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2026-10-281 video

2026-10-28

The AI Capex Spend is Creating A Historic Buying Opportunity

The AI Capex Spend is Creating A Historic Buying Opportunity

0 bull · 3 bear · 3 neutralYouTube

ORCL ANET KLAC ETN

ORCLbearishlong-termThe host cites Oracle raising about $20 billion by selling stock in one quarter to fund data centers, saying such reliance on dilution and borrowing calls its financials into question.Source
Valuationneutralmid-termThe host says the market is not rejecting AI broadly but getting selective — rewarding companies making real money and punishing cash-burners, which he calls healthy.Source
AI Capexnegative for stockslong-termThe host argues AI demand is real, but circular financing, heavy debt, and overbuilding risk make the investment side of the sector behave like a bubble, echoing the dot-com era.Source

ValuationAI Capex

2026-10-261 video

2026-10-26

If You’re A Palantir Shareholder Ahead Of Earnings… Get Ready! $PLTR

If You’re A Palantir Shareholder Ahead Of Earnings… Get Ready! $PLTR

2 bull · 0 bear · 1 neutralYouTube

PLTRbullishlong-termThe host says Palantir is a phenomenal business with elite growth, profit, and cash flow, a strong moat, and sticky customers — the only question is price versus value, not company quality.Source
SCHDbullishlong-termThe host discloses that he dollar-cost averages into low-cost ETFs like SCHD alongside a portion in individual stocks, which is why he demands a 15% return on single-stock picks.Source
PLTRneutrallong-termThe host calls Palantir one of the most expensive stocks in the market, priced for perfection; his middle assumptions imply only an 11% return at today's $195 price, and at his personal 15% hurdle he would need roughly $140 or less.Source

2026-10-241 video

2026-10-24

The UNTHINKABLE is About To Happen To Stocks (Stock Market Crash)

The UNTHINKABLE is About To Happen To Stocks (Stock Market Crash)

2 bull · 3 bear · 1 neutralYouTube

Market Breadthnegative for stocksThe host argues the index's gains are carried by about 30 giants while over 40% of members are down this year; a fall in the giants alone could drag the whole market into a bear market, showing how fragile the top-heavy structure is.Source
Valuationnegative for stockslong-termThe host believes the market is overvalued and that the next 10 to 15 years will look nothing like the last, with returns likely disappointing.Source
Valuationnegative for stockslong-termThe host stresses that the real danger is overpaying: as with the Nifty Fifty, even wonderful companies become terrible investments at crazy prices.Source

Market BreadthValuation

2026-10-221 video

2026-10-22

AI Trade Is Unraveling - We Just Found 2 Massive Buys (And 1 Trap)

AI Trade Is Unraveling - We Just Found 2 Massive Buys (And 1 Trap)

2 bull · 3 bear · 9 neutralYouTube

MSFT QQQ CRWV META AMZN GOOGL+3

Market Breadthneutralshort-termThe uneven losses show the market is not dumping AI blindly but separating rock-solid profitable companies from debt-loaded shaky ones.Source
MSFTneutralshort-termMicrosoft barely budged in the selloff because it is huge with many revenue streams; he offers no forward call on the stock.Source
QQQbearishlong-termHe expects the Nasdaq to fall much more than the S&P 500 in the next real bear market, reading this week's divergence as an early indicator.Source

AI Capexneutralmid-termHe relays Broadcom CEO Hock Tan's warning that wild AI spending looks like casino gambling, stressing how striking it is coming from a major AI chip seller.Source
CRWVneutralmid-termCoreWeave is his example of a debt-heavy, money-losing AI builder whose interest bill eats a quarter of revenue, but he states no explicit direction for the stock.Source
Inflationneutralshort-termHotter inflation, higher oil, and fresh rate worries form the ugly macro backdrop that helped trigger the selloff.Source
METAneutralmid-termMeta is grouped with the resilient giants, yet he notes its capex is eating its cash, with under $1 billion kept out of $32 billion generated last quarter.Source
AMZNneutralmid-termHe flags Amazon as the starkest case, with spare cash turning negative over the past year as AI spending exploded, without stating a stock direction.Source
GOOGLbullishlong-termHe highlights Google Cloud as genuinely profitable at roughly 35 cents of profit per dollar, citing it as proof the AI payoff is real in places.Source
AI Capexneutralmid-termThe spending and early revenue are real, but the final payoff over the next few years remains unproven — the trillion-dollar mystery.Source
AI Capexpositive for stockslong-termHe is emphatic that AI, like the late-90s internet, will revolutionize the world and become as essential as electricity.Source
NVDAneutrallong-termHe calls NVIDIA an incredible business with a deep moat and minimal debt, but has long criticized its valuation; the $540 middle-case value rests on aggressive assumptions he explicitly declines to endorse.Source
ASMLbearishlong-termHe praises ASML's strategic position and rising order book, but at ~54x earnings his middle-case value of $940 versus the $1670 price implies only a 2.6% annualized return, which fails to excite him.Source
MUbearishlong-termHe stresses memory is famously cyclical and record profits may not last; his middle-case value of $640 sits below the $925 price, so it is not a great buy unless 17%+ growth persists for a decade.Source

