Creator Post Archive
Parkev Tatevosian, CFA
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May 14, 2026
Is Applovin an Undervalued Stock to Buy?
AppLovin's stock price is down 30% year-to-date, but the company has shown remarkable profitability with a 75.8% operating profit margin and strong revenue growth. Despite analyst expectations of deceleration, the creator views the stock as a potential buying opportunity on the dip due to its financial performance and significant share buybacks.
May 14, 2026
Qualcomm Stock Investors Need to Know This | QCOM Stock Deep Dive Part 4
Qualcomm's CEO believes China Android revenue is bottoming out and AI-powered smartphones will soon influence the premium tier. The company sees AI as a tailwind for premium demand, with average selling prices increasing even as unit sales remain flat. While near-term headwinds from component prices are expected to last another quarter, longer-term opportunities in 6G and AI-enhanced devices like wearables are significant.
May 14, 2026
Why Is Cloudflare Stock Crashing, and is it a Buying Opportunity? | NET STock Analysis |
Cloudflare's stock price crashed significantly following a large layoff announcement and a quarterly financial update. Despite robust revenue growth and improving margins, the company's high valuation, trading at a forward P/E of 153 and a DCF intrinsic value of $59 compared to the current market price of $194, makes it an expensive stock. The creator reiterates a 'hold' rating.
May 14, 2026
Should You Buy Disney Stock? | DIS Stock Analysis
Disney's management expects revenue growth to accelerate in the second half of the fiscal year, with adjusted EPS projected to grow 12% in fiscal year 2026. The company is targeting at least $8 billion in share repurchases for fiscal year 2026. While theme parks and streaming are thriving, the cable and satellite business is struggling, creating offsetting forces. Despite analyst expectations for low to mid single-digit revenue growth over the next few years, the creator sees an opportunity in the undervalued stock.
May 14, 2026
Should You Buy DoorDash Stock Right Now? | DASH Stock Analysis
DoorDash (DASH) reported strong marketplace gross order volume and revenue growth, driven by consumer willingness to pay for convenience. Despite concerns about consumer spending pressure and headwinds from geopolitical events, the company's improving margins, attractive valuation, and a discounted cash flow analysis suggest the stock is undervalued and presents a buying opportunity.
May 13, 2026
Why Is Everyone Talking About The Trade Desk Stock? | TTD Stock Deep Dive Part 3
The advertising industry is facing a significant supply-demand imbalance, with an unprecedented amount of supply and less demand, largely due to AI-generated content and the proliferation of free ad-supported services. This creates a buyer's market, contrasting sharply with the AI industry's demand-supply dynamics. The Trade Desk is working to overcome challenges posed by walled gardens like Facebook, Alphabet, and Amazon.
May 13, 2026
Is DataDog an Undervalued Growth Stock to Buy? | DDOG Stock Analysis
DataDog (DDOG) reported strong revenue growth of 32% year-over-year, exceeding $1 billion, and an improved cash flow to sales ratio. However, the stock is trading at a premium valuation with a forward P/E of 81.3 and P/OCF of over 50. Despite solid fundamentals, the lack of accelerating revenue growth and flat operating margins, coupled with a rich valuation, leads to a 'hold' rating and an expectation of a pullback before further gains.
May 13, 2026
Unfortunate News for AMD Stock Investors | AMD Stock Deep Dive Part 6
AMD is facing headwinds in its PC and gaming segments due to higher component costs and a potential slowdown in consumer spending. However, the company's data center business is thriving and offsetting these declines, with strong growth expected to continue for years. Investors should watch for potential console updates and the ongoing data center build-out.
May 13, 2026
These Factors Could Send Qualcomm Stock Higher | QCOM Stock Deep Dive Part 3
Qualcomm (QCOM) is poised for growth beyond smartphones, with significant opportunities in personal AI (smart glasses, wearables), the PC industry (challenging Intel/AMD), robotics, and particularly data centers. The company's expansion into these new markets, coupled with strong management execution, has already excited investors, leading to a notable stock price increase.
May 13, 2026
Why Is Duilingo Stock Crashing, and is it a Buying Opportunity? | DUOL Stock Analysis
Duolingo's stock has seen a significant drop, but the company continues to grow its user base and revenue. Despite concerns about AI's impact, Duolingo is investing heavily in customer acquisition, which is affecting short-term profitability. The stock is currently trading at a fair valuation, but due to increased risks, the creator reiterates a hold rating.
May 13, 2026
Should Investors Buy DutchBros Stock Today? | BROS Stock Analysis
Dutch Bros is experiencing significant revenue growth (over 30%) and accelerating store openings, with expectations for continued robust expansion. The company is improving operating margins and cash flow, positioning it well to capture market share from struggling competitors like Starbucks. Analysts project around 20% annual revenue growth for the next five years.
May 13, 2026
Fortinet Stock Analysis: Buy or Sell This Cybersecurity Stock? | FTNT Stock Analysis
Fortinet (FTNT) stock has seen significant gains, driven by strong billings and revenue growth, alongside improving margins and cash flow. While valuation has become less attractive, the author maintains a positive outlook, expecting future growth to exceed analyst forecasts.
May 13, 2026
My Shocking Alphabet Stock Prediction for 2026 | GOOG Stock Prediction
Alphabet stock (GOOG) has seen significant gains recently, rising from $275 to over $396 in the past month. The creator, who has owned the stock since 2020 and rated it a buy, discusses a price prediction for the end of the year. Based on analyst estimates and current valuation metrics, the creator reiterates a buy rating, projecting a potential upside of 13.35% from the current share price, leading to a target range of $425-$475 per share.
