Creator Post Archive
The Rose
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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 ($RBLX)
The creator discusses two small-cap stocks: Planet Labs (PL) and Roblox (RBLX). For Planet Labs, the focus is on its satellite imaging business, particularly its contracts with government agencies for defense and intelligence, and its revenue growth. For Roblox, the discussion centers on its recent earnings report, a significant stock drop, and its business model targeting younger demographics.
Aug 1, 2026
Oscar Health ($OSCR) MLR And Novo Nordisk ($NVO) Overreaction
The creator discusses Oscar Health (OSCR) and Novo Nordisk (NVO). For Oscar Health, the focus is on their upcoming Q2 earnings, with expectations for strong revenue growth and a potential increase in the medical loss ratio. The creator highlights that the stock's valuation is sensitive to margin expansion, suggesting a potential doubling if margins reach 5%. For Novo Nordisk, the stock fell due to an announcement unrelated to earnings, and the creator plans to analyze its impact.
Jul 30, 2026
SoFi Technologies ($SOFI) Lemonade ($LMND) and Tempus AI ($TEM) Crash
The creator discusses three stocks that experienced significant drops after their earnings reports: SoFi Technologies (SOFI), Lemonade (LMND), and Tempus AI (TEM). For SOFI and LMND, the creator believes the market overreacted to the earnings news, presenting a bullish outlook on both. For TEM, the creator analyzes its recent stock decline and discusses what to watch for in its upcoming earnings report.
Jul 26, 2026
Advanced Micro Devices ($AMD) Risk and Zeta Global ($ZETA) Margin Watch
The creator discusses upcoming earnings for AMD and Zeta Global, focusing on economic indicators and company-specific performance. For AMD, the creator highlights high analyst expectations and the risk of the stock falling if earnings don't significantly exceed these already high forecasts, particularly concerning data center revenue growth. For Zeta Global, the creator notes its recent sideways trading and discusses what the company needs to do to drive the stock price up.
Jul 24, 2026
Celsius ($CELH) Growth, Duolingo ($DUOL) Strategy, Reddit ($RDDT) Uniques
The creator discusses three stocks: Celsius (CELH), Duolingo (DUOL), and Reddit (RDDT), focusing on their upcoming earnings reports and growth strategies. For Celsius, the key focus is on revenue growth, particularly for its core brand and acquired brands like Alani Nu and Rockstar Energy, as the stock has seen a significant decline year-to-date. Duolingo's strategy and Reddit's AI deals are also highlighted as points of investor interest.
Jul 20, 2026
Small Cap Stocks - $ONDS $CRDO $VOYG
The creator discusses three small-cap stocks, focusing on ONDS (OnDOS Incorporated) in this first chunk. ONDS provides robotics and drone technology for military applications, experiencing significant revenue growth and achieving adjusted EBITDA profitability. The creator believes the company has substantial future growth potential due to ongoing global conflicts and the increasing role of automation in the military.
Jul 17, 2026
AI Warning - Meta ($META) And Google ($GOOG) Earnings
The creator discusses upcoming earnings for Meta and Google, focusing on their AI strategies and cost management. Meta is expected to show strong revenue growth but flat EPS due to increased spending on AI infrastructure. Google is also prioritizing AI cost reduction. The creator believes Meta's current valuation is too low given its long-term AI potential and projects a significant share price increase within 2-3 years.
Jul 16, 2026
Novo Nordisk ($NVO) Approval And PayPal ($PYPL) Buyout
The creator discusses positive developments for Novo Nordisk, including EU approval for their oral WGO pill and a higher injectable dose, positioning them favorably against competitors. They also touch on PayPal, noting unconfirmed buyout rumors and expressing an opinion on potential pricing. For Novo Nordisk's upcoming Q2 earnings, the creator anticipates slightly better-than-expected results and emphasizes the importance of future guidance.
Jul 13, 2026
ServiceNow ($NOW) Value And Alibaba ($BABA) Secret
The creator discusses two portfolio holdings: ServiceNow (NOW) and Alibaba (BABA). For ServiceNow, the focus is on upcoming earnings, expected growth, and the potential impact of AI on its business, with a price prediction to follow. For Alibaba, the discussion centers on its recent stock performance and unconfirmed news that could affect its price in the short term.
Jul 11, 2026
SoFi Technologies ($SOFI) And PayPal ($PYPL) - Lack of Execution
The creator discusses SoFi Technologies and PayPal, focusing on their upcoming earnings reports and future prospects. For SoFi, the creator is bullish, expecting a retest of all-time highs by 2026 and providing a price target of $25-$35 by the end of the year, citing strong revenue and member growth. For PayPal, the creator expresses disappointment with the company's lack of execution despite a significant stock price decline.
Jul 9, 2026
UnitedHealth Group ($UNH) Earnings, Domino's ($DPZ) Buy Now, Adobe ($ADBE) User Strategy
The creator discusses three companies: UnitedHealth Group (UNH), Domino's Pizza (DPZ), and Adobe (ADBE). For UNH, the focus is on their AI investments and potential returns, alongside upcoming earnings expectations. DPZ is presented as a potential turnaround play due to its stock price decline. ADBE's user growth strategy is also highlighted.
Jul 4, 2026
6 Stocks To BUY In JULY - $MSFT $META $NOW $SOFI $ZETA $CELH
The creator discusses six stocks to buy in July 2026, focusing on Microsoft and Meta. For Microsoft, the thesis is based on continued strong fundamental performance and AI growth, with attractive current valuation metrics (forward PE under 20, PEG under 1.2) suggesting significant upside potential to $600-$700 per share. Meta is also highlighted for its strong revenue growth (33% YoY) and a thesis that it just needs to continue its current performance.
Jul 1, 2026
Novo Nordisk ($NVO) Buys, Nike ($NKE) Levels Off
The creator discusses Novo Nordisk's share buyback program, noting the company is trading at low valuations and could benefit from increased buybacks to boost EPS, especially given current downward trends in EPS and revenue. A key catalyst for future growth is Medicare's upcoming coverage of GLP-1 drugs, which will benefit both Novo Nordisk and Eli Lilly. The creator also touches on Nike's recent earnings report and stock performance.
Jun 28, 2026
Small Cap Stocks - $JOBY $ACHR $IP $QXO
The creator discusses their definition of small-cap stocks (under $30 billion market cap) and highlights four companies in this category. The video focuses on Joby Aviation (JOBY) and Archer Aviation (ACHR), both in the sky taxi business, noting their similar business models, recent stock performance, and the challenges they face regarding regulation, safety, and adoption. The creator also mentions IP and QXO as other small-cap stocks to be discussed.
Jun 27, 2026
Spotify ($SPOT) And Netflix ($NFLX) - Better Buy?
The creator discusses Spotify and Netflix, both experiencing significant stock price dips, with the primary concern being potential disruption by AI. The analysis focuses on Spotify's business model, market position in music, potential expansion into video, and user monetization challenges, comparing its strategy to Duolingo's user acquisition focus.
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