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Parkev Tatevosian, CFA

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Jul 14, 2026

Meta Stock: Buy or Sell?

Meta's stock price has seen a significant increase following announcements of potential new revenue streams related to its AI investments. The company is exploring renting out its AI computing power and has introduced a new AI model, Spark 1.1, with pricing that significantly undercuts competitors like Anthropic and OpenAI, aiming to attract price-conscious developers and drive broader adoption of agentic AI.

1 mentions · 1 linked signals

Jul 13, 2026

Should You Buy Taiwan Semiconductor Stock Before the Huge Investor Update? | TSM Stock Analysis

Parkev Tatevosian, CFA, discusses Taiwan Semiconductor (TSM) stock, highlighting its 46% year-to-date gain and strong performance driven by revenue growth and better-than-expected profit margins. He notes the company's consistent ability to exceed forecasts, particularly in gross and operating margins, despite management's prior expectations of declines due to geographic diversification. Tatevosian expresses confidence in TSM's manufacturing excellence and its ability to meet soaring demand, projecting continued growth in Q2.

5 mentions · 1 linked signals

Jul 13, 2026

5 Stocks That Could 5x Your Money in 5 years

The creator discusses five stocks with the potential to 5x their value in five years, acknowledging the higher risk associated with such investments. The first two stocks highlighted are Symbotic, an AI and robotics company focused on warehouse automation, and Upstart, an AI-driven lending platform. Both are presented with a bullish outlook based on their growth potential and market opportunities.

5 mentions · 5 linked signals

Jul 13, 2026

Best Semiconductor Stock to Buy: Intel Stock vs. AMD Stock

This video compares Intel and AMD, two semiconductor companies, to determine which is a better buy. It analyzes their revenue growth, operating profit margins, and future growth prospects, noting that AMD has shown consistent revenue expansion while Intel is recovering from market share losses. Both companies are expected to grow, but AMD's growth forecasts are significantly higher. The video also discusses the impact of the pandemic on their profitability and Intel's ongoing investments in manufacturing capabilities.

2 mentions · 0 linked signals

Jul 12, 2026

Costco Stock: Buy the Dip?

Costco stock experienced a 4% dip following a disappointing June sales report, but the creator suggests it might be a buying opportunity. Despite the short-term setback, Costco's consistent growth, strong brand loyalty, and value proposition make it a resilient investment, even though it trades at a premium valuation compared to many tech giants.

1 mentions · 0 linked signals

Jul 12, 2026

Should You Buy Intel Stock Before the Huge Investor Update? | INTC Stock Analysis

Intel is expected to report strong quarterly results driven by the AI boom, with increasing demand for its CPUs and advanced packaging. Despite past losses due to restructuring, the company is forecasting a return to profitability. The creator believes Intel will exceed its revenue targets due to faster-than-expected AI data center build-outs.

2 mentions · 1 linked signals

Jul 11, 2026

Best Restaurant Stock to Buy: Cava Stock vs. Chipotle Stock

The restaurant industry faces challenges from weight loss treatments and reduced disposable income, but technological advancements offer long-term tailwinds. The creator compares Chipotle and Cava Group, noting Cava's faster projected revenue growth and improving operating margins, while Chipotle currently leads in size and operating profit margins. Both companies' returns on invested capital are discussed, with Chipotle adding shareholder value and Cava showing significant improvement but still needing to scale.

2 mentions · 0 linked signals

Jul 11, 2026

Best AI Stock to Buy: Micron Stock vs. AMD Stock

This video compares AMD and Micron, two prominent AI-related stocks, focusing on their revenue growth, operating profit margins, and valuation. Micron is experiencing exponential revenue growth driven by high-bandwidth memory (HBM) prices, while AMD's growth is more persistent and tied to CPUs. The analysis delves into future revenue projections and discusses the sustainability of current pricing dynamics in the memory market.

2 mentions · 0 linked signals

Jul 11, 2026

Should You Buy the Dip in Nvidia Stock?

