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 — well 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 coveredRocket Lab 8 →Oklo 7 →NVIDIA 7 →
Rick Orford argues Netflix's profit engine is much stronger than the stock price suggests — margin expansion, ad scaling, and buybacks can compound earnings, backed by Bill Ackman's ~$1B stake.
Kratos Defense stock could benefit massively as the XQ-58A Valkyrie and autonomous aircraft move into large-scale procurement.
Oklo's behind-the-meter AI power infrastructure strategy (1.2 GW Meta-backed campus, 12 GW Switch agreement) could unlock upside well beyond its nuclear technology valuation.
Waymo's $126 billion valuation and scaling zero-driver economics could unlock massive upside for Alphabet stock.
Post-quantum/quantum-safe migration could become a multiyear growth layer for IBM stock, positioning it as a key 2026 stock.
NVIDIA's push into AI infrastructure (power, cooling, networking, financing, sovereign AI) could turn its chip lead into a durable moat — bullish framing, though the bear case is also presented.
Still rates Palantir a moderate buy; explosive growth should make today's expensive valuation look reasonable over time despite the lost FAA contract
Redwire offers enormous space-economy upside though dependent on future execution
Micron named as an AI infrastructure leader with proven near-term economics
Archer held as a speculative bet with potential massive upside
Joby held as a speculative bet with potential massive upside
D-Wave held as a speculative bet with potential massive upside
TSMC is a core weighted holding in the emerging tech portfolio judged undervalued
Alphabet is a core weighted holding in the emerging tech portfolio judged undervalued
Rocket Lab held as a speculative bet in the emerging tech portfolio with potential massive upside
AST SpaceMobile held as a speculative bet with potential massive upside
Navitas could power AI's next breakthrough via GaN/SiC power semiconductors as AI hits a power wall
SoundHound could become an essential AI voice toll booth with accelerating commercial adoption, though margins are a risk
Nebius's selloff on the Meta Compute news is overdone; the GPU shortage lets multiple AI cloud providers grow
ARM's royalty machine and ARMv9 shift could make it the hidden AI chip monopoly investors are missing
ServiceNow's workflow platform could become the enterprise AI implementation layer, though premium valuation is a risk
Applied Digital's Polaris Forge delivery is evidence its repeatable AI factory model works, supporting further upside despite valuation risk
Rigetti's US-based Fab-1 quantum hardware could be revalued as strategic national security infrastructure, despite dilution risk
AMD's AI PC shift plus data center growth could make it a durable AI platform with analyst upside, with ROCm as the key risk
Shopify's AI-powered merchant tools position it as the other winner of the AI commerce war.
IonQ's quantum arms race bet, government backlog and trapped-ion scalability could make it a foundational platform company.
Amazon's custom Trainium/Inferentia AI chip move is an underrated catalyst that could add a new revenue stream and drive the stock higher.
Amphenol is an overlooked AI infrastructure beneficiary as interconnect/signal integrity becomes a data-center bottleneck, though it trades at a premium.
IREN's pivot from Bitcoin mining to AI cloud infrastructure, validated by Microsoft and NVIDIA deals, could re-rate the stock as power-connected land becomes scarce.
Vertiv may be the hidden winner in AI infrastructure and the cleaner risk-adjusted way to play the power and cooling bottleneck versus Tesla.
The Microsoft and Anthropic commitments to GB300 Blackwell Ultra are a major catalyst confirming NVIDIA's position in the agentic AI phase.
Viking remains a tempting buyout target with VK2735 and a Medicare catalyst that could drive a 2X to 3X move.
Western Digital is an overlooked AI 'toll booth' whose storage role Wall Street is only beginning to understand, supporting further upside despite valuation risk.
Broadcom's custom AI chip partnership with OpenAI puts it in a powerful position and could pressure NVIDIA's pricing power.
GE Vernova's gas turbine scarcity, pricing power and multi-year backlog make it a powerful AI power infrastructure story, though it may be priced for perfection.
