Creator Post Archive
The Rose
Browse the full post archive, then jump into the source post to inspect linked mentions and linked signals.
May 31, 2026
Zeta Global Holdings ($ZETA) Competitive Advantage
The creator discusses Zeta Global Holdings ($ZETA), highlighting its competitive advantage in the marketing technology space. Zeta's AI-native platform allows for faster decision-making and significantly higher returns on ad spend for clients compared to legacy competitors. The company also benefits from a strong customer retention rate and extensive first-party data.
May 25, 2026
SoFi Is A Trillion Dollar Company
The creator discusses SoFi Technologies (SOFI), highlighting CEO Anthony Noto's views on the company's most important metric: member and product growth, driven by lifetime value. The strategy involves attracting members through various products and encouraging cross-product usage to increase customer lifetime value, supported by owning their technology and operating digitally to reduce costs.
May 23, 2026
$UBER Versus $DASH - Who Wins
The creator compares DoorDash (DASH) and Uber (UBER), noting their recent stock pullbacks and differing business models. DoorDash is solely focused on food delivery and is growing rapidly, while Uber has a more diversified business including ride-sharing and food delivery, with a focus on profitability. Valuations and financial metrics are discussed, with DoorDash having a higher forward PE ratio than Uber. The potential disruption from autonomous driving technology is highlighted as a key risk for both companies.
May 20, 2026
Oscar Health ($OSCR) Soars Nvidia ($NVDA) Stalls
The creator discusses Oscar Health ($OSCR) and Nvidia ($NVDA) in this segment. Oscar Health is highlighted for its recent strong earnings beat, significant revenue growth, and reaffirmation of guidance, driven by a substantial improvement in its medical loss ratio and strong member growth. Nvidia's earnings are also mentioned as a point of interest.
May 17, 2026
Shopify ($SHOP) Lemonade ($LMND) TransMedics ($TMDX) Best Opportunity?
The creator discusses three stocks: Shopify (SHOP), Lemonade (LMND), and TransMedics (TMDX). Shopify's recent earnings showed strong revenue growth and GMV, but free cash flow margins remained flat. The creator notes that while they don't own these stocks, they are interested in them for potential investment.
May 16, 2026
Superinvestor 13F ($MSFT) Celsius ($CELH) Growth Question ServiceNOW ($NOW) Agentic AI
The creator discusses several stocks based on recent 13F filings and company performance. Microsoft is highlighted as an attractive mega-cap despite recent selling by the Bill and Melinda Gates Foundation, with Bill Ackman and the creator himself adding to their positions. Celsius and ServiceNow are also mentioned as interesting companies. Berkshire Hathaway's moves, including adding to Google and selling Amazon, Visa, Mastercard, and UnitedHealth Group, are analyzed.
May 15, 2026
Alibaba ($BABA) No Profits
The creator discusses Alibaba's (BABA) recent earnings, highlighting a 3% year-over-year revenue increase, which becomes 11% when excluding divested businesses. While non-GAAP EPS saw a significant decrease, the creator sees potential upside driven by a turnaround in the Chinese economy and strong growth in Alibaba's cloud and AI segments. The visit of US CEOs to China is also noted as a potential catalyst for improved trade relations and economic recovery.
May 11, 2026
Novo Nordisk ($NVO) Turnaround Starting
The creator expresses strong optimism for Novo Nordisk ($NVO), highlighting its leading position in the obesity and diabetes drug market with its peptide-based medications like Wegovy. Despite some recent revenue dips in the diabetes segment, the strong performance and growth potential of the obesity care segment, particularly the Wegovy pill, are seen as major catalysts. The company's strategic focus on peptides and potential shift towards a subscription-based model could significantly enhance its valuation.
May 9, 2026
Elf Beauty ($ELF) Buy The Dip, Robinhood ($HOOD) Retail Traders
The creator discusses Elf Beauty ($ELF) and Robinhood ($HOOD). For Elf Beauty, the stock is down significantly year-to-date, with upcoming Q4 fiscal year 2026 results expected to show strong revenue growth but a substantial decrease in EPS year-over-year. The creator notes that Elf's pricing strategy and increased marketing spend are key factors for investors to watch. For Robinhood, the creator highlights strong net deposit inflows despite market fluctuations.
