Creator Post Archive
Parkev Tatevosian, CFA
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May 11, 2026
Massive News for Palantir Stock Investors | PLTR STock Deep Dive Part 5
Palantir's recent quarterly update and massive deal signings have led to an upward revision of its fair value to $129 per share. The company's revenue growth rate of 85% is supported by a 98% year-over-year increase in total remaining deal value and a 134% increase in remaining performance obligations, indicating sustained future growth. The stock's recent price drop places it within the margin of safety for its revised intrinsic value.
May 11, 2026
Why Is Everyone Talking About Upstart Stock? | UPST Stock Deep Dive Part 3
Upstart's latest quarterly update showed strong revenue growth of 44% but a marginal decline in profit, surprising investors. Despite this, management maintains full-year guidance. The company is improving its AI models for better default recovery predictions and increasing AI-assisted customer service, which could lower costs and improve satisfaction.
May 10, 2026
What's Going on With AMD Stock? | AMD Stock Deep Dive Part 3
AMD's management is highly confident in the company's long-term prospects, driven by soaring demand for data center CPUs, particularly for AI inferencing and agentic AI. The company has significantly increased its CPU Total Addressable Market (TAM) growth forecast from 18% to over 35% annually, reflecting a structural increase in demand. This positive outlook, coupled with expected market share gains, is a key driver for AMD stock.
May 10, 2026
What's Going on With Uber Stock? | UBER Stock Deep Dive Part 3
The creator discusses Uber's new "Uber Reserve" product, which allows customers to book rides in advance. This service is growing faster than the main business, has higher margins, and strong customer satisfaction. It benefits both customers by ensuring ride availability and drivers by providing predictable demand, similar to Amazon's "Subscribe and Save" feature. The creator believes this product has significant expansion potential, especially for commuters.
May 10, 2026
Is Pinterest Stock a Generational Buying Opportunity? | PINS Stock Deep Dive Part 4
The creator discusses Pinterest's recent acquisition of TV Scientific, expressing some concern about its integration with core services but acknowledging the company's need to utilize its cash. The creator highlights Pinterest's efforts to expand its advertiser base beyond large enterprises and its early stage in monetizing engagement. Despite these concerns, the creator reiterates a strong buy recommendation for PINS stock due to its undervalued valuation, citing strong revenue growth, cash flow generation, and future growth forecasts.
May 10, 2026
Forget Tesla, Investors Should Buy Alphabet Stock Instead | GOOG Stock Deep Dive Part 5
The creator discusses Alphabet (GOOG) stock, highlighting its Waymo driverless car technology and its progress in expanding operations and reducing costs compared to Tesla. The creator also notes the strong performance of Alphabet's search and YouTube advertising segments, driven by AI, which is de-risking the company as these segments become a smaller portion of overall revenue.
May 10, 2026
Microsoft Stock Analysis: My Final Verdict | MSFT Stock Deep Dive Part 7
Microsoft's management forecasts revenue growth of about 14% in the upcoming quarter, driven by AI, despite headwinds in the consumer business. The company expects operating profit margins to increase and capital expenditures to rise significantly, particularly for AI infrastructure, with demand expected to outstrip supply through 2026. Microsoft anticipates continued double-digit revenue and operating income growth in fiscal year 2027.
May 10, 2026
Palantir Stock Investors Might Be Shocked to See These Figures | PLTR Stock Deep Dive Part 4
Palantir (PLTR) stock is upgraded to a buy due to strong performance indicators and a declining share price. Despite having only 1,070 customers, the company excels by charging high prices, with top customers paying over $100 million annually. Revenue from these top customers increased 55% year-over-year, and net dollar retention reached 150%, indicating significant value and expansion within the existing customer base.
May 10, 2026
Is Amazon an Undervalued Stock to Buy? | AMZN Stock Analysis Part 7
This analysis of Amazon (AMZN) stock delves into its recent quarterly results, focusing on business segments like convenience, health AI, advertising, autonomous vehicles (Zoox), and robotics. The creator highlights Amazon's expansion of delivery services, the strategic timing of its Health AI product, and the success of its advertising business due to its proximity to purchase decisions. Investments in Zoox and automation are also discussed as drivers of efficiency and potential cost reduction. The analysis concludes by assessing how these factors impact the fair value and rating of AMZN stock.
May 10, 2026
What's Going on With Upstart Stock? | UPST STock Deep Dive Part 2
The creator discusses Upstart's (UPST) business model, focusing on its personal loan segment and expansion into automotive and home loans. While the core personal loan business is profitable, the reliance on third-party capital and the risk associated with collateral-free loans are highlighted as key concerns. The company's strategy to reinvest profits into product development and brand building is also mentioned.
May 9, 2026
Why Is AMD Stock Soaring? | AMD Stock Deep Dive Part 2
AMD's stock is soaring due to increasing demand for AI, market share gains in the data center, and strong product performance. The company's new CPUs are well-positioned for AI infrastructure and agentic workflows, leading to an updated fair value calculation of $279.
May 9, 2026
Is Uber an Undervalued Stock to Buy? | UBER Stock Deep Dive Part 2
Uber's stock is discussed as potentially undervalued, with the creator highlighting strong earnings per share growth, significant free cash flow generation, and a record $3 billion in share buybacks as key indicators of management's confidence. The growth in Uber One members and advancements in autonomous driving technology are also noted as positive developments. The creator contrasts Uber's communication on driverless cars with Tesla's, suggesting a more cautious approach is needed for Tesla's claims.
