How Meet Kevin’s view on $RHS changed

Channel profile →This channel has 3 credited speakers: Adam Jonas, Goldman Sachs, Wells Fargo2 entries

2026-09-10Bearish

“CRITICAL Bubble Warning: OpenAI & Oracle JUST *THREATENED* Elon & SpaceX.”

RHS remains a bleeding business due to collapsed operating income and rising SG&A; entry timing is likely premature.

Very briefly to look at Restoration Hardware, because we looked at it and I got to you know, we got to mention it somewhere. Small mention on Restoration Hardware.

Initially, we look at it's like, oh, they beat earnings. This is cool. But I want you to see what's happening on operating income. Operating income has collapsed year over year. We went from $141 million to $107 million.

Watch the source10:46

2026-09-10Bearish

“EARNINGS as Stocks Slip! ORCL and Adobe!”

RHS fundamentals are weak (declining operating income/margins, high SG&A growth, large bills due); it is too early to be a buyer.

Restoration hardware sales jump or shares jumped 15% after reporting earnings. Why don't I see the earnings? I I I honestly I don't know if the system is just not reporting restoration hardware earnings, but I don't I don't see restoration hardware earnings.

So I'll have to go get them, but we'll do that in a second.

Watch the source43:01