Nvidia is buying its way out of being just a chip company
Doran says chip demand will slow eventually, motivating Nvidia's shift to an AI platform — a bearish view on the chip-demand cycle, though timing is described as distant.
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 coveredCrude oil 6 →Bitcoin 5 →S&P 500 5 →
Doran says chip demand will slow eventually, motivating Nvidia's shift to an AI platform — a bearish view on the chip-demand cycle, though timing is described as distant.
Ben Emons argues the long end is climbing and sees the 10-year yield well over 5%.
Kampitsis recommends owning silver as a commodities hedge.
Chris Kampitsis says investors need commodities exposure as a hedge right now and names oil as something to own.
Bitcoin closed above its 200-day moving average for the first time since the bear market began; every previous break of that line marked the end of the bear market — the bottom is in and the move continues higher
Deere is named a potential beneficiary of the next phase of the AI trade beyond the Mag 7
Caterpillar is named a potential beneficiary of the next phase of the AI trade beyond the Mag 7
Iaccino argues the biggest energy shortage is developing in diesel and refined products, keeping those costs elevated.
Iaccino sees an especially interesting opportunity in gold miners, where elevated gold prices and stable production costs could expand margins and drive outperformance versus gold.
Bob Iaccino says the inflation environment from refined-product shortages could support a continued recovery in gold.
Ivana Delevska argues Nvidia's investments in suppliers reveal where AI bottlenecks are shifting, and that optical demand could surge as the AI infrastructure supply chain evolves.
Scott Melker cites Ravencoin as a 'zombie' chain whose collapsed price can still fall much further given declining users, developers and security.
Scott Melker cites Harmony as a 'zombie' chain whose collapsed price can still fall much further given declining users, developers and security.
Panel argues Palantir's accelerating U.S. commercial growth, improving cash flow, and profitability justify continuing to ride the stock's momentum despite high valuation.
AMD CEO Lisa Su says AI infrastructure demand continues to accelerate and the AI opportunity for AMD is still in its early stages, with inference becoming the biggest growth driver.
Intel stands to benefit from the most severe chip and memory supply constraints in history thanks to three strategically important assets
AMD CEO Lisa Su predicts the AI accelerator market will reach $1.4 trillion by the end of the decade (2030), calling her prior $500B-by-2028 estimate conservative.
Robinhood executive argues oil could reach $150.
SK Hynix is highlighted as a memory beneficiary of AI spending.
Kevin Mahn favors memory maker Micron as a standout AI investment over Nvidia.
SpaceX joining the Nasdaq 100 is described as 'a headwind' for the indexes going forward.
Jay Hatfield calls for the S&P 500 to reach 9,000.
Cloudflare CEO Matthew Prince says Google's internet/advertising business model is breaking as AI agents replace traditional web search and discovery.
Melker argues fear around Michael Saylor and Strategy is overblown, implying the bearish narrative on MSTR is wrong.
Reddit CEO Steve Huffman lays out a path to 1 billion users and says Reddit keeps growing, with human conversation and Reddit data becoming more valuable as AI content spreads.
Melker argues Ethereum is entering a new phase of maturity, with Russell 1000 inclusion of an ETH treasury company bringing passive investor exposure and Wall Street building infrastructure around the asset.
Coinbase CEO and Binance founder CZ say bitcoin has bottomed out, implying prices rise from here.
Trump says 'Oil down' following the signing of the Iran Memorandum of Understanding.
Beef prices are rising and will make summer BBQs more expensive.
Treasury Secretary Bessent says current inflation will be 'a short-term blip', implying inflation recedes.
Jensen Huang calls Marvell 'the next trillion-dollar company', implying substantial upside.
Affirm CEO Max Levchin says Affirm is on a path to $100 billion in GMV as consumers move beyond credit cards.
Wall Street still believes the bull market has room to run, though the second half may look different.
Intel is staging a comeback with a significant AI opportunity.
Nvidia is presented as a stock pick ahead of earnings.
Inflation could move back toward 5%.
The Iran conflict and a prolonged Strait of Hormuz closure push oil prices higher (before demand destruction).
Coinbase's weak quarter may not matter long term — the long-term trajectory remains positive.
Micron leads the chip rally as memory becomes the next AI bottleneck.