Cloudflare's Pay Per Crawl could become a huge new business model as AI agent traffic explodes, though the valuation is a serious catch.
Eaton controls a critical electrical bottleneck with backlog and pricing power that may still be underappreciated as AI data centers drive equipment demand.
Microsoft offers a safer, steadier way to invest in AI through Azure scale, cash flow and a reasonable valuation.
Palantir may offer bigger upside than Microsoft if AIP becomes a core operating layer for governments and businesses.
ASML's EUV monopoly, ecosystem lock-in, and High-NA catalyst make it a defensible long-term AI infrastructure winner despite looking expensive.
Oklo's AI power moat could be just beginning, positioning it at the center of AI's energy crisis via onsite nuclear power for data centers.
Equinix is an underrated 'AI landlord' whose interconnection moat and liquid-cooling opportunity make it a powerful toll booth Wall Street may be mispricing.
Ciena's 800G/1.6T optical networking makes it a mandatory piece of the AI buildout that could unlock massive upside, and analysts may be too cautious.
Quantum Computing Inc. is grouped among the weaker names on cash runway and dilution risk in the 2028 survival framework.
D-Wave carries serious dilution risk heading into the 2028 quantum deadline.
Rigetti carries serious dilution risk that could destroy shareholder value before 2028.
IBM looks stronger in the 2028 quantum survival race due to financial endurance and low dilution risk.
Teradyne's hidden AI testing monopoly could be explosive as rising chip complexity makes test a structural bottleneck.
Micron's HBM/AI memory boom and Anthropic partnership could unlock a path to $2,000 per share.
Marvell could become the next trillion-dollar AI chip giant via custom ASICs, hyperscaler demand, and a Broadcom-style rerating.
TSMC's Silicon Shield, 2nm leadership, and customer lock-in could let it control the AI boom, with the geopolitical discount arguably overdone.
Redwire could be the most overlooked valuation story and the overlooked space infrastructure play.
Rocket Lab has the strongest momentum among space stocks and fits national-security launch demand as a second-source provider.
AST SpaceMobile may have the biggest upside of the three space names via direct-to-device communications.
Intel Foundry could become a serious second source for advanced AI chip manufacturing, making Intel the AI turnaround investors were waiting for.
Constellation Energy could be a bigger winner than investors expect from AI power demand.
Vistra could be a bigger winner than investors expect from AI power demand, with a more flexible mix of generation assets.
SoFi stock could finally be ready to break out as the market re-rates it beyond a risky lender.
Meta's sell-off is overdone; the AI-driven ad business and valuation suggest the pullback is an opportunity with upside.
D-Wave is presented as a quantum stock with strong underlying business and 10X potential, citing 429% revenue growth and government contracts.
Rigetti is presented as one of the quantum stocks with 10X potential following the U.S. government's $2B commitment.
IonQ is presented as one of the 'Big Three' quantum stocks with 10X potential despite weak charts.
Microsoft's sell-off understates AI monetization via Azure and Copilot; valuation implies upside.
Alphabet is 'about to explode' on the TPU/custom AI chip catalyst and still has upside from here.
Upside Gold could triple, re-rating significantly higher from its bottom-of-peer ~US$17-18/oz valuation on 3.31M oz resource and the Q1 2027 resource-update catalyst.
Micron is the clear winner of the two AI memory stocks, with a stronger AI memory story, better margins and an easier-to-justify valuation.
IREN could 10X on the $3.4B Nvidia AI catalyst and its data center ramp, though with dilution and execution risk.
Navitas has the better setup of the two, with stronger current customer validation in AI power infrastructure.
AMD is about to explode on the 6-gigawatt OpenAI/Meta/Oracle AI catalyst and is being revalued as an AI infrastructure platform into 2026.
Marvell is about to explode after Nvidia's $2 billion investment, with more room to run into earnings.
NVIDIA could surge 75% as AI spending explodes; the valuation is too cheap for the growth it can deliver.
