Creator Post Archive
Meet Kevin
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Oct 2, 2026
Holy Sh*t Tesla
The creator discusses Tesla's recent delivery numbers, which exceeded expectations despite the absence of EV tax credits that boosted sales last year. This performance is highlighted as a sign of immense strength for Tesla's core automotive business, with the Cybertruck serving as free advertising that drives interest in other Tesla models and FSD subscriptions. The creator also notes a strong correlation between Tesla and SpaceX stock movements.
Oct 1, 2026
Apple's Next Device.
The creator discusses Apple's (AAPL) strategic move into the smart home market with potential new devices like the "Duo." The strategy focuses on recurring revenue through bundled subscriptions, similar to Apple One, Meta One, and Google One. The creator expresses confidence in the "Duo" device's sales potential and believes Apple's product-centric approach is a winning strategy for investors.
Sep 30, 2026
The Two BEST Investments *NOW* for the Next DECADE.
The creator discusses the current bond market's unusual behavior, attributing it to Middle East tensions and rising oil prices. He contrasts inflation and deflation, explaining the Federal Reserve's preference for mild inflation and the dangers of deflationary spirals. The discussion then shifts to potential Federal Reserve policy under a new administration, focusing on Kevin Warsh's past anti-money printing stance and its implications for future investments.
Sep 30, 2026
I'm WORRIED about THESE AI Chip Stocks | Agentic AI Risk
The creator expresses concern about the current valuations of AI chip stocks like AMD and Intel, suggesting that the recent surge may be overhyped due to the excitement around Meta Muse and agentic AI. He argues that the demand for processors might not be as high as anticipated, citing calculations that a single AMD chip could support numerous virtual machines and agents, questioning the need for an exponential increase in processors.
Sep 29, 2026
holy moly... Anthropic financials JUST dropped
The creator analyzes the recently released financials for Anthropic, a key player in the AI space, highlighting significant losses in 2025 due to high operating expenses. While the numbers appear concerning, the creator explains that these are typical IPO filings and that 2026 estimates suggest a much higher annualized run rate, indicating potential for future growth despite current valuation concerns.
Sep 28, 2026
The Warning Signal: The AI Bubble TOP.
The creator discusses the potential for an AI bubble, comparing the current tech sector's market cap percentage to the dot-com bubble era. He highlights Microsoft and Nvidia as key contributors to this valuation concern, noting Microsoft's financial situation with billings exceeding cash reserves. The creator also touches on Meta and YouTube facing legal scrutiny for their platform designs contributing to mental health issues.
Sep 25, 2026
We NEED to Discuss Tesla Optimus Robots NOW.
The creator expresses significant enthusiasm for Tesla's Optimus robot, noting its accelerated production ramp-up and potential to revolutionize robotics development. The discussion touches on the Cybertruck and Semi truck production increases, and contrasts Tesla's in-house chip development with competitors' reliance on Nvidia, suggesting Optimus could achieve rapid scaling similar to GPT.
Sep 24, 2026
The AI Collapse Warning
The creator discusses concerns around the AI bubble and data center buildout, highlighting Oracle's issues with a data center project in New Mexico due to natural gas pipeline delays. This has led to a stock sell-off and renewed fears about AI's economic concentration. Oracle's financial situation, including high spending relative to cash flow and significant debt, is also noted as a point of concern.
Sep 24, 2026
Why Amazon Just Blocked Meta Muse!
The creator discusses the advertising opportunity presented by AI chatbots, noting that as agents browse products, fewer humans view them directly. This increases the value of ads in app stores where users download items, benefiting companies like Apple and Google. The creator highlights the intense competition for ad space among AI applications such as Meta Muse, GPT, and Gemini.
Sep 24, 2026
AMD’s Margins Just Skyrocketed!
The creator compares AMD and Nvidia's income statements, highlighting AMD's significant margin growth from 39.8% to 53.7%. However, Nvidia maintains a higher gross margin of 75%, while AMD has just achieved a net profit margin of 17.2%.
Sep 24, 2026
Why AMD Still Has 50% Upside The PEG Math
The creator discusses AMD's valuation using the PEG ratio, suggesting a 50% upside potential to $944 per share. While acknowledging AMD's lower profit margins compared to Nvidia, the creator highlights its current momentum and justifies the price target based on the PEG math.
Sep 23, 2026
AMD Officially Hit $1 Trillion!
The creator discusses AMD's recent surge to a $1 trillion market cap, noting a previous recommendation at $452 and predicting further upside. The discussion expands to the broader CPU market, contrasting it with GPUs, and mentions Nvidia's CPU demand forecast. Other companies like Meta and Intel are also touched upon, with the creator believing AMD still has 50% upside potential.
Sep 23, 2026
i like this stock
The creator discusses Meta Platforms (META) and its stock, highlighting the recent buzz around Meta Muse and its user growth. Despite the positive developments, Wall Street's earnings estimates and implied volatility for META have not significantly changed, suggesting the stock may still be undervalued. The creator believes Meta's growth potential is underestimated, leading to a personal investment and a long-term bullish outlook, with a valuation target of $1875.
