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.
yucky — below luck. This does not predict their next call. We tested whether it does and it does not. Our scoring is not financial advice.
Most coveredNVIDIA 7 →Palantir 6 →Amazon 4 →
Lippmann's corporate-credit warning is connected to vulnerable stocks and the Russell 2000, implying downside for small caps and debt-heavy companies as the 2026 corporate debt trap unfolds.
Something big is building in oil — an oil shock is coming.
Sprouts listed among the hated stocks being bought.
Freddie Mac included in the list of beaten-down names being accumulated.
Burry holds Palantir puts as part of the AI-bubble short thesis.
Burry is shorting the AI bubble with Nvidia puts; framed as a hedge against stretched AI valuations.
PayPal presented as a beaten-down, cash-rich name Burry is buying after capitulation-level turnover.
Lululemon framed as a hated, oversold stock Burry is buying.
Bridgewater dumped Salesforce, framed as smart money exiting the name.
Gold crosses $5,000 as central banks de-dollarize; presented as a continuing bullish setup.
Berkshire under Greg Abel bet $2.65 billion on Delta, framed as a smart-money buy.
Nvidia opened a $1.86 billion position in Coherent, framed as a bullish signal.
Bridgewater piled into Broadcom as part of the AI infrastructure sector accumulation.
Bridgewater piled into Nvidia as part of the AI infrastructure sector accumulation.
Tepper doubled his Amazon position; presented as a smart-money buy signal.
Smart money (Tepper, Bridgewater) is loading up on Micron as a top AI-infrastructure holding.
Vertiv is a beneficiary of the AI infrastructure boom.
Eaton is a beneficiary of the AI infrastructure boom.
Caterpillar is a beneficiary of the AI infrastructure boom.
Quanta Services is a beneficiary of the AI infrastructure boom.
GE Vernova is a beneficiary of the AI infrastructure boom.
Eisman is aggressively short FICO after a regulatory shock; significant downside expected.
Burry started buying Veeva Systems after the software crash as a forced-selling victim.
Burry started buying Autodesk after the software crash as a forced-selling victim, not a broken business.
Burry started buying Adobe after the software crash, arguing it was dumped by forced selling rather than broken.
Burry bought Zoetis as one of four crash-proof, non-AI stocks for 2026.
Burry bought MercadoLibre as one of four crash-proof, non-AI stocks for 2026.
Burry's 'tragic algebra' argues the Nasdaq 100 is at extreme valuation risk and faces a major crash.
Temple and Webster included among the five stocks doubled down on.
Haidilao bought as a China recovery play.
Tencent bought on a China recovery/AI thesis hiding under market fear.
Lululemon doubled down on as a beaten-down value name.
The dollar faces long-term decline/loss of purchasing power; the U.S. is 'not immune' from currency collapse.
Buffett favors Occidental as a productive asset to own through dollar debasement.
Buffett favors Chevron as a productive asset to own through dollar debasement.
Buffett favors Coca-Cola as a productive asset to own through dollar debasement.
Buffett favors Apple as a productive asset to own through dollar debasement.
Burry places Tesla in his 'tragic tier' of stocks to avoid due to overstated earnings from stock-based compensation.
Bearish bet on Oracle tied to AI CapEx and valuation compression.
December 2027 SOXX puts at the 330 strike; chip stocks priced for endless AI demand.
Bearish bet on Palantir tied to AI valuation compression.
Bruker preferred stock trade with yield, downside cushion, and equity upside.
Sprouts presented as a bullish setup among Burry's six moves.
Molina's ugly earnings headline hides a massive cash flow story; bullish framing.
PayPal bought near $49 after an 84% collapse; framed as fear gone too far.
Alibaba described as among the most compressed value trades in history; long Chinese tech.
Long GameStop; no longer just a meme stock in the value framework.
JD.com described as a deeply compressed value trade; long Chinese tech.
Aggressive Nvidia puts bought near $188 on the AI depreciation/supply-glut thesis.
Marvell named in Burry's 'tragic tier' of overstated-earnings stocks.
Shopify named in Burry's 'tragic tier' of overstated-earnings stocks.
Zscaler named in Burry's 'tragic tier' of overstated-earnings stocks.
Workday named in Burry's 'tragic tier' of overstated-earnings stocks.
Axon named in Burry's 'tragic tier' of overstated-earnings stocks.
