Creator Post Archive
Parkev Tatevosian, CFA
Browse the full post archive, then jump into the source post to inspect linked mentions and linked signals.
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.
May 8, 2026
The Cash Flow Situation at Amazon is Wild | AMZN Stock Analysis Part 5
Amazon's free cash flow is currently negative due to significant investments in data centers for AI capabilities, with a projected negative $45 billion for 2026. However, the company has a substantial revenue backlog in its AWS segment, and the analyst forecasts a strong turnaround with positive free cash flow of $76 billion expected for 2027, leading to an intrinsic value estimate of $300 per share.
May 8, 2026
Is Meta an Undervalued Stock to Buy? | META Stock Analysis Part 6
Meta Platforms is investing heavily in AI, with plans to spend $135 billion this year. These investments are driving innovations in Instagram Reels and Facebook, leading to increased user engagement and improved ad performance. The company's AI capabilities and scale provide a significant advantage over competitors, and they are also focusing on efficiency by reducing headcount while expecting revenue growth.
May 7, 2026
What's Going on With Pinterest Stock? | PINS Stock Deep Dive Part 1
Pinterest reported strong Q1 results with revenue up 18% year-over-year and 631 million monthly active users. The company's focus on personalized, AI-powered shopping and visual content differentiates it from other social media platforms, driving commercial intent from users. The creator, who owns PINS stock, rates it as one of the best stocks to buy.
May 7, 2026
What's Going on With Alphabet Stock? | GOOG Stock Deep Dive Part 2
Alphabet (GOOG) is demonstrating significant progress in its AI business, with a 60% quarter-over-quarter increase in processed AI tokens, indicating strong customer adoption. The company's proven ability to monetize free products, coupled with its advancements in proprietary AI chips and continued commitment to Nvidia GPUs, suggests a positive outlook for the stock.
May 7, 2026
Is Microsoft Stock an Undervalued Stock to Buy? | MSFT Stock Deep Dive Part 4
The creator provides a deep dive into Microsoft's business segments and consumer products, highlighting strong performance metrics such as over 1.6 billion active Windows devices and 1 billion monthly active users for Bing. The analysis includes a fair value calculation and a buy rating for MSFT stock, noting the company's accelerating innovation driven by AI and exceeding revenue expectations.
May 7, 2026
Should You Buy Palantir Stock on the Dip? | PLTR Stock Deep Dive Part 1
Palantir's stock price has fallen despite improving business performance, with the company reporting record revenue growth. The creator notes that while AI announcements are common, Palantir's AIP platform is best-in-class for enterprise-scale AI implementation, though it is the most expensive option. The recent share price drop has made the valuation more reasonable.
May 7, 2026
Is Amazon Overspending on AI? | AMZN STock Analysis Part 4
Amazon is significantly increasing its capital expenditures, with a large portion dedicated to AI and data center investments, including proprietary chips. While investors are concerned about the return on these investments, management believes they will lead to cost savings and improved profitability, with early evidence already visible in Amazon's record operating profit margins.
May 7, 2026
Should You Buy Meta Stock on the Dip? | META Stock Analysis Part 5
The creator analyzes Meta's (META) financial performance, focusing on profits and cash flow in light of significant AI investments. Despite increased expenses, operating profit margins remained flat, and the company's use of debt to fund AI initiatives is viewed positively as it lowers the cost of capital and potentially increases stock valuation. The analysis uses a discounted cash flow model to forecast future free cash flows.
May 6, 2026
Is Lululemon Stock an Undervalued Stock to Buy? | LULU Stock Earnings Review Part 6
The creator discusses Lululemon's (LULU) growth plans, including store expansion and international strategy, particularly in China. Despite near-term headwinds from tariffs impacting profit margins, the creator, a shareholder, believes the stock is undervalued and expects margins to recover starting in 2027.
May 6, 2026
Why Is Alphabet Stock Soaring? | GOOG Stock Deep Dive Part 1
Alphabet's stock price surged following strong quarterly financial results, outperforming other major tech stocks. The company's search business grew 19% driven by AI features, and its cloud segment saw accelerated revenue growth of 63%, exceeding $20 billion for the first time. Alphabet's robust backlog and advancements in its chip business are key drivers of investor excitement.
May 6, 2026
How AI is Changing Microsoft's Business Model | MSFT Stock Deep Dive Part 3
Microsoft's business model is shifting due to AI, moving towards a hybrid seat-plus-consumption model. While AI increases employee productivity, potentially reducing the need for seats, the increased usage by power users is expected to drive higher overall revenue. This shift is also being adopted by other software companies like Service Now and GitHub.
