Creator Post Archive
Parkev Tatevosian, CFA
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Sep 3, 2026
Best Semiconductor Stock to Buy: Marvell Stock or Qualcomm Stock? | MRVL Stock vs. QCOM Stock
The creator compares Marvell (MRVL) and Qualcomm (QCOM) as potential investments, focusing on their roles in the AI data center boom. While Marvell is currently benefiting from AI demand with soaring revenues and improving margins, Qualcomm's data center initiatives are still in early stages and not expected to generate significant revenue until 2027-2028. Despite Marvell's current advantages, its valuation appears stretched compared to Qualcomm, which the creator believes is undervalued based on a discounted cash flow analysis.
Sep 3, 2026
Should You Buy Apple Stock Before it Launches a Foldable iPhone? | AAPL STock Analysis
Apple reported strong revenue growth and is forecasting continued expansion, even before the potential launch of a foldable iPhone. The company benefits from a large, loyal customer base and integrated ecosystem, leading to high customer retention and premium pricing. Despite supply chain headwinds and memory price cycles impacting sales forecasts, Apple's asset-light business model yields industry-leading returns on invested capital.
Sep 3, 2026
Does Tesla or Alphabet Have the Winning Approach to Driverless Car Technology? | TSLA, GOOG
This video discusses the ongoing debate between Tesla and Waymo regarding their approaches to driverless car technology. Waymo criticizes Tesla's camera-only strategy, arguing that a mix of sensors (lidar, radar, cameras) is necessary for safety at scale, while an analyst defends Tesla's AI-centric approach. The discussion touches on the progress and scale of each company's robo-taxi operations and the cost implications of different sensor strategies.
Sep 3, 2026
Nvidia Stock Investors Need to Know These Circular Financing Details | NVDA Stock Deep Dive Part 4
Nvidia is disclosing details about its circular financing arrangements with partners and customers, which have been a cited risk for investors. While these arrangements facilitate sales and create recurring revenue streams, they also involve Nvidia taking on more risk, potentially leading to a lower valuation. The creator notes that Nvidia's stock has underperformed peers despite strong financial results, and discusses how companies like Super Micro Computer are also capital constrained.
Sep 2, 2026
Kraft Heniz Market Share Losses are Improving: Time to Buy This Dividend Stock?
Kraft Heinz is facing market share losses and cost inflation, leading to declining sales and operating margins. Despite these headwinds, the company is increasing marketing spend. While the stock appears undervalued based on the creator's intrinsic value estimate and forward P/E ratio, the conviction level for a buy recommendation is low due to the company's poor performance and challenging macroeconomic environment.
Sep 2, 2026
Is Qualcomm an Undervalued Semiconductor Stock to Buy Right Now? | QCOM Stock Analysis
Qualcomm (QCOM) is presented as an undervalued semiconductor stock due to its expansion into data centers and automotive segments, despite near-term headwinds in smartphones. The company's revenue has doubled, and while operating margins have been volatile, returns on invested capital are improving. The stock is trading at a forward P/E of 16.6, with an estimated fair value of $283, suggesting a 67% upside over 12-18 months, driven by future data center product shipments.
Sep 2, 2026
Is it Too Late to Buy Microsoft Stock? | MSFT Stock Analysis
Microsoft is making significant investments in AI, embedding engineers with customers and adding substantial backlog to its Azure AI business. Despite concerns about high upfront costs for data centers, management believes returns on invested capital are robust. The stock's valuation presents a mixed picture, with forward P/E suggesting undervaluation while DCF indicates slight overvaluation. However, the creator views Microsoft as a "Hall of Fame" business and a potential buying opportunity, even at a fair price.
Sep 2, 2026
Should You Buy Broadcom Stock Instead of Taiwan Semiconductor Stock? | AVGO vs. TSM
This video compares Broadcom (AVGO) and Taiwan Semiconductor Manufacturing Company (TSM) as potential AI-driven investments. Both companies are experiencing significant sales and profit growth due to AI demand. TSM's sales have nearly doubled recently, while Broadcom's sales have also surged, partly due to the VMware acquisition. Both have seen impressive revenue proliferation since 2017. TSM is sold out for manufacturing capacity for the next few years, and Broadcom has a growing backlog. Profit margins have expanded for both, indicating robust organic demand. However, TSM's margins may flatten or decline due to geographic diversification and higher operating costs outside Taiwan. Broadcom's margins are expected to improve with VMware synergies, though a shift towards less profitable semiconductor sales could offset this. Both companies exhibit strong returns on invested capital, with TSM's being higher despite its capital-intensive nature.
