Creator Post Archive
The Rose
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Oct 4, 2026
UnitedHealth Group ($UNH) Q3 Earnings Watch Margins
The creator discusses UnitedHealth Group's (UNH) upcoming Q3 earnings, focusing on revenue, EPS, and the medical care ratio. They highlight UNH's history of beating EPS estimates and increasing guidance, suggesting potential for continued positive performance. A key part of the analysis involves UNH's valuation based on revenue and margins, indicating a potential upside to their share price.
Oct 3, 2026
The AppLovin ($APP) Bear Case
The creator discusses the bear case for AppLovin ($APP), focusing on competitive pressures and slowing revenue growth. The recent legal setback against Unity, where AppLovin failed to get a temporary restraining order, is highlighted as a key concern. While the mobile advertising market is growing, AppLovin's revenue growth has decelerated, and analysts expect further slowdowns.
Oct 2, 2026
Netflix ($NFLX) Broken Business or Broken Stock !?
The creator discusses Netflix's (NFLX) internal goal of reaching a $1 trillion market cap by 2030, analyzing the financial metrics required, including revenue, operating income, and subscriber growth. The video contrasts the company's current performance and forecasts with its ambitious targets, suggesting that international expansion is key to achieving these goals.
Sep 26, 2026
SoFi Technologies ($SOFI) Down and Out !?
The creator discusses the impact of rising interest rates on SoFi Technologies ($SOFI), noting a recent 12% drop in share price. The video analyzes inflation trends, oil prices, and their influence on the Federal Reserve's interest rate decisions, suggesting that falling oil prices could lead to cooling inflation and potentially lower interest rates, which would benefit SoFi's lending business. The creator also touches on mortgage rate changes and their effect on SoFi's core operations.
Sep 25, 2026
Zeta Global ($ZETA) 80% is Just the Start
The creator discusses Zeta Global ($ZETA), highlighting its recent 83% stock increase as just the beginning. The company's data-driven advertising platform, which offers a competitive advantage over companies like The Trade Desk, is expected to benefit significantly from the upcoming holiday season ad spend. Despite potential concerns about rising interest rates impacting ad budgets, the creator believes Zeta's focus on consumer and retail clients, who rely heavily on advertising, positions it for strong upcoming results.
Sep 21, 2026
Novo Nordisk ($NVO) Rebranding What Matters
The creator discusses Novo Nordisk's rebranding to "Novo" and its stock performance, noting the stock is down significantly from its all-time highs. While acknowledging potential benefits in consumer recognition, the creator views the rebranding as a strategic shift that doesn't fundamentally alter the business and suggests it might be an attempt to compete more directly with Eli Lilly.
Sep 19, 2026
Celsius ($CELH) Insiders Load Up
The creator discusses Celsius Holdings (CELH), noting a significant drop in its market cap and share price since last year. Despite the dip, insider purchases by the CEO and other directors are highlighted as strong indicators of future growth. The creator details the relevant experience of these insiders in the beverage and investment sectors, suggesting their buying activity is a calculated move based on their deep understanding of the business.
Sep 17, 2026
Elf Beauty ($ELF) - Interest Rate Resistant
The creator discusses ELF Beauty's recent stock performance, highlighting a significant drop after strong earnings and an increased outlook. They also analyze the Federal Reserve's recent interest rate hike and its potential impact on ELF Beauty, suggesting the current stock price might present a buying opportunity.
Sep 13, 2026
Vistra ($VST) Power Play
The creator discusses Vistra Corporation (VST), a power company, highlighting the recent bullish sentiment driven by social media and political figures. The video aims to present the risks associated with the stock, contrasting with the prevailing optimism. Key points include Vistra's diverse power generation, a significant deal with Meta, and the risks of investing based on political disclosures rather than a solid thesis.
Sep 12, 2026
Adobe ($ADBE) Cracks or Comeback
Adobe reported strong Q3 2026 earnings, beating analyst expectations on both revenue and EPS. The company highlighted significant user growth, reaching 1 billion monthly active users across its suite, with notable increases in Acrobat Plus Express and the AI Assistant. Adobe also raised its full-year guidance, driven by strong performance in AI products and a premium user strategy. The creator views these results positively, suggesting the stock is not yet showing cracks.
Sep 10, 2026
Lemonade ($LMND) Compound Machine
The creator discusses Lemonade ($LMND), noting its significant price drop from nearly $100 to below $50 per share. Despite insider selling, the creator believes the company is on track for adjusted EBITDA profitability by Q4, which could lead to a stock price increase. The current sideways trading and potential tax-loss harvesting by other investors are seen as reasons for the stock's current price range. The creator anticipates a potential price spike before the profitability announcement and highlights the company's potential for non-GAAP EPS profitability in the coming years.
Sep 7, 2026
Fantasy Football ... BUT With The Stock Market
The creator compares fantasy football positions to stocks, identifying nine potential stock picks for the next six months. The analysis includes Meta, Lemonade, Celsius, and others, with a focus on growth potential, valuation, and specific catalysts like profitability targets and revenue growth.
Sep 5, 2026
$AMD $ADBE $FICO - Semiconductors To SaaS
The creator discusses AMD, Adobe, and FICO. For AMD, the creator notes a 20% drop from its peak, attributing it to the stock being "priced for perfection" and increased competition in the semiconductor industry, particularly from Nvidia and Intel. The creator believes AMD's current forward P/E of 30 is more reasonable than its previous valuation. Adobe's new CEO hire is seen as a double-edged sword, and FICO lost its mortgage market monopoly, causing its stock to drop.
