Creator Post Archive
Meet Kevin
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Sep 18, 2026
Elon Musk's Evil Plan To MERGE Tesla With SpaceX
The creator discusses a hypothetical scenario where Elon Musk might merge SpaceX with Tesla. This could happen if Tesla's valuation drops significantly while SpaceX's remains stable or increases, allowing SpaceX to acquire Tesla. Potential triggers for such a move include setbacks with Tesla's Optimus robot or full self-driving technology.
Sep 17, 2026
Palantir CEO Alex Karp is Goes OFF on CNBC
The creator discusses Palantir's potential need for nationalization due to liability, drawing parallels to poker where the person who thinks they are the mark is often the actual mark. The commentary focuses on the business and investor dynamics surrounding the company.
Sep 17, 2026
Palantir CEO Leaves CNBC SPEECHLES | UNHINGED INTERVIEW
The creator discusses the potential liabilities and risks associated with large language model companies like OpenAI and Anthropic, suggesting they may need to be nationalized due to unlimited liability. The creator contrasts this with Palantir's approach, which they describe as a more secure way to utilize AI without risking intellectual property, and implies Palantir's stock may be a safer bet due to these concerns.
Sep 17, 2026
THIS Stock is about to 2x!
The creator discusses two potential catalysts for Apple stock: its entry into the server market using its own chips to compete with Nvidia, and the potential success of the Apple iPhone Duo, particularly among salespeople and parents. The iPhone Duo is highlighted as a game-changer for sales professionals due to its portability and presentation capabilities, and the 'Kid Q' feature is seen as a strong selling point for parents.
Sep 14, 2026
This is an INSANE Flip Flop on SpaceX Stock
The creator discusses the valuation of SpaceX, noting a significant shift in analyst expectations driven by the company's AI business and data center compute contracts. Initially, projections for AI infrastructure operating income were low, but have since surged, altering long-term cash flow and earnings forecasts. The creator questions the current valuation, suggesting that at $150 per share, the stock offers a low return unless it drops significantly, and highlights that the market may be mispricing the stock given its growth potential.
Sep 14, 2026
Is GoPro the Next Meme Stock
The creator analyzes GoPro's financial situation, comparing it to GameStop. While Mark believed GoPro was cheap and liked its valuation, the creator highlights declining revenues and profits, significant daily losses, and a balance sheet suggesting potential bankruptcy. The creator contrasts this with GameStop's situation, where the company traded below its net cash value.
Sep 13, 2026
I'm Making a Big Bet Everyone is WRONG.
The creator discusses the recent statements from AI leaders about potentially slowing down AI research, presenting it as a potential IPO pump for companies like OpenAI and Anthropic. He argues that this coordinated slowdown could prop up the appearance of profitability and delay the popping of the AI bubble, making it more attractive for an IPO, potentially in October. The creator believes this move is strategic for Sam Altman and OpenAI, offering him optionality regarding their IPO.
Sep 12, 2026
Elon Musk's SpaceX: THIS Interview Left me SPEECHLESS
The creator discusses bullish comments made by the CFO of SpaceX regarding the company's vertical integration in rockets and data centers, highlighting potential cost advantages and a competitive moat. The discussion also touches on Starlink V3 satellites and the feasibility of 5G from low-earth orbit satellites, with the creator expressing confidence in SpaceX's ability to overcome technical challenges.
Sep 11, 2026
PREPARE FOR 3 RATE HIKES | Why I'm Buying.
The creator discusses the implications of a hot CPI report, potential rate hikes by the Federal Reserve, and the current market sentiment. They believe the market has largely priced in the worst-case scenarios regarding inflation and rate hikes, suggesting potential upside if events are not as severe as feared. The discussion touches on the AI capex buildout and potential recession indicators, but currently sees no immediate signs of a downturn.
Sep 11, 2026
WTF: SpaceX Stock is now CHEAP
The creator discusses SpaceX's potential undervaluation due to revised earnings estimates, driven by AI data center buildouts and demand from companies like Anthropic and OpenAI. While acknowledging past valuation models based on space exploration and Starlink, the focus has shifted to the massive compute demand and its impact on SpaceX's profitability and market perception. The creator's VC fund holds SpaceX shares acquired at a lower valuation.
Sep 10, 2026
Revealing My Current Stock Thesis & Allocation Framework.
The creator discusses current market conditions, including geopolitical uncertainty and rising yields, and outlines a portfolio strategy favoring real estate, stocks, and cash. He then delves into the potential impact of artificial intelligence (AI) on various sectors, particularly highlighting cybersecurity companies like Cloudflare, CrowdStrike, SentinelOne, and Palo Alto Networks as potential beneficiaries if AI progresses towards AGI, though he expresses skepticism about AGI's likelihood.
Sep 10, 2026
Captain Steve Weight on Wheels & *New* Cockpit Voice Data OUT | Amazon Prime Cargo Crash
This video analyzes the cockpit voice recorder data from an Amazon Prime cargo jet crash, focusing on the sequence of events during landing. It clarifies the difference between speed brakes and reverse thrusters and discusses the critical role of the "weight on wheels" sensor in deploying these systems, explaining why they may not have activated correctly in this incident.
