Creator Post Archive
Parkev Tatevosian, CFA
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Aug 6, 2026
AMD Stock Analysis: Buy the Dip?
AMD reported strong revenue and income growth, but the stock price fell due to its already expensive valuation. The creator argues that the market had already priced in these positive results, and a comparison to Nvidia highlights AMD's stretched valuation, despite AMD's growth potential.
Aug 6, 2026
Huge News for Amazon Stock Investors | AMZN Stock Deep Dive Part 4
Amazon's cost to serve customers has been managed effectively despite inflation and higher fuel prices, with the company implementing surcharges and seeking productivity enhancements. While the stock saw a significant jump after reporting strong results, the forecast for Q3 revenue growth was impacted by the timing shift of Prime Day. However, Amazon's operating profit margin has reached a record high, more than quadrupling over the past decade, which is a strong improvement for a capital-intensive business.
Aug 6, 2026
Alex Karp Delivers Fantastic News for Palantir Stock Investors! | PLTR Stock Analysis
Palantir CEO Alex Karp's commentary on AI and the company's business model highlights their unique approach to enterprise data and insights. The company's strong financial performance, particularly in its US enterprise segment, is a key driver for investor enthusiasm. Palantir's focus on delivering tangible value rather than just engagement metrics differentiates it from other AI models.
Aug 5, 2026
Snap Stock Analysis: Buy or Sell?
Snap reported a surprise acceleration in revenue, growing by 19% and expanding margins, while also generating positive free cash flow. The company also saw stabilization in North American daily active users, a key metric that had been in decline. Despite these positive developments, the stock remains down significantly year-to-date, and the creator expresses caution about celebrating too soon.
Aug 5, 2026
Serve Robotics is Crashing: Buy the Dip? | SERV Stock Analysis
Serve Robotics stock is down 46% year-to-date, prompting questions about whether it's a buying opportunity. The company operates a fleet of food delivery robots, primarily in the Los Angeles area, with a strategic partnership with Uber. Despite rapid expansion and impressive robot interaction with the environment, the company is still in early stages, generating massive losses and is highly speculative. The creator notes that the current forward price-to-sales ratio of 5.5 offers a cheaper valuation than previously seen, suggesting potential for significant upside if the technology proliferates and achieves cost advantages for restaurants.
Aug 5, 2026
Should Investors Buy Micron Stock Instead of Taiwan Semiconductor Stock? | MU Stock vs. TSM Stock
The creator compares Taiwan Semiconductor Manufacturing Company (TSM) and Micron Technologies (MU) to determine which is a better investment. While both companies show strong revenue growth, TSM has a more established and broader business model, whereas Micron's growth is more recent and aggressive. TSM exhibits more sustainable profit margins and returns on invested capital over the long term. Both stocks are trading at depressed valuations, with TSM facing geopolitical risks and Micron concerns about cyclicality, though Micron's forward P/E is significantly lower.
Aug 5, 2026
Amazon CEO Andy Jassy is Starting to Sound Like Elon Musk | AMZN Stock Deep Dive Part 3
Amazon's CEO Andy Jassy is making ambitious, trillion-dollar revenue projections for AWS, drawing comparisons to Elon Musk's forward-looking statements. The creator views Jassy's projections as more realistic and likely to materialize sooner. The video highlights strong performance in Amazon's e-commerce and advertising segments, attributing growth to faster delivery promises and the unique proximity of Amazon's advertising platform to consumer purchases. Additionally, a significant refund for tariff-related costs and double-digit growth in Amazon Prime memberships are noted as positive factors.
Aug 5, 2026
My 12 Top-Ranked Stocks to Buy Now in August (2026)
In August 2026, amidst a volatile market with a 9.5% S&P 500 return and significant drawdowns, the creator highlights 12 top-ranked stocks to buy. Despite geopolitical events and a new Fed chairman, the market has shown resilience. The creator discusses Amazon and Meta, detailing their fair values, bullish and bearish factors, and overall investment thesis.
