Creator Post Archive
Parkev Tatevosian, CFA
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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.
May 17, 2026
Why Is Roblox Stock Crashing, and is it a Buying Opportunity? | RBLX Stock Analysis
Roblox (RBLX) reported strong year-over-year user growth but is facing sequential declines, raising investor concerns. The company attributes this slowdown to seasonality, a platform ban in Russia, and new safety features that have impacted user experience and acquisition. However, the creator suggests Roblox's revenue recognition policy may be overly conservative, potentially understating actual revenue generation. The company is also focusing on enhancing engagement for users over 18 and increasing creator earnings for in-game spend.
May 17, 2026
Is Qualcomm Stock an Undervalued Semiconductor Stock to Buy? | QCOM Stock Deep Dive Part 7
Qualcomm's latest quarterly performance shows strong growth potential, particularly in the automotive segment, which is expected to become a more significant part of the business. The company is also entering the data center industry with a multi-generation engagement with a major hyperscaler, leveraging its proven CPU performance and custom ASIC capabilities. This strategic move into a rapidly growing market, despite near-term smartphone headwinds, provides a compelling reason for investor excitement.
May 17, 2026
Should You Buy Supermicro Stock Right Now? | SMCI Stock Analysis
Supermicro Computer (SMCI) reported strong revenue growth, but concerns remain regarding declining profit margins, volatile cash flow, and questionable financial reporting. The author reiterates a hold rating due to these risks and a significant discrepancy between the calculated fair value and the current market price.
May 17, 2026
Should You Buy Twilio Stock Today? | TWLO STock Analysis
Twilio stock is performing well, with the creator maintaining a buy rating since September 29th, 2025. The company exceeded revenue expectations and raised guidance, showing strong year-over-year growth and positive cash flow. Management's significant stock buybacks suggest confidence in the company's valuation, despite a rich valuation currently.
May 17, 2026
Is Roku Stock an Undervalued Growth Stock to Buy?
The creator discusses Roku's recent quarterly investor update, highlighting revenue growth, increased streaming hours, and the potential for the Roku Channel to gain popularity amid economic pressures. The creator also praises Roku's increased transparency and share repurchases, reiterating a long-standing buy rating on the stock due to its attractive valuation and improving operational trends.
May 17, 2026
Should Investors Buy Adobe Stock Instead of ServiceNow Stock? | ADBE Stock vs. NOW Stock
The creator compares ServiceNow (NOW) and Adobe (ADBE) as potential buys, noting both are facing headwinds from AI fears but have become more attractive due to declining valuations. While both are considered undervalued and have buy ratings, the creator ultimately picks Adobe as the preferred investment due to its stronger profitability metrics and cheaper valuation, despite acknowledging ServiceNow's higher revenue growth.
May 16, 2026
Is The Trade Desk Stock a Generational Buying Opportunity? | TTD Stock Deep Dive Part 6
The Trade Desk (TTD) is effectively competing against Amazon's advertising business by focusing on innovation and value rather than price wars. Despite Amazon initially winning a large advertiser with lower rates, The Trade Desk won them back, projecting a 114% spending increase. The Trade Desk's lack of owned inventory and objective platform provides better value for advertisers compared to Amazon's self-serving model.
May 16, 2026
Is Mastercard Stock an Undervalued Dividend Stock to Buy? | MA Stock Analysis
Mastercard (MA) is presented as an undervalued dividend stock with strong revenue and operating income growth. The company's management is actively repurchasing shares, indicating confidence in the stock's valuation. Despite risks from European regulatory changes and cryptocurrency competition, Mastercard's historical profitability and improving margins support a positive outlook.
May 16, 2026
Should You Buy PayPal Stock on the Dip? | PYPL STock Analysis
PayPal stock has been a disappointment, down significantly over the past year and year-to-date. Despite a recent revenue increase, profitability is declining due to less profitable revenue sources and a shift away from innovation. The company's aggressive share buyback program, exceeding operational cash flow, and a recent decline in active accounts are concerning investors. While the valuation is cheap, analyst growth forecasts are modest, suggesting potential market share loss.
May 16, 2026
Huge News for Qualcomm Stock Investors | QCOM Stock Deep Dive Part 6
Qualcomm's management bought back $2.8 billion in stock, which has since seen its price soar from $125 to $200. The author views this as a positive sign of management confidence in an undervalued stock. The company is also seeing strong demand for smartphones, with manufacturers producing fewer units than consumers are buying, leading to inventory depletion.
May 16, 2026
Is Airbnb an Undervalued Stock to Buy? | ABNB Stock Analysis
Airbnb reported strong revenue growth of 18% year-over-year, reaching $2.7 billion, driven by an asset-light business model that generated a 64% free cash flow margin. Despite headwinds from geopolitical uncertainty and plateauing profit margins, the stock trades at a relatively cheap valuation with a forward P/E of 27, making it a potential buy for investors.
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