Creator Post Archive
Meet Kevin
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May 20, 2025
Tesla Stock: Robotics & Robotaxi - The REAL Value?
Meet Kevin analyzes Tesla's valuation, suggesting the current stock price is heavily dependent on future robotics and robotaxi success rather than its core automotive business.
May 20, 2025
Economic RESET Coming, What Elon JUST Said, D-Wave SKYROCKETS, TSLA, Klarna
The creator discusses market complacency, Jamie Dimon's bearish outlook on credit risks and expensive valuations, and the significant retail buying seen recently. The video also touches on tariffs, the Federal Reserve, and the performance of D-Wave Systems.
May 20, 2025
Microsoft's Reaction to DeepSeek & Strategy
The creator discusses Microsoft's strategic decision to incorporate DeepSeek into Azure, viewing it as a move to capitalize on the commoditization of AI by offering cheaper models alongside OpenAI's bleeding-edge solutions. This strategy allows Microsoft to profit from infrastructure and services ('selling pickaxes') while leveraging OpenAI for more complex tasks.
May 20, 2025
United Health's Crazy Low Margins!
The creator discusses the low operating margins of UnitedHealth Group's services and healthcare businesses, noting they range between 4% and 7.4%.
May 20, 2025
The Tesla and Lyft Partnership
The creator discusses the potential benefits for Tesla in partnering with or acquiring Lyft, highlighting the distribution and user adoption advantages that Tesla could gain for its robo-taxi service. The creator also briefly mentions HouseHack.com as an investment opportunity.
May 19, 2025
United Health's Shocking Diagnosis Scheme
The creator discusses a scheme where health insurers like United Health allegedly exploit a government payment system for Medicare Advantage patients. By conducting free house calls to find new diagnoses, even for minor ailments, insurers can significantly increase their revenue per patient, with United Health reportedly earning substantial amounts per visit.
May 19, 2025
Why Palantir has become so exciting! $PLTR
The creator discusses Palantir's (PLTR) unique positioning in the AI market, highlighting how its ontological AI approach allows current AI models to effectively analyze organized big data, citing a successful implementation at Walgreens as an example.
May 19, 2025
Is United Health A Buy The Dip Opportunity? $UNH
Meet Kevin evaluates United Health ($UNH) following a price drop but decides to stay away, citing the complexity and unattractive nature of the insurance industry.
May 19, 2025
Stocks Pop as Fed SETS Rate Cut Time, Microsoft ROCKETSHIP, & Biden
The creator discusses the Federal Reserve's likely September rate cut timeline and the 'Great Hesitation' in the labor market. He also highlights Microsoft's AI-driven momentum and warns of potential 'sell the news' downside for Tesla ahead of its robotaxi event.
May 18, 2025
It's Over: Recession Cancelled, Tesla/Lyft, United Health MASSIVE CRASH & HouseHack Example
The creator discusses Goldman Sachs' revised economic forecast, which now predicts a lower recession risk and a slight increase in growth due to eased tariffs. The creator also touches on market reactions to potential economic events and mentions United Health financials and House Hack.
May 17, 2025
*Major Credit SHOCK Coming* Powell to Cut Rates to 0 + Palantir & Coreweave DEBATE*
The creator discusses the Moody's credit downgrade of the United States, historical market reactions to similar events, and the potential for this downgrade to trigger a credit shock, especially given the current yield curve position. The creator also briefly mentions a debate between Palantir and Coreweave in the AI space.
May 13, 2025
New Data EXTREME: Prepare for what's NEXT | Stock SKYROCKET
The creator discusses the current bullish sentiment in the options market, noting it's the most bullish seen since December 2020. He references a previous statement advising against selling stocks due to anticipated good Q1 earnings and data, which he believes will lag and provide positive market momentum. The video also touches on the NASDAQ 100 and S&P 500's technical performance and the role of corporate buybacks and analyst earnings revisions in market sentiment.
May 11, 2025
First Ever: HouseHack Q1 2025 Earnings Call & Company Update.
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May 10, 2025
On Tesla buying Lyft…
Meet Kevin argues that Tesla should acquire Lyft to instantly secure a massive user base and demand for its upcoming robotaxi network, rather than building a rider pool from scratch.
May 6, 2025
Earnings [AMD, SMCI, Rivian, Lucid, Wynn]
The creator is preparing to discuss upcoming earnings reports for several companies including AMD, SMCI, Rivian, Lucid, and Wynn Resorts. He expresses particular interest in AMD's valuation and potential upside, while also noting personal disappointment with his recent experience at Wynn Las Vegas.
May 1, 2025
Bank Issues MAJOR Warning on Stock Rally
Meet Kevin discusses a bearish UBS warning for Q3 while noting strong Q1 earnings from big tech. He suggests a trailing stop strategy for stocks like Tesla to diversify before potential volatility.
May 1, 2025
Tesla Board “Replacing” Elon Musk, Waymo, Stock Falls
The creator discusses a Wall Street Journal article suggesting the Tesla board searched for a CEO to replace Elon Musk, noting the stock's initial dip and subsequent recovery. The creator also touches on Waymo and Zuks.
Apr 25, 2025
Big Stock Problem: *DON’T DO THIS NOW*
The creator argues that the next four weeks are a poor time to sell stocks due to strong Q1 earnings and easing political tensions, though he warns of a potential downturn starting in July.
Apr 22, 2025
Tesla Stock Earnings SHOCK w/ Trump FLIP | Full Breakdown
The creator analyzes Tesla's recent earnings, noting that while the financial results were weak, the stock is rising due to macro factors and updates on future affordable models.
Apr 22, 2025
Tesla Earnings & Earnings Call LIVE [PLUS Enphase!]
The creator is covering Tesla and Enphase earnings live. He discusses market movements, potential institutional manipulation, and mentions Celsius and Coreweave. He notes that Coreweave was up significantly after he published his alpha report, potentially due to Nvidia's support.
Apr 22, 2025
Watch BEFORE Tomorrow: *Critical* Tesla Earnings PREVIEW
Meet Kevin previews Tesla's upcoming earnings, highlighting unusually high volatility and a unique 'company update' designation for the call that may signal new product news.
Apr 3, 2025
HORRIBLE: The Trump Tariff Stock Market CRASH.
The creator discusses the potential negative impact of Trump's proposed tariffs on the stock market, noting rising recession odds and inflation expectations. The discussion touches on market reactions, Congressional efforts to limit tariffs, and differing opinions on whether Trump prioritizes the stock market.
Apr 2, 2025
There are Reasons to be Bullish (Again).
The creator discusses reasons to be cautiously optimistic about the market, highlighting the AI chip sector, specifically Nvidia and AMD, as potentially undervalued after recent sell-offs. He also touches on Tesla's valuation and opportunities in the beauty sector with Ulta.
Apr 1, 2025
The Newsmax Stock EXPLOSION *and* SCARY Economic Data JUST OUT.
The creator discusses the explosive price action of Newsmax following its IPO, attributing the surge to a low share float and strong broadcasting growth, while also warning of weak manufacturing data.
Mar 31, 2025
The Trump Bottom | Buy Time for Stocks
The creator discusses the possibility of a near-term bottom in the stock market, despite rising recession odds from Goldman Sachs. He notes that current economic activity might be driven by consumers front-running potential tariffs, leading to a temporary bullish sentiment as goods become more expensive. The creator highlights key support levels for the S&P 500 (SPY) and suggests that maximum fear often precedes a catalyst event, such as upcoming tariff decisions.
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