Creator Post Archive
Parkev Tatevosian, CFA
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May 1, 2026
Why Is Lululemon Stock Crashing and is it a Buying Opportunity? | LULU Stock Earnings Review Part 1
Lululemon's stock is down significantly, but the creator still believes it's a buying opportunity. The company is restructuring due to tariffs, focusing on product newness and reducing markdowns to improve full-price sales growth, a strategy also seen in the broader apparel industry. This focus on profitability and differentiation is viewed positively.
May 1, 2026
Is UnitedHealth Stock an Undervalued Stock to Buy? | UNH Stock Earnings Review Part 1
UnitedHealth's management made significant changes in 2025, and the first quarter of 2026 is showing positive results from these adjustments. The company has increased prices to offset rising healthcare costs and is focusing on value-based care and AI integration to improve operations and customer experiences. The creator is updating their fair value calculation and assessing if UNH remains an undervalued stock to buy.
May 1, 2026
Netflix Stock Investors Must See This Exciting Growth Strategy | NFLX Earnings Review Part 3
The creator reviews Netflix's growth strategy, highlighting their strength in original content production and their incremental approach to new categories like games and live sports. While confident in Netflix's ability to create compelling series and films, they express less conviction in the newer ventures due to their perishable nature and high costs, but appreciate the cautious, learning-based rollout.
May 1, 2026
Why is SoFi Stock Crashing, and is it a Buy the Dip Opportunity? | SOFI Earnings Review Part 1
SoFi's stock price has fallen over 13% after reporting quarterly financial results. The author recently upgraded SoFi to a buy but is disappointed with the recent performance. The video will detail the factors causing the stock price drop, update fair value calculations, and reassess the buy, hold, or sell rating, considering if this is a buying opportunity.
Apr 30, 2026
Why Is Meta Stock Crashing, and is it a Generational Buying Opportunity?
Meta Platforms stock is down nearly 7% after reporting quarterly results. Despite a decline in daily active people due to geopolitical issues in Iran and Russia, revenue growth accelerated, and advertising metrics improved. The author, who owns Meta and recently added to his position, believes the stock remains a strong buying opportunity.
Apr 30, 2026
Why Is Alphabet Stock Soaring, and is it Still a Buying Opportunity? | GOOG Stock Analysis
Alphabet's stock is up over 5% following strong quarterly results, with revenue growth of 22% significantly exceeding analyst expectations. The company also saw 19% growth in Google Search and 63% growth in Google Cloud, demonstrating the viability of AI investments and improving investor sentiment. The author, a long-time holder and advocate of Alphabet stock, maintains a positive outlook.
Apr 30, 2026
Is Amazon Stock Still an Undervalued Stock to Buy? | AMZN Stock Analysis
Amazon reported strong quarterly results with sales and operating income exceeding expectations, driven by a 28% year-over-year growth in its AWS segment. Despite headwinds like rising oil prices, the company's performance was robust, leading the creator, who owns Amazon stock, to rank it as one of the best stocks to buy. The creator expresses satisfaction with the results, particularly the acceleration in AWS growth and expanding operating margins, even though the stock price did not fully reflect these positive developments in aftermarket trading.
Apr 30, 2026
Should You Buy Microsoft Stock on the Dip? | MSFT Stock Analysis
Microsoft's recent quarterly results exceeded expectations for revenue and operating income, with strong growth in their cloud and AI businesses. Despite these positive financials, the stock price has remained relatively flat, which the creator attributes to market skepticism surrounding the OpenAI partnership and its potential financial implications.
Apr 30, 2026
3 Reasons to Be Bullish on Intel Stock | INTC Stock Analysis
Intel (INTC) reported better-than-expected results and provided strong guidance, exciting investors. While the foundry segment is currently losing money, management expects losses to improve throughout the year. The company anticipates a low double-digit decline in PC demand for the year due to higher component prices, but forecasts strong double-digit unit growth in server CPUs.
Apr 30, 2026
What's the Upside for Netflix Stock Investors? | NFLX Earnings Review Part 2
This analysis of Netflix's recent earnings focuses on its total addressable market opportunity, examining growth potential from household penetration, dollar value, and time spent streaming. Despite current subscriber numbers, the company is still significantly underpenetrated globally, especially in less developed economies. The increasing availability of sports and other content on streaming platforms further reduces barriers to adoption, suggesting substantial room for continued growth.
Apr 30, 2026
What's Going on With Taiwan Semiconductor Stock? | TSM Stock Earnings Review Part 2
Parkev Tatevosian, CFA, discusses Taiwan Semiconductor Manufacturing Company (TSM), highlighting its crucial role in the broader stock market due to its partnerships with major tech companies. He analyzes TSM's strong balance sheet, its ability to plan capital expenditures years in advance, and its advantageous customer relationships. Tatevosian also reviews TSM's Q2 revenue and gross profit margin forecasts, noting the potential long-term impact of overseas fabrication facilities on profitability.
Apr 30, 2026
Why Is Palantir Stock Falling, and is it a Buying Opportunity Before the Huge Investor Update?
Palantir stock has fallen significantly, prompting a re-evaluation of its investment potential. Despite previous concerns about its high valuation, the company's recent financial results show strong revenue growth, high operating margins, and a pristine balance sheet. The key challenge remains Palantir's ability to expand its enterprise customer base by offering services at a more accessible price point, which could unlock substantial market opportunity and future growth.