Bitcoin is asserted to outperform gold as an inflation hedge, implying gold underperforms relative to Bitcoin.
Paul Tudor Jones says Bitcoin is the best inflation hedge, better than gold, and could outperform even if stocks decline.
Scott Melker predicts the downfall of Western Union due to its fees as stablecoins take over remittances — 'Western Union is Blockbuster, and stablecoin is Netflix.'
Elon Musk asserts Optimus will become Tesla's biggest product.
Meta's ad business is projected to overtake Google's, implying Meta outperformance versus Alphabet.
Treasury Secretary Bessent: 'We will see $3 gallon gas sooner rather than later,' implying gasoline prices fall.
Silver is rising, with potential Chinese export/supply restrictions cited as a risk that supports prices.
Microsoft is a 'screaming buy' right now as a long-term opportunity.
Wall Street holds a bullish stance on gold prices heading into 2026.
Gas prices could hit $4 per gallon in the next month.
US-Israeli war with Iran creates supply constraints that will push oil and gas prices higher.
Greenlight CEO Tim Sheehan says investing is critical to protect against the decline in the value of the dollar.
CEO Lisa Su says AMD is ready to scale its AI business to tens of billions in revenue by 2027.
Analyst thinks bitcoin could hit $1,000,000 despite its recent plunge.
Dan Ives is bullish on Apple after what he calls a 'phenomenal quarter.'
Impax portfolio manager Nathan Moser says small caps are set up to outperform.
Aviation specialist Steve Trent thinks American Airlines has 'a lot more earnings growth' ahead and is at an 'inflection point.'
Talley Léger says cracks in the labor market could lead to more interest rate cuts and boost stocks.
Mel Casey discusses Berkshire Hathaway exiting Kraft-Heinz, calling it 'a bad investment.'
Keith Gangl names Cintas a top stock pick for 2026.
Keith Gangl names TJX Companies a top stock pick for 2026.
Phong Le says 2026 will be a big year for Strategy (MSTR) as well as bitcoin.
Fishman characterizes Netflix's business as 'very strong,' implying a positive outlook for the stock.
Analyst Robert Fishman says Warner Bros. has 'a lot of untapped value.'
Novo Capital's Ben Harburg is bullish on emerging markets despite geopolitical risks.
Tom Essaye says it's not the time to buy the tech dip because there could be more volatility ahead.
Pinterest is presented as a social media stock to like.
Reddit is presented as a social media stock to like.
LaSalle's Brian Klinksiek is optimistic about the commercial real estate market in 2026.
Kavita Gupta shares a bullish outlook for ethereum this year.
Silver continues to climb higher amid geopolitical uncertainty, with discussion of continued gains.
Gold eyes a new high and is expected to continue climbing amid geopolitical uncertainty.
Daniel Newman highlights IBM as a top enterprise-AI beneficiary for 2026.
Daniel Newman highlights Workday as a top enterprise-AI beneficiary for 2026.
Daniel Newman highlights ServiceNow as a top enterprise-AI beneficiary for 2026.
Daniel Newman highlights Salesforce as a top enterprise-AI beneficiary for 2026.
Jefferies analyst Brent Thill names Microsoft a top tech stock pick for 2026.
Jefferies analyst Brent Thill names Meta a top tech stock pick for 2026.
Mark Mahaney names Shopify among his top internet stock picks for 2026.
Mark Mahaney names Expedia among his top internet stock picks for 2026.
Parnassus portfolio manager Ken Ryan makes the case for investing opportunities outside the US, citing international outperformance vs the S&P 500.
Mark Mahaney names Amazon among his top internet stock picks for 2026.
Royce's Francis Gannon says it's time for investors to 'get on board' with small-cap stocks.
Alphabet is featured as a top Wall Street call (bullish analyst call).
Mark Newton expects a potential 15-20% pullback in stocks during 2026, followed by a rebound
David Stubbs sees continued momentum in the AI trade
Dan Ives sees Nvidia reaching a $6 trillion market cap
Pavel Molchanov: there's 'no real reason' for oil prices to rise in 2026; prices likely won't improve much
Michael Pachter sees gaming stocks poised to outperform
Andy Baehr lays out the bullish case for bitcoin in 2026
Investors may be 'underestimating' the strength of the economy next year (2026)