Creator Post Archive
Wealthion
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Sep 25, 2026
Everyone Says AI Is a Bubble. He Says They’re Wrong.
The creator refutes the AI bubble narrative by pointing to the valuations of major AI players like Google, Amazon, Microsoft, and Nvidia, stating they trade at multiples below the tape and are not comparable to the dot-com bubble.
Sep 19, 2026
Are We in a Stock Market Bubble? Mark Skousen Is Still 100% Invested
The creator discusses the difficulty of identifying a market bubble while in one, referencing Humphrey Neill's "contrary investing" principle. Despite concerns about frothiness, the creator believes we are in a "golden era of technology" and remains "100% invested" to take advantage of the bull market.
Sep 12, 2026
Tom Lee: Here’s Where I’d Invest in the AI Boom
Tom Lee discusses AI as a new vector of economic growth, emphasizing the need to invest in bottlenecks like Nvidia and the broader semiconductor, memory, energy, and power sectors. He also highlights downstream beneficiaries such as software companies and the Mag 7, which are poised to be significant beneficiaries of AI advancements.
Sep 3, 2026
Big Tech’s Margins Are Shrinking — Gold Miners Have the Opposite Problem
The creator contrasts the shrinking margins of capital-intensive Big Tech companies with the expanding margins of mining companies. They suggest that mining companies, with their current high margins, will need to find ways to return capital to shareholders through buybacks or increased dividends.
Sep 2, 2026
Gold Just Snapped Back. i-80 Gold CEO Sees a 20-Year Bull Run
The creator discusses a long-term bullish outlook for gold and commodities, citing structural shifts like central bank buying and the capital-intensive nature of mining creating significant moats. They highlight that mining companies are now generating huge margins and have opportunities to return capital to shareholders, similar to tech companies before the AI boom. The creator's family is "all in" on gold equities, believing in a 5-10-20 year run for hard assets.
Aug 27, 2026
“The Earnings Numbers Are Total BS”
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.
Aug 26, 2026
NVIDIA and the AI Boom Are Being Driven by Fear
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.
Aug 26, 2026
NVIDIA Earnings Put the AI Boom to the Test — Woo Warns of “Catastrophe”
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.
Aug 24, 2026
The Leveraged ETF Trap That Could Wreck Tech Stocks
This segment discusses the risks associated with leveraged ETFs, highlighting how their daily reset mechanism and hedging strategies can lead to unexpected losses for investors. The creator uses Lucid as an example of a leveraged ETF being wound down due to a significant daily price drop, even though the underlying stock recovered partially.
Aug 22, 2026
Junior Miners Can Burn You — Here’s the Safer Play
The creator warns retail investors against speculative investments in junior mining companies, particularly those focused on rare earth exposure in remote locations, highlighting the high risk and difficulty involved.
Aug 16, 2026
You Don’t Need Nvidia
The creator discusses the importance of finding companies with long-term relationships and high switching costs, using a hypothetical example of a data-focused business. They emphasize that investors don't always need to invest in large-cap tech names like Nvidia or Google, as there are other opportunities available.
May 14, 2026
AI Stock Warning: “It Can Be Vicious”
The creator expresses caution regarding AI and semiconductor stocks, emphasizing the cyclical nature of the semiconductor industry and the potential for significant price drops, similar to the dot-com bubble. While believing in AI's long-term potential, the creator warns about overpaying for these stocks.
Apr 28, 2026
U.S. Stocks are at 1929-Level Extremes | The Hard Asset Hedge | Adrian Day
The US stock market is at extreme valuation levels, comparable to 1929, with many companies issuing profit warnings due to rising oil prices and increased costs. Despite these fundamental concerns and signs of market excess like high margin levels, the market has performed exceptionally well. The creator believes the risk-reward is unfavorable at current levels, even though predicting short-term market movements is difficult.
Apr 27, 2026
Maj Gen Spider Marks: At the Sound of the Guns, Buy #Defense #Metals #Pentagon
The Department of War has announced a $200 billion OCO (Overseas Contingency Operations) plus-up due to readiness concerns among combatant commanders. This increased spending is expected to drive demand for defense capabilities and critical metals, presenting an investment opportunity.
