Creator Post Archive
Parkev Tatevosian, CFA
Browse the full post archive, then jump into the source post to inspect linked mentions and linked signals.
Jun 17, 2026
Massive News for Celsius Stock Investors | CELH Stock Deep Dive Part 3
Celsius is expanding internationally, launching in Spain and Portugal with exclusive distribution agreements and partnerships with PepsiCo and Suntory. While the Celsius brand growth is slow, the newly acquired Alani Nu brand shows strong pro forma growth. Integration costs from acquisitions have impacted profit margins but are expected to subside, providing a cleaner foundation for future profitability.
Jun 17, 2026
Huge News for RocketLab Stock Investors! | RKLB Stock Deep Dive Part 3
Rocket Lab (RKLB) received significant positive news regarding its backlog and new orders, including a $190 million launch order from Kratos and the Department of War. This news has boosted investor excitement and the share price. The company is also expanding its capabilities through acquisitions, such as Motive Space Systems, to enhance its position in space robotics and spacecraft mechanisms.
Jun 17, 2026
Elon Musk Makes Shocking Prediction About SpaceX Stock
Elon Musk's prediction of SpaceX generating $1 trillion in revenue by 2030 is discussed. While acknowledging the unlikelihood of this target, the creator highlights how such bold statements from Musk have historically driven investor enthusiasm and stock price appreciation for both SpaceX and Tesla, despite past unfulfilled predictions.
Jun 17, 2026
Marvell Stock Analysis: My Final Verdict | MRVL Stock Deep Dive Part 5
The creator analyzes Marvell Technology (MRVL), highlighting robust multi-year demand signals from hyperscalers for AI infrastructure. The analysis covers Marvell's strong financial performance, including soaring profit margins and record cash flow, and discusses its healthy balance sheet and strategic use of debt to finance growth. The creator expresses a positive outlook on the company's long-term trajectory.
Jun 17, 2026
Massive News for Nvidia Stock Investors! | NVDA Stock Analysis
Nvidia is looking to raise at least $20 billion in the bond market, which the creator views as a highly positive development. The company's strong cash flow, low debt-to-market cap ratio, and tax-deductible interest payments allow it to borrow at very low rates, potentially lowering its weighted average cost of capital and increasing its stock's present value. The creator suggests Nvidia could use this borrowed capital for stock buybacks, which would reduce shares outstanding and increase earnings per share, making the stock appear undervalued.
Jun 16, 2026
Why Is Everyone Talking About Celsius Stock? | CELH Stock Deep Dive Part 2
This video discusses Celsius stock (CELH), which is down nearly 40% in 2026, exploring whether it presents a buying opportunity. The creator highlights Celsius's product innovation strategy, particularly limited-time offers and new flavors like 'lime slush' and 'Electric Vibe,' which have been well-received by consumers. The success of these innovations is seen as a key driver for potential share gains, despite past supply chain challenges faced by similar companies like Starbucks.
Jun 16, 2026
Why Is Everyone Talking About RocketLab Stock? | RKLB Stock Analysis
Rocket Lab (RKLB) is gaining attention due to the potential SpaceX IPO and its growing role in defense and space technology. The company's satellite and subsystems are crucial for communication and missile defense, especially amid rising geopolitical tensions. Rocket Lab's recent revenue growth of over 63% to $200 million highlights its expanding capabilities, though achieving this growth is more complex than for software companies.
Jun 16, 2026
Marvell Forecasting Booming Sales for Custom Chips | MRVL Stock Deep Dive Part 4
Marvell's management forecasts significant growth in their custom accelerator segment, projecting revenue to more than double by fiscal year 2028, driven by their XPU program. This growth is fueled by hyperscalers seeking custom chips to meet soaring demand and reduce dependence on Nvidia. The company aims for over $10 billion in custom business revenue by fiscal year 2029.
