Adobe is mentioned as one of the few companies with upcoming earnings reports.
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Nobody's Talking About This Stock Right Now
Sep 9, 2026
The creator discusses recent developments in AI, including partnerships between Palantir and NIPOS, and new AI models from Meta and OpenAI. They express bullish sentiment on Meta, calling it "ridiculously cheap" and undervalued, and also believe Google is "very cheap" and a good buying opportunity despite recent stock performance. The creator also mentions positive momentum in NIPOS, iRhythm, and CoreWeave.
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Oracle is mentioned as one of the few companies with upcoming earnings reports.
Netflix's revenue per employee growth has been modest at 3.4% CAGR since 2017, leading the creator to expect greater efficiency with AI and new technologies.
Tesla's revenue per employee has been stable since 2022, and while it's seen as a competitor to Uber, the creator believes Uber will persist.
Microsoft shows a continuous upward trend in revenue per employee, indicating consistent efficiency gains.
Apple's revenue per employee has been stable for five years, raising questions about its high valuation, which the creator attributes to its high profitability.
Nvidia experienced a dip due to its gaming segment struggling, but has since seen explosive growth, especially post-ChatGPT.
CoreWeave saw a significant 11% rise in its stock price yesterday, indicating strong positive momentum.
iRhythm experienced a 5% increase in stock price yesterday, contributing to the overall positive market momentum.
Amazon is considered a "huge company" and is in the process of recovering from a post-earnings gap, suggesting a potentially stable or recovering position.
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