Creator Post Archive
Parkev Tatevosian, CFA
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Jun 2, 2026
Massive News for Nvidia Stock Investors! | NVDA Stock Analysis
Nvidia announced its entry into the CPU market with new RTX Spark super chips, aiming to compete with Intel and AMD in the Windows laptop space. This move is seen as a positive development for Nvidia investors, potentially opening up a new market category and driving stock performance. The creator expresses a strong buy sentiment for Nvidia, highlighting its superior business fundamentals compared to AMD and Intel.
Jun 2, 2026
Should You Buy UiPath Stock Today? | PATH Stock Analysis
UiPath reported solid quarterly financial results with revenue up 17% year-over-year and annual recurring revenue up 12%. Despite investor concerns about AI impacting its business, the company's dollar-based net retention rate of 109% indicates existing customers are increasing their spending. While not yet convincing investors they will thrive in the AI era, UiPath's performance is good enough to potentially alleviate fears if consistently repeated.
Jun 2, 2026
Dell Stock is Soaring: Is it Too Late to Buy?
Dell's stock has surged significantly due to its role in AI data centers, with the company reporting substantial AI order bookings and revenue. The creator, who has recommended Dell for years, believes the current rally is fundamentally justified by sales and profits, unlike past speculative booms like EVs.
Jun 2, 2026
Walmart Stock Analysis: Buy the Dip? | WMT Stock Analysis
Walmart's stock has declined due to disappointing quarterly results, but the author suggests it might be a buying opportunity. Despite concerns about costs and profits, Walmart has shown strong revenue growth driven by e-commerce innovation and its extensive store network, allowing it to compete effectively with Amazon on speed and price.
Jun 1, 2026
My 12 Top-Ranked Stocks to Buy in June (2026)
The creator highlights 12 top-ranked stocks to buy in June 2026, noting the stock market's strong performance despite economic challenges. Several companies are discussed, including Amazon, Meta Platforms, Netflix, Nvidia, and Uber, with the creator providing their calculated intrinsic values and reasons for their buy recommendations.
Jun 1, 2026
My Top Rated Stock to Buy Now in June (2026)
Meta Platforms (META) stock is down 4% year-to-date in 2026, but the author argues it's the best stock to buy now. Recent developments include the launch of global subscription plans for its apps, internal AI-driven productivity improvements leading to workforce reductions, and continued regulatory scrutiny. Despite these challenges, Meta has secured significant power agreements for its AI infrastructure and recently re-accelerated revenue growth to 33%.
May 31, 2026
Why Is Intuit Stock Crashing, and is it a Generational Buying Opportunity? | INTU Stock Analysis
Intuit's stock has fallen over 52% this year, trading near its 52-week lows. Despite the price drop, the company reported solid revenue and operating income growth in its latest quarter, with nearly 50% operating profit margins. Management is confident in future growth and margin expansion, supported by significant share repurchases and a new $8 billion authorization, signaling belief in the company's valuation amidst AI-related market concerns.
May 31, 2026
Should You Buy Marvell Stock Today? | MRVL Stock Analysis
Marvell Technologies reported record revenue and cash flow, driven by exceptional AI-related demand. The company expects continued acceleration in revenue growth and improving profitability, with gross profit margins already strong and rising. The creator analyzes Marvell's financial results and provides a buy rating for the stock.
May 31, 2026
Microsoft Stock Analysis: Buy or Sell? | MSFT Stock Analysis
The creator analyzes Microsoft's stock performance, noting its recent recovery after a poor start to the year. They discuss the Gates Foundation Trust selling its stake, interpreting it as diversification for wealth protection rather than a negative signal about the company's future. The creator aims to update their buy, hold, or sell rating for MSFT.
May 31, 2026
Should Investors Buy Uber Stock on the Dip?
Uber stock is down over 13% year-to-date, but recent developments suggest a potential turnaround. The company is increasing its stake in competitor Delivery Hero, which could reduce competition and add synergies, particularly in the food delivery market, which is more insulated from driverless car technology risks. Additionally, Uber's deal with Rivian to supply electric vehicles for its robo-taxi fleet at a competitive price point could significantly mitigate risks associated with driverless car technology.