Sep 2, 2026
My 10 Top-Ranked Stocks to Buy Right Now in September | Bonus Performance Update Included
The creator highlights their top 10 ranked stocks to buy in September, focusing on Amazon, Meta Platforms, and Netflix as strong buying opportunities. They provide fair value calculations, projected upside, and discuss bullish and bearish factors for each company, including performance updates against the S&P 500. The video also thanks a sponsor for providing a list of the 10 best stocks to buy.
Sep 1, 2026
Should Passive Income Investors Buy 3M Stock Right Now? | MMM Stock Analysis
3M has entered a strategic partnership with Microsoft for data center technology, which is a growing sector. However, this segment is small relative to 3M's overall business. While the company is forecasting modest organic revenue growth, its valuation has become expensive, trading at a forward P/E of 18.4 and above its calculated fair value of $147 per share. The creator believes the buying opportunity for 3M stock has passed, and it is now a good holding opportunity rather than a top pick for new investment.
Sep 1, 2026
Is FedEx an Excellent Dividend Stock to Buy Right Now? | FDX Stock Analysis
FedEx (FDX) is showing strong revenue growth and successfully reducing operational capacity, leading to improved profitability and reduced capital intensity. Despite a significant stock price increase, the company is considered fairly valued to slightly overvalued based on a forward P/E of 15.9 and a DCF valuation of $313 per share.
Sep 1, 2026
Is Texas Instruments an Undervalued Semiconductor Stock to Buy Right Now? | TXN Stock Analysis
The creator analyzes Texas Instruments (TXN), highlighting its strong revenue growth, expanding profit margins, and increasing demand driven by the EV and data center industries. Despite the cyclical nature of the semiconductor market, TXN demonstrates impressive profitability even in downturns. The creator views the stock as slightly undervalued, with a forward P/E suggesting undervaluation and a DCF valuation indicating fair value, reiterating a buy rating with medium conviction.
Sep 1, 2026
Starbucks Stock Investors Have Reason to Cheer | SBUX Stock Analysis
The CEO of Starbucks is implementing successful strategies that are accelerating comparable store sales growth and increasing active rewards members. Despite a challenging macroeconomic environment, the company is seeing sales increases. While profitability margins have declined, management is confident in improving operating profitability through initiatives like store remodels, which have shown positive results and are being expanded. The shift towards a more asset-light, franchisee-focused model, particularly in China, is also viewed positively.
Sep 1, 2026
Should You Buy Take Two Stock Before the GTA 6 Release? | TTWO Stock Analysis
The creator analyzes Take-Two Interactive (TTWO) stock ahead of the Grand Theft Auto 6 release, noting strong revenue growth and positive industry trends. However, profitability and returns on invested capital have declined. The stock's valuation presents a mixed picture, with a low forward P/E but a DCF valuation suggesting it's currently overvalued.
Sep 1, 2026
PepsiCo Management Reiterates Revenue Growth Targets | PEP Stock Analaysis
PepsiCo's management has reaffirmed its long-term revenue growth targets, but near-term challenges like reduced consumer spending and higher living costs are impacting sales. The company is increasing marketing and lowering prices to offset these headwinds. Despite these issues, the stock is trading at a forward P/E of 15.7, near multi-year lows, and its return on invested capital (ROIC) of 14.5% is above its weighted average cost of capital, suggesting value for shareholders.
Sep 1, 2026
Why Is Everyone Talking About Nvidia Stock? NVDA Stock Deep Dive Part 2
Nvidia's stock surged nearly 10% following strong quarterly financial results, adding approximately $500 billion in shareholder wealth. The company's CFO highlighted Nvidia's competitive advantages, including its model-agnostic architecture that benefits from both open and closed AI models, and the fungibility of its products which facilitates financing for hyperscalers. The upcoming Vera Rubin technology promises significant performance improvements, further driving demand.