Sep 10, 2026
Pricing Tesla's Cybercab Revolution | This is Insane [Tesla Stock]
The creator discusses Tesla's (TSLA) Cybertruck manufacturing process, specifically the "unboxed" assembly line which could increase production speed fivefold. This innovation, along with the potential for the "Cybercab" to drive mass production and reduce costs, is seen as a significant positive development for Tesla's investment thesis, potentially enabling them to reach Toyota-like sales volumes.
Sep 9, 2026
Should you Buy Apple Stock AFTER the Apple iPhone Duo Event?
The creator discusses the new iPhone Duo and iPhone Pro 18, focusing on its potential utility for travel and as a work device. He notes that Apple stock often declines after such events, advising against judging the stock's movement solely based on the event. While he has minimal exposure to Apple stock in his retirement account, it's not a primary holding.
Sep 9, 2026
Watch BEFORE the Apple Event Today.
The creator discusses rumors and expectations surrounding Apple's upcoming product launches, focusing on the iPhone 18 series, including the Pro, Pro Max, and a new 'Ultra' model. The discussion covers potential features, design changes, pricing, and market reception, with a particular emphasis on the foldable iPhone Ultra and its potential scarcity and high demand.
Sep 8, 2026
The Stock Market is SLEEPING on Tesla Stock [Un-priced Catalyst]
The creator discusses Tesla's potential to disrupt Uber, highlighting a new revenue stream from Tesla's Cyber Cab that is not related to robo taxi rides. The creator also contrasts the valuations of Uber, Nvidia, and Broadcom, suggesting that Uber's low PEG ratio reflects market uncertainty about its growth, while Nvidia and Broadcom are more attractive despite similar PEG ratios due to Tesla's perceived dominance in the ride-sharing space.
Sep 7, 2026
Exposing The Markiplier GoPro Stock "Insider Trade"
The creator analyzes Markiplier's recent investment in GoPro, questioning the timing and valuation. Despite Markiplier's claim of liking the stock and its valuation, the creator presents financial data showing declining revenues, increasing losses, and a significant negative net current asset position, concluding that GoPro is a "walking zombie" and not a good investment, contrasting it with GameStop's situation.
Sep 5, 2026
Be Weary of this IPO.
The creator discusses Aura Ring's S1 filing and potential IPO, expressing caution about investing at the "top." He highlights an unusual May-June sales spike in 2026, attributing it to virality rather than sustainable growth, and suggests this anomaly could mask a future growth slowdown in financial reports.
Sep 4, 2026
This Chart Signals the END of the AI Stock Bubble.
The creator discusses a bearish chart signaling the end of the AI stock bubble, focusing on Anthropic's massive credit facility and the declining pricing of large language models (LLMs). The argument is that the programming boom driven by AI may not translate to other sectors like healthcare or finance due to structural differences in data availability, verification, and immediate user benefits, leading to a potential slowdown in AI spending.
Sep 4, 2026
Why THIS Company could 3x FAST | Major CATALYST NOW
The creator discusses Meta's (META) potential for significant growth, highlighting recent stock performance and upcoming AI product launches like "Hatch." The video also touches on Tesla's (TSLA) recent surge, attributing it to low historical volatility and potential catalysts. Valuation claims are made for Meta, suggesting it is undervalued relative to its growth prospects.
Sep 4, 2026
*New* POST CyberCab Tesla Stock Price Target [The Critical Edging!]
The creator discusses Tesla's CyberCab, comparing its vision-based strategy to competitors like Waymo. A key focus is on Tesla's use of human drivers for "edge mapping" to train its FSD software, which is seen as an expensive but necessary process for expanding autonomous capabilities. The creator also touches on the CyberCab's manufacturing efficiency and potential cost savings.
Sep 4, 2026
The Tesla Cybercab Launch: Elon No Show'd. What we Know & Tesla Stock.
The creator discusses the Tesla Cybercab launch event, noting the absence of Elon Musk and the lack of concrete details on pricing, orders, or broad goals. Key takeaways include the ability to register interest in building the robo taxi network, the use of Unreal Engine for the vehicle's computing, and details about seat belt technology and child seat restraints. The event was more of a teaser for future opportunities rather than a product launch with immediate sales.
Sep 4, 2026
WOW! I Can't Believe Tesla Is Doing THIS At The Cybercab Event
Meet Kevin discusses Tesla's new social media ban policy for its Cybercab event, comparing it to Apple's content control tactics. The ban requires attendees to sign NDAs, prohibits photography and videography of unapproved content, and restricts who can attend, aiming to control the narrative following the 'We Robot' event where robot performance was a concern.
Sep 3, 2026
AVOID the TRAP in these AI Stocks: The Earnings Divide.
The creator discusses the earnings reports of Snowflake and Broadcom, comparing opportunities in hardware and software sectors. Snowflake's stock surged post-earnings, which the creator attributes to a short squeeze rather than fundamentals, noting its high valuation and low cash flow yield despite operational improvements. Broadcom's stock dipped after missing revenue expectations, raising concerns about pricing power.
Sep 2, 2026
Goldman Sachs Announced Nebius Price Target!
Goldman Sachs has issued a $328 price target for Nebia's stock, indicating a potential 50% upside. The analyst notes highlight the importance of data center spot pricing, with recent deals closing at $20 million per megawatt and a sub-2-year payback period. The creator expresses concern about the sustainability of these high prices as scaling increases.
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