buyBullishHigh Conviction
Mentioned 7/17/2026
Current ROI
+0.00%TL;DR
The creator is buying more Amazon stock and sees the chips business as a force the market is underappreciating.
Analysis from 7/18/2026
Creator Profile
Parkev Tatevosian, CFA
YouTube | Stock
873,000 followers
Visit creator profileTracked since February 19, 2026
Return Since February 19, 2026
Creator Strategy+1.71%
Market Index (SPY)+8.59%
Recent Posts
Latest published research
July 17, 2026
Should You Buy Amazon Stock Before the Huge Investor Update? | AMZN Stock Analysis
The creator discusses Amazon's upcoming earnings report, noting the disconnect between revenue/profit growth and share price performance due to heavy AI investment. Despite concerns about free cash flow, the creator highlights strong growth in AWS and the chips business, with significant commitments from major AI players like OpenAI, Anthropic, and Meta, suggesting the market is underappreciating the chips business.
1 tracked mentions1 linked signals
July 17, 2026
Great News for Nvidia Stock Investors! | NVDA Stock Analysis
Nvidia has reportedly begun shipping its H200 chips to China after receiving US approval, potentially unlocking billions in sales. The creator estimates significant free cash flow generation from these sales, even excluding them from future projections due to past uncertainty. This development could be a major catalyst for Nvidia stock.
1 tracked mentions1 linked signals
July 17, 2026
Should You Buy Microsoft Stock Before July 30? | MSFT Stock Analysis
Microsoft is set to report earnings, and the creator, who owns MSFT shares, is looking to accumulate more. Despite strong revenue and operating income growth, the stock is underperforming due to concerns about AI investment returns, OpenAI's financial health and business model, and slower-than-expected adoption of Copilot in Microsoft 365 commercial cloud. Declines are also expected in Windows OEM and gaming segments.
5 tracked mentions1 linked signals
Recent Stock Calls
Only high-conviction signal-backed calls appear here, so newer research posts can stay commentary-only.
buyBullishHigh Conviction
Mentioned 7/17/2026
Current ROI
-1.27%TL;DR
Nvidia stock investors should be excited as the company has started shipping H200 chips to China, potentially generating billions in revenue and free cash flow.
Analysis from 7/17/2026
buy
Mentioned 7/17/2026
Current ROI
+0.59%High-Conviction Portfolio Performance Since February 19, 2026
Total Tickers
18
Success Rate
Locked
Average Return
Locked
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