Creator Post Archive
Stockswithpawan
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Jun 26, 2026
This reel highlights Hive Digital Technologies (HIVE) as a potential investment opportunity, focusing on it...
This reel highlights Hive Digital Technologies (HIVE) as a potential investment opportunity, focusing on its transition from Bitcoin mining to AI cloud services. The creator discusses a significant $220 million GPU contract with Bell AI Fabric and the company's expansion into AI data centers, while also noting the risks associated with its reliance on Bitcoin mining.
Jun 24, 2026
The reel discusses two stocks, Nokia (NOK) and Eli Lilly (LLY), highlighted by recent disclosures and inves...
The reel discusses two stocks, Nokia (NOK) and Eli Lilly (LLY), highlighted by recent disclosures and investments. Nokia is expanding its semiconductor testing and packaging operations with a $30 million investment, and a $4 billion US AI networking investment. Eli Lilly is a major player in GLP1 weight loss drugs and a competitor to Novo Nordisk, with a new obesity drug showing significant results.
Jun 23, 2026
The creator discusses 5 memory stocks they are watching and would buy on dips, highlighting Micron (MU) as...
The creator discusses 5 memory stocks they are watching and would buy on dips, highlighting Micron (MU) as a core memory play and Penguin Solutions (PENG) as a hidden bottleneck play.
Jun 22, 2026
The creator discusses the AI infrastructure bottleneck, focusing on memory and compute. They highlight Peng...
The creator discusses the AI infrastructure bottleneck, focusing on memory and compute. They highlight Penguin Solutions (PENG) as a company addressing this by providing advanced computing, integrated memory, and optimized LED solutions, and note its strong financial performance and strategic partnerships within the NVIDIA ecosystem.
Jun 20, 2026
The creator showcases their stock pick dashboard, detailing its features for tracking past stock performanc...
The creator showcases their stock pick dashboard, detailing its features for tracking past stock performance, including best and worst performers like NBIS and SERV. The reel also highlights market rotation data and encourages viewers to comment 'SWP' for free access to the tool.
Jun 19, 2026
The creator introduces their new stock pick dashboard, showcasing its features for tracking portfolio perfo...
The creator introduces their new stock pick dashboard, showcasing its features for tracking portfolio performance, win rates, best/worst performers, and market rotation. They highlight the dashboard's ability to filter between stocks and ETFs and switch between dark and light modes, offering free access by commenting 'SWP'.
Jun 17, 2026
The creator highlights QuickLogic (QUIK) as an interesting AI chip stock, focusing on its programmable FPGA...
The creator highlights QuickLogic (QUIK) as an interesting AI chip stock, focusing on its programmable FPGA technology for defense, space, and edge AI applications. The video discusses a recent $13M US government contract and the company's work on advanced chip technology, suggesting potential growth driven by AI adoption and government contracts.
Jun 13, 2026
The creator discusses the three physical layers essential for AI: memory, power, and robots. They highlight...
The creator discusses the three physical layers essential for AI: memory, power, and robots. They highlight specific ETFs related to each layer, including DRAM for memory, GRID for power infrastructure, and HUMN for robotics, suggesting these areas are key to AI's future growth.
Jun 10, 2026
The creator discusses STMicroelectronics (STM) as a potentially undervalued AI infrastructure chip stock. T...
The creator discusses STMicroelectronics (STM) as a potentially undervalued AI infrastructure chip stock. They highlight STM's role in AI data centers, space and satellite communications, automotive chips, and silicon photonics, citing recent positive developments like a multi-billion dollar deal with Amazon Web Services and raised revenue targets.
Jun 6, 2026
The creator discusses the recent market downturn, with the Nasdaq dropping over 4% and the S&P 500 falling...
The creator discusses the recent market downturn, with the Nasdaq dropping over 4% and the S&P 500 falling 2.6%, attributing it to a strong jobs report that increases the likelihood of a rate hike. Despite the market dip, the creator identifies five stocks they are buying: ASTS, IREN, CRDO, OKLO, and the D RAM ETF.
Jun 4, 2026
The creator highlights AEVA as a potential investment in the autonomous AI space, emphasizing its 4D FMCW L...
The creator highlights AEVA as a potential investment in the autonomous AI space, emphasizing its 4D FMCW LiDAR technology and partnerships with Nvidia and Daimler Truck. The reel discusses AEVA's role in autonomous vehicles, defense, and industrial sensing, along with its financial performance and future revenue targets.
May 31, 2026
The creator highlights IBM's strategic investments in enterprise AI and quantum computing, emphasizing its...
The creator highlights IBM's strategic investments in enterprise AI and quantum computing, emphasizing its potential for future growth. The reel details IBM's recent financial performance, including strong revenue and free cash flow, and its commitment to quantum chip foundry development and expansion. The creator suggests IBM is an underrated infrastructure stock poised for significant gains.
May 28, 2026
The creator highlights Adtran (ADTN) as a potential investment opportunity, benefiting from NVIDIA's AI bot...
The creator highlights Adtran (ADTN) as a potential investment opportunity, benefiting from NVIDIA's AI bottleneck. Adtran's new LiteWave 800 product offers improved energy efficiency for AI data centers, and the company is well-positioned to benefit from US government broadband initiatives and European network upgrades. The creator points to strong revenue growth and improving margins as key catalysts.
