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This channel has 3 credited speakers: Adam Jonas, Goldman Sachs, Wells Fargo
Meet Kevin
@meetkevin ↗
2.1M subscribers · 6554 videos · Started 2010-09
Hey everyone, Meet Kevin here! I want you to always remember one thing about me: I BELIEVE in "providing more" in everything. ALWAYS provide more. I’m a dad of 7 amazing kids and have been with my incredible wife for over 16 years. Family is my anchor. I thrive on learning, growing, and giving back. I’ve built my career on mastering the tools of success and helping others do the same. That’s why I’ve earned a diverse range of licenses to expand what I do and deliver value at every opportunity. I’m a licensed real estate broker and financial advisor. I’ve spent the last 15+ years studying markets, investing, and building businesses, but I’m just getting started. See ya soon! Kevin
Fact2.1M subscribers · 78 US-stock videos in the last 90 days
RosterIn the roster since Aug 11 for $GOOGL $META $MSFT $MU $NVDA · last checked Sep 13 13:00
$NVDABullish2026-09-1218 entriesNVDA is undervalued at a 7 PEG ratio and should trade near $300; supply constraints extend the duration of its growth potential.
$MSFTBullish2026-09-123 entriesMSFT's planned expansion of AI compute (2 to 32 GW) signals a shift from conservative to bullish stance on AI.
$AAPLBullish2026-09-1113 entriesAAPL is a big beneficiary and recovery play; recent iPhone event marks a pivotal week.
$METABullish2026-09-1112 entriesBullish on Meta due to strong free cash flow generation, low valuation (20x), and leadership in AI initiatives despite spending increases.
$ORCLNo side taken2026-09-115 entriesOracle earnings show positive fundamentals (data center revenue visibility, capped capex) but stock reaction was negative due to sell-the-news dynamics; long-term outlook is cautiously optimistic.
$RHSBearish2026-09-102 entriesRHS remains a bleeding business due to collapsed operating income and rising SG&A; entry timing is likely premature.
$ADBEBearish2026-09-101 entryAdobe faces structural headwinds from AI competition and leadership changes, resulting in a bearish technical trend and lack of investor confidence.
$DELLBullish2026-09-109 entriesDell is liked for its profitability despite concerns about it being a bubble.
$GOOGLBearish2026-09-102 entriesSearch demand is deteriorating; Google's current strength may mask this decline via increased monetization of existing users.
$RHINo side taken2026-09-101 entryRHI margins are pressured by tariffs; stabilization in earnings would signal deep value opportunity.
$CRMBearish2026-09-1012 entriesRisk of CRM being replaced by AI integration (e.g., via Anthropic) and difficulty securing larger contracts are negative signals.
$RBBNBearish2026-09-101 entryRBBN is a bad investment; despite rising from $2.50 to $8 on a bailout loan, it has poor financials and toxic lease liabilities in dead malls.
$AMDBearish2026-09-103 entriesBearish on AMD due to historical pattern of dropping after hitting $520, despite recent rally from $452.
$TSLABullish2026-09-0910 entriesCybercab unboxed manufacturing offers high-volume upside if edge mapping accelerates and fleet operator unit economics prove viable.
$LDIBearish2026-09-091 entryLDI is a super high-risk stock with a tight balance sheet and negative earnings; the market prices it as if it is going bankrupt.
$PATHNo side taken2026-09-096 entriesSpeaker likes UiPath as a company; insider control causes high volatility and makes the stock hard to analyze.
$GPROBearish2026-09-071 entryGoPro has poor financials (negative equity, high burn rate) and is near bankruptcy; not a viable standalone investment without acquisition hopes.
$CGMBearish2026-09-051 entryContinuous glucose monitoring devices for fitness are viewed negatively due to technical delays and poor user retention metrics.
$MRVLBullish2026-09-046 entriesSpeaker holds MRVL; anticipates a rebound driven by hardware sector strength and potential optimism from Anthropic's S-1 IPO documentation.
$NFLXBullish2026-09-045 entriesNFLX is a buy due to low valuation and growth potential in its advertising segment.
$CRCLBearish2026-09-041 entryCRCL is too speculative; it is pre-revenue, burning capital to fund expenses/salaries, and has a small balance sheet.
$TTDBearish2026-09-042 entriesTTD performance is disappointing; stock down 4% and lacking industry support for growth.
$CRWDNo side taken2026-09-034 entriesSpeaker is optimistic on CRWD but notes valuation is high; requires very high growth estimates to justify current price given ~0.9% cash flow return.
$PLTRBullish2026-09-035 entriesOptimistic on PLTR; buy recommendation triggered by reaching support at 164, with a caveat that free cash flow yield is ~1%.
$FIVEBullish2026-09-021 entryFive Below reported strong earnings with triple beat on EPS, sales, and same-store sales growth.
$CRDOBullish2026-09-023 entriesCRDO is undervalued; strong net margins and growth projections support holding or buying despite recent decline.
$CRWVBearish2026-09-024 entriesCRWV has high debt risk due to massive capex ($14B) vs low op cash flow ($3.6B) and a weak balance sheet (3:1 short-term debt to cash ratio).
