Creator Post Archive
Meet Kevin
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Jul 19, 2025
The Tesla Model Q & MAJOR Game Changer | Daddy's Back!
The creator discusses a Deutsche Bank report that is bullish on Tesla, particularly regarding the potential rollout of a new, lower-cost Model Q in Q4 2025. The report also touches on robo taxis and future models, which the creator finds exciting for long-term Tesla investors.
Jul 18, 2025
Trump's NEW 93.5% Tesla Battery Tariffs [Reality Explained]
The creator discusses potential US tariffs on Chinese battery materials, focusing on graphite, nickel, and cobalt. While graphite tariffs are unlikely to significantly impact Tesla due to low per-pack cost, nickel and cobalt tariffs could add substantial cost and potentially reduce margins. The creator also touches on Tesla's various battery chemistries and its efforts in domestic 4680 cell production.
Jul 17, 2025
this changes everything for robotaxis
The creator discusses a new multi-way partnership involving Lucid, Uber, and NeuroAI, which could be a significant development for Lucid's stock. The partnership involves Uber ordering 20,000 Lucid Gravity SUVs equipped with Neuro Driver AI over six years, starting in 2026. This deal is seen as crucial for Lucid, which has been struggling financially with a high cash burn rate.
Jul 16, 2025
this is VERY bearish... be warned.
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Jul 15, 2025
tesla damn
The creator discusses recent executive departures at Tesla, suggesting they are a symptom of Elon Musk's return and his tendency to "clean house," rather than a sign of fundamental business damage. The creator also highlights a successful stock pick, MP Materials, from their alpha report.
Jul 14, 2025
Air India 171: INSPECT *ALL* Boeing Planes NOW!
Following a deadly Air India crash, several international aviation authorities, including India, South Korea, and Singapore, are mandating inspections of fuel control switches on Boeing aircraft, specifically referencing a 2018 FAA advisory that was not followed by some airlines due to cost concerns.
Jul 14, 2025
Elon's Biggest "Ever" Announcement for Tesla
The creator discusses Elon Musk's recent statement about an "epic demo" coming from Tesla by year-end. He speculates on what this announcement could be, considering options like a new Roadster or an advanced Optimus robot, but suggests it might be something else entirely that could be a game-changer for Tesla.
Jul 13, 2025
Why Costco Stock Keeps WINNING | Big Gains.
The creator analyzes Costco's business model, highlighting how its membership-fee strategy allows it to undercut premium retailers like Lululemon while maintaining superior total profits.
Jul 6, 2025
Cathie Wood SHOCKS with MAJOR Prediction / Catalyst
Cathie Wood predicts a 7% GDP growth driven by AI-fueled productivity gains, comparing the current era to the 1990s internet boom. She believes AI will lead to higher GDP and lower inflation, despite some lingering weakness in the labor market. Wood also notes low M2 money growth as a factor against inflation.
Jul 5, 2025
This NEW Major BLOW to Tesla Changes Everything.
The creator discusses a new blow to Tesla related to the elimination of zero emission vehicle (ZEV) credits. These credits have significantly contributed to Tesla's operating margin, and their removal could lead to negative operating earnings. While the autonomous vehicle narrative may overshadow volume concerns, the removal of ZEV credits poses a risk to Tesla's earnings.
Jul 1, 2025
Trump THREATENS Elon Musk [Tesla DUMPS 6%]
The creator discusses the public exchange between Elon Musk and Donald Trump regarding EV mandates and immigration status. Trump has threatened to investigate Musk's immigration status and suggested Musk's businesses rely heavily on subsidies. The creator frames this as a potential short-term negative for Tesla shareholders, but also a possible "buy the dip" opportunity.
Jun 24, 2025
- YouTube
Meet Kevin analyzes the recent Tesla robotaxi launch in Austin, weighing technical criticisms and navigation glitches against the long-term revenue potential for the stock.
Jun 14, 2025
Meet Kevin CLICKBAITED By PBD Podcast on Palantir | PISSED!
