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SpaceX Stock Just Crashed — Why It Affects Every Investor
Felix & Friends (Goat Academy)
Felix argues that SpaceX's recent $400 billion market value wipeout was not an isolated event but a result of a perfect storm involving a broader tech sell-off, AI spending panic, and an unfavorable economic backdrop of rising interest rates. He explains that SpaceX's 100x revenue valuation makes it highly exposed to these risks, especially as it shifts its business model to AI data centers, and advises investors to prioritize a clear investment plan and risk management.
Mentioned Stocks
My ENTIRE Investing Portfolio (2026 Big Changes)
Investing Simplified - Professor G
Nolan states his pure equities portfolio achieved 31-33% growth in the last 12 months and averaged 16% annually over 15 years, advocating for a long-term, diversified strategy over day trading. He outlines his current asset allocation across crypto, real estate, retirement accounts, and a taxable brokerage, detailing specific holdings and future adjustments, including increasing cash for potential market dips.
Mentioned Stocks
How Low can this Market Go?
Value Investing with Sven Carlin, Ph.D.
Sven argues that the stock market, particularly the S&P 500 and NASDAQ, is unsustainably high after significant gains, warning of an impending market correction due to low dividend yields, high valuations, and dependence on unsustainable government spending. He predicts a potential 60% crash by 2030 and advises investors to adopt defensive strategies.
Mentioned Stocks
Micron Delivers What Might Be the Best Quarterly Performance of any Business in 2026
Parkev Tatevosian, CFA
Parkev states that Micron delivered fantastic results, exceeding expectations with strong cash flow and debt reduction. While he acknowledges the phenomenal business performance, he believes the current valuation is stretched, and it is not a buying opportunity at its current price, despite his intention to revise his fair value estimate higher.
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Great News for Micron Stock Investors! (Live Earnings Review Replay)
Parkev Tatevosian, CFA
Parkev states that Micron delivered a "home run quarter," significantly exceeding management's forecasts across revenue, cash flow, and profit margins, with gross profit margins reaching a remarkable 84.6%. He notes the company's strong performance across all segments and an even stronger outlook for the fourth quarter, driven by the strategic value of memory in the AI era.
Mentioned Stocks
Massive News for Apple Stock Investors! | AAPL Stock Analysis |
Parkev Tatevosian, CFA
Parkev argues that Apple's recent price increases on most products, driven by rising component costs, will negatively impact sales and services. He views Apple shares as overextended and not a buying opportunity, reiterating his prior warnings about its valuation and highlighting the inherent risks of its asset-light business model.
Mentioned Stocks
Palantir Just Did The Unthinkable
Tom Nash
Tom argues that the recent 53% drop in Palantir (PLTR) is an overreaction to a false narrative about Anthropic. He states that PLTR's robust fundamentals, including significant revenue and operating income growth, indicate it's a "massive bargain" and an opportunity to buy for long-term investors, especially below $165.
Mentioned Stocks
Why Is Chewy Stock Falling, and is it a Buying Opportunity? | CHWY Stock Analysis
Parkev Tatevosian, CFA
Parkev argues that despite lowering its 2026 sales outlook, Chewy stock (CHWY) presents a great buying opportunity for long-term investors. He highlights the company's attractive valuation metrics and effective management, even amidst near-term consumer spending headwinds.
Mentioned Stocks
PetVivo CEO John Lai on the Long Term Investment Potential of veterinary biotech and medical devices
Chris Sain
Chris states that Pet Vivo Holdings is at a transformative turning point following its acquisition of PZO Bio's nano fiber technology. He argues that the company's ability to regenerate cartilage in animals and potentially humans positions it for massive growth in a multi-billion dollar market.
Mentioned Stocks
Revealed! 3 Undervalued Stocks I Just Bought
Parkev Tatevosian, CFA
Parkev states that he utilized recent market volatility to purchase shares in three undervalued companies: Netflix, Eli Lilly, and MasterCard. He believes these stocks offer significant upside potential relative to their fair values while providing crucial diversification away from his heavy concentration in artificial intelligence.
Mentioned Stocks
Nancy Pelosi Just Purchased THIS ‘10X Stock’
Felix & Friends (Goat Academy)
Felix argues that Intel is a massive, generational opportunity because it is becoming a critical asset for U.S. national security with significant backing from both political parties. He states that while the company's current financials look poor, the strategic shift toward AI deployment and domestic manufacturing makes it a compelling play for the future.
Mentioned Stocks
Nvidia Stock Intrinsic Value - P/E Just 30!
Value Investing with Sven Carlin, Ph.D.
Sven states that while Nvidia's parabolic earnings growth has brought its P/E ratio down to roughly 32, the stock remains a high-risk gamble due to the cyclical nature of the semiconductor industry. He argues that the company's valuation is currently dependent on the sustainability of the AI investment boom, which may not last forever.