Creator Post Archive
Parkev Tatevosian, CFA
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May 22, 2026
What's Going with Western Digital Stock? | WDC Stock Deep Dive Part 1
Western Digital (WDC) is experiencing a significant stock price surge driven by the AI boom and increased demand for its data storage products. The company is benefiting from higher average selling prices, improved capacity utilization, and strong demand from hyperscalers. Increased visibility into long-term demand, particularly for AI-related data storage needs like hard disk drives, is a key factor supporting the company's positive outlook.
May 22, 2026
Why Is Everyone Talking About Lumentum Stock? | LITE Stock Deep Dive Part 3
Lumentum (LITE) is experiencing soaring demand for its data center connectivity products, exceeding current supply. The company is actively working to increase production capacity through acquisitions and by leveraging its own components, while also securing long-term purchase agreements with key hyperscale customers. Despite supply chain constraints, management is praised for its efforts to meet this demand, which is expected to continue for the foreseeable future.
May 22, 2026
What's Going on With KLAC Stock? | KLA Corporation Deep Dive Part 1
KLA Corporation (KLAC) is experiencing booming demand for its products and services, driven by AI and advanced packaging in the semiconductor industry. The company has raised its revenue forecasts significantly for 2025 and 2026, with management expecting to be sold out for the rest of the year. KLAC is highly profitable with strong margins and free cash flow, making its accelerating revenue growth particularly attractive to investors.
May 22, 2026
Should You Buy Zeta Global Stock Instead of Applovin Stock? | ZETA Stock vs. APP Stock
The creator compares Zeta Global (ZETA) and AppLovin (APP) as investment opportunities, analyzing their revenue growth, profitability, and valuation. While AppLovin shows superior profitability and revenue growth, Zeta Global appears undervalued based on its current stock price and discounted cash flow model, making it the preferred investment between the two.
May 22, 2026
Better AI Stock to Buy: Vertiv or Arista Networks? | VRT Stock vs. ANET Stock
The creator compares Vertiv Holdings (VRT) and Arista Networks (ANET) as potential investments. While both companies show strong revenue growth and expanding margins, Arista Networks is favored due to its better valuation metrics and a more favorable discounted cash flow analysis, despite Vertiv's recent acceleration in growth and impressive performance in the data center category.
May 22, 2026
Should You Buy Visa Stock Instead of Mastercard Stock? | V Stock vs. MA Stock
The creator compares Visa (V) and Mastercard (MA) as investment opportunities, noting both are highly profitable with strong revenue growth and improving margins. While Mastercard shows slightly better revenue growth, Visa demonstrates superior profitability. Both stocks appear undervalued based on forward P/E and DCF models, with similar valuations. The primary risks identified are regulatory challenges in Europe and potential disruption from blockchain/cryptocurrencies. Ultimately, the creator expresses a slight preference for Visa for long-term shareholder value and currently holds both in his portfolio, with Visa being a larger position.
May 22, 2026
Best Stocks to Buy: ServiceNow Stock vs. Snowflake Stock | NOW Stock vs. SNOW Stock
The creator compares Snowflake (SNOW) and ServiceNow (NOW) as potential investment opportunities, analyzing their revenue growth, profitability, and valuations. Both stocks have seen significant price drops and lower valuations, reflecting investor skepticism about their future growth, particularly concerning the impact of AI. The creator notes that current stock prices seem to price in a downside scenario rather than potential upside from AI integration.
May 22, 2026
Is Palantir Stock an Undervalued AI Stock to Buy? | PLTR Stock Discounted Cash Flow Valuation
The creator analyzes Palantir (PLTR) stock, focusing on its valuation using a discounted cash flow model. Despite a recent price drop, the creator believes Palantir is undervalued due to strong projected free cash flow growth, a competitive advantage in the AI space, and a strong balance sheet, leading to a low cost of debt.
May 21, 2026
Should You Buy Nvidia Stock After the Massive Investor Update?
