50 is a coin flip. Higher means a creator's past calls beat chance on the assets and periods they were made in; lower means they did worse.
A high score does not predict the next call. We tested whether it does, and it does not. We publish the ranking because the record should exist and be checkable. Our scoring is not financial advice and the method behind it is not published.
plain — indistinguishable from luck. This does not predict their next call. We tested whether it does and it does not. Our scoring is not financial advice.
Most coveredServiceNow 8 →Salesforce 8 →Advanced Micro Devices 7 →
Bullish case for BMNR based on its 5.90M ETH holdings (4.9% of supply), 86% staked with ~$335M projected annualized staking revenue, and continued accumulation.
GOOGL is his #1 AI stock to buy after the AI pullback
AVGO is a favorite way to play the AI infrastructure buildout; attractive risk/reward and one of the creator's 3 buys
AMD is a buy on accelerating Data Center growth and expanding AI relationships
NVDA remains the creator's #1 AI stock heading into August 26 earnings
JPM is the cleanest beneficiary of a quarter-point hike with strong NII upside
AXP is the top pick — premium consumer strength plus lending margin expansion make a powerful early-hike setup
APP is a top-3 pick positioned for a Fed hike: rate-resilient growth, massive cash flow, expectations reset
NFLX is one of 3 highest-conviction growth stocks the creator is buying after the selloff
MP is one of 5 growth stocks the creator believes could have significant upside through 2027
TEM is one of 5 growth stocks the creator believes could have significant upside through 2027
IREN is one of 5 growth stocks the creator believes could have significant upside through 2027
RKLB is one of 5 growth stocks the creator believes could have significant upside through 2027
CELH is the contrarian pick among 5 growth stocks with significant upside through 2027
APLD is a Top 5 Screaming Buy for AI data center infrastructure
META is a Top 5 Screaming Buy as the AI monetization machine
NOW is a Top 5 Screaming Buy as an enterprise AI leader
Listed as #4 'screaming buy' after pullback.
Listed as #2 'screaming buy' after pullback.
Listed as #5 'screaming buy' after pullback.
Nebius is a higher-risk AI infrastructure buy opportunity.
Marvell is a top-5 screaming buy as the AI networking backbone.
Broadcom is a top screaming buy after the AI selloff — the AI infrastructure powerhouse.
AppLovin is a top-5 screaming buy as an AI advertising platform.
Netflix is a highest-conviction buy on streaming, advertising and live events.
Microsoft is a screaming buy with significant upside over the next several years.
Palantir is a screaming buy with significant upside over the next several years.
Tesla is a high-conviction buy on robotaxis, Optimus robotics and energy expansion.
NVIDIA is a high-conviction buy as the backbone of global AI infrastructure.
Alphabet is a high-conviction buy on AI search, Gemini, cloud growth and Waymo.
IREN has significant upside as an AI infrastructure opportunity over the next 5 years.
Rocket Lab has significant upside as the next space infrastructure company over the next 5 years.
AVAV has significant upside as the future of autonomous defense over the next 5 years.
Salesforce has significant upside as the AI software comeback over the next 5 years.
TSMC will benefit as the advanced packaging king in the HBM super cycle.
Arista Networks will benefit from the AI networking boom.
AMD will benefit from the HBM super cycle as HBM unlocks MI300.
Shopify is a top screaming buy as the operating system for modern commerce.
Celsius has already bottomed and may head significantly higher.
Nike has already bottomed and may head significantly higher.
e.l.f. Beauty has already bottomed and may head significantly higher.
Amazon is a top screaming buy on accelerating AWS AI revenue.
ServiceNow is a top screaming buy with AI growth exceeding expectations.
Visa wins no matter what the Fed does — the toll booth that never closes.
Berkshire Hathaway wins no matter what the Fed does — buy before the June 17 meeting.
JPMorgan wins no matter what the Fed does — buy before the June 17 meeting.
American Express wins no matter what the Fed does — the premium consumer anchor.
META is a buy — $56B quarter, 33% growth, AI improving ads/engagement/monetization; Wall Street doesn't understand the spending.
SOFI is a buy — record revenue, members, and profitability; Wall Street still misprices it as a student loan company.
BMNR's growing Ethereum treasury strategy is the opportunity as the Ethereum treasury era begins.
Zeta Global is the most mispriced AI software company almost nobody is talking about.
ZScaler being down 48% is a GTM transition, not a fundamental breakdown — a buy.
Palantir's AIP adoption is underappreciated; stock down 10% on 70% revenue growth is a buy.