May 30, 2026
Nvidia Q1 2027 Earnings: My Final Verdict | NVDA Stock Deep Dive Part 8
Nvidia (NVDA) is well-positioned to maintain market share in data centers despite competition from custom chip designers like Amazon and Alphabet. The company's vertically integrated platform and growing partnerships, such as with Anthropic, are key drivers of its success. Nvidia's new CPU offering is also projected to generate significant revenue.
May 29, 2026
Should You Buy Salesforce Stock After the Huge Investor Update? | CRM Stock Analysis
Salesforce's recent investor update revealed significant stock repurchases and solid revenue growth, but concerns remain about cash flow growth relative to revenue. Despite these concerns and the perceived risk from AI, the creator believes Salesforce stock is undervalued due to its cheap valuations and strong fundamentals, issuing a buy rating.
May 29, 2026
Why Is Snowflake Stock Soaring, and is it too Late to Buy? | SNOW Stock Analysis
Snowflake's stock surged 36% after its quarterly earnings report, driven by strong net revenue retention (126%) and remaining performance obligations (RPO) up 38%. The company's management highlighted AI as a significant tailwind, marking an inflection point that finally convinced investors, unlike other software companies. The creator reiterates a buy rating on SNOW, seeing it as a continued buying opportunity.
May 29, 2026
Is Reddit Stock an Undervalued Stock to Buy? | RDDT Stock Discounted Cash Flow Valuation
This video analyzes Reddit stock (RDDT) using a discounted cash flow valuation. The creator forecasts significant free cash flow growth for Reddit, driven by its unique content monetization model, including advertising and AI data sales. Despite being the smallest social media company, Reddit is identified as the fastest growing. The analysis uses a 13.8% weighted average cost of capital to determine a fair value for the stock.
May 29, 2026
Is Netflix Stock an Undervalued Stock to Buy? | NFLX Stock Discounted Cash Flow Valuation
The creator analyzes Netflix (NFLX) to determine if it's an undervalued stock. They provide a discounted cash flow valuation based on projected free cash flow growth, driven by the shift to streaming and Netflix's increasing success in creating original content. Despite acknowledging future uncertainties, the creator believes Netflix's competitive advantages will lead to above-market growth.
May 29, 2026
91 Billion Reasons to Love Nvidia Stock Right Now | NVDA Stock Deep Dive Part 5
Nvidia's upcoming quarter revenue is projected to be $91 billion, a significant increase from the current quarter. The company forecasts $1 trillion in revenue between 2025-2027, with gross profit margins in the mid-70% range. Nvidia expects to grow faster than hyperscale capital expenditures, potentially doubling or tripling its market cap if hyperscaler CapEx triples or quadruples.
May 28, 2026
Why Is Zscaler Stock Crashing and is it a Generational Buying Opportunity? | ZS Stock Analysis
Zscaler's stock dropped 31% after disappointing quarterly results, primarily due to decelerating net new ARR growth which is not sustainable at current revenue growth rates. Despite this, the company's management remains optimistic about long-term growth, and the stock's valuation is considered reasonable, not cheap, compared to the S&P 500 average. While operational losses slightly improved as a percentage of revenue, free cash flow as a percentage of revenue worsened.
May 28, 2026
Driverless Car Technology Could Be the Next Catlyst for Nvidia Stock Investors | Deep Dive Part 6
Nvidia's driverless car technology, particularly its partnership with Uber, is highlighted as a significant catalyst for future growth. Despite supply chain challenges, the company's ability to meet robust demand, maintain premium pricing, and generate substantial free cash flow, coupled with a large share buyback authorization, positions it favorably for investors.
May 28, 2026
Massive News for Qualcomm Stock Investors | QCOM Stock Analysis
Qualcomm (QCOM) has secured a significant deal to supply chips for AI data centers to ByteDance, the owner of TikTok. This development, coupled with Qualcomm's proven success in expanding beyond its core smartphone market into automotive and personal computers, strengthens the company's prospects in the high-demand AI data center space. Despite a recent 68% stock price surge, the analyst maintains a bullish outlook, believing the stock remains undervalued with a fair value estimate significantly higher than its current trading price.
May 28, 2026
My Amazon Stock Price Prediction for 2026 | AMZN Stock Prediction
The creator provides a stock price prediction for Amazon (AMZN) for the end of 2026, outlining four scenarios based on earnings per share estimates and forward price-to-earnings ratios. The base case scenario suggests a price target between $300 and $330 per share, representing an 18.42% upside from the current price.