May 25, 2026
This reel highlights Duos Technologies Group Inc. (DUOT) as a potential AI infrastructure play. The creator...
This reel highlights Duos Technologies Group Inc. (DUOT) as a potential AI infrastructure play. The creator discusses the company's pivot from AI-powered rail inspection systems to GPU-as-a-service, emphasizing a significant $176M GPUaaS contract and strong revenue growth. The video also touches on NVIDIA's role in AI infrastructure and the broader AI compute market.
May 24, 2026
The creator highlights MDA Space (MDA) as a promising stock in the AI, robotics, and space technology secto...
The creator highlights MDA Space (MDA) as a promising stock in the AI, robotics, and space technology sector. The reel details MDA's critical role in building space infrastructure, its contracts with government and defense clients, its strong backlog and revenue growth, and its low debt. The creator also mentions Telesat Lightspeed and Globalstar as other companies in the space sector.
May 21, 2026
This reel highlights 6 AI-related investment signals based on Nvidia's earnings call and industry trends. I...
This reel highlights 6 AI-related investment signals based on Nvidia's earnings call and industry trends. It discusses major tech companies like Microsoft, Amazon, and Google, as well as specialized AI infrastructure providers like CoreWeave. The video also touches on the growing importance of AI in industrial and enterprise sectors, and the potential bottleneck of power infrastructure for AI growth, mentioning energy companies like Constellation Energy, Vistra, and NextEra.
May 20, 2026
This reel highlights Himax Technologies (HIMX) as a potential AI infrastructure play, arguing that while ma...
This reel highlights Himax Technologies (HIMX) as a potential AI infrastructure play, arguing that while many focus on NVIDIA, Himax is quietly developing crucial wafer-level optics technology for next-gen AI chips, optical networking, and AR/VR devices. The creator points to Himax's strong revenue, profitability, and balance sheet as reasons for a potential re-rating.
May 16, 2026
The creator discusses the upcoming SpaceX IPO and highlights four stocks and one ETF poised to benefit from...
The creator discusses the upcoming SpaceX IPO and highlights four stocks and one ETF poised to benefit from the growth in the space economy. The stocks mentioned are Rocket Lab, Alphabet (Google), and Planet Labs, with a focus on their potential growth and SpaceX's influence. An ETF named NASA is also presented as a way to gain broader exposure to the space sector.
May 14, 2026
The creator highlights Inflection (INQ) as a $13 stock tied to NVIDIA that could power AI's next wave. The...
The creator highlights Inflection (INQ) as a $13 stock tied to NVIDIA that could power AI's next wave. The company is involved in quantum computing and sensing, working with government entities like NASA and DARPA. Despite being unprofitable, Inflection is generating revenue and is positioned at the intersection of AI and quantum computing, making it a potentially important player in the future.
May 12, 2026
The reel discusses the upcoming IPO of Cerebras Systems (CBRS), a company developing AI infrastructure that...
The reel discusses the upcoming IPO of Cerebras Systems (CBRS), a company developing AI infrastructure that could challenge NVIDIA. It highlights Cerebras's unique approach to building large AI chips to overcome the cost and complexity issues of traditional GPU systems. The video also mentions Amazon's (AMZN) collaboration with Cerebras to integrate their technology into AWS.
May 10, 2026
The creator explains their detailed equity research process, emphasizing the importance of analyzing a comp...
The creator explains their detailed equity research process, emphasizing the importance of analyzing a company's business model, financial health, competitive landscape, and valuation before investing. They showcase how they use a comprehensive prompt to evaluate stocks like NVIDIA, focusing on metrics such as revenue, margins, cash flow, and intrinsic value. The video also briefly mentions other stocks like IREN, DRAM, and GOOGL as examples of past investments.
May 7, 2026
The creator uses a hypothetical time machine scenario to reflect on past investment decisions, asking viewe...
The creator uses a hypothetical time machine scenario to reflect on past investment decisions, asking viewers which missed opportunity or held stock would haunt them the most.
May 7, 2026
The creator highlights Bowman Consulting Group (BWMT) as a small-cap company poised to benefit from the AI...
The creator highlights Bowman Consulting Group (BWMT) as a small-cap company poised to benefit from the AI infrastructure boom. They emphasize its role in building the backbone of AI, including data centers, power grids, and environmental solutions, supported by significant government contracts and strategic acquisitions.
May 3, 2026
The creator discusses the upcoming SpaceX IPO and highlights three stocks to watch in the space industry: R...
The creator discusses the upcoming SpaceX IPO and highlights three stocks to watch in the space industry: Rocket Lab, Planet Labs, and AST SpaceMobile. The video details their business models, financial performance, and partnerships, suggesting potential growth opportunities in the expanding space sector.
May 1, 2026
The creator highlights Amtech Systems (ASYS) as an overlooked stock in the AI infrastructure space. They ex...
The creator highlights Amtech Systems (ASYS) as an overlooked stock in the AI infrastructure space. They explain how ASYS plays a critical role in the semiconductor supply chain, enabling AI chips to work reliably, and how this positions them to benefit from the growing AI demand, despite current market focus on larger tech companies.
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