Abbott is flashing a rare buy signal for income investors with a Dividend King yield near 3% and a still-growing business.
Broadcom is about to explode as AI deals with Meta, Google and Anthropic raise future earnings power.
Rocket Lab could explode on Neutron and Launch Complex 3 if the launch timeline holds.
Meta could explode if the AI flywheel works; the stock looks cheaper than expected given the Hyperion buildout and AI glasses traction.
The AI memory/TurboQuant sell-off in Micron is overblown and could be a gift; HBM demand, locked-in revenue, and ETF flows could drive upside in MU.
Super Micro's AI story could explode and the valuation looks discounted if trust/credibility improves.
Arm could explode on its first in-house AI chip; Wall Street may still be underestimating the long-term AI infrastructure upside.
Tesla could surge if the April 22 event/autonomy changes the story, despite the Q1 delivery miss and stretched valuation.
Joby Aviation could surge if FAA certification lands, aided by Dubai progress and White House-backed support.
AST SpaceMobile could surge if BlueBird 7 launches and gets the rollout back on schedule.
D-Wave's exploding revenue and commercial traction suggest the market may be missing a breakout story after the stock was crushed.
IonQ's 429% revenue growth, 2026 pipeline, and backlog mean the stock-price disconnect may not last — the market is underpricing the company.
SoFi looks mispriced after the Muddy Waters-driven sell-off; $3.6 billion in loan platform commitments means the price-fundamentals disconnect may not last.
Oklo's first NRC license, isotope/DOE pipeline and Meta agreement mean the market is still mispricing it as a zero-revenue project, creating upside from the pullback.
Palantir's $448M Navy Ship OS contract is a game-changer the market is overlooking beyond the AI hype.
Navitas stock may still be pricing in more success than the weak numbers justify, with the turnaround early and execution risk high.
The BlueBird 7 delay pressures ASTS's 2026 rollout timeline and raises doubt about whether it deserves its premium valuation.
Despite the CFO exit and cash burn, major upside is still alive in SoundHound, with one Wall Street analyst seeing the stock potentially doubling.
The market is getting Archer wrong — White House/government backing is a positive turning point the falling stock isn't pricing in.
NVIDIA is the highest-conviction name in the AI stack as Rubin approaches.
The market is overweighting short-term margin fears while ignoring Astera's long-term AI infrastructure positioning; Wall Street's $250 target implies upside.
The Meta AI infrastructure deal could send Nebius higher; the stock may be mispriced to the upside.
Adobe could surge 43% after the post-earnings selloff; the stock looks undervalued.
Marvell's 1.6T optical interconnect ramp could drive revenue from ~$11B toward $15B, and PEG-based valuation suggests the stock is undervalued relative to growth.
Arm's mobile efficiency advantage and edge AI royalty expansion represent a revenue shift the market is overlooking.
The post-earnings 22% drop misses Intel's Data Center and AI Group turnaround; the sell-off may be creating a bigger opportunity than investors realize.
Investors got the 26% post-earnings drop wrong; the $66.8B backlog supports long-term growth.
BigBear.ai has massive upside potential as defense contracts expand and revenue rebounds, with an $8 target in view.
Rocket Lab's OSI acquisition and national security expansion position RKLB as a 2027 wealth opportunity, with the recent pullback as volatility-driven opportunity.
Microsoft's $100B AI CapEx, agentic AI pivot, and Maia custom silicon make the ~20% decline a long-term compounding 'retirement hack' setup.
MercadoLibre's ecosystem is compounding faster than sentiment suggests, so the double-digit decline hides an opportunity in plain sight.
Zscaler's AI Security Suite and 26% revenue growth could make ZS a speculative tech leader heading into 2026 despite the pullback.
Palantir stock is about to explode higher on accelerating commercial growth and 2026 guidance, with $200 potentially closer than investors think.
HubSpot stock could be the next major software breakout with 200%+ upside toward a $700 analyst target, driven by AI Loop monetization.
