Reddit popped due to S&P 500 inclusion, but the creator emphasizes that AI data licensing deals are more important for the business thesis.
Source Post
Best and Worst Earnings This Week. One Looks Like a Screaming Buy
Aug 14, 2026
The creator discusses recent earnings reports and upcoming ones, focusing on AI-related stocks like Super Micro Computer (SMCI), CoreWeave, and Nvidia. They highlight the volatility and short interest in some of these names, suggesting potential for significant pops if earnings are strong. The creator also touches on the market's tendency to question long-term growth for AI companies, comparing it to how other mature tech companies continue to grow.
Linked Mentions
Tickers discussed in this post
Mercado Libre is expected to be the biggest company in Latin America for many years to come, despite recent pressure.
Nu is a cheap and undervalued company with significant upside potential, likely to become a multi-billion dollar entity.
The creator believes a company is significantly undervalued, stating it's not stretched and is a 'screaming buy' due to strong fundamentals and potential for future outperformance or acquisition.
DLocal (DLO) is a misunderstood multibagger trading at a forward PE of 13.8 and PEG of 0.8, making it a screaming buy despite its flat stock performance.
Palantir has underperformed year-to-date but has performed excellently over the last couple of weeks.
AppLovin has growth, but missed its last reported quarter, though they claim it's fixed.
Broadcom is down close to 6% this past week.
Apple (AAPL) is mentioned as a company that has experienced significant growth and continues to grow, serving as a comparison point for the long-term growth potential of AI companies.
Netflix (NFLX) is used as an example of a company that has experienced huge growth for many years and continues to grow, questioning why AI players face different scrutiny.