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 8 →Palantir 5 →Alphabet (Google) 4 →
Nvidia's record earnings, software-grade margins, balance sheet fortress, $279B supply chain commitments and durable moat support the long-term bull case despite the after-hours dip.
Five structural cash engines (AI capex wave, buybacks, corporate profits, wealth effect) are pushing equities higher; sitting in cash waiting for a crash is a mistake.
Head-to-head analysis presents Nebius as an attractive AI cloud stock where institutional capital is shifting next.
Argues the AI data center 'bubble' panic is wrong and specialized cloud providers like CoreWeave are digital toll roads with contracted backlogs and 50% core operating margins.
Micron analysis reveals a supply-chain wall that positions memory as one of the real winners of the AI buildout.
Frames the semiconductor selloff as a fundamental disconnect and headline-driven panic, with a world-class asset trading at a 50% discount — implying the group recovers.
Wall Street is misreading Google's negative free cash flow and capex; exploding Cloud revenue and a half-trillion-dollar backlog mean the post-earnings drop is unjustified.
Calls SNDK the best AI stock to buy now with bear/base/bull price targets of $1,033.11 / $1,675.84 / $2,225.16, citing $3.73B cash, zero long-term debt, and $42B in contract guarantees.
Wall Street is 'completely dead wrong' on TSMC; the selloff is emotional panic against absolute fundamental dominance and a sovereign-utility-like business model.
Micron's multi-hundred percent run is cyclical 'rented performance' off a pricing cycle rather than a durable moat, implying it underperforms Nvidia.
Buying Nvidia — its quiet period is structural consolidation, not a business breakdown, and its durable software moat beats Micron's cyclical pricing run.
Palantir is undergoing multiple normalization as a high-multiple software name matures into a mega cap, explaining the 23% pullback and continued divergence from all-time-high markets.
Presents JEPQ favorably as a ~11% yielding monthly income holding that could beat a full-time job's income.
Says SCHD's numbers look stronger in 2026 than in 2024, citing 0.06% expense ratio, 10.6% ten-year dividend growth, and defensive sector mix.
Calls Dell a 757% AI monster still in 'Phase 1' with a spectacular top-line breakout and describes it as his massive next move.
Nvidia's $45B+ investment shopping spree is a survival master plan the market is missing, framed bullishly against the simple 'hardware vendor' view.
Trimmed the Nvidia position near historic peaks to raise cash, treating the chart as overextended.
Nuclear/energy bottleneck play (Cameco deep dive) is positioned as the investment that owns the power for AI data centers before the market catches on.
Google is not dead — the $462B backlog, $126B cash fortress, proprietary silicon moat and 'CapEx trap' misreading mean the stock is a buy despite regulatory/DOJ fears.
GE Aerospace's record quarter — 87% order surge, 29% revenue growth, $210B backlog — makes the 5.56% post-earnings selloff unjustified; creator holds shares.
ASML could benefit if TSMC is still acting as the kingmaker in the AI chain.
Marvell could benefit if TSMC is still acting as the kingmaker in the AI chain.
Vertiv could benefit if TSMC is still acting as the kingmaker in the AI chain.
AMD could benefit if TSMC is still acting as the kingmaker in the AI chain.
Broadcom could benefit if TSMC is still acting as the kingmaker in the AI chain.
Micron could benefit if TSMC is still acting as the kingmaker in the AI chain.
TSMC's post-earnings drop was a bait; the report is a bullish signal and investors drew the wrong conclusion.
Nvidia could benefit if TSMC is still acting as the kingmaker in the AI chain.
Panicking Palantir investors are framed as about to get rich — the drawdown is an opportunity rather than a broken thesis.
Oil prices are crashing more than 15% on the US-Iran ceasefire and safe passage through the Strait of Hormuz.
Stocks could explode with a massive rally if the US-Iran war ends; Nasdaq 100 futures already jumped 3-3.2% on the 2-week ceasefire news.
Claiming Social Security at 62 and reinvesting the payments into the S&P 500/VOO for eight years beats waiting until 67 or 70, implying positive index returns over that period.
Despite being down ~27% from highs, PLTR still has the profits, growth and real-world utility to back it up — creator is not selling.
Broadcom's AI revenue surge, next-quarter guidance and management's long-term AI demand signal point to a story bigger than the earnings beat.
Do not go to cash during the US-Iran crisis; war-driven volatility is a short-term dislocation and a buying opportunity rather than a crash.
TSM is a long-term AI picks-and-shovels buy during the current selloff given cash flow durability and moat strength.
The AI selloff is a hype crash, not an AI crash — NVDA is a long-term picks-and-shovels buy with durable cash flow and a strong moat.
The HOOD post-earnings drop is overdone — record revenue, record profit, and strong net interest income/margin borrowing growth outweigh the 38% crypto revenue decline.
Palantir's exploding margins and accelerating growth aren't reflected in the stock price yet — shareholders should get ready for the move.
Meta's earnings look great on the surface but margins and a buried rebuild risk make it a problem for the stock.
Buying Google stock before earnings because the setup and upside are not priced in.
Palantir is overvalued on traditional metrics but that is irrelevant — like Nvidia's PE when it was changing the world — and conviction here can make you rich.
Nvidia is not too late or too expensive — it's a monopoly still being built, locking up the AI economy one hyperscaler at a time.
AMAT holders carry more risk than they realize — shrinking gross margins, China exposure tanking, and competition catching up.
IREN framed as possibly the most explosive risk/reward setup in the entire market despite high cash burn and a thin moat — net bullish tilt.
Robinhood is becoming a platform business with a record quarter and $20B in net deposits; most investors who missed the 261% move will miss 'the next one' too, implying another leg higher.
Google has locked in an infrastructure advantage and a moat nobody is pricing in — bullish on GOOGL.
SoFi's record quarter masks weaker underlying numbers; following the real figures changes the story and 'might save your portfolio' — cautionary/bearish.
One ad-tech company 'rebuilt the engine' and is set to explode — identified as AppLovin, the lead ticker covered, explicitly not META.
GE Aerospace is still 'a steal' after a monster quarter, with margin growth and contract expansion — the most underrated setup of the month.
Applied Digital could shock everyone in 2026 and it's 'still early' — 84% revenue growth and an $11B CoreWeave deal, though with heavy cash burn risk.
A stock with a 112% profit margin (Hut 8, lead ticker covered) will shock everyone and may be way bigger than it looks — 'still early', watch before the market catches on.
'CPUs are dead' — implied bearish on the CPU incumbent Intel.
The internet is being rebuilt on Nvidia's grid and most investors don't get it yet — bullish opportunity before Wall Street wakes up.
SDIV presented as one of the yield-chasing dividend ETFs to avoid.
IREN has quietly returned over 301% and 'is just getting started' — more upside ahead.