The semiconductor trade still has legs.
Micron is the only US memory manufacturer in a supply-constrained world with $200B in US manufacturing and an HBM supply shortfall.
Redwire screams higher — space infrastructure + defense tech, 58% revenue growth, $1.8B government contract.
Viasat screams higher after the SpaceX IPO — record $4B backlog and defense tailwinds.
Rocket Lab is my #1 public space stock buy before the SpaceX IPO on June 12th.
UiPath went from burning $68M FCF to generating $350M and trades at a massive discount to peers; AI expands its TAM — building a position.
Tesla is a robotics and AI platform, not a car company; investors are missing the Optimus, FSD, and energy storage pivot.
Ethereum becomes the digital oil of the next decade.
Betting big on NVDA into earnings tomorrow — positioning long before the report.
ELF Beauty could explode after Wednesday's earnings — the setup looks extremely interesting.
CRWV may quietly be one of the most important AI infrastructure plays investors are missing — a screaming buy.
Salesforce benefits from the agentic AI wave.
AMD may be massively underestimated in the agentic AI compute boom.
Celsius is still a massive buy that I'm buying aggressively right now.
ServiceNow is still a massive buy that I'm buying aggressively right now.
Arista may be the smartest AI infrastructure play in the market — top post-earnings buy.
Loading up on SNOW — governed data is the foundation of enterprise AI.
Loading up on DDOG — AI complexity is a tailwind, 29% revenue growth.
APP earnings could send the stock flying.
Shopify's 'loss' was misunderstood — screaming buy.
SoFi's long-term story is just getting started — screaming buy.
Tom Lee's BMNR could explode.
Iran tensions could spike oil to $120–$130.
SaaS stocks like ADBE may be next to move higher as sidelined money rotates in.
RDDT is misunderstood and April 30 earnings could flip the stock higher.
BBAI is positioned in the defense AI stack and set to explode.
AVAV is positioned in the defense AI stack and set to explode.
Loading up on MNDY — fear is overblown, 19x forward PE with 159% upside to the $175 analyst consensus.
Buying HOOD heavy in April — selloff disconnected from fundamentals.
Burry's bearish thesis on PLTR is wrong; strong fundamentals (accelerating growth, 61% 2026 revenue guidance, $7.2B cash, zero debt) support a materially higher price over the next 1-3 years, and creator is DCAing in.
Buying CRWV heavy in April — 168% revenue growth and $66B backlog.
ServiceNow's $1B AI milestone and 97% subscription revenue make it a buy after the SaaS selloff, though valuation still matters.
Salesforce selloff is overblown — Agentforce and its data moat make it a buy at generational lows.
CRM is lagging in the current rotation while other names lead.
PLTR, CRM and SaaS names are lagging in the current rotation while AMD and SOFI lead.
The market is about to explode higher — this is not a fake rally but the start of something much bigger after fear peaked.
ELF Beauty under $100 is the most mispriced stock in the market; sees $200 in 2026 on Rhode acquisition, Sephora distribution, and 70% gross margins.
AMD is one of the stocks leading the next leg of the market move.
After energy's run, crypto moves next, then stocks — don't miss the rotation.
CrowdStrike is one of the AI leaders to own.
Microsoft is one of the AI leaders to own.
AmEx is 20% off its high and is presented as a buying opportunity.
CELH just got a 'Pepsi rocket' — bullish on the Pepsi distribution catalyst.
Nike's post-earnings drop despite an earnings beat is framed as an opportunity smart money is watching.
Amazon is the AI infrastructure king and one of 3 stocks that will dominate the next decade; buying aggressively in the pullback.
Meta dominates digital advertising and AI and will outperform over the next decade; buying aggressively.
SoFi is a high-growth fintech disruptor that will outperform over the next decade; buying aggressively.
Extreme fear marks the last big wealth opportunity of the decade; positioning bullishly for the next 6–12 months.
BMNR's accelerated ETH buying may be signaling something much bigger about where ETH is headed next.
BMNR is a high-beta Ethereum proxy with staking yield, accelerating ETH accumulation into uncertainty — early positioning ahead of a breakout.
Adobe's post-earnings selloff is an opportunity — Firefly AI usage could convert to ARR and make Adobe one of the biggest AI winners in software.
The HIMS crash on GLP-1 legal/regulatory headlines is a mispricing rather than a fundamental break — framed as an opportunity.
AI won't replace Salesforce; CRM is safe due to embedded enterprise workflows and recurring revenue.