Sep 3, 2026
Alibaba ($BABA) Earnings And China Consumer Change
The creator discusses Alibaba's recent earnings, highlighting a surprising EPS beat and 9% revenue growth, driven primarily by its cloud and AI segments rather than e-commerce. The video also touches on China's efforts to build its own chip infrastructure due to US restrictions, positioning Alibaba as a key player in this development.
Aug 30, 2026
AppLovin ($APP) - CEO, Data, Team
The creator discusses AppLovin ($APP), highlighting the CEO's leadership, the company's data strategy, and the strength of its team as key factors for future success. The video emphasizes the importance of founder-led businesses and AppLovin's adaptation to the data-driven advertising landscape.
Aug 27, 2026
SaaS Stock Sale - $FICO and $INTU
The creator shifts focus from healthcare to SaaS opportunities, highlighting FICO and Intuit. FICO's strong revenue and EPS growth, coupled with raised guidance, suggest its business is resilient to AI disruption, despite market fears. The creator believes FICO's future growth estimates are conservative and sees potential for it to be undervalued.
Aug 23, 2026
SoFi Technologies ($SOFI) WIN WIN Scenario
The creator discusses three potential scenarios for SoFi Technologies ($SOFI) over the next 12-18 months, all of which are expected to lead to a higher stock price. The scenarios are primarily driven by interest rate movements, with a focus on how SoFi's net interest income and margins are affected, particularly in a rising rate environment. The creator also touches on past valuation concerns for SoFi.
Aug 22, 2026
Uber ($UBER) AV Competition Tempus ($TEM) Huge Acquisition
The creator discusses Uber's recent earnings, noting decent revenue and gross bookings growth but expressing a desire for higher revenue growth. They also touch on the competitive landscape of autonomous vehicles, emphasizing the importance of network effects over hardware. The creator also briefly mentions Tempest AI's recent stock surge due to news.
Aug 16, 2026
AppLovin ($APP) Is A Steal, Hims & Hers Health ($HIMS) High Valuation
The creator discusses AppLovin ($APP) and Hims & Hers Health ($HIMS). For AppLovin, the creator notes its significant price drop despite strong revenue and earnings growth, attributing the stock's underperformance to expectations being priced in and slightly missed guidance. For Hims & Hers, the creator mentions its 40% decline over the past year but sees positive recent earnings and guidance.
Aug 15, 2026
Netflix ($NFLX) Is Cheap, Meta ($META) Growth Cycle, PayPal ($PYPL) $75
The creator discusses three big tech stocks: Netflix, Meta, and PayPal. Netflix is presented as cheap despite decelerating topline growth, with a focus shifting to operating margins. Meta is seen as having significant upside potential, possibly doubling or tripling in five years, with a price target analysis. PayPal is mentioned as a fun stock to discuss due to acquisition rumors, and a fair value opinion will be given.
Aug 14, 2026
Novo Nordisk ($NVO) In Trouble And Reddit ($RDDT) S&P 500
The creator discusses Novo Nordisk's recent earnings, noting that while they beat expectations, the bar was set very low. The company's pipeline for new drugs is seen as weak, and its sole focus on diabetes and obesity is a risk. The creator suggests diversification into areas like cancer research would be beneficial. The stock price fell significantly prior to earnings due to trial news but has seen a slight recovery.
Aug 9, 2026
Duolingo ($DUOL) User Focus And Applovin ($APP) Misses Small
The creator discusses Duolingo's (DUOL) and Applovin's (APP) recent earnings reports, noting that both stocks experienced significant drops despite seemingly in-line or better-than-expected results. For Duolingo, the creator believes the 12% stock drop was an overreaction, highlighting the company's successful re-acceleration of daily active user growth, which aligns with their stated strategy of prioritizing user growth over immediate monetization. For Applovin, the creator expresses frustration over a 25% stock decline following earnings that met expectations, suggesting further research is needed.
Aug 8, 2026
Celsius ($CELH) New CEO? And Oscar Health ($OSCR) Churn or Earnings
The creator discusses recent stock movements, focusing on Celsius ($CELH) and Oscar Health ($OSCR) following their earnings reports. For Celsius, the creator analyzes a significant price drop and subsequent recovery, delving into revenue and net income figures, with a particular focus on the core Celsius brand's declining revenue and strategic shifts. For Oscar Health, the creator highlights investor focus on churn despite positive overall earnings and touches on margin concerns.
Aug 6, 2026
Not 2001, $AMD Margins Matter, $ZETA Mistakes
The creator discusses how the market is shifting from valuing companies based on eyeballs or intelligence to focusing on bottom-line growth, particularly through AI. AMD's recent earnings are used as an example, where despite strong revenue growth, the stock fell due to a smaller-than-expected bottom-line increase and lower gross margins compared to competitor Nvidia. Zeta Global Holdings is also mentioned as an example of market sentiment volatility.
Aug 2, 2026
Small Cap Stocks - Planet Labs ($PL) and Roblox ($RBLX)
The creator discusses two small-cap stocks: Planet Labs (PL) and Roblox (RBLX). For Planet Labs, the focus is on its satellite imaging business, particularly its contracts with government agencies for defense and intelligence, and its revenue growth. For Roblox, the discussion centers on its recent earnings report, a significant stock drop, and its business model targeting younger demographics.
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