Aug 31, 2026
Chewy Stock Investors Celebrate as the Company Boasts 22 Million Customers
Chewy's customer base and net sales per active customer are growing, and the company is expanding into the high-margin veterinary care market. Despite a capital-intensive business model, Chewy demonstrates strong execution with improving profitability and a high return on invested capital. The stock appears undervalued based on discounted cash flow and forward P/E ratios, suggesting a significant upside potential.
Aug 31, 2026
Cocoa Prices are Falling: Should You Buy Hershey's Stock?
Hershey's management forecasts declining cocoa prices by 2027, which should improve margins. Despite recent volatility, the stock is trading near multi-year lows on a forward P/E basis. The creator's valuation model suggests a fair value of $252 per share, implying a 39% upside, and reiterates a buy rating.
Aug 31, 2026
e.l.f. Beauty Stock: Buy or Sell?
e.l.f. Beauty (ELF) has seen significant share price appreciation driven by strong net sales growth and revised 2026 outlook. However, the creator downgrades the stock to a hold, citing concerns about the lack of improving profitability despite aggressive marketing and discounting, and a current market price significantly above their calculated fair value.
Aug 31, 2026
Mercadolibre Stock Investors Celebrate as Company Hits Huge Milestone | MELI Stock Analysis
Mercado Libre has achieved a significant milestone, surpassing $10 billion in quarterly revenue with 50% year-over-year growth, driven by a new strategy of lowering free shipping thresholds. While this has led to a decline in operating profitability, management is optimistic about the long-term benefits, citing Amazon's success with similar initiatives. The stock's valuation is also noted as being near its lowest levels in years, trading at a forward P/E of 34.6, making it a potential buying opportunity within the growing Latin American market.
Aug 31, 2026
Is it Too Late to Buy ServiceNow Stock? | NOW Stock Analysis
ServiceNow's management has effectively addressed investor concerns about AI's impact, guiding for strong revenue growth and improving operating margins. While the stock price has recovered significantly, its valuation is now approaching fair levels, leading the analyst to reiterate a buy rating but lower conviction. The analyst previously saw it as a great buying opportunity at lower prices.
Aug 31, 2026
What's Going on With Nvidia Stock? | NVDA Stock Deep Dive Part 1
Nvidia reported strong sales exceeding expectations and revised its revenue outlook upwards, signaling a potential for significant growth. The company's management highlighted supply constraints as a limiting factor for even higher growth, indicating strong demand driven by hyperscaler investments in data centers. This positive news led to a nearly 10% increase in Nvidia's stock price.
Aug 30, 2026
Why Is Marvell Stock Falling, and is it a Generational Buying Opportunity? | MRVL Stock Analysis
Marvell Technology (MRVL) reported excellent quarterly results with upward revisions to its revenue outlook for 2027 and 2028, driven by strong demand in its data center portfolio and AI-related bookings. Despite these strong numbers, the stock price fell significantly because it was considered overvalued going into the earnings announcement. The creator suggests that after the dip, Marvell stock might now present a buying opportunity, as its fundamentals, including accelerating revenue growth and improving profit margins, remain strong.
Aug 30, 2026
Is Northrop Grumman Stock a Defensive Stock to Buy Now?
Northrop Grumman (NOC) is presented as a potential defensive stock due to its record backlog and increasing global demand for defense products, driven by geopolitical tensions. Despite lower operating margins compared to historical levels, the company's stock is considered undervalued based on a discounted cash flow valuation, offering diversification benefits as it's less correlated with the broader economy. The creator has maintained a buy rating on the stock throughout the year.
Aug 29, 2026
Business is Booming for Corning. Time to Buy?
Corning's business is experiencing strong growth, particularly in optical connectivity solutions driven by generative AI demand. The company has outlined ambitious sales targets for the coming years and has shown improvements in profitability and returns on invested capital. However, valuation presents a mixed picture, with the forward PE suggesting a reasonable or undervalued state, while a discounted cash flow analysis indicates the stock is overvalued.
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