Nvidia reported strong Q1 fiscal year 2027 earnings with 85% revenue growth, exceeding management forecasts and showing significant increases in gross profit and operating income. Despite zero sales to China, the company beat revenue expectations, driven by a record $75.2 billion in data center revenue. Strategic investments also contributed $16 billion in net gains. Nvidia's cash flow from operations surged to $50 billion, enabling substantial returns to shareholders through $20 billion in buybacks and dividends, with an additional $80 billion authorized for repurchases.
May 21, 2026
What's Going on With Lumentum Stock? | LITE Stock Deep Dive Part 2
Lumentum (LITE) is an AI stock experiencing significant demand, with component revenue up 77% year-over-year and products effectively sold out. The company is securing long-term agreements with hyperscalers to increase capacity and meet surging demand, with its wafer fabrication facility fully allocated. Lumentum is also ramping up manufacturing for CPO applications and has a multi-hundred-million-dollar purchase order for the first half of 2027.
May 21, 2026
Should You Buy Salesforce Stock Instead of The Trade Desk Stock? | CRM STock vs. TTD Stock
The creator compares The Trade Desk (TTD) and Salesforce (CRM) stocks, both of which have fallen significantly from their highs and are trading at attractive valuations. While Salesforce has shown slower revenue growth and faces risks from AI and changing pricing models, The Trade Desk has demonstrated stronger revenue growth and faces competition from Amazon. The creator aims to determine which stock presents a better investment opportunity.
May 21, 2026
Better Buy: Uber Stock vs. Tesla Stock? | TSLA Stock vs. UBER Stock
The creator compares Uber (UBER) and Tesla (TSLA) as investments, noting that both have seen decelerating revenue growth. Uber's revenue growth rate is higher and its operating profit margin is improving significantly due to its asset-light model. Tesla's margins are declining as it invests heavily in driverless car technology, which may not generate meaningful revenue in the next three years, although future approvals could be a catalyst.
May 21, 2026
Best AI Stock to Buy: Broadcom Stock vs. Qualcomm Stock | AVGO Stock vs. QCOM Stock
This video compares Broadcom (AVGO) and Qualcomm (QCOM) as potential AI stock investments. Broadcom shows stronger revenue growth and higher operating margins, justifying its premium valuation. Qualcomm faces headwinds in its primary smartphone market but is expanding into data centers and automotive, which could drive future growth and margin improvement.
May 21, 2026
Should You Buy Marvell Stock Instead of ARM Stock? | MRVL Stock vs. ARM Stock
The creator compares Marvell (MRVL) and Arm Holdings (ARM) for investors, focusing on their expansion into the data center market. While both show strong revenue growth, Arm Holdings is noted for its shift to proprietary chips, potentially leading to better revenue despite lower margins. Marvell benefits from a cyclical upswing and diversification from Nvidia. Valuations for both are considered stretched, with Arm Holdings having a significantly higher P/E ratio. The creator previously upgraded Arm Holdings to a buy but has since downgraded it to a hold due to its rapid stock price increase.
May 21, 2026
Is Microsoft Stock an Undervalued Stock to Buy? | MSFT Stock Discounted Cash Flow Valuation
The creator analyzes Microsoft (MSFT) stock using a discounted cash flow model to determine if it's undervalued. Despite a 14% drop in early 2026, significant AI investments are projected to temporarily lower free cash flow until 2028, after which substantial growth is expected from renting out its computing infrastructure. The analysis uses a weighted average cost of capital of 10.1%.
May 19, 2026
Should Investors Buy Intel Stock Instead of Taiwan Semiconductor? | INTC Stock vs. TSM Stock
This video compares Intel (INTC) and Taiwan Semiconductor (TSM) as investments, analyzing revenue growth, profitability, and valuation. While TSM currently leads in revenue growth and return on invested capital, Intel is expected to see significant revenue and cash flow increases due to geopolitical factors and increased investment. However, TSM is considered undervalued, while Intel's valuation metrics are less favorable despite its growth potential.