May 27, 2026
Western Digital Stock Analysis: My Final Verdict | WDC Stock Deep Dive Part 6
The creator analyzes Western Digital (WDC), highlighting management's confidence in improving gross profit margins above 50% through strong pricing, innovation, and cost efficiencies like ultra SMR. Despite a significant price increase, the stock appears fairly valued at $417 per share based on DCF analysis, with revenue soaring and profits expanding.
May 27, 2026
Vera Rubin Could Be Huge for Nvidia Stock Investors | NVDA Stock Deep Dive Part 5
Nvidia's new Vera Rubin technology, combining CPU and GPU, is expected to significantly boost performance and open a new $200 billion market for the company. This advancement positions Nvidia to potentially dominate the CPU market, challenging competitors like Intel and AMD. Despite potential headwinds with China sales, the long-term outlook for Nvidia remains strong due to its technological innovation.
May 27, 2026
My Forever Portfolio: 5 Spectacular Stocks You Can Buy and Hold Forever
The creator highlights five stocks suitable for long-term investment, focusing on competitive advantages and industry. The first two stocks discussed are Amazon, with its strong e-commerce and AI capabilities, and McDonald's, benefiting from innovations in food delivery and AI despite near-term headwinds from weight loss treatments.
May 27, 2026
Is Oracle Stock an Undervalued Stock to Buy? | ORCL Stock Discounted Cash Flow Valuation
The creator performs a discounted cash flow valuation for Oracle (ORCL), estimating its fair value at $195 per share, slightly above the current market price of $192. Despite significant current investments leading to negative free cash flow, the model projects substantial free cash flow growth starting in 2029, driven by AI infrastructure and data center expansion. Key risks include Oracle's heavy debt load and investor skepticism regarding its relationship with OpenAI.
May 26, 2026
Interesting News for Western Digital Stock Investors | WDC Stock Deep Dive Part 5
Western Digital (WDC) is showing significant improvements in its profit margins, driven by customers buying higher capacity drives and effective pricing strategies. The company's gross profit margin reached 50.5% and operating profit margin jumped to 38.6%. While future growth forecasts are strong, there are some concerns about the sustainability of margin improvements, with analysts noting a potential plateau.
May 26, 2026
KLAC Stock Analysis: My Final Verdict | KLA Corporation Deep Dive Part 6
The creator analyzes KLA Corporation (KLAC), noting strong demand and management optimism for future revenue, particularly in leading-edge products. Despite a fair value estimate of $923 per share based on a DCF model, the current market price of $1,750 suggests the stock is overvalued.
May 26, 2026
Nvidia Stock Investors Cheer as its Market Share Increases | NVDA Stock Deep Dive Part 4
Nvidia's market share in frontier AI computing is increasing, despite competitors like AMD, Intel, Amazon, and Alphabet investing in their own proprietary chips. The creator argues that Nvidia's technology offers a lower total cost of ownership over the long term, making it more economical than lower-priced alternatives.
May 26, 2026
Is ServiceNow Stock an Undervalued Stock to Buy? | NOW Stock Discounted Cash Flow Valuation
The creator analyzes ServiceNow (NOW) using a discounted cash flow model to determine its fair value, considering the potential impact of AI on market share. Despite a recent sell-off, the analysis aims to assess if the stock is undervalued and presents a buying opportunity.
May 25, 2026
Western Digital Stock Investors Need to See This | WDC Stock Deep Dive Part 4
Western Digital (WDC) is experiencing strong customer response to its new AI-focused products, with 90% of revenue coming from cloud hyperscalers. The company's long-term visibility is improving with extended agreements, and demand across all customer segments remains robust. WDC reported a strong Q3 with revenue up 45% year-over-year, driven by improved pricing and exceeding management forecasts.
May 25, 2026
KLAC Stock Investors Need to See This | KLA Corporation Deep Dive Part 5
KLA Corporation's business model is designed to deliver strong incremental operating margins, between 40-50%, on revenue growth. This is driven by high capacity utilization, which is crucial for profitability. The company's focus on accuracy in matching demand with capacity, coupled with increasing investment in custom silicon by hyperscalers, is fueling demand and enabling them to operate near full capacity.
