Creator Post Archive
Meet Kevin
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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.
May 1, 2026
Elon Musk's EVIL Plan: SpaceX & Tesla Stock.
The creator discusses Elon Musk's potential strategy to leverage a SpaceX IPO to gain more control over Tesla. The analysis suggests Musk might "sandbag" Tesla's stock performance by highlighting its challenges and increasing capital expenditures, while simultaneously "memeifying" SpaceX with a low float to drive up its valuation. This could create an opportunity for Musk to acquire more Tesla shares or even take it private using capital from SpaceX. The video also touches on Tesla's operational issues, including FSD capabilities, robo taxi rollout, and solar business, alongside a bullish outlook on hardware and semiconductor stocks like AMD and ARM.
Apr 15, 2026
This Changes EVERYTHING for Stocks.
The creator discusses several stocks, highlighting Microsoft and Blue Owl Capital as recent successful "buy the dip" opportunities. The video also touches on SpaceX and Intel, suggesting a potential link between SpaceX's roadshow and Intel's 18A fab, which could impact the broader chip industry and memory markets.
Apr 15, 2026
Buy Now, Pay Later may DIE | Consumer is F**K'd
The consumer is facing significant risks due to a confluence of factors including high oil prices stemming from the Iran conflict and issues within private credit markets. These pressures are impacting buy now, pay later (BNPL) services, potentially limiting consumer access to credit and exacerbating economic downturn fears. Companies like Affirm and Klarna are particularly vulnerable as private credit funds, which provide them with capital, face redemption requests.
Apr 15, 2026
Reasons to be Bullish.
The creator discusses geopolitical tensions in the Middle East and their potential impact on the stock market. While acknowledging bearish factors like oil refinery attacks and escalating conflict, he identifies potential bullish catalysts such as historical trends of buying geopolitical dips, anticipated capital inflows into the banking sector, and the potential success of US Marines in securing the Strait of Hormuz. He suggests a cautious approach, recommending waiting until around April 3rd, after the jobs report and potential resolution of immediate geopolitical events, to make investment decisions.
Apr 15, 2026
The UNTHINKABLE is about to happen to Stocks (Get READY!)
The creator discusses geopolitical events impacting oil prices and the stock market, suggesting a cautiously optimistic outlook. He highlights potential opportunities in specific stocks like Intuit, Nvidia, AMD, TSMC, Axon, UiPath, Alphabet, and Microsoft, while advising caution on consumer stocks due to elevated oil prices. The analysis is grounded in institutional data from JP Morgan and market trends.
Mar 10, 2026
The Iran War, Oil, and Stock Market FLIP [March 10]
The creator discusses the escalating geopolitical situation involving Iran, its impact on oil prices, and the potential for World War II-like conflict. While some predict oil could reach $150 per barrel, the creator's analysis of options data suggests lower anticipation for such extreme price levels. The creator also touches on diplomatic efforts and military responses from various countries.
Mar 9, 2026
Major Oil Bailout | BULLISH as Iran U-Turns!
The creator discusses the potential inflationary impact of rising oil prices and the geopolitical situation involving Iran. They also touch on market movements and trading levels, but do not provide specific stock recommendations.
Mar 5, 2026
Stocks
The creator discusses potential IPOs for OpenAI and SpaceX, noting that Trade Desk shares rose on news of preliminary discussions with OpenAI. The creator also mentions OpenAI's reported $25 billion ARR and Anthropic's $19 billion ARR, suggesting continued growth in the AI sector despite previous concerns about usage slowdowns.
Mar 3, 2026
Stocks TANK
The creator discusses the stock market's recent struggles, particularly focusing on a key support level of 595 which has been tested multiple times. Geopolitical events, specifically related to oil and potential attacks on infrastructure, are mentioned as contributing factors. The creator also touches on inflation, the labor market, and upcoming economic data releases, expressing concern about the potential impact of a negative jobs report combined with geopolitical turmoil.
Feb 18, 2026
Stocks REBOUND | Let's a' go!
The creator discusses upcoming economic catalysts like ADP and BLS labor reports, which could influence the stock market and software stocks. He expresses concern about debt exposure in the current economy but hopes for continued job growth.