May 19, 2026
Should Investors Buy Microsoft Stock Instead of Amazon Stock? | MSFT Stock vs. AMZN Stock
The creator compares Amazon (AMZN) and Microsoft (MSFT) as long-term investments, focusing on revenue growth, return on invested capital, and valuation. While both are rated as buys, Microsoft shows stronger current revenue growth and historical ROIC, whereas Amazon is expected to improve its ROIC due to increased data center investments. Valuation metrics provide mixed signals, with Microsoft appearing cheaper on a forward PE basis, but Amazon looking more undervalued by DCF.
May 19, 2026
Should Investors Buy AMD Stock Instead of Nvidia? | NVDA Stock vs. AMD Stock
The creator compares Nvidia (NVDA) and AMD stocks, concluding that Nvidia is the better buy. While AMD has shown recent revenue growth due to CPU demand in AI, Nvidia excels in GPUs and has superior profitability and return on invested capital. Valuation metrics also favor Nvidia, with AMD appearing overvalued compared to Nvidia's undervaluation.
May 18, 2026
Is Affirm Stock an Undervalued Stock to Buy? | AFRM STock Analysis
Affirm's gross merchandise volume increased 35% year-over-year, reaching $11.6 billion last quarter. While delinquencies are up, they are in line with expectations, partly due to seasonality. The company benefits from a strong tailwind as it helps merchants generate sales.
May 18, 2026
Is DraftKings Stock an Undervalued Stock to Buy? | DKNG STock Analysis
DraftKings reported a 17% revenue increase, driven by its core business, and is investing heavily to dominate growing prediction markets. Despite headwinds from competition and regulatory challenges in states like California, the company is expanding its sports betting services and sees potential in prediction markets to bypass complex regulations. Analysts expect double-digit revenue growth for DraftKings over the next three years.
May 18, 2026
SoundHoundAI Stock Analysis: Buy or Sell This AI Stock? | SOUN Stock Analysis
SoundHound AI (SOUN) reported strong revenue growth of 52% year-over-year, driven by new partnerships with a Japanese manufacturer and Walmart. While the company is expanding its reach and seeing positive trends in operating margins, it continues to lose money, with cash flow from operations worsening. The valuation appears expensive based on forward price-to-sales and discounted cash flow models, with an intrinsic value significantly lower than the current market price.
May 18, 2026
Should Dividend Stock Investors Buy Caterpillar Stock? | CAT Stock Analysis
Caterpillar (CAT) reported strong revenue growth and a record backlog, benefiting from data center expansion driven by AI. However, the stock is trading at historically high valuations, with its price significantly exceeding the analyst's fair value calculation. The creator suggests holding the stock if already owned, but advises waiting for a better entry point rather than buying at current peak levels.
May 18, 2026
Exxon Mobil Stock Analysis: Buy or Sell? | XOM Stock Analysis
Exxon Mobil (XOM) stock is analyzed as a potential buying opportunity, with the creator reiterating a buy rating. Despite current elevated oil prices and strong stock performance, the valuation remains attractive based on forward P/E and P/OCF metrics. The creator also views holding oil stocks as a way to offset personal energy expenditures.
May 18, 2026
Should You Buy ARM Stock Right Now?
The creator previously upgraded ARM Holdings (ARM) to a buy in March 2026 at around $130 per share, and the stock has since risen to over $212. While acknowledging the company's revenue growth and expansion into new categories, the creator is now downgrading ARM to a hold due to its significantly increased valuation, which has nearly doubled on a forward P/E and P/OCF basis and appears overvalued even on a discounted cash flow model.
May 17, 2026
DigitalOcean Stock Analysis: Buy or Sell?
The creator previously recommended DigitalOcean (DOCN) as a buy in May 2025, and the stock has since surged over 400%. The recent performance is attributed to the company's AI-native cloud offerings, strong revenue growth forecasts from both management and analysts, and significant increases in recurring revenue and remaining performance obligations. However, the creator notes that the stock's valuation has become extreme, trading at a high forward P/E ratio.
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