Aug 4, 2026
SpaceX Stock Historic Investor Update: Buy or Sell After Earnings? (Live Coverage) SPCX Stock
SpaceX held its first-ever investor update, reporting significant revenue growth driven by its AI and cloud services segments. While the company is currently losing money on the bottom line, the CFO highlighted strong operating leverage and margin expansion due to new AI compute agreements. The creator notes that renting out computing capacity stabilizes the business in the short term but may impact long-term AI model competitiveness.
Aug 4, 2026
Should You Buy Palantir Stock After Its Spectacular Investor Update? | PLTR Stock Analysis
Palantir reported exceptional Q2 results with 93% YoY revenue growth and $1.2 billion in operating cash flow, leading to a stock surge. The creator, who bought shares below $11, highlights the company's AI sovereignty narrative and strong US commercial revenue growth as key drivers. The company's increasing contract values, high operating margins, and substantial cash reserves further bolster the bullish outlook, prompting raised full-year guidance.
Aug 4, 2026
Why Is Everyone Talking About Amazon Stock? | AMZN Stock Deep Dive Part 2
The creator discusses Amazon's (AMZN) AI business, highlighting its proprietary chips (Trainium and Graviton) and the increasing demand for them. The company is investing heavily in AI and AWS, with capital expenditures increasing due to higher memory prices. The creator also breaks down Amazon's data center construction costs and component purchasing strategy, emphasizing their ability to scale spending based on demand.
Aug 3, 2026
Should You Buy the Dip in Apple Stock? | AAPL STock Analysis
Apple reported strong quarterly results with revenue up significantly year-over-year, driven by iPhone sales and successful price increases. Despite this performance, the stock price declined due to concerns about its existing valuation, which the creator believes had gotten ahead of itself. The company is also increasing R&D spending, which the creator views positively as an indicator of future growth opportunities, and continues to execute share buybacks, contrasting with other large-cap tech companies.
Aug 3, 2026
What's Going on With Amazon Stock? | AMZN STock Deep Dive Part 1
Amazon's recent quarterly results showed impressive revenue growth of 20% and a 43% jump in operating income, driven significantly by its AWS segment which grew 36.7% year-over-year. The company's AI and chip businesses are experiencing triple-digit growth, contributing to a soaring stock price. The creator highlights Amazon's proprietary chips and their competitive advantage in the AI market.
Aug 3, 2026
Meta Stock Analysis: My Final Verdict (Buy or Sell) | Meta Stock Deep Dive Part 3
Meta Platforms reported strong revenue growth of 28% year-over-year, driven by an increase in advertising impressions and higher ad prices. However, expenses grew significantly faster at 55%, leading to a stock price drop. The company expects expenses to decrease in upcoming quarters due to headcount reductions and one-time costs, aiming for expense growth to align with revenue growth by Q4 2026. The Reality Labs segment showed disappointing growth.
Aug 2, 2026
Why Is Roblox Stock Crashing and is it a Buying Opportunity? | RBLX STock Analysis
Roblox's stock price dropped significantly after missing revenue estimates and withdrawing future guidance. The creator argues that the company's revenue recognition policy is overly conservative, leading to a misleading net loss. They suggest focusing on bookings and cash flow, which show positive year-over-year growth, indicating a potential buying opportunity despite the stock's recent performance.
Aug 2, 2026
Reddit Stock Analysis: Buy the Dip? | RDDT Stock
Reddit's stock has fallen due to lower-than-expected AI revenue, but the company still shows strong overall revenue growth (61%) and cash flow. Despite slower user growth in the US, management's stock buybacks suggest they believe the stock is undervalued at current prices.
