Creator Post Archive
Parkev Tatevosian, CFA
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May 30, 2026
Nvidia Q1 2027 Earnings: My Final Verdict | NVDA Stock Deep Dive Part 8
Nvidia (NVDA) is well-positioned to maintain market share in data centers despite competition from custom chip designers like Amazon and Alphabet. The company's vertically integrated platform and growing partnerships, such as with Anthropic, are key drivers of its success. Nvidia's new CPU offering is also projected to generate significant revenue.
May 29, 2026
Should You Buy Salesforce Stock After the Huge Investor Update? | CRM Stock Analysis
Salesforce's recent investor update revealed significant stock repurchases and solid revenue growth, but concerns remain about cash flow growth relative to revenue. Despite these concerns and the perceived risk from AI, the creator believes Salesforce stock is undervalued due to its cheap valuations and strong fundamentals, issuing a buy rating.
May 29, 2026
Why Is Snowflake Stock Soaring, and is it too Late to Buy? | SNOW Stock Analysis
Snowflake's stock surged 36% after its quarterly earnings report, driven by strong net revenue retention (126%) and remaining performance obligations (RPO) up 38%. The company's management highlighted AI as a significant tailwind, marking an inflection point that finally convinced investors, unlike other software companies. The creator reiterates a buy rating on SNOW, seeing it as a continued buying opportunity.
May 29, 2026
Is Reddit Stock an Undervalued Stock to Buy? | RDDT Stock Discounted Cash Flow Valuation
This video analyzes Reddit stock (RDDT) using a discounted cash flow valuation. The creator forecasts significant free cash flow growth for Reddit, driven by its unique content monetization model, including advertising and AI data sales. Despite being the smallest social media company, Reddit is identified as the fastest growing. The analysis uses a 13.8% weighted average cost of capital to determine a fair value for the stock.
May 29, 2026
Is Netflix Stock an Undervalued Stock to Buy? | NFLX Stock Discounted Cash Flow Valuation
The creator analyzes Netflix (NFLX) to determine if it's an undervalued stock. They provide a discounted cash flow valuation based on projected free cash flow growth, driven by the shift to streaming and Netflix's increasing success in creating original content. Despite acknowledging future uncertainties, the creator believes Netflix's competitive advantages will lead to above-market growth.
May 29, 2026
91 Billion Reasons to Love Nvidia Stock Right Now | NVDA Stock Deep Dive Part 5
Nvidia's upcoming quarter revenue is projected to be $91 billion, a significant increase from the current quarter. The company forecasts $1 trillion in revenue between 2025-2027, with gross profit margins in the mid-70% range. Nvidia expects to grow faster than hyperscale capital expenditures, potentially doubling or tripling its market cap if hyperscaler CapEx triples or quadruples.
May 28, 2026
Why Is Zscaler Stock Crashing and is it a Generational Buying Opportunity? | ZS Stock Analysis
Zscaler's stock dropped 31% after disappointing quarterly results, primarily due to decelerating net new ARR growth which is not sustainable at current revenue growth rates. Despite this, the company's management remains optimistic about long-term growth, and the stock's valuation is considered reasonable, not cheap, compared to the S&P 500 average. While operational losses slightly improved as a percentage of revenue, free cash flow as a percentage of revenue worsened.
May 28, 2026
Driverless Car Technology Could Be the Next Catlyst for Nvidia Stock Investors | Deep Dive Part 6
Nvidia's driverless car technology, particularly its partnership with Uber, is highlighted as a significant catalyst for future growth. Despite supply chain challenges, the company's ability to meet robust demand, maintain premium pricing, and generate substantial free cash flow, coupled with a large share buyback authorization, positions it favorably for investors.
May 28, 2026
Massive News for Qualcomm Stock Investors | QCOM Stock Analysis
Qualcomm (QCOM) has secured a significant deal to supply chips for AI data centers to ByteDance, the owner of TikTok. This development, coupled with Qualcomm's proven success in expanding beyond its core smartphone market into automotive and personal computers, strengthens the company's prospects in the high-demand AI data center space. Despite a recent 68% stock price surge, the analyst maintains a bullish outlook, believing the stock remains undervalued with a fair value estimate significantly higher than its current trading price.
May 28, 2026
My Amazon Stock Price Prediction for 2026 | AMZN Stock Prediction
The creator provides a stock price prediction for Amazon (AMZN) for the end of 2026, outlining four scenarios based on earnings per share estimates and forward price-to-earnings ratios. The base case scenario suggests a price target between $300 and $330 per share, representing an 18.42% upside from the current price.
May 27, 2026
Western Digital Stock Analysis: My Final Verdict | WDC Stock Deep Dive Part 6
The creator analyzes Western Digital (WDC), highlighting management's confidence in improving gross profit margins above 50% through strong pricing, innovation, and cost efficiencies like ultra SMR. Despite a significant price increase, the stock appears fairly valued at $417 per share based on DCF analysis, with revenue soaring and profits expanding.
May 27, 2026
Vera Rubin Could Be Huge for Nvidia Stock Investors | NVDA Stock Deep Dive Part 5
Nvidia's new Vera Rubin technology, combining CPU and GPU, is expected to significantly boost performance and open a new $200 billion market for the company. This advancement positions Nvidia to potentially dominate the CPU market, challenging competitors like Intel and AMD. Despite potential headwinds with China sales, the long-term outlook for Nvidia remains strong due to its technological innovation.