$BENo side taken2026-09-023 entriesBE is currently stuck; breaking the 6.55-6.66 resistance within 30 days targets 8.26 (all-time high).
$CBRSBullish2026-09-023 entriesCBRS valuation near 180 is derisked from IPO levels; primary remaining risk is OpenAI exposure concentration.
$KTOSBearish2026-09-012 entriesKTOS valuation is rich and not cheap; potential buy only if price drops to ~$24.
$GEVBullish2026-08-311 entryGEV benefits from component shortages driving pricing power and margin expansion; gas capacity ramp supports growth despite balance sheet concerns.
$AMZNBullish2026-08-311 entryAmazon's recent 3% drop prices in the FTC lawsuit risk; this creates a buy-the-dip opportunity.
$TEAMNo side taken2026-08-283 entriesNot bearish on TEAM; historical margins are poor but inflecting up, requiring caution regarding red flags.
$IRNNo side taken2026-08-281 entryIRN is trading very inexpensively (0.33 PEG) due to strong forecast growth, but this valuation reflects risks about terminal growth decline or ongoing capex debt needs.
$NXPIBullish2026-08-281 entryNXPI is an attractive investment as an AI play on intelligent vehicles and robotics, valued at 12.5x earnings.
$QQQBearish2026-08-281 entryQQQ is bearish targeting 700 conditional on Fed credibility narrative; currently holding above 715 support.
$ADSKBullish2026-08-271 entryADSK's recent decline is unjustified given continued growth and lack of AI disruption; the market reaction was driven by expectations rather than fundamentals.
$AFRMBullish2026-08-271 entryAFRM stock rose 9.6% on reiteration of FY2027 GMV guidance; viewed as a positive outcome.
$ULTANo side taken2026-08-271 entryUlta reported a minor earnings beat and higher buyback, but slowing comp sales of 3.8% indicate weak growth.
$CVXBullish2026-08-271 entryChevron is a leading big integrator that benefits from Gulf-focused developments.
$IGVBullish2026-08-273 entriesBullish on IGV due to expected Q3/Q4 software sector bottoming; recent 7% daily rise in this 102-stock ETF confirms strength.
$PANWBullish2026-08-271 entryPANW is a leader in the cybersecurity sector; the speaker expresses strong bullish sentiment towards it.
$RBRKBullish2026-08-271 entryRubric is liked for its focus on resiliency and recovery; speaker is very bullish on the cybersecurity sector ahead of upcoming earnings.
$NBISNo side taken2026-08-263 entriesGoldman Sachs sees 50% upside for NBIS due to strong deals, though speaker flags risks regarding deposit-driven cash flow optics and sustainable pricing power.
$INTUBullish2026-08-262 entriesINTU's bottom is at 336; current price near this level suggests a bounce or breakout opportunity.
$MUBearish2026-08-262 entriesSpeaker avoids owning MU due to skepticism about long-term (decade) memory price robustness, despite short-term strength in AI demand.
$OKTABullish2026-08-261 entryOKTA stock rose 9% on a forecast raise; Q3 EPS missed slightly but revenue and FY guidance beat.
$BLMNBullish2026-08-251 entryBroadening customer base beyond Oracle (e.g., to Nebius) is positive for Bloom Energy.
$DKSBearish2026-08-251 entryDKS is a poor investment; the stock fell 30% on missed revenue and cut guidance driven by cautious consumers and excess inventory.
$NKEBearish2026-08-251 entryNKE is a value trap with bad fundamentals; dividend yield does not offset price collapse.
$BLOOMBullish2026-08-241 entryBloom Energy is undervalued with upside potential based on strong revenue growth and a reasonable PEG valuation.
$DHINo side taken2026-08-241 entryDHI is undervalued on a PEG basis (PEG < 1) but faces rising litigation and warranty claims that justify the low multiple.
$GOOSBearish2026-08-241 entryCanada Goose faces headwinds from Canada tariffs and warm El Nino weather, leading to a bearish outlook.
$MRNANo side taken2026-08-241 entryMRNA is in a post-enthusiasm pullback; uncertain stabilization, company unprofitable but cancer therapy is a first-stage opportunity; AI catalyst may be limited if frontier models aren't needed.
$PLAYBullish2026-08-241 entryDave and Buster's executive team changes may support its stock, similar to Red Robin's recent rise.
$RRGBNo side taken2026-08-241 entryRed Robin's turnaround potential is speculative; the stock doubled after bailout financing and executive rebuild, but fundamentals remain weak.
$SMSNBearish2026-08-241 entrySamsung's selloff is driven by disappointment over its shareholder return plan, which was below expectations and dividend-heavy, possibly signaling management sees the stock as expensive; the earnings miss was minor and does not justify the drop.
$SOXLBearish2026-08-241 entrySOXL is a risky 3x leveraged ETF that can go to zero permanently and is forced to sell into weakness, potentially worsening market declines.
$SOXSBearish2026-08-241 entrySOXS is a high-risk 3x leveraged ETF; leverage destroys staying power and can lead to total loss, so avoid it.
$SSNLFNo side taken2026-08-241 entrySamsung's sell-off is overdone relative to fundamentals, but the weak shareholder return plan and dividend-over-buyback choice suggest management may view the stock as expensive.