Feb 17, 2026
Stocks Dump
The creator discusses a significant market downturn, noting that the Qs have fallen to a critical 595 level, a line not breached for an extended period. The sell-off is broad, affecting AI-related stocks and others like Tesla, Microsoft, Netflix, AMD, and Open Door. A headline about SoftBank dissolving its share stake in Nvidia is mentioned, though the creator notes this news is not entirely new.
Feb 10, 2026
Stocks
The creator discusses market resistance at 617 and mentions Spotify's recent performance, noting it was rejected at the 495 level. The bond market saw yields decrease due to flat retail sales and a weaker ADP report, with anticipation for tomorrow's labor statistics. Gold and silver have declined from their peaks, and Bitcoin remains below $70,000.
Feb 9, 2026
Stocks
The creator discusses a market recovery ahead of macro catalysts like jobs and CPI data, highlighting Hims & Hers as a potentially oversold value play while noting rebounds in Tesla and Palantir.
Feb 5, 2026
Stock Market Selloff DEEPENS Even More
The creator discusses a significant market sell-off, noting that despite solid earnings from Google and ARM, the market reacted negatively to AI spending. He highlights the sharp decline in Google's stock and the potential for the Nasdaq to form a double bottom. The creator also touches on Bitcoin's price and the significant drop in Palantir's stock, emphasizing that market downturns lead to evaporating wealth for investors. He expresses concern about a sustained market crash leading to layoffs and recession, citing a recent jobs report showing the worst hiring intentions and most layoffs since 2009.
Feb 4, 2026
Stock Market Selloff DEEPENS
The creator discusses the market selloff, highlighting AMD's significant drop as a negative indicator for institutional buying. He also notes a decline in the software sector, specifically mentioning Palantir, and expresses concern about the memory component of the AI cycle, suggesting potential headwinds in the coming weeks and months.
Feb 3, 2026
Stock Market Selloff
The creator discusses a broad market selloff fueled by a government shutdown and delayed labor data, while highlighting specific valuation opportunities in PayPal and technical support in big banks.
Feb 2, 2026
back from vacation | stocks rocket
The creator discusses market movements, noting that the Qs are moving towards their target of 627 and Tesla hit a pre-market line of 414 due to SpaceX talk. Robinhood (HOOD) is selling off due to crypto derivatives, but the creator sees a buy-the-dip opportunity in the broader market. They also briefly mention Disney (DIS) in the context of park renovations.
Jan 28, 2026
Tesla, Microsoft, Meta Earnings LIVE
This segment of the video discusses geopolitical and economic commentary, including US-Canada relations, Federal Reserve policy on interest rates and the dollar, and the impact of government shutdowns and immigration on the workforce and housing market. There are no specific stock mentions.
Jan 20, 2026
stocks tank
The creator discusses market volatility driven by rising Treasury yields and geopolitical concerns. He highlights Nvidia's decline and AMD's breakout, suggesting AMD could reach $250. He also notes positive signs for Apple and Meta, while Microsoft remains sideways. Overall, the creator expresses a slightly bullish long-term outlook for the US market, contingent on avoiding major catastrophes.
Jan 16, 2026
Mortgage Stocks SKYROCKET, Others TANK | Fed RUGGING
The creator discusses geopolitical events impacting oil markets and US sanctions, then shifts to US Federal Reserve appointments and their market implications. He expresses surprise at Kevin Hasset not being chosen as Fed chair, leading to market uncertainty. The creator also notes a divergence in the market, with mortgage companies rising while other sectors decline, and shares his personal holdings in mortgage companies, expressing optimism for the next six weeks.
Jan 15, 2026
Very Bullish Catalyst.
The creator discusses potential negative catalysts for the market, including uncertainty around the Fed chair pick and inflation concerns, but remains generally bullish on America and highlights Figure as a long-term fintech stock. He mentions buying the dip on geopolitical fears and discusses the potential impact of Fed members' statements.
Jan 15, 2026
Trump Dials Back Iran Threats, Stocks REBOUND, Cautious
The creator discusses market technicals, noting a failure to break through a key resistance level, suggesting caution despite some positive news. He highlights opportunities in companies like Nvidia, TSM, Microsoft, Netflix, and Meta, which he believes are selling at attractive valuations relative to their earnings, especially in contrast to some small-cap stocks.
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