Jun 15, 2026
What's Going on With Celsius Stock? | CELH Stock Deep Dive Part 1
Celsius stock (CELH) has seen a significant decline, prompting an analysis of its business trajectory and recent developments. The company is expanding its market share in the energy drink sector, aided by a strategic partnership with PepsiCo which enhances its distribution capabilities. Despite a challenging broader consumer staples environment, the energy drink category remains strong, benefiting Celsius's growth strategy which includes acquisitions like Alani Nu and Rockstar.
Jun 15, 2026
Is Palantir Stock an Undervalued AI Stock to Buy? | PLTR Stock Analysis
The creator discusses Palantir (PLTR), noting its recent stock price decline and past warnings about its valuation. While previously bearish on the stock at higher prices, the creator is now evaluating it near its 52-week low to determine if it presents a generational buying opportunity. The analysis focuses on Palantir's revenue growth, improving profit margins, and strong cash flow from operations, suggesting potential attractiveness for long-term investors.
Jun 15, 2026
Massive News for Marvell Stock Investors! | MRVL STock Deep Dive Part 3
Marvell Technology (MRVL) is experiencing a significant increase in demand driven by agentic AI, which is supercharging their scale-up and scale-out XPU business. The company expects its interconnect products to grow over 70% year-over-year by fiscal year 2027, nearly double its overall revenue growth expectations. This growth is fueled by the need for enhanced connectivity in larger AI clusters spanning multiple data centers.
Jun 15, 2026
Is it Too Late to Buy AMD Stock?
AMD stock has seen significant gains, driven by strong revenue growth in the data center market and outperforming Nvidia. While analysts forecast continued acceleration in revenue growth, the stock's valuation is near historical highs on a forward P/E and P/OCF basis. The creator notes that AMD's profit margins still trail Nvidia's, despite AMD's impressive growth.
Jun 14, 2026
SpaceX Stock Makes History! Should You Buy the Hype?
SpaceX recently IPO'd at a $1.8 trillion market cap, with its stock price increasing by about 20% on the first day and continuing to rise in after-market hours. The creator discusses the company's valuation, noting that it's trading at approximately 115 times sales, which is considered extremely expensive. The company generated $18.7 billion in revenue in 2025 but lost $2.6 billion in operating income and has high capital expenditures.
Jun 14, 2026
Why Is Everyone Talking About Marvell Stock? | MRVL Stock Deep Dive Part 2
Marvell Technology (MRVL) is experiencing significant revenue growth driven by increasing demand in the AI ecosystem, with management forecasting substantial growth for fiscal years 2027 and 2028. The company is proactively securing supply by prepaying suppliers for future products, and a partnership with Nvidia, coupled with a bullish forecast from Nvidia's CEO, suggests strong future potential for Marvell stock.
Jun 14, 2026
Down 36% in 2026, Is SoFi Stock Undervalued? | SOFI Stock Analysis
The creator discusses SoFi stock (SOFI), noting its significant decline while the market booms. He previously advised selling when the stock neared $30 but upgraded it to a buy around $18. Recent positive economic data, particularly a strong jobs report, has led him to lower SoFi's beta, reducing perceived risk and positively impacting his fair value calculation. He explains this is due to SoFi's large personal loan portfolio, which is sensitive to economic downturns but benefits from a strengthening economy.
Jun 13, 2026
Huge News for GM Stock, Tesla Stock, and Ford Stock Investors
General Motors and Ford are entering the stationary battery market, challenging Tesla's dominance in this segment. This move comes as both automakers pivot battery production away from EVs to support data centers. While Tesla's energy segment has seen a recent decline, the company's EV sales are also facing headwinds due to competition and consumer concerns about charging infrastructure and cost.
Jun 13, 2026
Why Is Adobe Stock Crashing, and is it a Buying Opportunity? | ADBE Stock Analysis
Adobe's stock has been underperforming despite solid financial results, including revenue and EPS beats and raises. The company's AI business is growing but still small relative to its total ARR. The stock is trading at historically low multiples, suggesting a potential buying opportunity for investors.
