Creator Post Archive
Meet Kevin
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Nov 18, 2025
buy
Meet Kevin discusses a Bank of America warning regarding low fund manager cash levels while viewing the recent market dip as a buying opportunity, specifically taking a position in AMD.
Nov 13, 2025
Stocks are TANKING
Meet Kevin attributes the current market downturn to the government reopening and upcoming economic data, noting he trimmed Tesla and other positions to raise cash.
Nov 13, 2025
Why is the Stock Market Crashing | The Great Reset
The creator discusses potential economic headwinds and a possible recession in 2026, driven by factors like AI capex and slowing GDP growth. The video touches on market volatility, with mentions of Bitcoin, NASDAQ Technologies, Tesla, and Disney experiencing declines. The creator also explains a strategy related to government shutdowns and their impact on market data, noting that they sold stocks in anticipation of a downturn upon the government's reopening.
Nov 13, 2025
The Tesla Announcement & Selloff.
The creator discusses the potential integration of Apple CarPlay into Tesla vehicles and its implications for Tesla stock. He expresses excitement about CarPlay's user experience, drawing a comparison to his experience with a Mercedes Sprinter van. While acknowledging that some may avoid Teslas due to the lack of CarPlay, he argues that core Tesla appeal lies in its brand, FSD, safety, and sustainability.
Nov 13, 2025
Big Short 2.0: Michael Burry Closes Fund!
Meet Kevin discusses Michael Burry closing Scion Asset Management and the potential impact on his short positions, specifically highlighting recent price volatility in Palantir.
Nov 12, 2025
AMD Stock Rockets
The creator discusses AMD's recent stock performance, highlighting its significant upward revisions for growth and potential to improve margins as data center revenue increases. They compare AMD's data center business to Nvidia's and suggest AMD could reach $480 per share if growth is maintained and demand concerns do not materialize.
Nov 11, 2025
Stocks TANK on AI & Jobs
The creator discusses disappointing news regarding Coreweave's data center hiring and a weak ADP jobs report, which creates confusion and noise in the economic data. The creator also mentions an analysis of "stons" in the Alpha Report.
Nov 11, 2025
Michael Burry Really F**K'd Up | AI Collapse
The creator discusses Michael Burry's claims that companies like Oracle, Meta, and Google may be overstating revenues related to AI chips. The creator explains accounting principles for depreciation and argues that if older chips are still at 100% utilization, they haven't lost value as quickly as accounting might suggest, implying Burry's revenue concerns might be misplaced in the current AI boom.
Nov 10, 2025
Stocks MOON on Government Shutdown ENDING
The creator discusses the end of a government shutdown, market reactions, and upcoming economic data. He notes the market's positive movement and anticipates key inflation and labor data releases within the next few weeks, which could indicate a soft landing or worsening economic conditions. He also briefly touches on the Nordstream investigation and other minor news items.
Nov 5, 2025
holy sh*t OpenAI **just** asked for a *Government* BAILOUT!
The creator discusses OpenAI's potential need for a government bailout and touches on AI-related stock moves, mentioning their alpha report and call option trading success.
Nov 3, 2025
*Critical* Palantir Earnings LIVE
Meet Kevin analyzes Palantir ahead of its earnings report, emphasizing its status as a premier AI stock while noting its high valuation. He also compares its AI positioning to Tesla as investors rotate from crypto back into tech.
Nov 3, 2025
IREN, Nvidia, Chips, Tylenol, Bitcoin, Stocks Trump TACO
The creator discusses enthusiasm for Tesla's upcoming vote week and mentions several deals involving Microsoft, Amazon, and OpenAI. He also reviews the S&P global manufacturing data, noting positive signs in production and demand growth, but also highlighting cost inflation due to tariffs.
Nov 2, 2025
Sam Altman JUST *LOST IT* | *Major* WARNING for AI
The creator discusses an interview with Sam Altman and Satya Nadella, touching on OpenAI's massive spending plans, potential chip gluts, and the differing strategies of Microsoft and OpenAI. He uses an analogy to illustrate the scale of OpenAI's projected spending versus its current revenue.
Oct 31, 2025
Amazon, Google, Stocks ROCKET on AI & Trump TACO
The creator provides a tactical bearish outlook on Amazon due to priced-in expectations, a bullish technical view on Netflix, and expresses concern over MicroStrategy's financing sustainability.
Oct 31, 2025
HOLY CRAP -- ELON MUSK TO REVEAL FLYING CAR (TESLA STOCK)
The creator analyzes Elon Musk's recent comments regarding a potential 'flying' Tesla Roadster and the hype surrounding an upcoming product demonstration.
Oct 31, 2025
tesla's new car announcement
The creator discusses Tesla's potential Cybercab debut in Shanghai, noting that the Chinese market might be more receptive to a two-door vehicle than the US market. He also touches on declining Tesla sales in China and Europe, attributing it to increasing competition from Chinese automakers.
Oct 29, 2025
Rip Tesla Cybercab.
The creator discusses potential changes to Tesla's Cyber Cab, specifically the possibility of it including a steering wheel and pedals, which he believes would be a "kiss of death" for a two-door, two-seat vehicle. He also briefly mentions Nvidia's Hyperion platform but defers a detailed discussion to the end of the video.
Oct 28, 2025
holy sh*t Nvidia Stock | THIS CHANGES EVERYTHING
The creator highlights Nvidia's recent price surge driven by a Palantir partnership and massive data center spending from Meta, which is using creative off-balance sheet financing to fund AI infrastructure.
Oct 28, 2025
HOLY MOLY TESLA STOCK
The creator discusses a significant rally in Tesla stock driven by news of potential new vehicle models and optimism surrounding the Optimus robot program.
Oct 27, 2025
The 30,000 Amazon Job cuts are just an early WARNING.
The creator discusses Amazon's reported plans to cut up to 30,000 corporate jobs, framing it as a positive development for the company's operating margins due to the impact of AI. The creator suggests that AI will benefit corporations by enabling them to reduce low-level work and increase efficiency, leading to higher profits.
Oct 27, 2025
HOLY TESLA STOCK
The creator analyzes Tesla's recent stock surge, attributing the rally to rumors of new lower-cost vehicle models and optimism surrounding the Optimus robot.
Oct 10, 2025
trump JUST *LASHES OUT* -- STOCKS DUMP
The creator discusses geopolitical tensions between the US and China, focusing on potential export controls on rare earth minerals and their impact on global markets. The discussion touches on the implications for soybean farmers and companies like John Deere, as well as the ongoing trade negotiations and the de-dollarization efforts by China.
Oct 7, 2025
Tesla, Starlink, Trump, Stocks LIVE
The creator analyzes Tesla's new $39,900 Model Y pricing, characterizing it as a necessary 'shadow price cut' to maintain volume rather than a major bullish catalyst.
Oct 6, 2025
AMD *JUST* Accidentally EXPOSED the Ponzi.
The creator discusses historical market crashes, drawing parallels to current market conditions and the recent AMD deal with OpenAI. He highlights unusual options activity in AMD prior to the announcement, suggesting potential insider trading or market manipulation, and questions the circular nature of these investments.
Oct 6, 2025
tesla to dump prices
Meet Kevin analyzes Tesla's strategy to navigate the loss of EV tax credits and compares the pricing power of Nvidia versus AMD.
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