Apr 30, 2026
Stock Market Investors are not Buying What the ServiceNow Management Team is Selling
ServiceNow's management is incorporating AI into its services, but the market is skeptical, as evidenced by a nearly 20% stock drop after their latest earnings call. The company cited headwinds from delayed Middle East deals due to regional conflict, but investors suspect other factors may be at play, potentially related to competition in the AI space. Despite these concerns, ServiceNow's remaining performance obligations continue to grow, indicating ongoing business generation.
Apr 29, 2026
Fantastic News for Intel Stock Investors! | INTC Stock Analysis
Intel's recent earnings report shows strong growth in its data center business, with revenue up 22% year-over-year, driven by increasing demand for CPUs and ASICs. The AI PC segment also saw an 8% sequential revenue increase, now representing over 60% of their client CPU mix. Despite headwinds in the PC industry due to component shortages and price increases, Intel's business momentum appears sustainable with new long-term agreements, including one with Google.
Apr 29, 2026
Why Is Netflix Stock Falling, and is it a Generational Buying Opportunity? | Earnings Review Part 1
Netflix's stock price dropped over 10% following its quarterly earnings report. The company maintained its 2026 guidance, which was lower than market expectations. Despite the share price decline, the creator believes Netflix stock is undervalued and presents a buying opportunity due to long-term structural tailwinds. The creator also expresses frustration with Netflix's reduced transparency regarding subscriber figures.
Apr 29, 2026
Tesla Stock Investors Need to Know These Details
The creator discusses Tesla's investor update, focusing on the company's tendency to over-promise and over-hype its technologies like Optimus and the Cybertruck. While acknowledging the excitement generated, the creator notes that significant revenue from these ventures, particularly the Cybertruck's robo-taxi capabilities, is unlikely before 2026, despite early production steps and small revenue streams from testing.
Apr 29, 2026
ServniceNow Stock Investors Must Know This 1 Thing Before Buying or Selling the Stock
The creator discusses the impact of AI and large language models on the software industry, specifically focusing on ServiceNow. A key concern is the shift away from per-seat pricing models to consumption-based or hybrid models due to potential decreases in enterprise software usage driven by AI efficiency and layoffs. ServiceNow is highlighted as adapting to this trend by incorporating non-seat-based pricing for new business.
Apr 29, 2026
Taiwan Semiconductor Stock Investors Need to Know These Latest Details
Taiwan Semiconductor (TSMC) reported strong quarterly results, with revenue increasing 6.4% sequentially to $36 billion, exceeding guidance. The company has shown surprising sustainability in gross profit margins, which increased to 66% due to cost improvements and higher capacity utilization. Operating profit margins also improved to 58.1%, driven by the surge in demand for AI-related services.
Apr 29, 2026
Massive News for Microsoft Stock Investors | MSFT Stock Analysis
Microsoft secured a massive enterprise deal with Accenture for its Copilot 365 AI assistant, potentially adding significant revenue and driving future adoption. Despite the positive news, the stock is trading below the creator's calculated fair value of $446, suggesting it remains undervalued ahead of upcoming quarterly earnings.
Apr 28, 2026
Investors are Celebrating! Intel Stock is Soaring
Intel's stock is experiencing a significant surge driven by improved demand, increased pricing power, and enhanced manufacturing efficiency. The company has seen a substantial increase in gross profit margins, exceeding guidance, due to higher volume, favorable product mix, and better yields on new technologies. This operational improvement is also strengthening their cash flow situation, which had previously been a concern.
Apr 28, 2026
Great News for Tesla Stock Investors | TSLA Stock Analysis
Despite a 4% drop in stock price following quarterly results, the author believes Tesla's quarter wasn't entirely negative. While acknowledging Tesla's extremely high valuation, the author notes positive factors like rising gas prices benefiting EV demand and reduced tariffs on Chinese imports. The growth in FSD subscribers is also highlighted as a positive sign.
Apr 28, 2026
Should You Buy AMD Stock Before the Huge Investor Update?
The creator previously upgraded AMD to a buy, but is now downgrading it to a hold due to its significant price increase and expensive valuation. While acknowledging AMD's growth potential, the creator finds Nvidia more attractive from a valuation perspective and believes there's more downside risk than upside for AMD heading into earnings.
Apr 28, 2026
What's Going on With ServiceNow Stock? | NOW Stock Analysis
The creator discusses the software stock sell-off and analyzes ServiceNow's business, particularly its AI integration. They highlight ServiceNow's context engine as a key differentiator, enabling AI agents to learn from company-specific data and history. While acknowledging the potential value of AI for businesses, the creator expresses personal skepticism about the current utility and time cost of general AI models for everyday business use cases.
Apr 27, 2026
Why Is Everyone Talking About Intel Stock Right Now? | INTC Stock Analysis
Intel's stock price surged over 20% following strong quarterly results, driven by the CPU's re-emergence as a key component in the AI era. While the company's foundry business is still facing losses, progress in advanced packaging and potential partnerships with major players like Tesla could significantly boost its performance.
Apr 27, 2026
Down 20% After Earnings, Should You Buy ServiceNow Stock on the Dip?
ServiceNow stock is down nearly 20% after its quarterly earnings report. The management team explained how the business is impacted by external factors and customer behavior. The CEO highlighted how AI developments, particularly in cybersecurity and CRM, present opportunities for ServiceNow, driving revenue through increased platform activity and offering superior AI alternatives to legacy systems. The high cost of switching from existing software is also a key factor supporting the company.
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