The creator expresses frustration with Wall Street shorting GameStop, stating that 140% of the stock was shorted.
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Major Earnings: Marvell, Iren, Autodesk, Affirm, Workday Stock
Aug 27, 2026
The creator discusses upcoming earnings reports for several companies including Marvell, Iren, Autodesk, Affirm, and Workday. He highlights recent strong performance in the software sector, noting that while it's difficult to pinpoint exact bottoms, identifying when stocks become cheap is key. He uses Salesforce as an example of a successful buy during a perceived dip, which has since seen a significant breakout.
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Tickers discussed in this post
Bank of America has the street's lowest S&P 500 price target of $7,100, reflecting concerns about rising AI-tied leverage and tight credit spreads.
The creator is a big fan of solar and nuclear energy and plans to install Tesla solar panels soon, suggesting a video on the topic.
Palantir's valuation can appear overvalued due to its transition from losses to profitability, where small earnings numbers can inflate traditional valuation ratios.
Fastly is trading at a PEG ratio of 5.2x based on current EPS and projected 9% growth, with revenue expected to continue growing.
Upstart is mentioned as another stock that has bounced, with the creator questioning how many bounces at $9.38 are needed.
Okta, an identity protection and single sign-on software company, is up 29% today, reflecting strong performance in the software sector.
CrowdStrike is mentioned as having a strong performance today, up 20%, indicating a positive trend in the software sector.
Salesforce is highlighted as a successful investment, with the creator noting they bought it in the low $160s, it dipped to $146, and has now seen a significant breakout from its downtrend channel, indicating a potential bottoming in the software space.
Nvidia briefly lost its breakout over $227 but has recovered and appears to be setting up for a close above that level, with Michael Bur reportedly closing his hedge on the stock.
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Tracked calls opened from this post
CRMbuy opened Aug 27, 2026
+2.18%