earnings next week will provide market direction, while this week's focus is on financials. They do not foresee economic disappointment based on the last quarter's data and expect S&P 500 companies to beat estimates by 8-10% on average, consistent with recent trends.
Jul 10, 2026
2026 Long NASDAQ: My Top Stock Picks and Strategy #nasdaq #sp500 #micron #aistocks
The creator is long the NASDAQ and Micron, but expresses caution about a long-term buy-and-hold strategy for the NASDAQ. They previously shorted companies in the "middle part of the infrastructure buildout" like Hut, Iron, and Corweave, which they state suffered. The creator also has a short straddle on the S&P 500.
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.
Feb 15, 2026
Jobs, Inflation, AI Agents vs SaaS, AI Apps - continue! - and Spotlight company - Datadog
The creator discusses upcoming educational programs and seminars, including applied energy analyst, applied metals and mining analyst, and Costa Rica seminars. He also mentions the integration of an external exam proctor and the availability of spots for his seminars.
Feb 1, 2026
It's Warsh, risk-off liquidation, Jobs week, and Spotlight company - Major Drilling
The creator discusses the recent market downturn, attributing it to a risk-off liquidation event triggered by the announcement of Kevin Worsh as the new Fed chair. The video delves into Worsh's hawkish stance, particularly regarding the Fed's balance sheet, and revisits a prior AI forecast on his potential actions as Fed chair.
Jan 25, 2026
Alpha Carney vs Beta Trump, Yen bluff, and Spotlight Company - Sunrun (RUN)
The creator discusses interest rates, yields, and the banking index, noting that rates are up year-to-date. They also touch on the dollar's performance and President Trump's influence on the Fed. The creator mentions adding to XLU, a defensive sector, and discusses the market's pricing of rate cuts. The video also briefly mentions Sunrun (RUN) as a spotlight company.
Jan 18, 2026
Overstated CPI, Greenland, MCGA, and spotlight company - ONDAS
The creator analyzes CPI data, suggesting it may be overstated due to outdated rent figures and a one-time tariff impact. They propose using Zillow's rent index as a more real-time alternative. The video also touches on market reactions to economic data and mentions a company called ONDAS.
Jan 11, 2026
Jobs, Nuclear, criminals prefer Stablecoin, and Spotlight Company - AppLovin
The creator discusses upcoming seminars in Costa Rica and reviews recent economic data, including manufacturing and services PMIs, and the jobs report. He expresses skepticism about the manufacturing renaissance narrative given recent data.
Dec 21, 2025
Bad Jobs and Good inflation - maybe?!?, Shelter costs down, Spotlight company: Axalta
The creator discusses recent economic data including Canadian inflation and US non-farm payrolls. He also previews upcoming themes for 2026, focusing on AI and central bank policy, and highlights Axalta as a spotlight company in the specialty chemicals sector.
Dec 14, 2025
Fed cuts, Trump wants 1%, Jobs and CPI this week, and Spotlight Company: Vertiv
The creator outlines the agenda for the video, which includes reviewing economic data, discussing interest rates and yields, and analyzing a spotlight company, Vertiv. The creator also provides information about their Discord server and email list for subscribers.
Dec 7, 2025
Market top signals, CAD strength, US Debt, and Spotlight Companies Fluence and EOS Energy Ent.
The creator reviews economic data from the previous week, including ISM manufacturing and services reports, ADP employment figures, and Challenger job cuts. The discussion touches on US debt levels and upcoming economic events, with a focus on energy storage companies Fluence and EOS Energy.
Nov 30, 2025
Equities back up, Silver kills, DefiLlama, and Spotlight Companies Credo Tech. and Astera Labs
The creator discusses market trends including rates, yields, and the dollar index, while also highlighting a site for stablecoin market cap tracking and mentioning regional banking index performance. The video also previews upcoming content on data center connectivity and spotlights companies Credo Technology and Astera Labs.
Nov 23, 2025
Bitcoin vs NVDA narrative, MSTR revisited, and Company Spotlight: Circle Internet Group (CRCL)
The creator discusses the market narrative around Nvidia and Bitcoin, revisits MicroStrategy's discount to Bitcoin, and plans to cover Circle Internet Group (CRCL) and data center connectivity companies. He notes that rates and yields have pulled back, increasing the probability of a December rate cut, which was positive for the banking index (KRE) and defensive sectors like XLP, while SPY was down.
Nov 16, 2025
AI Jitters Stall the Market Rally, MSTR is done!, and Company Spotlight: Rocket Lab (RKLB)
The creator discusses market outlook, focusing on rates, yields, and economic calendar events. He highlights upcoming earnings reports from major retailers and Nvidia, and features Rocket Lab as a company spotlight, noting it's more of a story stock than a fundamental one.
Nov 9, 2025
Market Outlook for Nov 9, 2025 - Spotlight: The Trade Desk (TTD)
The creator discusses recent economic data, including ISM manufacturing and services reports for the US, and Canadian employment figures. The US manufacturing sector shows contraction, while services are expanding. Canada's jobs report was strong, with falling unemployment and rising wages, despite a mixed full-time/part-time breakdown. US consumer sentiment remains near all-time lows.
Nov 2, 2025
Market Outlook for Nov 2, 2025 - Spotlight: MP Materials (MP)
The creator discusses upcoming events including a Costa Rica seminar, a GlobeEx live session, and daily morning briefs. He mentions planning a trade on MP Materials and another energy tech company that are both reporting earnings this week. The creator also reviews the recent Fed decision, noting a 25 basis point rate cut and the end of quantitative tightening, and comments on the Bank of Canada's rate cut and subsequent GDP data.
Oct 26, 2025
Market Outlook for Oct 26, 2025 - Spotlight: Ouster Inc (OUST)
The creator is offering seminar spots in Costa Rica in late November and discusses market reactions to recent CPI data, noting a divergence between money markets/equities and ZQ futures regarding rate cut expectations.
Oct 19, 2025
Market Outlook for Oct 19, 2025 - Spotlight: Bloom Energy (BE)
The creator discusses market sentiment, focusing on the ability of the US market to ignore negative news. He highlights upcoming economic data like CPI, earnings reports, and the FOMC meeting. The creator also touches on geopolitical events such as the US-China meeting and potential trade war escalations, and briefly mentions AI developments.
Oct 12, 2025
Market Outlook for Oct 12, 2025 - Spotlight: OKLO Inc. (OKLO)
The creator is discussing new educational designations for energy and mining sectors, including pricing and launch dates. The energy sector designation will launch January 1st for $325, including the exam fee. A mining sector designation is also in development. Discounts are available for CFA community members and MM.com subscribers.
Mar 16, 2025
Market Outlook for Mar 16, 2025 - Short US Beta
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