Market BreadthAI CapexInflation

2026-10-201 video

2026-10-20

Tesla SpaceX Merger: Elon’s Secret $4,000,000,000,000 Move

Tesla SpaceX Merger: Elon’s Secret $4,000,000,000,000 Move

2 bull · 0 bear · 9 neutralYouTube

TMUS T VZ ASML AMAT TSLA+1

TMUSneutrallong-termSpaceX's move into mobile carrier service and its spectrum purchases pose a new competitive threat to traditional carriers like T-Mobile, potentially cracking decades of comfortable pricing; however, building a network for dense cities is very hard and real disruption may not arrive until around 2029.Source
Tneutrallong-termSpaceX's move into mobile carrier service and its spectrum purchases pose a new competitive threat to traditional carriers like AT&T, potentially cracking decades of comfortable pricing; however, building a network for dense cities is very hard and real disruption may not arrive until around 2029.Source
VZneutrallong-termSpaceX's move into mobile carrier service and its spectrum purchases pose a new competitive threat to traditional carriers like Verizon, potentially cracking decades of comfortable pricing; however, building a network for dense cities is very hard and real disruption may not arrive until around 2029.Source

AI Capexneutrallong-termAI chip demand is enormous and Elon's companies plan to build their own massive fab, but whether they can make chips at a sensible cost remains the key question; regardless of the factory outcome, fab-equipment sellers could be quiet winners.Source
ASMLbullishRegardless of the outcome of Tesla and SpaceX building their own chip factory, companies that sell fab equipment such as ASML could end up as quiet winners.Source
AMATbullishRegardless of the outcome of Tesla and SpaceX building their own chip factory, companies that sell fab equipment such as Applied Materials could end up as quiet winners.Source
Geopoliticsneutrallong-termA merger could create a regulatory nightmare by mixing SpaceX's sensitive defense work with Tesla's large presence in China, leading to major government and geopolitical hurdles that likely oppose the deal.Source
ValuationneutralValuation matters: even a great story becomes a bad investment if you pay the wrong price; almost all of Tesla's and SpaceX's value depends on futures that still have to be built, so doing homework and demanding a fair price is critical.Source
TSLAneutrallong-termBased on middle-case growth and profit assumptions, Tesla's intrinsic value is about $370 versus a current price around $380, leaving it still overpriced; because its earnings over the next ten years are hard to predict, the host personally tries to avoid the stock.Source
SPCXneutrallong-termSpaceX trades around $160 versus a middle-case valuation of only about $59; it is still losing money, has limited data, and its future is highly uncertain, so the host explicitly says he has no idea where the stock ends up and demands a large margin of safety.Source
Otherneutrallong-termThe host believes Elon Musk wants to run one very large company and will try to combine Tesla and SpaceX, but the merger faces major regulatory hurdles and might actually diminish value, whereas the companies separately (or with Tesla split) would be better; therefore he is not in favor of the merger.Source

AI CapexGeopoliticsValuationOther

2026-10-191 video

2026-10-19

This Stock is Selling at an Unthinkable Price Right Now

This Stock is Selling at an Unthinkable Price Right Now

0 bull · 1 bear · 1 neutralYouTube

AI Capexnegative for stockslong-termThe host doubts the durability of ai_capex, arguing that massive AI spending cannot keep rising forever and could level off before 2028; if it does, companies like Broadcom could miss targets, and he finds it hard to believe everyone will win in AI.Source
AVGOneutrallong-termUsing his own DCF assumptions, the host derives an intrinsic value range for Broadcom of $115 (low), $830 (high), and $315 (mid); at $340 the stock is near his mid estimate and thus roughly fairly valued. However, because he personally requires a 15% return, he would need the stock to fall to $206 (mid) to buy, has added $220 to his watchlist, and may sell cash-secured puts at a $325 strike to get paid while waiting.Source

AI Capex

2026-10-171 video

2026-10-17

The AI Bubble Just Became Dot.Com 2.0 (Panic Selling)

The AI Bubble Just Became Dot.Com 2.0 (Panic Selling)