Shopify will dominate — investors underestimate it as an AI-driven merchant platform with compounding recurring revenue.
Supermicro's pullback is misread by the market and represents a long-term opportunity.
ServiceNow's pullback is misread by the market and represents a long-term opportunity.
Wall Street is still underpricing META's AI + ads flywheel; margins, buybacks and ad monetization support the stock.
WULF is a sub-$20 stock to buy now with asymmetric upside from high-beta infrastructure leverage.
TEAM is an undervalued enterprise SaaS AI growth name set to re-rate into 2026.
UPST is an undervalued AI fintech with high-growth potential set to re-rate into 2026.
HIMS is set up for a profitability inflection and could re-rate 20%+ in 2026.
ELF has brand power with operating leverage and could re-rate 20%+ in 2026.
Adobe's AI monetization is mispriced; ADBE is undervalued and could re-rate 20%+ in 2026.
AMD has underappreciated AI and data center upside and could re-rate 20%+ in 2026.
NFLX pullback is a buying opportunity with a 12-month price target above current levels; both Warner Bros. Discovery outcomes favor Netflix.
MRVL is a high-growth AI enabler positioned to benefit as the AI buildout moves to monetization.
MSFT is an AI platform with distribution and pricing power that institutions accumulate during AI-selloff fear.
AMZN is an AI infrastructure leader with margin inflection ahead as capex normalizes.
PYPL is a massively undervalued fintech with strong upside into 2025–2026.
NOW is undervalued with 20%+ subscription growth and AI workflow momentum, with upside into 2025–2026.
CRM is undervalued with record revenue and margin expansion, with upside into 2025–2026.
AVAV is undervalued with big upside potential heading into 2025–2026
SOFI is massively undervalued with big upside potential heading into 2025–2026
Bullish on GEV via a put credit spread on grid modernization and margin expansion
Bullish/neutral-to-up on ANET via a put credit spread on AI networking demand and hyperscaler CapEx
APLD named a best stock right now for a bullish PMCC setup
AI demand could send AMD into hypergrowth; undervalued with upside through 2026
DUOL is a top pick with massive upside potential and clear catalysts
CRWV has long-term upside into 2026 despite the post-earnings selloff; taking a bullish PMCC position
CAKE is a favorite buy now with huge upside after the pullback
PYPL is a favorite buy now with huge upside after the pullback
HIMS is a favorite buy now with huge upside after the pullback
CELH is a favorite buy now with huge upside after the pullback
NKE is a favorite buy now with huge upside after the pullback
ELF is a favorite buy now with huge upside after the pullback
META is a favorite buy now with huge upside after the pullback
BMNR is a favorite buy now with huge upside after the pullback
Super Micro is a screaming AI buy, still massively undervalued for 2025 and beyond
ServiceNow is a screaming AI buy, still massively undervalued for 2025 and beyond
Salesforce is a screaming AI buy, still massively undervalued for 2025 and beyond
Adobe is a screaming AI buy, still massively undervalued for 2025 and beyond
USAR is an overlooked US disruptor with explosive upside potential
MP Materials is a comeback story positioned to dominate US rare earths with explosive upside
Creator asserts the S&P 500 is stretched with sky-high valuations and a pullback is coming, and he is positioning for it.
Creator is placing bearish option trades on RGTI as an overvalued quantum computing stock.
Market at all-time highs is at risk of a correction; hedging is essential now.
COST is an undervalued defensive compounder with pricing power set to outperform over the next 12-24 months.
AMZN is undervalued with major upside over the next 12-24 months.
META is an undervalued digital advertising powerhouse with major upside over the next 12-24 months.
IREN is overvalued; creator is placing bearish call credit spreads on it.
IONQ is overvalued; creator is placing bearish call credit spreads on it.
AMD is undervalued and being bought before the rally with bullish PMCC trades.
CELH is poised for monster gains on PepsiCo distribution and market share gains; creator trades it bullishly via PMCC.
BMNR is a top crypto play set for monster gains; creator trades it bullishly with PMCC.
PANW is at technical highs and the creator is selling it before a potential pullback.
TSLA is at technical highs and the creator is selling it before a potential pullback.
NOW is a top stock to buy now with resilient ARR model.
CRM is a top stock to buy now with resilient ARR model.
ADBE is a top stock to buy now with resilient recurring revenue designed to thrive through a pullback.
Reddit has upcoming catalysts (AI integrations, advertising momentum, partnerships) set to drive the stock even higher.