Shopify's pullback is a gift/buying opportunity; the stock is being sold off for the wrong reasons and AI-driven order growth supports upside.
Alphabet's 9% post-earnings drop is a rare buying opportunity for long-term investors given Cloud growth, the Apple-Gemini deal, and its AI moat.
ServiceNow's 46% pullback is a long-term entry point with substantial upside toward the $260 analyst target if it executes.
Arista Networks is an overlooked AI infrastructure play that could move toward $200 per share.
SoFi is setting up for a major comeback/re-rating in 2026 with roughly 44% upside toward a $30 price target.
Broadcom at $334 could be one of the best AI infrastructure investments into 2026, with significant upside if execution stays strong.
Disney at ~$102 is a long-term opportunity set up for a 2026 breakout; 17x forward P/E may be underpricing growth with a $160 analyst target.
Realty Income at $65 is still a buy with a safe 5% dividend and upside from Mexico expansion and the GIC joint venture.
Micron still has massive upside toward $500 as AI-driven memory demand creates a structural earnings reset.
Owens Corning at 10x earnings is a hidden gem set up for a 2026 rebound with up to 40% upside.
D-Wave's 227x sales valuation, dilution, and insider selling point to a painful reality check, with analysts likely too optimistic.
ExxonMobil at $150 is still a smart buy with a $171 analyst target implying ~14% upside, supported by cash flow and dividend growth.
Super Micro could move toward $64 if profitability stabilizes, with massive upside from AI infrastructure demand at 18x forward earnings.
Pfizer at 9x earnings with a sustainable 6.3% yield could quietly outperform, with roughly 30% upside to analyst targets.
Amcor is a smart dividend investment at 12x forward earnings with a sustainable 5.3% yield that can quietly compound wealth over time.
Eli Lilly is still a strong buy in 2026 with a realistic path to $1,500 per share from around $1,038.
The ~20% post-earnings drop is a long-term buying opportunity; Strong Buy rating maintained with AMD expected to recover and surge in 2026 and beyond.
Vistra is pitched with nearly 100% upside driven by AI data center power demand and Meta nuclear contracts.
Rigetti may be setting up for another massive run, with niche quantum adoption potentially unlocking meaningful upside despite high dilution risk.
Archer Aviation has triple-digit upside potential hiding in this pre-revenue bet if FAA certification and defense contracts progress.
Amazon's $200B AI investment and AWS/Bedrock flywheel could drive earnings higher, with a realistic path to $360 per share.
NextEra's 30-gigawatt backlog and dividend growth through 2028 support owning the stock into 2026 and beyond.
SoundHound's ~50% pullback has created a real opportunity, with a path for the stock to reach $26.
IonQ could be one of the biggest winners of the next decade, with the SkyWater acquisition a potential game-changer for margins and revenue.
Nebius is deeply undervalued after a ~40% pullback, with sold-out GPU capacity and Microsoft and Meta contracts driving high upside.
Beaten-down Duolingo is setting up for a massive long-term rebound, with analysts seeing triple-digit upside from current levels.
Oklo could explode, with the 2026 NRC approval catalyst and Meta's 1.2 GW deal potentially tripling the stock.
Joby could skyrocket and double in 2026 if FAA certification and the Dubai launch go right.
Meta is setting up for a massive breakout in 2026, supported by durable advertising, AI efficiency gains, and cash generation.
TSMC could explode higher in 2026 after its AI catalyst, with meaningful upside and a potential 26% upside target.
Palantir stock could explode as the business looks stronger than ever, though the valuation leaves no room for mistakes.
The Microsoft selloff is a massive long-term setup; the market is misreading Azure strength and AI strategy could drive earnings much higher.
NVIDIA's Rubin platform and potential China H200 approval could send the stock soaring 90% in another explosive move higher.
Rocket Lab could explode in 2026 after its $816M U.S. Space Force defense win, surging revenue, and the Neutron rocket.
Navitas could soar if NVIDIA delivers its 800V AI data center shift, with powerful catalysts forming to change the growth trajectory.