Jun 13, 2026
Broadcom Stock Analysis: My Final Verdict | AVGO STock Deep Dive Part 5
The creator discusses Broadcom's (AVGO) recent quarterly results, focusing on management's responses to analyst questions regarding their relationship with Alphabet, profit margins, and future demand for their semiconductor chips. Despite concerns about declining gross profit margins due to a shift towards lower-margin segments, operating margins are expected to remain stable. The creator highlights strong and accelerating demand for Broadcom's products, particularly for AI and large language models, with orders extending into 2028, suggesting the AI bubble is unlikely to burst soon. Management is confident in securing supply for the coming years.
Jun 13, 2026
What's Going on With Marvell Stock? | MRVL Stock Deep Dive Part 1
Marvell Technology (MRVL) stock has seen significant gains this year, driven by strong demand in the AI and data center markets. Despite a recent 15% dip, the company's management and Wall Street analysts are forecasting continued revenue growth, making it a potential buying opportunity for long-term investors.
Jun 13, 2026
Should You Buy Zeta Global Stock on the Dip? | ZETA Stock Analysis
Zeta Global (ZETA) shares have declined significantly over the past week, prompting an analysis of whether it presents a buying opportunity. Despite the recent dip, the company's free cash flow estimates have been revised upward, and it operates within the massive advertising industry, benefiting from AI advancements that improve advertising effectiveness. The company shows positive and increasing operating cash flow, with improving margins and accelerating revenue growth, suggesting potential for a strong investment.
Jun 12, 2026
Why Is Oracle Stock Falling, and is it a Buying Opportunity? | ORCL STock Analysis
Oracle's stock experienced a negative reaction following its quarterly financial results, despite significant increases in remaining performance obligations (RPO) and revenue. The market's skepticism, particularly regarding OpenAI's ability to fulfill its large contracts with Oracle, is cited as a primary reason for the stock's decline. The creator views this skepticism as a potential buying opportunity, especially if OpenAI's IPO or other liquidity events materialize.
Jun 12, 2026
With the Rivian R2 Starting Deliveries, Is it Time to Buy Rivian Stock? | RIVN Stock Analysis
The creator analyzes Rivian (RIVN) stock, considering its recent 8.6% drop and an 85% decline over five years. Despite the EV industry's past overvaluation, current high oil prices and the upcoming R2 model, particularly the $45,000 variant, present a more positive backdrop. While Rivian is projected to lose billions in cash flow for several years, it's expected to reach cash flow positivity by 2030, with capacity expansion plans in place.
Jun 12, 2026
I Found the Real Reason Why Broadcom Stock Crashed After Earnings | AVGO Stock Deep Dive Part 4
Broadcom's stock experienced a significant decline following its earnings report due to a forecasted drop in gross margins, attributed to a shift in product mix towards AI revenue impacting the software segment's profitability. Additionally, the company's failure to raise its 2027 revenue forecast disappointed investors who were expecting an upward revision.
Jun 12, 2026
Apple Stock Analysis: Buy or Sell After WWDC? | AAPL Stock
The creator discusses Apple's stock performance following its WWDC, noting the lack of significant innovative developments and Apple's cautious approach to AI investment compared to competitors. The analysis updates the fair value calculation for AAPL and considers whether it's an attractive buy under $300, also touching on Tim Cook's tenure and the transition to a new CEO.
Jun 12, 2026
Is Pinterest an Undervalued Stock to Buy, or a Value Trap to Avoid? | PINS Stock Analysis
Pinterest stock is trading above $21, recovering from lows of $15 earlier this year, and is down over 17% year-to-date. Despite moderate growth expectations, the company has a strong balance sheet with no debt and a market cap of $11.9 billion, which the analyst considers undervalued compared to its intrinsic value of over $58 per share. The stock is trading at a forward P/E of 11.6, less than half the S&P 500 average.
Showing 426-450 of 3,224 posts · Page 18 of 129