Creator Post Archive
The Rose
Browse the full post archive, then jump into the source post to inspect linked mentions and linked signals.
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.
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
$AMD Up Huge, Apple ($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.
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.
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.
Showing 26-50 of 75 posts · Page 2 of 3