Creator Profile
Playing FTSE
YouTube | Stock
3,510 followers
Visit creator profileReturn Since February 22, 2026
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Latest published research
May 31, 2026
MongoDB Surges on Huge Earnings and AI Strength
MongoDB (MDB) is highlighted as an "unsung hero" of the AI revolution, benefiting from its flexible, cloud-native database platform built on JSON-shaped data. The company recently reported strong earnings, exceeding revenue guidance with significant growth in its Atlas product, and showing increased customer adoption of multiple features. The AI narrative is gaining traction with customer examples, suggesting durable momentum and a strategic shift towards platform-level commitments from enterprises.
May 31, 2026
A Chance to Buy Shares in a FTSE 100 Giant?
The creator discusses BP, a FTSE 100 company, which has seen its stock price decline due to external factors like oil price volatility and internal issues, including the removal of its chairman over alleged inappropriate behavior. Despite short-term market reactions, the creator suggests a long-term perspective is warranted, highlighting BP's past struggles with renewable energy investments and a recent strategic shift back to hydrocarbons under new leadership.
May 31, 2026
Costco: Still a Top Quality Growth Stock?
The creator discusses Costco (COST), highlighting its unique membership-based model where fees subsidize low merchandise margins, creating a strong value proposition. Despite a recent 8% drop and mixed Q3 results with slower comparable sales growth when excluding gas and FX, the company's gas business saw extraordinary performance due to widened price gaps, attracting new customers who tend to spend more and renew memberships at higher rates. The creator notes the stock is trading around $950.
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