Sep 23, 2026
The Palantir Blame Game Leaked Report Exposes Pentagon AI Disaster
This transcript discusses a leaked report exposing a Pentagon AI disaster where Palantir is reportedly receiving blame. The report details the killing of 123 children on February 28th due to stale intelligence regarding targeting in Iran, which had transformed from a military base to a school over the past decade. The creator highlights the finger-pointing among different entities involved.
Sep 23, 2026
Why Software & Money Stocks Dumped
The creator discusses the recent downturn in software stocks, attributing it partly to the "Meta Muse" (likely referring to Meta's AI advancements) and a broader consumer spending pullback. He contrasts this with an earlier thesis from February that predicted a software rebound, which has since occurred but is now facing headwinds. The discussion touches on specific companies like Planet Fitness, New York Times, LPL Financial, Allstate, Schwab, Netflix, Travelers, Intuit, Sirius XM, and TripAdvisor, highlighting their recent declines. The creator also delves into the competitive landscape for design software, specifically mentioning Adobe, Figma, and Cloud, and analyzes Figma's financial performance.
Sep 23, 2026
The Tesla Semi Math That Destroys Diesel Trucks
The creator discusses the economic viability and operational benefits of the Tesla Semi electric truck compared to diesel trucks. The analysis suggests that the Tesla Semi offers superior unit economics due to lower operating costs and potential for faster investment payback, even with current diesel prices. The creator highlights the manufacturing and aerodynamic advantages of the Tesla Semi, concluding that its adoption is likely to be rapid.
Sep 22, 2026
Tesla Semi’s Secret Weapon
The creator discusses the potential valuation of Tesla's semi-trucks, highlighting the impact of subsidies in California and the potential for renewed federal EV tax credits following Democratic victories. The analysis suggests that with stacked subsidies, the cost of a semi-truck could fall below $100,000, leading to immediate break-even or negative costs.
Sep 22, 2026
Goldman ISSUES Warning for the Total Stock Market | 2027 will SUCK.
Goldman Sachs is warning about headwinds for the S&P 500 over the next 12 months, citing a forward P/E ratio in line with the 10-year average but high relative to historical earnings growth (CAPE ratio). They attribute inflated earnings partly to low depreciation drag from AI-related capital expenditures, which is expected to reverse in 2027, creating an earnings drag. The creator also notes that tech companies have generated significant other income from equity investments.
Sep 22, 2026
How Markiplier Turned $9M into $15M with GOPRO Stock
This video discusses Mark Papermaster's significant investment in GoPro (GPRO), turning $9 million into $15 million. It highlights his purchase of shares just before a merger announcement, leading to a substantial stock price increase.
Sep 22, 2026
Agentic AI Stocks to Buy! HOLY ROCKETSHIP
The creator discusses opportunities in AI-related stocks, highlighting Meta and AMD's recent performance. They believe AI chatbots present an opportunity for advertisers and that companies like Meta, Google, and potentially Netflix could benefit from this trend. Meta is specifically mentioned as a buy due to its advertising business, GPU investments, and AI productivity gains.
Sep 21, 2026
HOLY TESLA SEMI TRUCK | Tesla Stock GAME CHANGER
The creator discusses the Tesla Semi truck, highlighting its long development cycle and recent ramp-up in production. He believes the Semi is an underappreciated catalyst for Tesla stock, distinct from the hype around Optimus and Cybertruck. The discussion touches on the truck's efficiency, charging capabilities, and the economic comparison to diesel trucks, noting that while diesel trucks are cheaper to buy initially, the Tesla Semi's long-term operating costs are competitive.
Sep 21, 2026
The Problem With NVIDIA's $14 Billion Acquisition
The creator discusses Nvidia's acquisition of Hugging Face in the context of potential compute bubbles and Nvidia's data center lease commitments. The acquisition could be seen as Nvidia acquiring compute it doesn't need, but also as a way to guide model adoption towards Nvidia's hardware.
Sep 20, 2026
Tesla Robotaxi VS Waymo
The creator compares Tesla's vision-only approach for its robotaxi and FSD technology with Waymo's sensor suite and mapping strategy. The discussion highlights Tesla's reliance on human drivers to collect data and fix edge cases for FSD, contrasting it with Waymo's more comprehensive sensor-based approach.
Sep 18, 2026
Anthropic *SUDDENLY* Delays IPO & Nscale IPO Looks BAD
The creator discusses the unexpected delay of Anthropic's IPO, speculating that poor financials or investor concerns might be the cause. This delay coincides with the release of Nscale's S1 filing, which the creator finds concerning and potentially related to Anthropic's situation. The creator also touches on competitive AI models and Anthropic's past performance.
Sep 18, 2026
Why Apple Stock is set to Rip!
Meet Kevin discusses two potential catalysts for Apple stock to rise. The first is Apple's reported talks to enter the server market using their own chips, potentially competing with Nvidia. The second reason is not explicitly stated but implied to be related to AI and server mockups.
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