May 7, 2026
Advanced Micro Devices ($AMD) TRIPLE BEAT | Tempus AI ($TEM) DROPS
The creator discusses Advanced Micro Devices (AMD) reporting a strong earnings beat, driven by its data center segment, leading to a significant stock price increase. They also analyze Tempus AI (TEM), noting its revenue growth but also a widening net loss, making it a speculative play. The creator shares their personal portfolio holdings, emphasizing position weighting based on company fundamentals and speculation.
May 5, 2026
Reddit ($RDDT) Momentum Zeta ($ZETA) Raises Again
The creator discusses Reddit ($RDDT) and Zeta ($ZETA), highlighting Reddit's strong revenue growth driven by AI data licensing and Zeta's consistent beat-and-raise quarters. While both show potential, Reddit faces concerns about user growth deceleration, and Zeta needs to demonstrate stronger GAAP profitability. The creator also mentions their portfolio holdings, including AMD, Google, UNH, Oscar, Novo, Zeta, and Reddit.
May 1, 2026
SoFi Busts | Google Booms
The creator discusses the contrasting earnings reports of SoFi and Google. SoFi's stock dropped despite strong revenue and member growth, primarily due to unraised guidance attributed to economic uncertainty. Google, on the other hand, saw its stock rise significantly after exceeding expectations across the board, particularly in cloud revenue, leading to increased CapEx spend. The creator expresses a preference for SoFi as a buy opportunity at its current dip, seeing potential for significant long-term growth, while noting Google's high expectations.
May 1, 2026
$AMD Up Huge, Apple ($AAPL) Transition
The creator discusses AMD's strong performance driven by AI momentum and its competitive position against Intel and Nvidia in the CPU and GPU markets. They also analyze Apple's CEO transition and its potential impact on the company's future product focus and stock valuation, suggesting a short-term weakness but long-term buying opportunity. The creator also mentions reducing their Google position to reallocate capital.
Apr 24, 2026
Duolingo ($DUOL) Reddit ($RDDT) User Growth And PayPal ($PYPL) Revenue Questions
The creator discusses three companies with upcoming earnings: Duolingo ($DUOL), Reddit ($RDDT), and PayPal ($PYPL). While acknowledging concerns about Duolingo's strategy shift and Reddit's user growth, the creator expresses a preference for Reddit due to its strong revenue growth and lower disruption risk. PayPal is seen as a flat company with potential upside if growth re-accelerates. The creator holds all three stocks and highlights Reddit as their top conviction pick.
Apr 18, 2026
$SOFI & $ZETA HUGE EARNINGS
The creator discusses SoFi Technologies and Zeta Global Holdings ahead of their earnings reports. SoFi is highlighted for its accelerating member growth and strategic pivot towards fee-based revenue, particularly through loan originations. The creator believes SoFi is well-positioned to manage potential AI-driven disruption to its customer base.
Apr 15, 2026
Novo Nordisk ($NVO) Game Changing UnitedHealth Group ($UNH) Watch EPS
The creator discusses the competitive landscape in the weight loss drug market, favoring Novo Nordisk ($NVO) over Eli Lilly due to efficacy and a new subscription model. They also analyze UnitedHealth Group ($UNH), believing its stock is undervalued despite concerns about health insurance usage and premium increases. The creator holds positions in both UNH and NVO, seeing significant upside potential for both companies.
Apr 15, 2026
Meta to $9 Trillion and AMD Price Target
The creator discusses Meta's ambitious $9 trillion market cap target by 2031, analyzing the required EPS growth and PE ratios, and expresses skepticism about its feasibility within five years. The video also covers AMD, highlighting its strong performance driven by AI and data center demand, with projections suggesting a potential price target of $300 per share within the next year based on strong EPS growth and a reasonable forward PE ratio.
Apr 15, 2026
UnitedHealth Group ($UNH) Low Estimates Oscar Health ($OSCR) To $50
The creator discusses UnitedHealth Group (UNH) and Oscar Health (OSCR), highlighting recent news and earnings expectations. For UNH, the focus is on Medicare Advantage rate increases and the potential for the company to exceed analyst expectations due to sandbagged guidance, suggesting a bullish outlook. For OSCR, the CEO's stock purchase and strong revenue/margin guidance point to significant upside potential, with price targets between $40-$50 per share.
