Mentioned 5/17/2026
Creator Profile
Meet Kevin
YouTube | Stock
2,050,000 followers
Visit creator profileReturn Since March 3, 2026
Recent Posts
Latest published research
May 17, 2026
Stock Market WARNING *JUST* Issued by Citi & Goldman
The creator discusses warnings from Citi and Goldman Sachs regarding inflation risks and a potential strong dollar impacting companies like Apple. He notes technical warnings from Applied Materials, suggesting "tech fatigue," and expresses skepticism about the Cerebrus IPO due to its financial structure. The creator also touches on the potential impact of the SpaceX IPO on hardware spending and institutional interest.
May 15, 2026
Why the Stock Market is FLIPPING
The creator discusses the current market sentiment, driven by rising oil prices due to geopolitical tensions with Iran and stronger-than-expected economic data. He notes that while the industrial economy is performing well, this could lead to fears of higher interest rates. The creator also touches on institutional analysis regarding market breadth and the concentration of gains in a few mega-cap AI stocks.
May 14, 2026
Why Stocks are Dumping
The creator discusses a potential "violent rotation" in the stock market due to weak market breadth and "NASDAQ Titanic syndrome," where a few large companies lead while many others decline. He notes that despite strong economic data, inflation concerns and the market pricing out rate cuts are red flags. He suggests considering trailing stops on recent strong performers and looking into sectors like banking, real estate, or software, mentioning Microsoft as a potential beneficiary of AI-related capex shifts.
Recent Stock Calls
Only high-conviction signal-backed calls appear here, so newer research posts can stay commentary-only.
Mentioned 5/15/2026
Mentioned 5/15/2026
Tracked Portfolio Performance Since March 3, 2026
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