Creator Post Archive

Wealthion

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106 posts · 25 per page
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Jul 12, 2025

Andy Schwartz: Elon Musk Is Hurting His Own Brand #elonmusk #tesla #spacex #aistocks #techstocks

The creator expresses concern about Elon Musk's behavior and distractions potentially hurting the brands of Tesla and SpaceX, making it difficult to recommend investment despite Musk's brilliance.

1 mentions · 0 linked signals

Jul 10, 2025

Justin Chan: Why the Pentagon Needs MP Materials #pentagon #departmentofdefense #rareearths #uschina

The creator discusses the critical importance of rare earth elements for military and industrial applications, highlighting China's dominance in the supply chain. They point out that current prices are at or below the cost curve, making world-class assets like those of MP Materials potentially attractive for future development.

1 mentions · 0 linked signals

Jul 3, 2025

It’s Now A Long-Term Buy the Dips Market | Rise UP!

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2 mentions · 0 linked signals

Jun 30, 2025

Buy, Hold, Sell: Jonathan Wellum on the Rules of Smart Investing

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9 mentions · 0 linked signals

Jun 27, 2025

David Woo: The US Stock Market Is Detached from Reality #investing #stockmarket #equities #finance

David Woo argues that the US stock market rally is fundamentally unsupported and detached from the reality of twin deficits and impending tariffs. He suggests that the current leadership in stocks like Microsoft and Nvidia is driven by sentiment rather than economic reality.

2 mentions · 0 linked signals

Jun 27, 2025

David Woo: Why China's AI Breakthrough Will Crush the Mag 7 #mag7 #stocks #stockmarket #deepseek #ai

David Woo argues that the emergence of efficient Chinese AI models like DeepSeek proves AI can be easily copied, breaking the monopoly and high profit margins of the Magnificent Seven, specifically questioning Nvidia's valuation and Tesla's status.

2 mentions · 0 linked signals

Jun 7, 2025

Christopher Deeley: Don’t Panic-Sell Tesla #investing #finance #stocks #stockmarket #tesla #musk

Christopher Deeley advises investors not to panic-sell Tesla but emphasizes the importance of proper position sizing due to slowing sales and high expectations for robotaxis.

1 mentions · 0 linked signals

Jun 6, 2025

A Tesla Tussle, Slowdown Signs? And Stocks = 1999 again? | Rise UP!

The creators discuss the escalating public feud between Elon Musk and the President, noting its negative impact on Tesla's stock price. They advise current shareholders to maintain their positions but caution against overexposure due to slowing sales and regulatory risks.

1 mentions · 0 linked signals

Jun 6, 2025

David Rosenberg: When the Rich Cut Back, Pay Attention #investing #wealth #rich #finance #dollartree

The creator highlights commentary from Dollar Tree and Dollar General indicating that affluent customers are increasingly shopping at discount stores due to economic stress, suggesting a potential economic slowdown.

2 mentions · 0 linked signals

Jun 4, 2025

Per Jander: Uranium Shortage = Huge Price Spike? #investing #finance #uranium #uraniumstocks #rich

The creator discusses a potential supply deficit and increasing demand for uranium, suggesting that prices are likely to rise significantly due to a lack of new mine production coming online before 2030. Major mining companies are reportedly sold out or unable to increase output, exacerbating the shortage.

1 mentions · 0 linked signals

Jun 3, 2025

Per Jander: Uranium’s Big Moment - AI Demand, Nuclear Expansion & Why Prices Must Rise

The creator discusses the uranium market with Per Jander, highlighting a supply deficit and increasing demand driven by nuclear energy needs. The conversation touches on the unique energy density of uranium and its simplified supply chain compared to fossil fuels.

2 mentions · 0 linked signals

May 23, 2025

Trump Signals Support For Uranium - Are These The Best Stocks To Own? #energy #stockmarket #wealth

The creator highlights top picks in the uranium sector, focusing on domestic production and advanced enrichment technologies for small modular reactors.

2 mentions · 0 linked signals

May 22, 2025

Nick Lawson & Ben Finegold: The Uranium Squeeze & How To Play It

The creator discusses the uranium market, highlighting its potential for parabolic behavior during shortages and sharing a personal anecdote about a past uranium price surge. The focus is on identifying undervalued assets with catalysts, particularly in the uranium sector.