Apr 11, 2026
Google and Meta Key Earnings
The creator discusses Google and Meta ahead of their earnings reports, highlighting Google's potential in the AI chip market and Meta's need to monetize its user base with AI models. Both stocks are identified as high-conviction plays from the past, with Google's recent pivot to AI and Meta's strategic additions in 2022 proving successful.
Mar 29, 2026
Micron Technology ($MU) - Short Term Growth
The creator discusses Micron Technology (MU), highlighting its recent impressive earnings driven by AI demand for DRAM and NAND memory chips. Despite a significant stock run-up and a recent pullback, the creator believes the AI story supports continued demand, particularly for NAND in the long term.
Mar 29, 2026
4 GREAT Companies - $SOFI $CELH $OSCR $TEM
The creator discusses the historical volatility of the stock market and advises investors to buy fundamentally sound companies that have experienced significant price drops. They highlight SoFi Technologies as a potential winner due to strong revenue and earnings growth, and a strategic shift towards higher-margin fee-based revenue.
Mar 27, 2026
Estee Lauder ($EL) And Abercrombie & Fitch ($ANF) - Buy The Dip
The creator discusses Estee Lauder's recent struggles and a potential merger with Puig, expressing skepticism about the deal's ability to drive growth. They believe Estee Lauder should focus on acquiring smaller, high-growth companies instead of merging with similar legacy brands.
Mar 22, 2026
SoFi Technologies ($SOFI) Huge Profits And Celsius Holdings ($CELH) Market Takeover
The creator sees an opportunity in SoFi Technologies ($SOFI), highlighting a recent insider purchase and a strategic shift towards fee-based revenue that is expected to drive significant future profitability. The creator also briefly mentions Celsius Holdings ($CELH) in the context of market takeovers.
Mar 21, 2026
Novo Nordisk ($NVO) vs Eli Lilly ($LLY) And Super Micro Computer ($SMCI) Drama
The creator discusses Novo Nordisk and Eli Lilly, focusing on their competition in the GLP-1 and oral weight loss markets. The creator also touches on Super Micro Computer and an alleged scheme involving Nvidia chips.
Mar 20, 2026
Alibaba ($BABA) Growth Acceleration
The creator discusses Alibaba's recent earnings, noting mixed results with overall revenue growth of 2% year-over-year, or 9% excluding divested businesses. While Chinese e-commerce growth was modest at 6%, the cloud and AI segment showed strong performance, with cloud growing 36% and AI-related revenue experiencing triple-digit growth for the tenth consecutive quarter.
Mar 15, 2026
Zeta Holdings ($ZETA) Robinhood ($HOOD) And ZScaler ($ZS) - Only Up From Here?
The creator discusses Zeta Holdings, Robinhood, and Zscaler, highlighting Zeta's consistent revenue growth and customer retention as key strengths. Robinhood is mentioned as an interesting speculative play dependent on trading volumes, while crypto is noted as a long-term bullish sector.
Mar 15, 2026
Novo Nordisk ($NVO) Grind | UnitedHealth Group ($UNH) Recovery | Oscar Health ($OSCR) Growth
The creator discusses three healthcare stocks: Novo Nordisk ($NVO), UnitedHealth Group ($UNH), and Oscar Health ($OSCR). Novo Nordisk is facing a near-term slowdown but is expected to rebound in 2027-2028. UnitedHealth Group is navigating industry shifts and policy changes, with potential for long-term recovery. Oscar Health shows strong revenue growth and promising guidance for 2026, suggesting significant upside potential in the short term.
Mar 15, 2026
Duolingo ($DUOL) Is GONE ... maybe
The creator discusses Duolingo's (DUOL) stock performance, noting its significant drop from all-time highs but arguing that fears of AI disruption are overblown. The CEO highlights AI's role in accelerating content generation and enabling profitable features like conversational practice, positioning Duolingo to disrupt the education industry. The creator believes analyst estimates for upcoming earnings are low and projects a significant stock price increase driven by improved sentiment and continued business growth.
Mar 15, 2026
ZETA Is AI | Earnings
The creator discusses Zeta Global Holdings (ZETA), highlighting its long-standing integration of AI and its potential to benefit from the AI trend. Despite a recent stock price decline, the company shows strong revenue growth, consistent guidance beats, and a clear long-term strategy with ambitious targets for revenue, EBITDA, and free cash flow. The creator believes ZETA is undervalued, with significant upside potential based on its current valuation metrics and future growth prospects, and plans to add to their existing position.
