Creator Profile
YouTube | Stock
354K followers
Visit creator profilePerformance since April 13, 2026
Industry allocation
Premium reveals the creator's industry mix.
Sign inPremium analytics unlocks the trade outcome breakdown so you can see which calls were the biggest upside and downside contributors.
Premium unlocks the creator's full ticker timeline, including bullish, bearish, and research-only events with dates.
Only high-conviction signal-backed calls appear here, so newer research posts can stay commentary-only.
Mentioned 8/26/2026
The creator criticizes Microsoft's accounting practices related to AI data center depreciation, viewing it as a gimmick to inflate numbers, and intends to short the stock.
Analysis from 8/26/2026
Mentioned 8/26/2026
The creator intends to short NVIDIA again due to concerns about the AI trade's valuation and the hype surrounding it.
Analysis from 8/26/2026
Recent Posts
August 27, 2026
The creator argues that reported earnings numbers are misleading due to the inclusion of investment income from revaluations of holdings (specifically mentioning Amazon and Google's investment in Anthropic) and tariff rebates, which artificially inflate profits. Without these, actual gross earnings would significantly decrease.
August 26, 2026
The creator discusses the AI boom, particularly NVIDIA's role, driven by fear of missing out rather than economic logic. They highlight NVIDIA's significant guarantees to OpenAI and exclusive deals with SpaceX, suggesting these are driven by fear and lack economic rationale, making shorting dangerous.
August 26, 2026
The creator expresses extreme skepticism about the current valuation of AI-related stocks, particularly NVIDIA and Microsoft, arguing that the market is driven by fear of missing out rather than sound economic logic. They believe the AI trade assumes a winner-take-all outcome which is unlikely, and that companies like Google will be negatively impacted by AI commoditization. The creator also criticizes Microsoft's accounting practices regarding AI data center depreciation and states an intention to short these names again after a period of observation.