May 9, 2026
Massive News for Pinterest Stock Investors | PINS Stock Deep Dive Part 3
Pinterest is improving its ad platform by incorporating AI to enhance return on ad spend, introducing new features like Performance Plus and native A/B testing. The company is also deepening integrations with third-party measurement partners to provide advertisers with better attribution and clarity on the value generated.
May 9, 2026
Huge News for Alphabet Stock Investors | GOOG Stock Deep Dive Part 4
Alphabet's Google Cloud segment is a significant outperformer, driven by its integrated AI stack and first-party solutions like Gemini. The company's ability to offer a comprehensive suite of services differentiates it from competitors like Amazon and Microsoft, reducing complexity for enterprise clients. This strategy is leading to strong revenue growth, increased paid users for Gemini, and expansion into the hardware market with its TPUs.
May 9, 2026
Great News for Microsoft Stock Investors | MSFT Stock Deep Dive Part 6
Microsoft's (MSFT) management reports that customer demand for their services, particularly in AI-driven areas like customer service and coding, continues to outpace their significantly expanded data center capacity. This strong demand is a key driver for the company, even as higher memory prices negatively impact the broader consumer electronics industry.
May 9, 2026
The Best Stock to Buy Now in May
The creator identifies Meta Platforms (META) as the best stock to buy in May, citing its strong revenue growth and high operating profit margins. He emphasizes that Meta's ability to achieve 33% revenue growth on a massive base while maintaining a 41% operating profit margin demonstrates a sustainable business model and a strong customer value proposition.
May 9, 2026
Why Is Everyone Talking About Palantir Stock? | PLTR Stock Deep Dive Part 3
Despite a negative stock reaction to its latest earnings report, Palantir (PLTR) delivered a fantastic quarter with accelerating revenue growth driven by product improvements and strong demand, particularly in its US commercial business. The company raised its full-year 2026 revenue guidance significantly, reflecting the robustness of its signed contracts.
May 9, 2026
What's Going on With Amazon Stock? | AMZN Stock Analysis Part 6
The creator discusses Amazon's non-AI segments, highlighting impressive unit growth of 15% despite headwinds like tariffs and war impacts. The analysis also touches on Amazon's significant grocery sales and its potential to drive high-margin sales through increased transaction frequency and network densification. A comparison is made with Walmart, suggesting Walmart often has lower prices and better product quality due to its controlled supply chain.
May 9, 2026
Why Is Upstart Stock Crashing, and is it a Buying Opportunity? | UPST Stock Deep Dive Part 1
Upstart's stock has fallen over 35% in 2026 following its quarterly earnings report. The creator, who previously rated the stock a buy, is examining whether the current price drop presents a buying opportunity. The company utilizes AI for lending decisions, aiming to be more cost-effective than traditional methods. While the management is optimistic about AI's role in credit, the creator believes it's too early to definitively assess its long-term impact on consumers and lenders, especially without experiencing a full economic recession.
May 8, 2026
Is it Too Late to Buy AMD Stock? | AMD Deep Dive Part 1
AMD's stock is soaring due to strong quarterly results and, more importantly, an improved long-term forecast from management, particularly in the data center segment driven by AI adoption. The company's data center revenue grew 57% year-over-year, becoming the primary growth driver. While gaming and PC markets are expected to decline, the data center's increasing importance offsets these concerns, leading to a revised higher intrinsic value calculation for AMD.
May 8, 2026
Why Is Uber Stock Soaring? | UBER Stock Deep Dive Part 1
Uber reported strong quarterly results with 21% gross bookings growth year-over-year, driven by both mobility and delivery segments. Despite concerns about driverless car technology, the author believes Uber is undervalued due to market fears, presenting a buying opportunity with attractive valuations.
May 8, 2026
Why Is Everyone Talking About Pinterest Stock? | PINS Stock Deep Dive Part 2
Pinterest stock has seen a recent pop despite being down year-to-date, largely due to its potential for better monetization. The company is focusing on enhancing its visual search, discovery, and shopping experience, with AI at the core of its strategy to better understand users and improve ad targeting. Recent improvements in user experience and advertiser performance, including a lower cost per acquisition, suggest a positive outlook for the platform's ability to attract more ad spending.
May 8, 2026
Why Is Everyone Talking About Alphabet Stock Right Now? | GOOG Stock Deep Dive Part 3
Alphabet (GOOG) has navigated the risks to its search engine business surprisingly well, with AI enhancing usage and increasing overall query volume. Despite a slight market share loss, the company benefits from a larger pie and reduced regulatory scrutiny. Furthermore, Alphabet has significantly lowered the cost of AI-powered search responses through hardware and engineering improvements, with further cost reductions expected.
May 8, 2026
Is Microsoft Overspending on Artificial Intelligence? | MSFT Stock Deep Dive Part 5
Microsoft's capital expenditures on data centers, particularly for AI, are being funded by strong cash flow from operations. While free cash flow figures are not explicitly compared year-over-year, the company's bookings and remaining performance obligations show significant growth, largely driven by AI-related contracts, despite some investor skepticism about the long-term viability of these deals.
May 8, 2026
What's Going on With Palantir Stock? | PLTR Stock Deep Dive Part 2
Despite reporting strong quarterly financial results, Palantir's stock price has fallen. The company is leveraging the reduction in AI costs to offer its AIP service, which aims to provide customers with insights into AI agent actions, including authorization, cost, and trustworthiness. While the creator expresses skepticism about current AI reliability for complex tasks, they acknowledge Palantir's success in delivering tangible outcomes and competitive advantages to enterprises through its AI platform.
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