The creator discusses Palantir's technology and its potential implications for data aggregation and government surveillance, referencing its co-founder Peter Thiel and its use by various agencies. The creator also expresses frustration with another podcast's portrayal of Palantir.
Jun 12, 2025
Tesla Optimus SECRETS STOLEN — Tesla sues!!!
The creator discusses a lawsuit filed by Tesla against a former Optimus engineer, Zong J Lee, who is accused of stealing trade secrets related to the Optimus robot's hand and launching his own competing company shortly after leaving Tesla. The lawsuit details allegations of unauthorized access to confidential files and source code concerning the robot's hand sensors and actuators.
Jun 11, 2025
10x EVTOL Stocks | JOBY, ARCH, EVEX, BETA
The creator analyzes Archer Aviation and Joby, two companies in the electric vertical takeoff and landing (eVTOL) aircraft sector. He discusses their stock performance since their SPACs, their business models, and potential challenges like noise pollution, suggesting that flight corridors along highways could mitigate this issue.
Jun 11, 2025
amazon’s optimus robots
The creator discusses Amazon's development of humanoid robots for package delivery and warehouse automation, comparing it to Tesla's Optimus program. He suggests Amazon is an undervalued robotics play due to its existing infrastructure and acquisitions, while noting Tesla receives a valuation premium for its robotics efforts.
Jun 10, 2025
Google JUST Announced Ads biz Buyouts - Uh Oh
The creator discusses Google's recent offer of voluntary buyouts to employees in its search and ads unit, highlighting the potential impact of AI on Google's core business and ad revenues. While acknowledging growth in other areas like Google Cloud and subscriptions, the creator expresses concern about AI's disruptive effect on traditional search advertising.
Jun 10, 2025
Tesla Launches First Robotaxi with Shadow Car - my thoughts
The creator discusses the recent sighting of a Tesla robotaxi in Austin, Texas, noting the presence of a "shadow car" or safety vehicle following it. He analyzes whether this indicates true unsupervised driving capabilities or a safety measure, suggesting it's a wise testing strategy for Tesla to prevent accidents and protect market cap.
Jun 10, 2025
The Biggest Bear Case [Dangerous for Stocks]
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Jun 9, 2025
DOGE & Palantir WITHOUT Musk | This Changes Everything.
The creator discusses the potential for Elon Musk's initiative to bring efficiency to government agencies, even after Musk's departure. The focus is on the "Doge" initiative (likely referring to a government efficiency project) and its potential to reduce waste and improve operations, with mentions of legal victories and institutionalization within agencies.
Jun 9, 2025
What Trump JUST Said on China | Nvidia to MOON!!
The creator discusses ongoing trade negotiations between the US and China, noting that markets were waiting for updates. The creator mentions Nvidia rotated down as no news emerged, and touches on Tesla in relation to Donald Trump's comments. The negotiations are set to continue for a second day.
May 24, 2025
Fed Analysis on Trump Tariffs, China Doubles Down, Elon, Iron Dome Stock
The creator discusses Elon Musk's return to work and focus on XAI, Tesla, and Starship, noting potential positive catalysts for Tesla with the upcoming robo taxi launch. The video also analyzes the impact of tariffs, referencing a Federal Reserve study from 2018 which found that US importers bore the full cost of tariff increases.
May 22, 2025
New Trump Tariff Warning, HIMS Stock Crash, & Trump Stimulus, Putin
The creator discusses economic data, including S&P manufacturing and services reports, noting a rebound but also concerns about rising prices and companies front-running potential tariff hikes. He mentions Restoration Hardware in the context of inventory build-up due to these concerns.
May 21, 2025
Is $648B a Bargain for Tesla Robotaxis?
The creator discusses Tesla's market cap and the valuation attributed to its robo-taxi and robotics business, suggesting it could be a bargain if the technology proves successful long-term. The video also includes a promotional segment for HouseHack.
May 21, 2025
The Truth Behind Tesla's Sales
The creator discusses Tesla's sales trends, noting that while Elon Musk claims sales are turning around, broader data suggests Q2 sales are trending down compared to Q1. The creator also references a forecast indicating Tesla is behind its annual delivery targets.
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