Creator Post Archive
Stockswithpawan
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Aug 13, 2026
The creator highlights IREN as a compelling AI infrastructure play due to its significant cloud contracts w...
The creator highlights IREN as a compelling AI infrastructure play due to its significant cloud contracts with Microsoft and Nvidia, despite the risks associated with massive capital expenditure.
Aug 13, 2026
The creator discusses Cerebras Systems (CBRS) following a 17% stock price drop after missing revenue expect...
The creator discusses Cerebras Systems (CBRS) following a 17% stock price drop after missing revenue expectations, despite strong growth. He identifies a potential buy zone between $200 and $210, contingent on the stock holding that support level.
Aug 12, 2026
The creator highlights three AI-focused stocks he is currently buying, emphasizing their roles in AI infras...
The creator highlights three AI-focused stocks he is currently buying, emphasizing their roles in AI infrastructure and recent financial performance.
Aug 11, 2026
The creator highlights three AI-related stocks he personally owns, focusing on companies that provide criti...
The creator highlights three AI-related stocks he personally owns, focusing on companies that provide critical infrastructure for AI compute and networking.
Aug 10, 2026
The creator lists five ETFs they currently own, focusing on growth and dividend strategies.
The creator lists five ETFs they currently own, focusing on growth and dividend strategies.
Aug 6, 2026
The creator highlights KLA Corporation (KLAC) as a critical, often overlooked player in the AI chip supply...
The creator highlights KLA Corporation (KLAC) as a critical, often overlooked player in the AI chip supply chain, emphasizing its dominance in process control and inspection technology.
Aug 4, 2026
The creator is building a $100k AI buy list, presenting a list of AI-related stocks with their current pric...
The creator is building a $100k AI buy list, presenting a list of AI-related stocks with their current price ranges. The reel suggests that the market is selling off, implying these are potential buying opportunities.
Aug 1, 2026
The creator discusses three AI stocks they are not currently adding to their portfolio. The first is CoreWe...
The creator discusses three AI stocks they are not currently adding to their portfolio. The first is CoreWeave (CRWV), which has significant debt relative to cash. The second is Super Micro Computer (SMCI), which has a large backlog but also substantial debt. The third is Oracle (ORCL), which has a large backlog and is raising significant debt, increasing execution risk.
Jul 30, 2026
The creator discusses their portfolio being down 7% and analyzes the market's current downturn. They highli...
The creator discusses their portfolio being down 7% and analyzes the market's current downturn. They highlight that SPY and QQQ have broken below diamond patterns, indicating a short-term bearish trend. The VIX is also a key indicator, with a close above 21 signaling increased fear and potential for more selling. Despite the market's struggles, big tech earnings remain strong, suggesting AI fundamentals are not collapsing. The market is being hit by leverage, rates, and risk-off sentiment.
Jul 29, 2026
The creator discusses the market's potential direction over the next 48 hours, highlighting upcoming Fed an...
The creator discusses the market's potential direction over the next 48 hours, highlighting upcoming Fed announcements, inflation data, and big tech earnings. They analyze SPY's key levels and VIX for market sentiment, noting a shift towards defensive sectors and specific software/healthcare stocks, while cautioning against blindly buying dips and emphasizing risk management.
Jul 28, 2026
The creator discusses Google (GOOGL), initially questioning if it's about to crash and advising against buy...
The creator discusses Google (GOOGL), initially questioning if it's about to crash and advising against buying. However, they then present data showing strong revenue growth in Search and Cloud, and a large AI backlog, suggesting the business is strong despite high spending. The creator concludes that Google doesn't have a demand problem, but a spending problem, and that the current dip could be an opportunity to buy at specific levels.
Jul 26, 2026
The creator is building a buy list of stocks, indicating that the market is selling off. The reel displays...
The creator is building a buy list of stocks, indicating that the market is selling off. The reel displays a list of tickers with associated price ranges, suggesting potential buy zones.
Jul 25, 2026
The creator discusses Michael Burry's bearish stance on AI stocks, specifically mentioning his short positi...
The creator discusses Michael Burry's bearish stance on AI stocks, specifically mentioning his short positions in Micron (MU) and Nvidia (NVDA). While Burry is shorting these companies, the creator personally is not selling their holdings in NVDA or MU, questioning whether AI spending is truly translating into revenue and profit.
