Creator Post Archive
The Rose
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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
Duolingo ($DUOL) Is GONE ... maybe
The creator discusses Duolingo's (DUOL) stock performance, noting its significant drop from all-time highs but arguing that fears of AI disruption are overblown. The CEO highlights AI's role in accelerating content generation and enabling profitable features like conversational practice, positioning Duolingo to disrupt the education industry. The creator believes analyst estimates for upcoming earnings are low and projects a significant stock price increase driven by improved sentiment and continued business growth.
Mar 15, 2026
Novo Nordisk ($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 ($OSCR). Novo Nordisk is facing a near-term slowdown but is expected to rebound in 2027-2028. UnitedHealth Group is navigating industry shifts and policy changes, with potential for long-term recovery. Oscar Health shows strong revenue growth and promising guidance for 2026, suggesting significant upside potential in the short term.
Mar 14, 2026
Microsoft ($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.
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