Datadog named in Burry's 'tragic tier' of overstated-earnings stocks.
CrowdStrike named in Burry's 'tragic tier' of overstated-earnings stocks.
QQQ investors carry hidden earnings risk; the Nasdaq 100 is priced on overstated earnings and faces downside.
Burry argues passive/401k flows will reverse and buybacks have collapsed, setting up a major S&P 500 decline.
Abel restarted Berkshire buybacks and bought shares with his own salary, framed as a bullish signal on BRK.
Berkshire majorly reduced its Amazon stake, framed as defensive de-risking.
Berkshire continues trimming Apple, framed as reducing exposure ahead of a downturn.
Abel's first big move is a $1.8 billion Tokio Marine investment, presented as a bullish positioning.
Newmont became a major conviction bet as Bridgewater rotated into leveraged gold exposure.
Bull case for Freddie Mac GSE shares of 5-7x upside on a Treasury policy shift; NYSE uplisting could unlock institutional demand.
Bull case for Fannie Mae GSE shares of 5-7x upside on a Treasury policy shift; Burry buying aggressively into beaten-down GSE stocks.
Smart money is exiting Meta amid AI overvaluation and market concentration risk.
Smart money is exiting Palantir amid AI overvaluation ahead of the next crash.
Smart money is exiting Nvidia amid AI overvaluation, framed as the right positioning ahead of a crash.
Tesla called out for a disconnect between its story and fundamentals, implying overvaluation.
Shift away from long-duration bonds; Bridgewater fully exited long-term government bonds.
Massive currency depreciation of the US dollar is coming as the US must sell $12 trillion in bonds.
Smart money is shifting into real assets like gold, which is positioned to benefit from dollar depreciation.
Burry's math points to a potential 77% stock market crash in the S&P 500 based on Shiller CAPE at historic extremes.
Private credit defaults worse than the 2008 peak set up a compounding breakdown; hedge funds are shorting financials.
Oil surged past $100 after the Strait of Hormuz disruption and is projected to stay elevated, pushing inflation toward 4%.
Smart money is engaged in synchronized multi-quarter distribution out of tech stocks at record highs, signaling late-cycle downside.
Pelosi dropped up to $5 million on AllianceBernstein for its 8.77% dividend yield, presented as a get-in-early opportunity.
Palantir is being bought by Homeland Security Committee members overseeing national security contracts, presented as a buy signal.
Brent crude surging past $85 on the Hormuz closure with continued upward pressure from the oil shock.
Druckenmiller, Tepper and multiple hedge funds all bought airlines in the same quarter — a rare convergence signal.
TSMC locks down the AI chip supply chain and is among the 8 stocks smart money is buying.
Eli Lilly is a smart-money buy with 60.5% of the US GLP-1 market and $79.5B deployed by new buyers.
Alphabet is the cheapest Magnificent Seven stock and is committing $185B in 2026 capex to dominate AI search.
GE Vernova is a smart-money buy as AI data center electricity demand sends its backlog past $150 billion.
Micron is a smart-money buy with HBM3e sold out through 2026.
Buying Arista Networks as AI data centers jump to 1.6 terabit speeds and organic growth accelerates.
Buying Vertiv after a 252% surge in organic orders, as every GPU rack needs its power and cooling.
Buying Broadcom as it becomes the second chip lane for Google and Meta amid $650B in 2026 AI spend.
Energy is a smart-money buy driven by AI electricity demand.
Grab AeroVironment as autonomous attack drones change the economics of modern warfare.
Grab BAE Systems as an international defense contractor in the defense supercycle.
Grab L3Harris before escalation for its electronic warfare, targeting and surveillance technology.
TIPS recommended for inflation-adjusted income in Dalio's five portfolio rules.
Bridgewater executed a complete China exit.
Full China exit after building a $748M Alibaba stake — reversal out of Chinese equities.
The AI contradiction resolved: sell the hype layer, buy the infrastructure.
Bridgewater upgraded from a gold ETF to Newmont for leveraged upside to gold.
Sell the AI hype layer per Dalio's positioning.
Howard Marks targets 'scarce clean power' via Talen Energy and major call options — bullish nuclear power positioning.
Pabrai adds to Transocean as day rates rise and a $2.4B backlog builds — presented as an asymmetric upside offshore driller bet.
