Creator Post Archive
The Rose
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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 ($NFLX) - Better Buy?
The creator discusses Spotify and Netflix, both experiencing significant stock price dips, with the primary concern being potential disruption by AI. The analysis focuses on Spotify's business model, market position in music, potential expansion into video, and user monetization challenges, comparing its strategy to Duolingo's user acquisition focus.
Jun 25, 2026
Microsoft ($MSFT) Double Up, Zeta Global ($ZETA) Palantir ($PLTR) Partnership
The creator discusses Microsoft's (MSFT) recent stock performance, attributing its decline to factors like Bill Gates's sale of his stake, fears surrounding SaaS companies, and concerns about Microsoft's reliance on OpenAI amidst increasing competition from Google and Anthropic. The creator also plans to analyze a partnership between Zeta Global (ZETA) and Palantir (PLTR), assessing which company benefits more.
Jun 21, 2026
Duolingo ($DUOL) New Goals, Lemonade ($LMND) Profit Flip
The creator discusses Duolingo's strategic shift towards market capture and expansion into new educational areas like chess, math, and music, despite a bearish thesis around AI translation making language learning obsolete. They also mention Lemonade as a stock they are considering investing in due to its future potential. The summary highlights Duolingo's recent stock performance and user growth trends.
Jun 20, 2026
Broken Business or Broken Stock - ServiceNow ($NOW) Zeta Global ($ZETA)
The creator discusses ServiceNow ($NOW) and Zeta Global ($ZETA), both experiencing recent stock price slumps. For ServiceNow, the creator argues that despite a recent dip, the company's fundamentals and AI positioning are strong, and its current low forward PE ratio presents a significant valuation opportunity that, combined with expected EPS growth, should drive the stock price higher.
Jun 17, 2026
Missed SpaceX ($SPCX) IPO? Try AST SpaceMobile ($ASTS)
The creator discusses the IPO of SpaceX and the feeling of retail investors being left out of such opportunities. They then highlight AST SpaceMobile (ASTS) as a potential alternative in the satellite internet space, noting its similar business model to SpaceX's Starlink but with a key differentiator of direct-to-phone connectivity. Despite a recent pullback, ASTS has shown significant long-term growth, and the creator points out its strategic partnerships.
Jun 14, 2026
UnitedHealth Group ($UNH) No News, Google ($GOOG) Tesla ($TSLA) Subscription Model
The creator discusses UnitedHealth Group (UNH), noting its recent positive performance driven by reduced healthcare news and improved financial metrics in Q1 2026, including raised guidance. The creator also touches on Google (GOOG) and Tesla (TSLA) in relation to Waymo's new subscription model, suggesting it could impact both companies.
Jun 13, 2026
Novo Nordisk ($NVO) Expansion Oscar Health ($OSCR) Time To Trim
The creator discusses Novo Nordisk ($NVO) and Oscar Health ($OSCR). For Novo Nordisk, the creator notes a recent cybersecurity breach but highlights the positive news of Wegovy's approval in the UK and its significant international growth potential, suggesting continued guidance increases. For Oscar Health, the creator plans to trim their position after a recent 40% surge in stock price.
Jun 12, 2026
Adobe ($ADBE) Ignore Fundamentals
The creator discusses Adobe's (ADBE) stock performance, noting a significant price drop despite strong fundamental improvements in revenue and EPS. The primary driver for the stock's decline appears to be the CFO's departure, which has raised investor concerns, though the creator believes the fundamentals remain stable and the company is well-positioned.
Jun 8, 2026
Reddit ($RDDT) and Hims & Hers ($HIMS) In Trouble
The creator discusses Reddit ($RDDT) and Hims & Hers ($HIMS). For Reddit, the focus is on upcoming data licensing deals with OpenAI and Google, which are expected to significantly boost revenue and diversify the business. The creator notes Reddit's forward PE ratio has decreased significantly, making it more reasonable, and believes a valuation between 40-60 forward PE is acceptable given its growth. Concerns are raised about declining daily active users, which could impact future data deal negotiations. For Hims & Hers, the creator expresses concerns about the business, particularly in 2026, despite potential turnaround in later years, and highlights negative impacts that could occur in the latter half of the current year.
Jun 6, 2026
Celsius ($CELH) Trouble, SoFi ($SOFI) Rates, Meta ($META) Raising Cash
The creator discusses three companies they own: Celsius (CELH), SoFi (SOFI), and Meta (META). For Celsius, they believe a lawsuit targeting teens with caffeinated drinks is a short-term issue that won't significantly impact the business long-term. For SoFi, the current stock price below $16 is seen as exciting. For Meta, a stock price drop due to raising cash is viewed as a short-term issue that will benefit the business long-term.
Jun 4, 2026
Meta's ($META) New Business ServiceNow ($NOW) Competition
The creator discusses Meta's ($META) new AI agent for businesses, highlighting its potential to expand Meta's revenue streams beyond advertising and positively impact its valuation. The new product integrates with existing business messaging services and can help businesses manage operations, sell products, and drive higher conversion rates. The creator also touches upon the potential competitive impact on ServiceNow ($NOW).
Jun 1, 2026
Rubrik ($RBRK) Ouster ($OUST) DraftKings ($DKNG) Small Caps
The creator discusses their definition of small-cap companies and then analyzes Rubrik (RBRK), highlighting its strong growth in cloud cybersecurity and customer acquisition, but expresses concern about its valuation. The creator also mentions Ouster (OUST) and DraftKings (DKNG) as other small-cap companies.
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