May 6, 2026
Could SoFi Stock Be a Generational Buying Opportunity Right Now? | SOFI Stock Earnings Review Part 6
The creator discusses SoFi's recent quarterly report, highlighting strong performance in student and home loan segments. They also address the company's capital raise, noting potential near-term dilution but agreeing with the strategic decision to sell stock at a high valuation. The creator previously advised caution when the stock price approached $30, believing it had become overvalued.
May 6, 2026
The Secret Reason Why Amazon Stock Investors are Excited | AMZN Stock Analysis Part 3
Amazon's custom chip business, focused on AI, GPUs, and CPUs, is experiencing significant growth with soaring revenue and high demand. This segment, which could be a $50 billion standalone business, is enabling Amazon to reduce its reliance on Nvidia and offer competitive price-performance options to customers, highlighting a strategic advantage in the booming AI data center market.
May 6, 2026
The Critical Numbers That Meta Stock Investors Need to Know | META Stock Analysis Part 4
Meta's recent quarterly report showed strong revenue growth driven by increased ad impressions and pricing, despite a significant rise in operating expenses. The company is investing in AI and hardware, which presents a long-term opportunity, though it contributed to the stock's recent decline.
May 5, 2026
Is Pinterest Stock Still an Undervalued Stock to Buy? | PINS Stock Analysis
Pinterest reported strong quarterly results, with revenue up 18% year-over-year and user growth exceeding expectations. The stock price surged over 15% in aftermarket trading. The creator, who tripled their position earlier this year, analyzes the company's performance, focusing on user growth in key regions and average revenue per user, while also addressing a temporary dip in cash flow from operations due to changes in accounts payable.
May 5, 2026
Why Is Palantir Stock Crashing, and is it a Generational Buying Opportunity? | PLTR Stock Analysis
Palantir's stock price dropped over 2% despite strong quarterly results, with revenue up 85% and US business thriving. The author believes the stock was already expensive, with much of the positive news priced in. Despite some international business challenges, the company's strong US performance, high operating margins, and robust balance sheet suggest significant growth potential, leading the author to reiterate a buy rating.
May 5, 2026
Trade Barriers Have Been a Huge Negative for Lululemon Stock Investors | LULU Earnings Review Part 5
Despite near-term headwinds from tariffs, Lululemon's overall financial health is strong, with a pristine balance sheet and significant cash reserves. The company is actively buying back its stock, viewing it as undervalued, especially at current prices. Management's focus on higher average selling prices and strategic inventory management aims to offset tariff impacts.
May 5, 2026
According to These Metrics, UnitedHealth Stock Looks Undervalued | UNH Earnings Review Part 5
The creator reviews UnitedHealth stock (UNH), analyzing its cash flow and valuation. Despite lower profit margins typical for highly regulated industries, the stock price drop after a past miscalculation is seen as an overreaction. Management believes the stock is undervalued and is prioritizing share repurchases, a view the creator shares based on their own calculations.
May 5, 2026
Microsoft Delivers Huge News for Nvidia Stock Investors | MSFT Stock Deep Dive Part 2
Microsoft is investing heavily in its proprietary AI chip technology, with its Maia 200 AI accelerator offering improved performance and cost-effectiveness compared to Nvidia's offerings. This strategic move reduces reliance on Nvidia and addresses supply chain concerns, positioning Microsoft favorably for future growth in the AI data center market. The company is expanding its chip production to meet internal and external demand, presenting a significant positive for Microsoft stock investors.
May 5, 2026
Unfortunate News for SoFi Stock Investors | Sofi Stock Earnings Review Part 5
SoFi's tech segment revenue declined year-over-year, impacting its overall valuation. The company is restructuring its go-to-market strategy to accelerate growth in this segment, with results expected later this year and potentially in 2027. Meanwhile, SoFi's loan business is thriving, with record personal loan originations and significant interest income.
May 5, 2026
Is Mark Zuckerberg Overspending on AI? | META Stock Analysis Part 3
The creator discusses Meta's increasing investments in AI and custom silicon, noting that hyperscalers like Meta, Amazon, Microsoft, and Alphabet are diversifying chip suppliers away from Nvidia. Despite this, Nvidia's products remain in high demand, with hyperscalers purchasing all available supply and then seeking additional chips from other vendors like AMD or their own custom silicon. The creator also touches on Meta's AI glasses and the broader opportunity in hardware.
May 4, 2026
Qualcomm Stock is Soaring
Qualcomm's stock price surged following its latest quarterly financial results, driven by positive future guidance rather than current performance. The company's expansion into the data center market, along with growth in automotive and personal computing, has led to an increased fair value calculation for the stock, which still appears undervalued.
Showing 301-325 of 2,898 posts · Page 13 of 116