Apr 22, 2026
Index Funds Are Broken & Stock Picking is Back | Jonathan Wellum
The creator argues that the heavy flow of money into index funds and ETFs has led to overvaluation in large-cap stocks within those indexes. He suggests that this creates an opportunity for active stock pickers to find undervalued companies outside of the major indexes, offering better potential for long-term returns by being price setters rather than price takers.
Apr 16, 2026
Chris Casey: Software Is a Trade, Not an Investment #Stocks #DOGE #Software
The creator views the current software sector as a trade rather than a long-term investment, noting that many companies have been significantly beaten down. They suggest that identifying winners in this environment presents an opportunity to buy, but anticipate selling if prices rebound substantially.
Apr 13, 2026
Rick Rule: I'm Delighted Gold Stocks Are Falling
The speaker expresses a bullish outlook on gold stocks, despite recent price declines attributed to rising oil costs. He argues that current valuations are overly pessimistic, with operating costs having a smaller impact than implied by the market. He anticipates a shift in investor perception towards growth and M&A opportunities within the gold mining sector over the next 2-5 years.
Apr 7, 2026
Rick Rule: Why I Sold Silver, Bought Oil Stocks, and Fear a 2008 Repeat
The creator discusses the potential for a 2008-style credit contraction due to high-yield ETFs and shares his investment strategy regarding precious metals and oil stocks. He explains his decision to sell silver and buy silver stocks, as well as his continued interest in oil.
Feb 17, 2026
Mining Stocks Have Tech-Company Margins and Wall Street Hasn't Noticed | Tavi Costa
The creator discusses the precious metals market, particularly gold and silver, suggesting that mining companies are undervalued despite high commodity prices. They believe current metal prices are sustainable and that the mining industry is poised for growth.
Feb 13, 2026
Rick Rule: Copper Has to Go Up (Plus, His Uranium & Rare Earths Outlook)
The creator discusses the outlook for copper, uranium, and rare earths. He believes copper is a no-brainer over the next decade. For rare earths, he notes changing production dynamics due to geopolitics and environmental concerns, making it a speculative sector with high risk and reward, particularly for Brazilian deposits. He remains a long-term bull on uranium, seeing a supply deficit beginning to impact term prices.
Feb 5, 2026
Anthony Scaramucci: The Case for Staying an Equity Holder #techstocks #investmentopportunity #money
Anthony Scaramucci discusses high market valuations and the potential for an AI bubble but emphasizes the importance of remaining a long-term equity holder in technology.
Feb 5, 2026
Cullen Roche: Why the U.S. Must Win the AI War #usa #aiarmsrace #china #india #aistocks #ai #finance
The creator emphasizes the critical importance of the United States winning the AI war, advocating for minimal government interference in AI innovation to allow US corporations to lead the transformation and secure future wealth.
Jan 10, 2026
Jonathan Wellum: Playing AI Without Overpaying #aiinvesting #aistocks #aitrends #investing #finance
The creator discusses playing the AI trend without overpaying for high-valuation stocks like Nvidia or Palantir. Instead, they suggest investing in infrastructure companies that will benefit from data center build-outs, energy companies due to increased demand, and certain commodities. The creator draws parallels to the tech bubble of the late 1990s, noting that high valuations can lead to significant corrections when growth inevitably slows.
Jan 6, 2026
Jonathan Wellum: AI Valuations, U.S. Growth & Why Gold Still Wins in 2026
The creator reflects on the past year, noting the surprising outperformance of precious metals like gold and silver, and expresses bewilderment at the high valuations of AI stocks such as Nvidia and Palantir.
Dec 26, 2025
Wealthion’s Best Of 2025: Silver’s Early Innings - Silver Mining CEOs on Supply Deficits & Cash Flow
The creator discusses the current state of silver mining, highlighting a significant supply deficit and growing industrial demand. They argue that despite recent price increases, silver equities are still in the early stages of a potential rally, with a strong case for continued upside due to fundamental supply and demand dynamics.
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