Nvidia's stock price has lagged behind other semiconductor companies despite strong fundamental performance, including significant revenue and profit growth. The creator discusses Nvidia's valuation, comparing it to peers and considering future growth catalysts beyond data centers, such as AI in physical applications. Concerns exist about competitors and the sustainability of Nvidia's growth trajectory.

5 mentions · 0 linked signals

Jul 10, 2026

5 Unstoppable Semiconductor Stocks You Can Buy Now in July (2026)

The creator highlights five undervalued semiconductor stocks that investors can buy now, despite the sector's recent surge. The video focuses on companies with strong fundamentals, earnings growth, and favorable supply-demand dynamics, arguing that their stock price increases are justified by performance rather than hype. Three specific stocks are discussed in detail: Micron Technology, Taiwan Semiconductor Manufacturing Company (TSMC), and Broadcom, with the creator providing fair value calculations and supporting evidence for their undervalued status.

5 mentions · 3 linked signals

Jul 10, 2026

My Tesla Stock Price Prediction for 2026

The creator previously advised selling Tesla stock due to its high valuation and downside risk. However, recent developments, particularly the surge in oil prices due to the war in Iran, have significantly improved Tesla's prospects by increasing EV demand. Despite this improved outlook, the creator still views Tesla's valuation as extreme, trading at a much higher forward PE ratio than the S&P 500, AI stocks, and traditional car companies. The creator presents several price targets for 2026 based on different forward PE ratios and projected 2027 earnings per share.

6 mentions · 0 linked signals

Jul 9, 2026

Rivian Stock: Buy the Dip?

Rivian announced a stock sale, causing its share price to drop over 15%. Despite this, the stock remains up nearly 5% for the month. The sale aims to raise capital for R&D and new models, as Rivian is still losing billions and needs to scale production significantly to become sustainable. The company also pre-released Q2 revenue figures, which exceeded analyst expectations, providing some positive news alongside the stock sale.

2 mentions · 0 linked signals

Jul 9, 2026

Huge News for Amazon Stock Investors! | AMZN Stock Analysis

Amazon announced plans to borrow $25 billion, which the creator views positively as it lowers the company's weighted average cost of capital due to the lower cost of debt compared to equity. However, a concern is that Amazon might be increasing its debt too much, which could eventually raise borrowing costs.

1 mentions · 0 linked signals

Jul 9, 2026

Samsung and DeepSeek Deliver Massive News for Nvidia, Micron, Intel, and AMD Stock Investors!

Semiconductor stocks are experiencing a downturn due to news from Samsung and DeepSeek, with Intel and Micron seeing significant drops. While DeepSeek's AI chip development poses a potential challenge to Nvidia, its impact is limited by restrictions. Samsung's results highlighted surging AI demand but also concerns about future spending and demand, spooking investors sensitive to any signs of a slowdown. The creator views Nvidia as undervalued and an attractive opportunity, while considering Intel and AMD overvalued despite recent price declines, providing specific fair value calculations for each.

4 mentions · 2 linked signals

Jul 8, 2026

Huge News for Broadcom Stock and Apple Stock Investors! | AVGO Stock Analysis | AAPL Stock Analysis

Parkev Tatevosian, CFA, discusses a new partnership between Broadcom and Apple extending to 2031, where Broadcom will develop custom ASIC chips for Apple. He updates his fair value calculations and ratings for both companies, rating Apple as a hold due to its rich valuation and Broadcom as a buy, considering it a bargain at its current price.

7 mentions · 1 linked signals

Jul 8, 2026

Massive News for Microsoft Stock Investors! | MSFT Stock Analysis

Microsoft is implementing significant cost-cutting measures, including laying off approximately 5,000 employees, primarily in its Xbox division. This move is a response to forecasted double-digit revenue declines in the gaming sector, driven by an aging console cycle and increased component costs. The company aims to restructure and improve the profitability of its Xbox business, which is currently operating at significantly lower margins compared to similar businesses.

1 mentions · 0 linked signals

Jul 8, 2026

The Best Cybersecurity Stock to Buy Right Now in July? | PANW, FTNT, S, RBRK, CRWD?