2 bull · 2 bear · 6 neutralYouTube

TSLA SPY IWM ADBE

OtherneutralCiting the AAI and Bank of America surveys, the host notes Main Street has been nervous for most of the year while professionals are all in with very low cash, creating a strange sentiment mix.Source
TSLAneutralThe host does not yet consider Tesla a tech company and views it as a car company; among the top 10 S&P names, Tesla and Berkshire Hathaway are the only two non-tech companies.Source
Market BreadthneutralThe host notes only about 46% of S&P 500 stocks are above their 200-day moving average, meaning more than half are in a downtrend while the index looks strong, with a handful of giants carrying the market.Source

OtherMarket BreadthValuationAI CapexBonds & Rates

2026-10-151 video

2026-10-15

I Found the Most Undervalued Stock in the Entire Market (Multibagger Potential)

I Found the Most Undervalued Stock in the Entire Market (Multibagger Potential)

4 bull · 0 bear · 1 neutralYouTube

Market Breadthpositive for stocksAlthough the S&P 500 is near a record high, 134 of the 500 largest U.S. companies have fallen at least 40% from their highs, some down 70% to 80%. The host believes that somewhere in this list of beaten-down stocks there could be great businesses that the market is getting wrong, meaning hidden bargains. Therefore he is bullish on the opportunities among these oversold stocks.Source
Bonds & Ratesneutrallong-termDiscussing mortgage rates, the host says he does not believe a recovery requires lower rates; people just need to accept higher rates. He notes that buyers currently resist paying 7.5% because they previously paid 3%, but eventually incomes will rise and if rates around 7% to 7.5% persist, people will become used to that level. Therefore his stance on rates is neutral, expecting rates to potentially stay around current levels and be accepted.Source
LENbullishlong-termLennar, a major U.S. homebuilder, is down about 60%. The host disagrees with the bear case, arguing that rates do not need to fall because buyers will eventually accept 7% to 7.5% mortgage rates as incomes rise. America still needs more homes, the company is buying back shares consistently, and Berkshire Hathaway has aggressively added to its stake. If the business normalizes, profits could rebound strongly, and the stock looks very cheap versus its five-year average earnings and free cash flow. Therefore the host is bullish on LEN.Source

Market BreadthBonds & Rates

2026-10-131 video

2026-10-13

$NVDA vs $AMD: Buy ONE, Sell ONE Before October Ends!

$NVDA vs $AMD: Buy ONE, Sell ONE Before October Ends!

2 bull · 1 bear · 3 neutralYouTube

OtherneutralThe host believes share repurchases add the most value when done on undervalued shares; buying back expensive shares, as Nvidia is doing, is not as much value add for shareholders as people think.Source
NVDAbullishlong-termThe host is bullish on Nvidia relative to AMD. Despite its nearly $6 trillion market cap, Nvidia trades at only about 20x forward earnings versus AMD's 60x and is cheaper on every valuation measure, with far higher margins, returns on capital and free cash flow. It is dominated by AI data centers and locked out of China, but the stock is much closer to its conservative intrinsic-value estimate and offers a better long-term expected return from today's price.Source
AI CapexneutralThe host notes that AI data centers are the common driver for both Nvidia and AMD, but there are signs the business could slow, such as data center cancellations and local community pushback. Thus the sustainability of AI capex is uncertain and investors must weigh the story against the numbers.Source

OtherAI CapexValuation

2026-10-121 video

2026-10-12

If You’re a $MSFT Shareholder Right Now… Get Ready! (Massive Upside Potential)

If You’re a $MSFT Shareholder Right Now… Get Ready! (Massive Upside Potential)

1 bull · 0 bear · 3 neutralYouTube

AI Capexneutrallong-termMassive AI capex is turning formerly asset-light software companies into capital-intensive businesses; for all AI-related companies, the key open question is whether hundreds of billions of spending can still earn the historically high software-like profit margins, which remains an unproven core risk.Source
MSFTneutrallong-termMicrosoft (MSFT) looks stronger than ever operationally, with cloud and AI assistant demand sold out and a huge backlog, but massive AI capex has pushed free cash flow down and squeezed cloud margins; management must prove that hundreds of billions in spending can still generate software-like high returns. At a 9.5% discount rate, the mid-case intrinsic value is about $700, implying a ~12.9% annual return from today's $533, but for the host's personal 15% required return the mid buy price is only $450, so he is unsure Microsoft is the best Mag Seven stock for the next decade and stays neutral overall.Source
Otherpositive for stockslong-termThe host discloses that he dollar-cost averages into low-cost ETFs as part of his personal long-term allocation; because he owns many apartments and cash-generating businesses and does not need to be invested, he demands a 15% return on individual stocks, but he is bullish and steadily buying low-cost ETFs.Source

AI CapexOther

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