Aug 2, 2026
Why Is Everyone Talking About Meta Stock? | META Stock Deep Dive Part 2
The creator discusses Meta's (META) stock performance following its quarterly earnings report, highlighting the impact of AI investments on revenue per employee and operational efficiency. While optimistic about AI's potential to speed up product development and improve productivity, the creator expresses skepticism about Meta's ability to credibly implement strong privacy and security measures for its new AI agents, contrasting it with Apple's approach. The potential of AI agents for businesses is also noted as a valuable tool for communication and sales.
Aug 1, 2026
Ford Stock Analysis: Buy or Sell?
Ford's stock is analyzed for its investment potential, focusing on its strategic shift towards battery storage solutions for the data center market. Despite a decline in core sales, the company has raised its full-year guidance and shows potential for growth in its energy segment. The stock is considered slightly undervalued, leading to an upgrade to a buy rating, albeit with low conviction.
Aug 1, 2026
Qualcomm Stock: Buy or Sell? | QCOM Stock Analysis
Qualcomm's recent financial results showed a year-over-year decline in revenue and earnings, leading to a stock price drop. While the short-term outlook is challenging due to a slowdown in the smartphone market, the company is strategically expanding into data centers and automotive sectors, with strong long-term growth projections. However, concerns exist regarding increasing inventory and declining cash flow from operations.
Aug 1, 2026
What's Going on With Meta Stock? | META Stock Deep Dive Part 1
Meta Platforms reported disappointing quarterly results, causing its stock to drop 9%. Despite this, the creator ranks Meta as the number one stock to buy this year, highlighting significant improvements in its core business, user growth across its apps (Instagram, Threads, Facebook), and faster ad revenue growth than competitors like Alphabet and Amazon. The creator believes Meta's AI investments are strategically aligned with its core competencies and offer future enterprise opportunities.
Aug 1, 2026
Amazon Stock Analysis: Buy or Sell? | AMZN Stock Earnings Analysis
Amazon reported strong Q2 2026 earnings, with net sales up 20% year-over-year to $200 billion, exceeding forecasts. AWS growth accelerated to 37%, and operating income significantly increased. The company also saw a $53 billion gain from its investment in Anthropic. Despite negative free cash flow, the results were largely positive, leading to a 7% stock price increase in after-hours trading.
Jul 31, 2026
Is UPS Stock an Excellent Dividend Stock to Buy?
UPS reported quarterly results that led to a stock price drop, prompting a review of the company's valuation and outlook. Despite raising full-year guidance and showing strong cash flow, the company faces macroeconomic headwinds. The stock appears fairly valued with a forward P/E near multi-year lows and a DCF valuation of $102, but the creator reiterates a hold rating, suggesting a better buying opportunity may arise with further price declines.
Jul 31, 2026
Coca-Cola Stock: Buy, Hold, or Sell? | KO Stock Analysis
Coca-Cola reported strong financial results with a 7% increase in net revenues and a 35% operating profit margin. Despite trading at near all-time highs and a forward P/E of 25 (the highest since 2024), the stock is considered slightly undervalued based on a discounted cash flow model, with an intrinsic value of $99 per share compared to the current market price of $8. The creator has recommended Coca-Cola as a buy for several years and reiterates this stance.
Jul 31, 2026
Deere Stock: Buy, Hold, or Sell? | DE Stock Analysis
The creator, who has previously recommended Deere & Company (DE) as a buy for dividend investors, revisits the stock to assess its current attractiveness. Despite strong past performance, the creator notes concerns with declining returns on invested capital and a low dividend yield compared to bonds. While a DCF model suggests fair valuation, a forward P/E ratio indicates slight overvaluation. Consequently, the creator downgrades the stock from a buy to a hold, suggesting investors wait for a pullback before adding to their positions.
Jul 31, 2026
Microsoft Stock is Soaring: Is it Too Late to Buy? | MSFT Stock Analysis
Microsoft's stock is performing well following its quarterly earnings report, driven by strong revenue and operating income growth, particularly in its cloud segment. While investments in AI are increasing costs, the company's robust free cash flow position stands out among hyperscalers, reassuring investors concerned about aggressive spending in the AI sector.
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