Creator Post Archive
Meet Kevin
Browse the full post archive, then jump into the source post to inspect linked mentions and linked signals.
Sep 2, 2026
Dick’s Sporting Goods Stock DROPPED
Dick's Sporting Goods stock dropped 30% due to increased investment in pricing and promotions, which the creator interprets as a consequence of excess inventory and consumer suffering from high gas prices. The creator criticizes the company's corporate speak for masking the reality of price reductions.
Sep 2, 2026
THIS AI Stock *JUST* DESTROYED Analyst Expectations! BOOM!
The creator discusses Dell's recent earnings beat, highlighting significant increases in revenue and EPS forecasts, driven by strong demand for AI-optimized servers. The analysis delves into Dell's improving net income margins, suggesting a potential shift from a low-margin infrastructure play to a more profitable business, which is fueling market enthusiasm.
Sep 1, 2026
Palantir CEO Investing in NEW Military Tech [Buy THIS Stock?]
The creator discusses a new defense technology fund being launched by Ukraine's former defense minister, with Alex Karp of Palantir reportedly being a major investor. The fund aims to develop drone technology and other defense capabilities, potentially in exchange for US Patriot missiles. The discussion touches on the race between offensive drone technology and defensive capabilities, and how companies like Kratos Defense & Security Solutions (KTOS) fit into this landscape.
Sep 1, 2026
Google Raised $36B In 24hrs! 🤯
The creator discusses significant capital raises by Google and SpaceX, totaling $166 billion, and links this to a projected hardware rally. They highlight Nvidia's increased growth projections, suggesting a correlation with the capital influx and a potential backlog increase.
Sep 1, 2026
OpenAI *JUST* Went Mega Deep on Apple's Stock. Should you?
The creator discusses the implications of OpenAI purchasing thousands of Mac Minis and Mac Studios, comparing Apple's M5 chip's memory bandwidth and unified memory capabilities to Nvidia's RTX 5090 and RTX 6000. The discussion touches on Apple's stock valuation and future growth potential, driven by the demand for high memory allocation in AI model development.
Sep 1, 2026
JP Morgan JUST went Bearish Stocks | Here’s Why
JP Morgan has shifted to a bearish stance on the stock market for the short term, citing the potential end of a bull market due to a hiking cycle rather than an imminent recession. The creator agrees that while a recession is unlikely in the immediate future, long-term risks from AI overbuilding, tariffs, geopolitical issues, and high oil prices are building. JP Morgan's cautious approach is primarily for the next few weeks, as they believe underlying economic fundamentals remain strong, and they anticipate a rate hike in December, not September.
Aug 31, 2026
Why Tesla Stock and SpaceX JUMPED | LFG
The creator discusses recent news surrounding Elon Musk and Tesla, including a more affordable Model 3 in Hong Kong and Macau, the upcoming Cyber Cab event focusing on robo taxis, and Tesla's potential involvement in manufacturing turbine blades for power plants. The creator also touches on Tesla's core business of vehicle sales and the potential of Optimus and FSD as optionalities, and mentions installing Tesla solar panels and Powerwalls.
Aug 31, 2026
Amazon SUED by FTC, Stocks Struggle, Bears are Back - BUY?!?!?
The creator discusses the FTC suing Amazon, leading to an initial stock drop for Amazon, though it has since recovered slightly. The market is described as a mixed bag, with some sectors like software and cybersecurity ETFs (IGV) performing well, while others are down. The creator also touches on GameStop's short squeeze history and the influence of online communities.
Aug 29, 2026
The $3,000 Catalyst for Apple Stock.
The creator discusses rumors surrounding Apple's potential foldable iPhone Ultra, expected to launch around September 26th. Key features include a larger, potentially creaseless 7.8-inch screen and advanced on-device AI capabilities, though it's anticipated to be significantly more expensive than current models, with limited initial supply.
Aug 29, 2026
This Mag 7 Stock is About to FACE RIP STRAIGHT UP
The creator discusses Meta Platforms (META) stock, highlighting its recent underperformance compared to Apple and Amazon. The primary reason cited for this underperformance is Meta's decision not to rent out its excess data center compute capacity, which Wall Street analysts believe is a missed opportunity. Analysts from New Street Research and Deutsche Bank suggest that if Meta were to rent out its compute, it could significantly improve its return on invested capital and act as a catalyst for the stock. The creator contrasts Meta's position with Elon Musk's plans for SpaceX's compute monetization, suggesting Meta has the capacity to capitalize on compute scarcity.
Aug 29, 2026
The Software Stock Bottom is IN: Is it TOO LATE to Buy?
The creator discusses a potential bottom in software stocks, highlighting Salesforce, Palantir, and UiPath as examples of companies that have seen significant recovery. Despite the recent surge, the creator believes there is still upside potential in these names, citing attractive valuations and future growth prospects, particularly in relation to token integration.
Aug 28, 2026
Is the AI Trade DEAD? The FULL AI Stock Thesis Break Down.
The creator discusses a six-page analysis on the AI semiconductor market, questioning if the current hardware rally is sustainable. The analysis suggests a dual S-curve of user growth and token usage could extend the rally beyond the dot-com bubble, but the creator rebuts this by highlighting the rapid depreciation of token costs and practical limits on AI usage, arguing that this diminishes the multiplier effect.
