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The creator provides a stock tier list, placing Tesla in D tier due to declining profits and a high P/E rat...

Jul 4, 2026

The creator provides a stock tier list, placing Tesla in D tier due to declining profits and a high P/E ratio despite delivery growth. ServiceNow is placed in S tier, highlighting its strong customer retention and growth. The Roundhill Memory ETF (DRAM) is also in S tier as a bet on memory supply shortages. Palantir is in A tier for its AI software aiding governments and enterprises. Walmart is in B tier, considered a solid company but with limited upside at its current valuation.

Linked Mentions

Tickers discussed in this post

WMTNeutralLow ConvictionSignal-backedSecondary

Walmart is a solid company but is considered B-tier due to its high valuation (40x earnings) offering limited upside for 5% growth.

PLTRBullishHigh ConvictionSignal-backedSecondary

Palantir is an A-tier AI software company that helps governments and enterprises manage data, with strong growth and margins.

DRAMBullishHigh ConvictionSignal-backedPrimary

The DRAM ETF is a strong buy due to a massive shortage in memory supply projected to last until 2027, and the creator is buying the dip.

NOWBullishHigh ConvictionSignal-backedPrimary

ServiceNow is an S-tier stock due to its strong market position, high customer retention, and impressive growth with high margins.

TSLABearishHigh ConvictionSignal-backedPrimary

Tesla is placed in D tier due to declining profits and a high P/E ratio, making it a sell.

Linked Signals

Tracked calls opened from this post

TSLA
sell opened Jul 4, 2026
+5.42%
PLTR
buy opened Jul 4, 2026
+46.69%
NOW
buy opened Jul 4, 2026
+27.56%
DRAM
buy opened Jul 4, 2026
+2.11%