The creator revisits his January 2026 ranking of cybersecurity stocks, noting that his top pick, Fortinet, has gained over 100%. He compares the performance of Fortinet, Palo Alto Networks, CrowdStrike, SentinelOne, and Rubrik, analyzing revenue growth and operating profit margins to update his recommendation for the rest of 2026. While acknowledging the strong performance of the sector and individual stocks, he is re-evaluating valuations after significant price jumps.

5 mentions · 0 linked signals

Jul 8, 2026

Micron Stock: Buy the Dip?

Micron stock has recently fallen below $1,000 after previously trading above $1,200. The creator previously downgraded the stock to a hold at $1,200, considering it stretched. After reviewing recent financial results and market dynamics, including longer-term customer agreements and the growing automotive sector's demand for chips, the creator provides an updated valuation and outlook.

2 mentions · 0 linked signals

Jul 7, 2026

Why Is Accenture Stock Crashing, and is it a Buying Opportunity?

Accenture's stock has fallen significantly due to fears of AI replacing consulting services. While the company shows improving operating margins, its return on invested capital has declined, and revenue per employee has been on a long-term downtrend, raising concerns about economies of scale. The video explores whether this decline presents a buying opportunity or a risk to avoid.

1 mentions · 0 linked signals

Jul 7, 2026

Massive News for ALL Stock Market Investors!

The latest US jobs report showed a significant cool-down in the labor market, with only 57,000 jobs added, which was worse than expected. This data makes it less likely that the Central Bank will raise interest rates in 2026. While professional and business services saw job growth, potentially offsetting AI disruption, growth in social assistance and health care are not indicative of a strong economy.

1 mentions · 1 linked signals

Jul 7, 2026

Best Undervalued Stock to Buy: Adobe Stock or The Trade Desk Stock? | ADBE STock vs. TTD Stock

The creator compares Adobe (ADBE) and The Trade Desk (TTD) as undervalued stocks, both down significantly in 2026. While both face challenges, Adobe's superior profitability and cash flow give it an edge, despite The Trade Desk's better AI integration in products. The creator leans towards Adobe due to its stronger financial position.

2 mentions · 0 linked signals

Jul 6, 2026

Upstart Stock Analysis: Buy or Sell This AI Stock? | UPST STock Analysis

Upstart (UPST) is an AI-driven lending platform that has seen significant price volatility. Despite a tough year, the company has shown revenue growth and adapted its business model to provide capital directly due to a pullback from third-party lenders. The key question for investors is the effectiveness of Upstart's AI model during a recession, which will determine its future success.

1 mentions · 0 linked signals

Jul 6, 2026

Fiverr Stock vs. Upwork Stock: Which is the Better Stock to Buy?

The creator analyzes Fiverr and Upwork, two gig economy platforms whose stock prices have significantly declined. He discusses the impact of artificial intelligence as a headwind but also explores how AI could create new opportunities for these platforms by increasing demand for AI implementation and maintenance services. The video aims to determine which stock, if either, is a better buy.

2 mentions · 0 linked signals

Jul 6, 2026

Down 43%, Is SoFi Stock a Generational Buying Opportunity Right Now?

SoFi stock is down over 30% year-to-date in 2026, but recent news from the Bureau of Labor Statistics suggests a potential buying opportunity. Weaker-than-expected job growth reduces the likelihood of interest rate hikes, which is beneficial for SoFi's lending business. Despite impressive revenue growth, the company faces challenges with revenue per employee and operating profit margins due to rapid expansion into new product categories.

1 mentions · 0 linked signals

Jul 6, 2026

Should You Buy Salesforce Stock Instead of Oracle Stock? | CRM Stock Analysis | ORCL Stock Analysis

The creator compares Salesforce (CRM) and Oracle (ORCL) stock, noting both are down significantly. Oracle shows accelerating revenue growth and higher operating profit margins compared to Salesforce, which is experiencing decelerating growth. Oracle's massive CAPEX is driven by demand for its infrastructure, particularly from OpenAI, while Salesforce, as an asset-light software company, has much lower CAPEX. The creator sees risks for Oracle tied to its dependence on OpenAI and for Salesforce related to AI potentially disintermediating its CRM software or impacting its seat-based model.

2 mentions · 0 linked signals

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