Ackman's new 11.37% Meta position framed bullishly on $200B 2025 revenue (+22% YoY), $43.59B free cash flow, and $72B AI infrastructure capex.
Buffett adds 12.34% more Domino's as U.S. digital orders top 85% — framed as a durable-demand buy.
Ackman boosted Amazon by 65% to a 14.28% position as AWS prints $12.5B Q4 operating income — presented as a bullish smart-money buy.
NASA's Artemis 2 and Intuitive Machines' IM3 lunar lander are turning space into a real investment sector.
ICE expansion funding is driving GEO Group to full capacity as a Trump-policy beneficiary.
$45 billion in ICE funding and 68,000 daily detainees are driving CoreCivic to full capacity — a way to profit from Trump 2026 policy.
$384 billion in defense procurement is feeding Northrop Grumman.
$384 billion in defense procurement is feeding Raytheon.
$384 billion in defense procurement is feeding Lockheed Martin, including a $5 billion Army missile contract.
A 37% drop in regulatory enforcement is unlocking a wave of bank mergers and acquisitions.
BlackRock's barbell keeps massive AI bets on Microsoft as core offense.
BlackRock is underweight long-term Treasuries amid sticky inflation risk.
BlackRock's barbell keeps massive AI bets on NVIDIA as core offense in its 2026 portfolio.
The dollar weakens gradually via inflation, deficits, $1 trillion interest costs, Fed pressure and global de-dollarization — repricing, not collapse.
Capital is rotating into utilities as a defensive destination.
Capital is rotating into consumer staples as a defensive destination.
Capital is rotating into healthcare as smart money exits crowded trades.
Smart money is dumping real estate — office vacancies above 34%, commercial loan delinquencies near 11.7%, exploding refinancing risk.
Smart money is dumping consumer discretionary; short interest hits pandemic-era highs on rising consumer stress.
Smart money is dumping tech — hedge funds cutting semiconductors, software and AI exposure as Shiller CAPE nears 40.
Burry loaded put options on Palantir as part of a $1.1B bearish bet.
Burry loaded put options on NVIDIA, nearly 80% of his portfolio in bearish AI bets.
Smart money is shifting into gold and cash ahead of the next crash.
Buffett Indicator above 200% of GDP, Berkshire hoarding ~$400B in T-bills, and Burry's S&P 500/Nasdaq puts point to either a sharp crash or a decade-long stagnation in US equities.
Silver is historically mispriced versus gold per the gold-to-silver ratio and is in a melt-up heading toward 80.
Google faces direct hits to data-driven ads and AI search from regulation.
Microsoft faces earnings pressure from gatekeeper scrutiny as AI reshapes platforms.
Meta faces direct hits to data-driven advertising from AI/data regulation.
Amazon faces earnings pressure from gatekeeper scrutiny under the DMA/DSA.
Boeing is exposed to delivery delays and geopolitical leverage in a tariff war.
Caterpillar takes a double hit from higher input costs and delayed capex under tariffs.
Nike is vulnerable to a US-China tariff war via footwear sourcing cost spikes.
Apple is the most tariff-sensitive mega-cap and could be repriced fast.
Tesla has hidden tariff vulnerability through batteries and energy storage.
SLM is one of the five remaining bullish exposures in Burry's rebuilt portfolio (480,054 shares, ~$13.3M).
Lululemon is a bullish premium-brand bet in Burry's portfolio (100,000 shares, ~$17.8M).
Applied Materials is a new smart-money position (Bridgewater) to own before the crash.
Domino's is a recession comfort/trade-down beneficiary.
Chubb is a fortress position being added to before the next crash.
UnitedHealth is an essential system stock smart money is buying ahead of stress.
Alphabet is a 'tollbooth' position smart money is accumulating to survive the next crash.
Occidental is presented as a hard-asset chaos hedge worth owning.
SLM is used as a consumer-stress pressure gauge rather than a growth bet.
Halliburton adds leverage/volatility exposure on the survivor side of the barbell.
Pfizer call options represent upside optionality in the portfolio.
Molina Healthcare is a defensive cash-flow essential that survives a slowdown.
Palantir put options target the AI story trade that unwinds in a recession.
Nvidia put options target the crowded AI trade expected to unwind.
China is ditching the U.S. dollar, implying continued decline in dollar dominance/value.
Warren Buffett's signals amount to a housing market warning for 2025 (housing weakness ahead)
Michael Burry has warned of a coming market crash