Supermicro could explode on NVIDIA's AI factory shift, with a realistic path to a 5x outcome long term.
Broadcom's 14% post-earnings crash might be a gift and a long-term buying opportunity given AI chip demand and hyperscaler backlog.
Plug Power could explode 200% (or collapse) this month around the January 29 shareholder vote — framed as a make-or-break near-term move with 200% upside potential.
Marvell stock could explode 75% higher on AI data center growth and the Celestial AI acquisition; analysts see up to 75% upside.
Rigetti stock could explode again, with analysts seeing triple-digit upside that Wall Street isn't ready for.
BigBear.ai could explode 48% higher on debt elimination and the Ask Sage acquisition, despite real downside risks.
Archer Aviation has a realistic shot at a 5X move by 2030 if FAA certification and the UAE commercial launch proceed.
Applied Digital has massive 2026 breakout potential after the ChronoScale AI spin-off, with analysts rating it Strong Buy and seeing 124% upside.
SoundHound AI could soar next, setting up for a massive comeback on Amelia enterprise adoption, the OpenTable partnership, and agentic AI.
Oklo could explode 136% higher if the key NRC approval goes its way; Wall Street sees up to 136% upside.
Wall Street sees 92% upside for D-Wave, and a 3x move may still be possible on government adoption and Advantage2 momentum.
Joby's air taxi progress — 850+ flights, FAA certification milestones, and Blade/Delta/ANA partnerships — could send the stock soaring in 2026.
Nebius' explosive AI infrastructure expansion could send the stock soaring in 2026.
Palantir stock is about to explode after a massive government move, with accelerating government contracts and AIP/Foundry upside into 2026.
QuantumScape's solid-state battery entering real trials could make QS explode in 2026.
Rocket Lab's breakout moment is here; revenue and backlog growth could push shares higher despite the Neutron delay.
NVIDIA could explode after the China H200 decision, with Blackwell/Rubin and a $500B backlog driving the next major run.
Veritone's AI bet could be massive, with debt reduction, defense/media wins, and Data Refinery traction building serious momentum.
If Navitas hits its 2027 inflection point on the Nvidia 800V data center partnership, the stock could look completely different (bull case), though delays are a real risk.
Plug Power's NASA deal and electrolyzer projects support the analysts' 224 percent upside case, though survival risks remain.
BigBear.ai could explode after the $250M AI deal / Ask Sage acquisition; creator's target is $8 for BBAI.
Supermicro has nearly 90% upside from current levels per Wall Street, with the dip framed as a possible reversal setup.
Bold bullish prediction for Iren stock before 2026, driven by the $9.7B Microsoft AI cloud deal.
Rigetti could explode after partnering with NVIDIA's NVQLink platform; analysts see about 96% upside.
ASTS could skyrocket roughly 80% soon on the BlueBird 6 launch and carrier partnerships.
After a 35% crash, Oklo could be the setup of a lifetime on Siemens Energy, DOE pilot program, and Equinix/Switch deals.
Pony AI stock is set to skyrocket with analysts seeing 150% upside on robotaxi and autonomous truck expansion.
A catalyst (Advantage2 federal deployment, warrant cleanup, defense/government pipeline) could ignite a huge rally in D-Wave.
Applied Digital could skyrocket on $16B+ of hyperscaler lease deals as AI capacity demand outpaces supply.
SoundHound AI is a high-reward moonshot with explosive growth and massive upside potential.
Archer crashed but could rip higher; 2026 could be the biggest year ever for eVTOL stocks.
Joby is presented alongside Archer as having significant upside as 2026 becomes the biggest year for eVTOL stocks.
Palantir has the strongest upside versus CrowdStrike, with a $225 target cited as the bull case.
Microsoft is gearing up for a massive move higher toward a $700 price target, driven by Azure AI growth and the Microsoft/NVIDIA/Anthropic partnership.
Nebius is the stronger AI infrastructure pick with the most significant long-term upside, potentially a 3X surge, on improving margins and the Microsoft deal.