May 25, 2026
Huge News for Nvidia Stock Investors | NVDA Stock Deep Dive Part 3
The creator discusses Nvidia's (NVDA) growth drivers, focusing on demand from search, advertising, recommendation systems, and content understanding. They highlight how hyperscale workloads are shifting to GPUs and mention Meta Platforms' (META) success using AI for content and user engagement. The creator also touches on Nvidia's role in AI model development with companies like Anthropic and OpenAI, and the increasing hyperscale capital expenditures.
May 25, 2026
Is AMD Stock an Undervalued Stock to Buy? | AMD STock Discounted Cash Flow Valuation
The creator performs a discounted cash flow valuation for AMD stock, forecasting significant free cash flow growth driven by demand for its CPUs and GPUs in data centers. Despite a high cost of equity, the projected growth leads to an intrinsic value estimate, suggesting the stock may be undervalued.
May 25, 2026
Is Eli Lilly Stock an Undervalued Stock to Buy? | LLY Stock Discounted Cash Flow Valuation
Parkev Tatevosian, CFA, analyzes Eli Lilly stock (LLY) using a discounted cash flow model to determine if it's undervalued. He forecasts significant free cash flow growth driven by weight loss treatments and estimates a fair value based on these projections and a calculated discount rate.
May 24, 2026
Huge News for Western Digital Stock Investors! | WDC Stock Deep Dive Part 3
The creator discusses Western Digital (WDC) and its potential growth drivers beyond the current data center boom. The focus is on how physical AI, particularly driverless car technology and robotics, will significantly increase demand for storage solutions. This trend is expected to fuel long-term data storage growth exceeding 25% annually.
May 24, 2026
Lumentum Stock My Final Verdict | LITE Stock Deep Dive Part 5
Lumentum's management is seeing demand outpace supply, with a significant increase in supply expected to meet growing customer needs. Despite a recent market sell-off impacting the stock price, the creator views this as an attractive opportunity for investors, calculating a fair value significantly higher than the current market price.
May 24, 2026
Huge News for KLAC Stock Investors | KLA Corporation Deep Dive Part 3
The creator discusses KLA Corporation (KLAC), highlighting its expected market share gains and strong profitability. The company's management anticipates outperforming the wafer equipment market due to the increasing relevance of process control. KLA reported impressive gross and operating profit margins, exceeding guidance, which is seen as a positive sign given rising component costs.
May 24, 2026
Great News for KLAC Stock Investors | KLA Stock Deep Dive Part 4
KLA Corporation (KLAC) is showing strong revenue growth and high operating margins, with management projecting accelerating growth through 2027, exceeding Wall Street estimates for 2026. Despite supply chain concerns potentially impacting analysts' forecasts, KLA's management is confident in meeting demand and maintaining strong gross profit margins.
May 24, 2026
Why Is Everyone Talking About Nvidia Stock? | NVDA Stock Deep Dive Part 2
Nvidia's management highlights the speed and cost-efficiency of their Grace Blackwell system. Despite some hyperscalers designing proprietary chips, many companies, including sovereign entities, prefer Nvidia's full-stack solutions. Demand for AI infrastructure is accelerating, with Nvidia demonstrating three consecutive quarters of accelerating revenue growth, defying bubble concerns. Furthermore, pricing for older generation GPUs (H100 and A100) has increased, indicating strong demand and better ROI for customers.
May 24, 2026
Is Celsius Stock an Undervalued Stock to Buy? | CELH Stock Discounted Cash Flow Valuation
The creator analyzes Celsius stock (CELH) using a discounted cash flow (DCF) valuation model. Despite a significant stock price drop, the creator's DCF suggests the stock may be undervalued, with specific projections for free cash flow growth and assumptions for cost of capital components like beta, risk-free rate, and market risk premium.
May 24, 2026
Is Adobe Stock an Undervalued Stock to Buy? | ADBE Stock Discounted Cash Flow Valuation
The creator performs a discounted cash flow valuation for Adobe stock (ADBE), estimating its intrinsic value at $360 per share compared to the current market price of $244. This analysis suggests Adobe stock is undervalued and presents a potential buying opportunity, though risks like AI and market share shifts are acknowledged.
May 24, 2026
Is SoFi Stock an Undervalued Stock to Buy? | SOFI Stock Discounted Cash Flow Valuation
The creator analyzes SoFi stock (SOFI) using a discounted cash flow model to determine its fair value. The analysis incorporates projected free cash flows, the time value of money, and a weighted average cost of capital, considering SoFi's high beta and volatility. The goal is to compare the calculated fair value to the current market price to assess if SOFI is an undervalued buy.
