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
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.
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
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.
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.