May 27, 2026
My Forever Portfolio: 5 Spectacular Stocks You Can Buy and Hold Forever
The creator highlights five stocks suitable for long-term investment, focusing on competitive advantages and industry. The first two stocks discussed are Amazon, with its strong e-commerce and AI capabilities, and McDonald's, benefiting from innovations in food delivery and AI despite near-term headwinds from weight loss treatments.
May 27, 2026
Is Oracle Stock an Undervalued Stock to Buy? | ORCL Stock Discounted Cash Flow Valuation
The creator performs a discounted cash flow valuation for Oracle (ORCL), estimating its fair value at $195 per share, slightly above the current market price of $192. Despite significant current investments leading to negative free cash flow, the model projects substantial free cash flow growth starting in 2029, driven by AI infrastructure and data center expansion. Key risks include Oracle's heavy debt load and investor skepticism regarding its relationship with OpenAI.
May 26, 2026
Interesting News for Western Digital Stock Investors | WDC Stock Deep Dive Part 5
Western Digital (WDC) is showing significant improvements in its profit margins, driven by customers buying higher capacity drives and effective pricing strategies. The company's gross profit margin reached 50.5% and operating profit margin jumped to 38.6%. While future growth forecasts are strong, there are some concerns about the sustainability of margin improvements, with analysts noting a potential plateau.
May 26, 2026
KLAC Stock Analysis: My Final Verdict | KLA Corporation Deep Dive Part 6
The creator analyzes KLA Corporation (KLAC), noting strong demand and management optimism for future revenue, particularly in leading-edge products. Despite a fair value estimate of $923 per share based on a DCF model, the current market price of $1,750 suggests the stock is overvalued.
May 26, 2026
Nvidia Stock Investors Cheer as its Market Share Increases | NVDA Stock Deep Dive Part 4
Nvidia's market share in frontier AI computing is increasing, despite competitors like AMD, Intel, Amazon, and Alphabet investing in their own proprietary chips. The creator argues that Nvidia's technology offers a lower total cost of ownership over the long term, making it more economical than lower-priced alternatives.
May 26, 2026
Is ServiceNow Stock an Undervalued Stock to Buy? | NOW Stock Discounted Cash Flow Valuation
The creator analyzes ServiceNow (NOW) using a discounted cash flow model to determine its fair value, considering the potential impact of AI on market share. Despite a recent sell-off, the analysis aims to assess if the stock is undervalued and presents a buying opportunity.
May 25, 2026
Western Digital Stock Investors Need to See This | WDC Stock Deep Dive Part 4
Western Digital (WDC) is experiencing strong customer response to its new AI-focused products, with 90% of revenue coming from cloud hyperscalers. The company's long-term visibility is improving with extended agreements, and demand across all customer segments remains robust. WDC reported a strong Q3 with revenue up 45% year-over-year, driven by improved pricing and exceeding management forecasts.
May 25, 2026
KLAC Stock Investors Need to See This | KLA Corporation Deep Dive Part 5
KLA Corporation's business model is designed to deliver strong incremental operating margins, between 40-50%, on revenue growth. This is driven by high capacity utilization, which is crucial for profitability. The company's focus on accuracy in matching demand with capacity, coupled with increasing investment in custom silicon by hyperscalers, is fueling demand and enabling them to operate near full capacity.
May 25, 2026
Huge News for Nvidia Stock Investors | NVDA Stock Deep Dive Part 3
The creator discusses Nvidia's (NVDA) growth drivers, focusing on demand from search, advertising, recommendation systems, and content understanding. They highlight how hyperscale workloads are shifting to GPUs and mention Meta Platforms' (META) success using AI for content and user engagement. The creator also touches on Nvidia's role in AI model development with companies like Anthropic and OpenAI, and the increasing hyperscale capital expenditures.
May 25, 2026
Is AMD Stock an Undervalued Stock to Buy? | AMD STock Discounted Cash Flow Valuation
The creator performs a discounted cash flow valuation for AMD stock, forecasting significant free cash flow growth driven by demand for its CPUs and GPUs in data centers. Despite a high cost of equity, the projected growth leads to an intrinsic value estimate, suggesting the stock may be undervalued.
May 25, 2026
Is Eli Lilly Stock an Undervalued Stock to Buy? | LLY Stock Discounted Cash Flow Valuation
Parkev Tatevosian, CFA, analyzes Eli Lilly stock (LLY) using a discounted cash flow model to determine if it's undervalued. He forecasts significant free cash flow growth driven by weight loss treatments and estimates a fair value based on these projections and a calculated discount rate.
May 24, 2026
Huge News for Western Digital Stock Investors! | WDC Stock Deep Dive Part 3
The creator discusses Western Digital (WDC) and its potential growth drivers beyond the current data center boom. The focus is on how physical AI, particularly driverless car technology and robotics, will significantly increase demand for storage solutions. This trend is expected to fuel long-term data storage growth exceeding 25% annually.
May 24, 2026
Lumentum Stock My Final Verdict | LITE Stock Deep Dive Part 5
Lumentum's management is seeing demand outpace supply, with a significant increase in supply expected to meet growing customer needs. Despite a recent market sell-off impacting the stock price, the creator views this as an attractive opportunity for investors, calculating a fair value significantly higher than the current market price.
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