2 mentions · 0 linked signals

May 20, 2025

Ronnie Stoeferle: Gold is The Big Long - We’re Just In the 6th Inning!

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2 mentions · 0 linked signals

May 14, 2025

Mark Newton: Musk’s Vision Is Real—Tesla Set to Climb #stocks #tesla #money #wealth #finance

Mark Newton expresses strong bullishness on Tesla, citing Elon Musk's long-term vision and positive technical cycles for the second half of the year.

1 mentions · 0 linked signals

Apr 30, 2025

Jonathan Wellum: Our #Gold, Silver, and Precious Metals Strategy #investing #stocks #money #finance

Jonathan Wellum explains his high-conviction strategy in precious metals, allocating over 25% of equities to established royalty and mining companies while avoiding speculative juniors.

4 mentions · 0 linked signals

Apr 24, 2025

Jesse Felder: ‘Watch the Energy Sector—Here’s Why’ #finance #money #energy #stocks #stockmarket

Jesse Felder highlights the energy sector as the most attractive and cheapest area of the market, supported by significant insider buying from billionaire investors.

3 mentions · 0 linked signals

Apr 23, 2025

Jesse Felder: Stocks, Bonds & the U.S. Dollar Are All Breaking

Jesse Felder argues that the S&P 500 is significantly overvalued and facing a major earnings recession as retail sentiment remains too bullish while insiders turn bearish. He specifically highlights risks in the semiconductor and tech sectors as major companies begin to scale back capital expenditures.

8 mentions · 0 linked signals

Apr 18, 2025

David Wargo: Two Rare Earth Leaders to Watch #investing #economy #stocks #mining #market #china

The creator discusses two rare earth mining companies, MEI (ASX) and EFR (TSX/NYSE), as leaders in the space due to their strong management and asset quality, despite acknowledging market volatility.

2 mentions · 0 linked signals

Apr 16, 2025

Ed Yardeni: Stocks Will Bottom in April! Here’s What Comes Next for Gold, China & Trump’s Tariffs

The creator discusses the current market sentiment, suggesting that extreme pessimism indicates a potential buying opportunity. They believe the S&P 500 may have already hit a low in early April, despite recent volatility driven by tariffs and AI spending uncertainty. The target for the S&P 500 by year-end is 6,000, with earnings projected at $260 for the current year and $300 for the next, assuming a 20x multiple.

3 mentions · 0 linked signals

Apr 14, 2025

Jim Grant, Larry Lepard, John Hathaway & More on Gold’s Historic Bullish Setup

This video features an interview with Jim Grant, discussing gold's performance relative to stocks and yields, and his historical perspective on gold investing. Grant shares anecdotes about past market predictions and his approach to hedging.

2 mentions · 0 linked signals

Apr 11, 2025

Julien Garran: AI’s Diminishing Return #stocks #finance #ai #aistocks #investing #economy #markets

The creator discusses the diminishing returns in AI development, citing examples like OpenAI's GPT-4.5 and Musk's Grok 3, which require significantly more computational power but show little to no improvement or accuracy over previous versions.

1 mentions · 0 linked signals

Apr 8, 2025

Larry Lepard: Gold Stocks Are Set to Explode | The Big Print & Asymmetric Bets | Part II

The creator discusses the potential for gold stocks to explode due to a return to ZIRP and QE, predicting gold prices could reach $5,000. He advises investing in a diversified portfolio of 5-10 gold stocks, with a preference for producers, and mentions enterprise value to EBITDA as a key metric for valuation.

4 mentions · 0 linked signals

Apr 5, 2025

Jonathan Wellum: Chasing #Cash Flow in #Energy & Industrial Power Plays #investing #stockmarket

The creator discusses a value investing approach, focusing on sectors with reasonable valuations. They are looking at manufacturing and industrial companies, specifically mentioning Schneider Electric for its role in data center and electrical grid infrastructure. They also have some exposure to oil and gas.

1 mentions · 0 linked signals

Mar 29, 2025

Benjamin Wallace: #Tariffs Could Rattle #GM, #Ford & #Global #Auto #Markets #investing

The creator discusses the potential impact of tariffs on auto manufacturers like GM and Ford, suggesting that significant stock price drops due to tariff fears could create buying opportunities if the market overestimates the likelihood or permanence of these tariffs.

1 mentions · 0 linked signals

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