Mar 15, 2026
Novo Nordisk ($NVO) Struggles | PayPal ($PYPL) Takeover
The creator discusses Novo Nordisk's recent struggles due to trial results showing their drug is less effective than Eli Lilly's, leading to a significant stock drop. They also explore the potential for Novo Nordisk to adjust drug dosages and pricing to remain competitive. The creator then shifts to PayPal, highlighting rumors of a potential takeover by Stripe and analyzing PayPal's financial health and market position. Finally, they discuss their own portfolio's performance, mentioning several stocks in the red, including Novo Nordisk, and their strategy for managing these positions.
Mar 15, 2026
3 Software Stocks - Intuit ($INTU) Applovin ($APP) Workday ($WDAY)
The creator discusses three software stocks: Intuit (INTU), AppLovin (APP), and Workday (WDAY), highlighting their recent stock performance, business models, and future growth potential, particularly in the context of AI disruption. The creator suggests that these companies, despite market concerns about disruption, offer attractive valuations and potential for significant growth if their moats hold.
Mar 15, 2026
Software And Small Caps Are Done - ADBE SOFI RDDT
The creator believes the market's fear of AI disrupting software and small-cap companies is overblown, presenting a buying opportunity. They highlight Adobe (ADBE), SoFi Technologies (SOFI), and Reddit (RDDT) as companies with strong moats that are well-positioned to benefit from AI, despite recent sell-offs. The creator plans to sell Abercrombie & Fitch and Estee Lauder to reinvest in these companies.
Mar 15, 2026
ServiceNow ($NOW) and Salesforce ($CRM) Might Win AI
The creator discusses Service Now (NOW) and Salesforce (CRM) as potential AI winners, despite current market sentiment against SaaS companies. Both companies are experiencing stock price declines due to fears of AI disruption, but the creator argues AI will bolster, not destroy, these businesses. Strong earnings, subscription revenue growth, and high renewal rates for Service Now, along with Salesforce's significant buyback program and attractive valuation, are highlighted as positive indicators. The creator expresses a slight preference for Service Now due to its healthy growth and valuation.
Mar 14, 2026
Microsoft ($MSFT) And Visa ($V) - Boring Growth
The creator discusses Microsoft and Visa as "boring growth" companies suitable for long-term investors amidst market volatility. They highlight Microsoft's consistent revenue and EPS growth, framing recent price drops as buying opportunities, while acknowledging investor concerns about increased capex spend. Visa is also presented as a strong pick.
Mar 13, 2026
Adobe ($ADBE) New Leadership
Adobe's stock fell over 7% after its CEO of 18 years announced his departure, creating uncertainty about the company's future strategy and potential guidance changes. Despite this, the company reported solid financial results, including 12% year-over-year revenue growth and a 17% increase in monthly users, suggesting underlying business strength.
Mar 8, 2026
Shopify ($SHOP) And Lemonade ($LMND) Up Next
The creator discusses Shopify's strong growth metrics, including topline revenue and free cash flow, and its potential in the AI commerce era. However, the creator hesitates to buy due to Shopify's premium valuation, specifically its high forward P/E and PEG ratios, despite recent price drops.
Mar 8, 2026
Novo Nordisk ($NVO) And Hims ($HIMS) Strike A Deal
Novo Nordisk and Hims have struck a new deal to partner and sell Novo's drugs on Hims' platform, resolving previous legal disputes. This partnership is expected to significantly benefit Hims by securing their GLP1 business, while Novo gains a new sales channel to boost volume amidst price erosion.
Mar 2, 2026
Tempus AI ($TEM) And SoFi Technologies ($SOFI) Small Cap Growth
The creator discusses Tempus AI (TEM) and SoFi Technologies (SOFI), highlighting Tempus AI's significant revenue growth in diagnostics and data/applications, despite net losses primarily due to stock-based compensation. The creator finds Tempus AI's focus on data and AI in healthcare diagnostics particularly exciting.
Mar 1, 2026
ServiceNow ($NOW) Inflection Point
The creator discusses the potential impact of AI on businesses, focusing on ServiceNow and Salesforce as companies developing AI agents that can utilize existing software tools to complete tasks. The creator believes ServiceNow has significant growth potential and has experienced a notable price drop, making it an interesting investment opportunity.