May 13, 2026
Is Palantir Stock a Generational Buying Opportunity? | PLTR STock Deep Dive Part 7
The creator provides a deep dive into Palantir stock (PLTR), discussing management's view on AI competition and the company's strong quarterly performance. Despite recent price drops, the creator's fair value calculation has increased significantly, leading to a buy rating.
May 13, 2026
Is Upstart Stock a Generational Buying Opportunity? | UPST Stock Deep Dive Part 5
The creator discusses Upstart's (UPST) personal loan portfolio, highlighting strong funding supply and a 100% renewal rate with third-party lenders. Despite concerns raised by SoFi's (SOFI) performance, Upstart's recent securitizations were oversubscribed, indicating healthy demand for loans. The creator believes this trend will continue due to elevated interest rates and a healthy job market, leading to a positive outlook on the stock.
May 12, 2026
What's Going on With The Trade Desk Stock? | TTD Stock Deep Dive Part 2
The Trade Desk CEO notes a complex macro environment in 2026 due to geopolitical tensions, economic pressures, and tariffs, making business decision-making difficult. The author confirms these headwinds by observing similar trends in other companies, particularly in sectors outside of AI, which is experiencing booming demand.
May 12, 2026
Massive News for AMD Stock Investors | AMD Stock Deep Dive Part 5
AMD's CEO Lisa Su expressed strong confidence in delivering tens of billions in annual data center AI revenue by 2027 and exceeding long-term growth targets. Despite market skepticism, recent forecasts for AI spending and AMD's own performance, particularly in client and gaming segments, have led to upward revisions in valuation. However, the current market price for AMD stock is considered overvalued relative to its intrinsic value.
May 12, 2026
Is Uber Stock a Generational Buying Opportunity? | UBER Stock Deep Dive Part 5
Uber was able to lower prices for customers by negotiating lower insurance costs for drivers, which translated into increased trip growth. The company is also leveraging AI for personalized upselling and expanding into suburban and rural markets by adding selection. The creator believes consumers are willing to pay for convenience, which bodes well for Uber's strategy.
May 12, 2026
Why Is Everyone Talking About Qualcomm Stock? | QCOM Stock Deep Dive Part 2
Qualcomm (QCOM) is experiencing a soaring share price due to its successful diversification beyond smartphones, particularly into the automotive and data center segments. The company's digital chassis platform is seeing significant adoption in cars, and its entry into the PC industry is also gaining market share. Despite macroeconomic headwinds, Qualcomm's growth prospects appear strong, especially compared to highly valued companies like Tesla.
May 12, 2026
Alphabet Stock Analysis: My Final Verdict | GOOG Stock Deep Dive Part 7
Alphabet's AI business is showing strong growth, particularly in its workspace segment and cloud backlog, which nearly doubled due to enterprise AI offerings and TPU hardware sales. Despite increased capital expenditure guidance, the company sees unprecedented demand for AI compute resources, suggesting strong future revenue potential.
May 12, 2026
Great News for Palantir Stock Investors | PLTR Stock Deep Dive Part 6
Palantir (PLTR) is demonstrating strong profitability and revenue growth, significantly outpacing its increased spending on talent and product development. The company's GAAP net income and cash flow from operations are robust, with a net profit margin among the best globally. Despite a recent stock price dip, Palantir's financial health and potential for stock buybacks present an opportunity for investors.
May 12, 2026
Huge News for Upstart Stock Investors | UPST Stock Deep Dive Part 4
Upstart (UPST) is expanding into more attractive markets like automotive and home loans, which are lower risk and have larger addressable markets. The company is seeing significant growth in these areas due to dealer network expansion and automation of the loan process, leading to faster closing times and improved customer experience.
May 11, 2026
Why Is The Trade Desk Stock Falling, and is it a Buying Opportunity? | TTD Stock Deep Dive Part 1
The Trade Desk (TTD) stock fell over 15% after its recent earnings report, though it has since recovered slightly. The author, who owns TTD and has previously ranked it highly, discusses the company's massive market opportunity in digital advertising and its position as an independent demand-side platform. Despite competition from walled gardens like Alphabet, Amazon, and Meta, which have improved their AI capabilities and gained market share, the author remains bullish on TTD's long-term prospects, particularly with the shift to connected TV advertising.
May 11, 2026
Why Is Everyone Talking About AMD Stock? | AMD STock Deep Dive Part 4
AMD's CEO Lisa Su anticipates significant demand for the company's products and services, expecting server CPU revenue to grow over 70% year-over-year in Q2, with continued robust growth through 2027. Strategic partnerships with Meta and OpenAI, coupled with advancements in their ROCm software, are key drivers. AMD is also gaining market share with its next-generation GPUs, and demand for the MI450 series is exceeding initial forecasts.
May 11, 2026
Massive News for Uber Stock Investors | UBER Stock Deep Dive Part 4
Uber is enhancing its Uber One membership by adding hotels and other benefits, making it more attractive to its growing 50 million members. This strategy creates a recurring, less cyclical revenue stream, increases customer retention, and boosts spending. The company also leverages its scale to negotiate better insurance rates and explore other cost-saving opportunities in fleet management and vehicle financing.
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