Marvell's new PIVR technology could take market share from smaller competitors, giving it upside in the AI hardware market.
Micron's AI breakthroughs (Automotive UFS 4.1, SOCAMM2) could send the stock soaring, with analysts seeing over 60% upside despite the recent pullback.
Nvidia's dominance in AI compute is accelerating faster than expected, making it the stronger long-term winner.
Tesla is slowing relative to Broadcom and is the weaker pick, arguably overdue to be replaced in the Magnificent Seven.
Broadcom has the stronger AI-driven growth story and better long-term upside, and analysts overwhelmingly prefer it — it deserves the spotlight in 2025 and beyond.
Rocket Lab's breakout signal just flashed — Q3's 48% revenue growth and 42% gross margin support a climb toward the $83 analyst target from ~$51.
Bullish on Veritone: the $5 stock has serious upside heading into 2026, with $40 making sense and Wall Street's $25 target on the table.
Plug Power offers asymmetric upside toward Wall Street's $7 high target on electrolyzer momentum and hydrogen deployments.
Novo Nordisk's ~50% YTD drop is a buying opportunity; analysts see up to 52% upside with a $70 target and the stock could reach $85 as the weight-loss boom continues.
ARM still has room to grow — record revenue and margins plus AI infrastructure demand could signal another leg higher, with $215 just the start.
BigBear.ai is an overlooked AI opportunity with a 5X roadmap and an $8 analyst target on defense and biometric contracts.
Intel's turnaround is just getting started — Wall Street's $52 target is too conservative and I see $65; INTC is a buy heading into 2026.
Navitas could be the next 5X energy play — NVIDIA's 800V DC architecture partnership could send NVTS soaring heading into 2026.
Alphabet's record $100B quarter and full-stack AI strategy could take the stock to $310 and beyond.
META's AI-driven ad engine and the $40–50B WhatsApp monetization opportunity could propel the stock to new highs.
Pony AI's move to mass production is the catalyst that supports the $33 price target (57% upside) and Strong Buy rating.
Circle could skyrocket with 97% upside this quarter on 53% revenue growth and rising USDC adoption, despite the market's Hold rating.
Archer Aviation could break out toward a $18 price target following the Lilium patent acquisition; the $18 target may even be conservative.
Marvell at $92.50 has significant AI-driven upside, with analysts seeing ~32% upside and a path to $122 and beyond, possibly $150.
Creator states a personal bull thesis on SoundHound AI, arguing the market underestimates its runway and a next leg higher is coming.
The Oracle AI partnership sets AMD stock up for a potential run toward $300, with Wall Street targets as high as $360.
Oklo has upside toward the analyst $175 price target, with zero revenue not precluding potential.
Creator believes Joby Aviation's flight path is still bullish and the stock could soar again.
Analysts see Veritone upside toward a $30 target despite going-concern, debt and dilution risks.
Creator is cautiously bullish on QuantumScape's long-term potential and suggests another large surge could follow the current rally.
SMCI's setup looks ready to break out and the next wave of AI builds could push the stock further.
Rocket Lab is breaking out and $75 could be next, with the stock soaring even higher in 2026.
Rigetti could run toward $360 on a catalyst Wall Street is missing (India and Air Force deals, 2026 roadmap).
Pony AI's robotaxi growth catalysts could push the stock even higher from $21.17, with Wall Street rating it a Strong Buy with high price targets.
Qualcomm's strategic moves and analyst targets suggest growth, with current stability preceding explosive gains.
SoundHound AI's voice and vision AI expansion (Polaris) positions it favorably as the future of voice and vision.
Google stock is set to skyrocket another 200% and is a top stock pick following the favorable antitrust ruling.
Wall Street's HOLD on Plug Power may be wrong; policy tailwinds and hydrogen scale-up make it a high-risk, high-reward upside play.
BigBear's ballooning losses may signal major trouble ahead, making it the riskiest of the three AI stocks.
