Trending Tickers (48h)
AMZN
Amazon.com, Inc.
LONG AVOID SHORT
185 mentions
INTC
AVOID SHORT
127 mentions
GOOG
Alphabet Inc. (Class C)
LONG
117 mentions
PANW
Palo Alto Networks, Inc.
LONG SHORT
89 mentions
META
Meta Platforms, Inc.
LONG AVOID SHORT
88 mentions
NVDA
NVIDIA Corporation
LONG
79 mentions
AAPL
Apple Inc.
LONG AVOID
76 mentions
MSFT
Microsoft Corporation
LONG SHORT
73 mentions
TSLA
Tesla, Inc.
LONG
62 mentions
NFLX
Netflix, Inc.
LONG AVOID
55 mentions
PLTR
Palantir Technologies Inc.
LONG AVOID
53 mentions
NCLH
Norwegian Cruise Line Holdings Ltd.
LONG
45 mentions
Fresh Trade Ideas (48h)
LONG
Meta is one of Nvidia's top two customers and is now purchasing Nvidia CPUs (Grace) alongside GPUs, whereas "Intel and A...
AVOID
The speaker notes that "Intel and AMD used to own that market of server CPUs" but Nvidia is now telling customers they g...
LONG
Uber completes 13 billion rides per year compared to Waymo's 20 million. Uber is investing $100M into robotaxi charging ...
LONG
Christian Magoon — CEO of Amplify ETFs
Magoon advocates for a strategy mixing "high quality US equities" (DIVO) and "high quality international stocks" (IDVO) ...
AVOID
Dr. Scott Gottlieb — Former FDA Commissioner; Board Member (Pfizer, Illumina, UnitedHealth); Partner at NEA (Venture Capital)
Gottlieb cites a Wall Street Journal editorial noting FDA leader Vinay Prasad rejected Moderna's (MRNA) mRNA vaccine wit...
AVOID
Steven Fulip — Partnership for New York City President and CEO
NYC Mayor is threatening a property tax hike if a wealth tax isn't passed. Fulip notes this would push NYC corporate tax...
AMC
SHORT
Andrew Ross Sorkin — Co-Anchor, Squawk Box
Sorkin visited an AMC theater for a recent movie ("Crime 101") and noted only ~12 people were in the audience. The stock...
LONG
Michelle McGinness — CEO of My Cargo 247
"The larger freight companies have traditional insurance that is great for contracts... a $200,000 loss for a large carr...
LONG
Volodymyr Zelenskiy — President of Ukraine
"He cannot let go of the very idea of war... in reality he is a slave to war." Zelenskiy argues that the aggressor is ps...
AVOID
Volodymyr Zelenskiy — President of Ukraine
"We will not let other European nations go either." Zelenskiy explicitly warns that Putin's ambitions are not limited to...
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Mention Momentum (week over week)
Rising
AMAT +12800% (129)
APP +8100% (82)
CSCO +6800% (69)
EXPE +5400% (55)
CBRE +5000% (51)
GOOG +4300% (220)
Falling
SPOT -86% (1)
NET -75% (4)
TMUS -55% (14)
OPENAI -50% (2)
SLB -17% (5)
Active Speakers (48h)
Thread Guy
Crypto influencer, independent
44
Avi Felman
Principal at GoldenTree / Crypto Portfolio Manager
27
Unknown Speaker
Financial Commentator/Analyst
12
Mandeep Singh
Senior Analyst, Bloomberg Intelligence
11
Romaine Bostick
Anchor, Bloomberg
10
Michael Batnick
Managing Partner, Ritholtz Wealth Management
10
Joumanna Bercetche
Anchor, Bloomberg
10
Deirdre Bosa
Anchor/Reporter, CNBC Tech Check
9
All speakers →