May 23, 2026
Why Is Everyone Talking About Western Digital Stock? | WDC Stock Deep Dive Part 2
The creator discusses how agentic AI is expected to drive a significant increase in demand for storage, particularly in cloud and enterprise environments. This trend could benefit companies like Western Digital (WDC) by requiring more capacity-oriented storage solutions as AI workflows generate and process vast amounts of data. However, the creator also raises concerns about corporations potentially overlooking the long-term value of hiring and developing human talent by opting for AI agents for task completion.
May 23, 2026
Huge News for Lumentum Stock Investors | LITE Stock Deep Dive Part 4
The creator discusses Lumentum's (LITE) improving profit margins driven by increased manufacturing utilization, higher pricing due to strong demand, and a favorable product mix. The company's balance sheet has also strengthened due to an investment from Nvidia, enabling capacity expansion to meet surging demand for AI data center products.
May 23, 2026
Why Is Everyone Talking About KLAC Stock? | KLA Corporation Deep Dive Part 2
KLA Corporation (KLAC) is experiencing increased demand for its process control solutions due to faster product cycles, higher value wafers, rising design complexity, and advanced packaging needs in the AI data center ecosystem. The company is outperforming the semiconductor industry's growth rate, indicating market share gains. Management has revised revenue forecasts upwards, projecting a 13-15% compounded annual growth rate through 2030, exceeding the industry's baseline growth of 11%.
May 23, 2026
IBM Stock Analysis: Buy or Sell?
IBM stock has declined 25% year-to-date, largely due to fears surrounding AI's impact on its business. Despite this, IBM has shown accelerating revenue growth and improving operating margins, reaching highs not seen in over a decade. The stock is trading at attractive valuations, near its lowest point since early 2024, and analysts expect continued mid-single-digit revenue growth, which could lead to excellent shareholder returns.
May 23, 2026
What's Going on With Nvidia Stock? | NVDA Stock Deep Dive Part 1
Nvidia reported strong quarterly results, exceeding revenue expectations by $3 billion and achieving an 85% year-over-year increase. The company's new Grace Blackwell system saw the fastest product ramp in its history, and a transition to annual product launches is increasing innovation pace. Nvidia also generated significant gains from strategic equity investments, which were not previously priced into its valuation.
May 23, 2026
Inflation is Getting Out of Control and Here's What it Means for Stock Market Investors
The creator discusses the rising cost of living in the US, citing April 2026 CPI figures showing a 0.6% increase, significantly outpacing wage growth. This disconnect means consumers are acquiring fewer goods and services for the same amount of money, leading to a worsening lifestyle. The creator explains that this inflation, driven by factors like the war in Iran, oil prices, tariffs, and pandemic stimulus, reduces consumer spending power, which in turn leads to fewer winners in the stock market as demand decreases.
May 23, 2026
The SpaceX IPO Could Be a Huge Event for Tesla Stock Investors
The creator discusses a Bloomberg article suggesting the SpaceX IPO could negatively impact Tesla stock. The article posits that investors enthusiastic about Elon Musk's vision, who previously only had Tesla stock as an entry point, may now divert funds to SpaceX, potentially leading to selling pressure on Tesla shares. The creator largely agrees with this sentiment, noting that Tesla's stock price is heavily influenced by these enthusiastic investors rather than value-conscious ones.
May 23, 2026
Is Alphabet Stock an Undervalued Stock to Buy? | GOOG Stock Discounted Cash Flow Valuation
The creator uses a discounted cash flow (DCF) model to value Alphabet (GOOG) stock. The model forecasts free cash flow, terminal value, and uses a weighted average cost of capital (WACC) to determine a fair value. The creator anticipates a significant drop in free cash flow in 2026 due to high capital expenditures, followed by a recovery and strong growth from 2028 onwards, driven partly by AI.
May 22, 2026
What's Going with Western Digital Stock? | WDC Stock Deep Dive Part 1
Western Digital (WDC) is experiencing a significant stock price surge driven by the AI boom and increased demand for its data storage products. The company is benefiting from higher average selling prices, improved capacity utilization, and strong demand from hyperscalers. Increased visibility into long-term demand, particularly for AI-related data storage needs like hard disk drives, is a key factor supporting the company's positive outlook.