Aug 28, 2026
Exposing NVIDA's BIGGEST Secret
Meet Kevin discusses Nvidia's recent earnings report, highlighting concerns around 15-year lease contracts for GPUs and a significant $105 billion guarantee for the OpenAI facility. He interprets these as potential indicators of future revenue streams tied to OpenAI's operations and Nvidia's commitment to supporting them.
Aug 28, 2026
SpaceX to $5,000 - Major New Price Target
The creator addresses comments on his previous SpaceX analysis, particularly regarding future revenue streams from space stations and tourism. He discusses Morgan Stanley's price targets and Adam Jonas's 2040 estimates, emphasizing the long time frame and current revenue limitations for space station companies. He reiterates his personal stance of not buying more SpaceX until it reaches $68, noting its significant appreciation from his pre-IPO venture capital purchase price.
Aug 27, 2026
Major Earnings: Marvell, Iren, Autodesk, Affirm, Workday Stock
The creator discusses upcoming earnings reports for several companies including Marvell, Iren, Autodesk, Affirm, and Workday. He highlights recent strong performance in the software sector, noting that while it's difficult to pinpoint exact bottoms, identifying when stocks become cheap is key. He uses Salesforce as an example of a successful buy during a perceived dip, which has since seen a significant breakout.
Aug 27, 2026
The NEXT AI 10x Stock Sector I'm BUYING
The creator discusses the next frontier in AI stocks, focusing on a company they believe is undervalued despite appearing overvalued on Wall Street's estimates. They explain how decreasing AI deployment costs and the rise of open-weight models are driving down API pricing, which in turn fuels more cyber attacks. This increased threat necessitates greater investment in cybersecurity, creating a loop where cheaper AI leads to more attacks and thus more demand for security solutions.
Aug 27, 2026
Nvidia JUST Proved the AI Stock Bubble is about to Burst.
The creator discusses the AI stock bubble, noting significant capital raises by Google and SpaceX that coincide with Nvidia's increased growth projections. While acknowledging Nvidia's strong performance and potential for a higher valuation, the creator also points to red flags and circular financing as potential concerns, suggesting the AI spending narrative might be inflating hardware rallies.
Aug 27, 2026
Nebius Stock (NBIS) Price Target JUST Jumped
The creator discusses Neveah (NBVS) stock, highlighting Goldman Sachs' increased price target and the company's partnership with Nvidia on AI chips. The discussion touches on Neveah's deal pricing for data centers, comparing it to market expectations and potential long-term sustainability, while also noting the company's smaller size relative to competitors like SpaceX and Google.
Aug 26, 2026
Nvidia Stock CRUSHES | But BAD OMEN INSIDE.
Nvidia reported strong earnings with a higher-than-expected Q3 forecast, but the creator notes concerns about future revenue growth and customer concentration. Despite these risks, the stock is considered cheap due to a low PEG ratio, suggesting a potential price target well over $300. The creator also discusses Nvidia's significant equity purchases and circular leasing deals, interpreting them as a way to secure future GPU sales.
Aug 26, 2026
Very Bullish. Exactly why I'm Buying.
The creator discusses 10 reasons to be bullish, focusing on Donald Trump's potential to boost the market before the midterms by influencing oil prices and international relations. The creator also touches on market expectations for interest rate hikes and upcoming earnings reports from major tech companies.
Aug 25, 2026
Tesla Stock Is About To SKYROCKET! 🚀
The creator discusses the potential impact of California's incentives on Tesla's semi-truck sales. The incentives could subsidize a significant portion of the truck's cost, making it more attractive and potentially increasing Tesla's profit margins. The lower operating cost compared to diesel trucks is also highlighted as a key benefit.
Aug 25, 2026
The SpaceX Starship Game Changer could 5x the Stock.
The creator discusses the potential valuation of SpaceX, focusing on the impact of its Starship program and the expansion of Starbase facilities. He analyzes the projected number of launchpads and estimates potential revenue based on Starship launches, suggesting a significant upside for the company's valuation.
Aug 25, 2026
**Prepare** Critical Nvidia Stock Earnings
The creator discusses Nvidia's upcoming earnings, highlighting expectations for strong performance and revenue beats. They also touch upon potential risks like OpenAI's new 'Jalapeno' chip and analyze Broadcom's valuation, noting its cheapness despite a heavily indebted balance sheet.
Aug 25, 2026
David Sacks *JUST* Exposed the TOP of the AI Bubble | Critical.
This video discusses the potential for an AI bubble, analyzing data center compute revenue expectations and comparing them to company figures like Anthropic. The creator highlights a potential flaw in the assumptions about future earnings from data centers, suggesting that current revenue run rates might be inflated and unsustainable, which could signal the turning point of the bubble.
Aug 24, 2026
Did Elon Musk Just SCAM Shareholders
This video discusses Elon Musk's compensation package, specifically the $1 trillion stock compensation plan that was approved by shareholders. The creator highlights a "hidden loophole" in the agreement that allows Elon Musk to receive the compensation even if operational milestones are not met, provided there is a change in control. The creator suggests this could be a "scam" that benefits Elon Musk at the expense of shareholders, particularly non-voting SpaceX shareholders.
Showing 51-75 of 257 posts · Page 3 of 11