Jul 24, 2026
This reel highlights companies and ETFs involved in the water industry, suggesting they are essential for A...
This reel highlights companies and ETFs involved in the water industry, suggesting they are essential for AI infrastructure. It displays tickers and current prices for several water-related stocks and funds.
Jul 22, 2026
The reel discusses Nvidia's stake in Nebius, an AI cloud company that builds AI factories and rents GPU com...
The reel discusses Nvidia's stake in Nebius, an AI cloud company that builds AI factories and rents GPU compute, storage, and networking. Nebius reported strong revenue growth and positive adjusted EBITDA. The creator outlines key price levels to watch for Nebius (NBIS).
Jul 18, 2026
The creator identifies three stocks to buy during a market dip: Credo Technology Group (CRDO), GE Vernova (...
The creator identifies three stocks to buy during a market dip: Credo Technology Group (CRDO), GE Vernova (GEV), and NBIS. The reel discusses the business models, recent performance, and technical levels for each stock, highlighting growth and potential buying opportunities.
Jul 16, 2026
The reel discusses CleanSpark (CLSK) as a potential investment, highlighting its recent $6.6 billion data c...
The reel discusses CleanSpark (CLSK) as a potential investment, highlighting its recent $6.6 billion data center lease deal with a major tech company. The creator emphasizes that the AI industry's growth is bottlenecked by power-ready data centers, not just chips, making companies like CleanSpark crucial. Despite its past as a Bitcoin miner, the focus is shifting to its AI infrastructure capabilities.
Jul 14, 2026
The reel discusses the AI heat bottleneck and highlights ZGK Industrial as an under-the-radar stock providi...
The reel discusses the AI heat bottleneck and highlights ZGK Industrial as an under-the-radar stock providing critical liquid cooling components for AI infrastructure, EVs, aerospace, and high-end electronics. It notes ZGK's recent award for best liquid cooling connector supplier and strong financial growth, while also mentioning potential dilution risks.
Jul 13, 2026
The reel discusses the essential components for scaling AI, highlighting energy, chips, computers, networki...
The reel discusses the essential components for scaling AI, highlighting energy, chips, computers, networking, switches, photonics, and memory. It then showcases Micron Technology (MU) and Credo Technology (CRDO) with their stock performance, asking viewers to comment on which stock is in a buy zone.
Jul 8, 2026
This reel highlights 5 ETFs focused on AI and Robotics, showcasing their performance over the past 3 months...
This reel highlights 5 ETFs focused on AI and Robotics, showcasing their performance over the past 3 months. It features ETFs related to AI Memory, AI Photonics, and AI Power, with logos of major companies in these sectors visible.
Jul 7, 2026
The reel discusses the US government's push into quantum computing and identifies GlobalFoundries (GFS) as...
The reel discusses the US government's push into quantum computing and identifies GlobalFoundries (GFS) as a key player. It highlights the company's role in manufacturing chips for various sectors, including quantum, and its recent government funding and strong revenue growth.
Jul 5, 2026
The reel discusses Michael Burry's short position on AI stocks, questioning if the AI rally is a bubble. It...
The reel discusses Michael Burry's short position on AI stocks, questioning if the AI rally is a bubble. It highlights high P/E ratios for companies like Tesla, AMD, Palantir, and NVIDIA, suggesting that while AI can change the world, investors might be overpaying for AI stocks, leading to potential risks. The creator is watching valuation and earnings for AI companies.
Jul 2, 2026
The reel discusses the high demand for Nvidia's GPUs in AI and introduces Indie Semiconductor (INDI) as a s...
The reel discusses the high demand for Nvidia's GPUs in AI and introduces Indie Semiconductor (INDI) as a small-cap stock building chips for AI perception systems in cars, robots, and other applications. It highlights INDI's recent product launch and a significant radar production order, while also noting the company is currently unprofitable and heavily reliant on the automotive sector.
Jun 29, 2026
The creator discusses the growing importance of quantum computing, highlighting three companies involved in...
The creator discusses the growing importance of quantum computing, highlighting three companies involved in the sector: IBM, Rigetti, and Infleqtion. The reel touches on government funding and the potential for growth in this emerging field, while also noting that many pure-play quantum companies are not yet consistently profitable.
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.
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