Creator Post Archive
Meet Kevin
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Dec 10, 2025
SCAM OR 10X? SpaceX Data Centers in Space
The creator discusses the potential IPO of SpaceX, highlighting its projected valuation of $1.5 trillion and its plans for space data centers. The creator also touches on the impact of SpaceX on Tesla and the robotics market, mentioning their own venture capital investment in SpaceX.
Dec 1, 2025
The Japanese Carry Trade is Ruining the Stock Market
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Nov 26, 2025
the hassett stock rally
The creator highlights Google as a critical risk indicator for the market and the AI sector, expressing concern over its recent weak performance.
Nov 25, 2025
Nvidia JUST GOT DESTROYED | WTF
The creator discusses Google's potential to sell its TPUs to Meta and other financial institutions, creating competition for Nvidia and AMD. While Google's stock is up, Nvidia and AMD are down in after-hours trading.
Nov 25, 2025
fed, carrots, burry, nvidia
The creator discusses Nvidia's after-hours decline following a day of gains, suggesting short covering may have driven the intraday rally. He also touches on Tesla's move and the broader market's reaction to Bitcoin's performance. A significant portion of the discussion is dedicated to a "Nvidia Bur letter" and its potential connection to Federal Reserve actions.
Nov 24, 2025
**Massive Stock Market Short Squeeze**
The creator discusses the recent market dips, noting that every dip this year has presented a buying opportunity. He expresses concern about the significant increase in AI-related debt financing, citing Meta and Oracle as examples of companies seeing more expensive credit default swaps due to this trend.
Nov 24, 2025
stocks & bitcoin, tesla & google pump
The creator discusses a green day in the stock market, highlighting bounces in Google and Tesla, while noting struggles in the Qs and Nvidia. The creator also touches on Bitcoin's recovery from its lows.
Nov 21, 2025
stock SELLING SPREE
The creator expresses surprise at the stock market's negative reaction to news that increased the odds of a rate cut. They note significant selling pressure across several tech stocks and discuss the potential negative implications of Bitcoin exposure for companies like Nvidia, especially in a recessionary environment. The creator also highlights concerns about Coreweave's financial health and its impact on Nvidia.
Nov 21, 2025
The Fed JUST Bailed out Stocks.
The creator discusses how the Federal Reserve's actions, specifically a statement from John Williams suggesting a potential December rate cut, have positively impacted the stock market by reducing recession fears and increasing liquidity. This intervention is seen as a bailout for stocks, shifting market sentiment and increasing the probability of a rate cut.
Nov 20, 2025
The Japanese *JUST* Destroyed the U.S. Stock Market
The creator discusses a significant intraday drop in Nvidia stock and the NASDAQ 100, attributing the market sell-off to several factors including concerns about the Japanese carry trade, potential issues with Nvidia's financial disclosures, institutional seasonal weakness, and CTA selling. The creator also touches on Michael Bur's bearish thesis on Nvidia.
Nov 20, 2025
Stocks DUMP into Close
The creator discusses a significant market downturn, highlighting sharp drops in major tech stocks like Nvidia and AMD, as well as other companies such as Robinhood and Netflix. The creator also touches on Bitcoin's price action and expresses concern over the financial health of a company referred to as 'Fat' (likely a typo for a company like FATE or similar, but not explicitly stated).
Nov 20, 2025
TSLA Stock Rockets | Stocks & Crypto
The creator discusses inflation and labor market indicators, suggesting a need for continued restrictive monetary policy to bring inflation back to the 2% target. The conversation touches on services inflation, job market cooling, and housing affordability.
Nov 20, 2025
We just got Scammed | Stocks CRASH
Meet Kevin analyzes Nvidia's 10-Q filing, highlighting discrepancies between management's earnings call narrative and the actual inventory data. He expresses significant concern over doubling finished goods inventory despite claims of being sold out.
Nov 19, 2025
**CRITICAL NVIDIA EARNINGS**
The creator is highly focused on Nvidia's upcoming earnings report, discussing expectations for EPS, revenue, and net income. The key question is not if Nvidia will beat estimates, but by how much. Other companies reporting include Palo Alto Networks and Jack in the Box.
Nov 19, 2025
Stocks EXPLODE *Then Dump* on Google Gemini | Bitcoin DUMPS
The creator discusses the market's excitement around Google's Gemini AI, noting its impact on stocks like Google itself and mentioning Nvidia's upcoming earnings. The creator also touches on AMD, the QQQ ETF, and briefly analyzes Target, Super Micro, and Fastly.
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.
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