Best calls this week
Leaderboard
aleabitoreddit
𝕏 · Apr 03
Expects Aehr Test Systems' stock to rise significantly due to anticipated high-volume orders from major hyperscaler and semiconductor customers qualifying its technology.
AEHR LONG
+59.7%
Daniel Koss
𝕏 · Apr 03
Long NBIS as the market incorrectly views it as a cash-burning business while it is transitioning into a profitable AI platform.
NBIS LONG
+53.4%
SeekingAlpha
𝕏 · Apr 03
The author is establishing a long position in AAOI, acknowledging but discounting the company's problematic past as a reason for the current opportunity.
AAOI LONG
+45.7%
TheValueist
𝕏 · Apr 03
Go long CIEN because AI workload scaling is shifting the bottleneck to data movement, making optical networking infrastructure increasingly critical.
CIEN LONG
+36.0%
All speakers
Alexander Campbell
Substack author, Campbell Ramble
LATEST CALL
SPY SHORT
Apr 14, 12:55
"Rolling short credit exposure into equity puts to avoid messy duration hedges while maintaining downside protection."
67% W
+2.0%
Geo Chen
Substack author, Fidenza Macro
LATEST CALL
USO LONG
Apr 07, 12:12
"Riding a strong trend in a volatile environment allows for capturing meaningful PnL in a short period, as opposed to extracting small gains in range-bound conditions."
47% W
-0.6%
Bob Elliott
Founder, Unlimited Associates
LATEST CALL
GOLD LONG
Apr 16, 14:45
"Traditional finance training has taught that gold and commodities are terrible assets, but they are storeholds of wealth and provide diversification in environments where stocks and bonds do poorly. I"
56% W
+0.4%
TK
Tae Kim
Substack author, Key Context by Tae Kim
LATEST CALL
INTC SHORT
Apr 16, 14:41
"TSMC's commentary is a direct shot at Intel's aggressive foundry turnaround narrative, reminding the market that physical fabs require 4-5 years to build and ramp. The market is likely pricing in an I"
Michael Burry
Substack author, Cassandra Unchained
LATEST CALL
VEEV LONG
Apr 13, 14:59
"Software stock valuations have been driven down by a temporary technical factor related to software credit, creating a buying opportunity as the downward pressure exhausts itself."
Citrini
Substack author, Citrini Research
LATEST CALL
SPY LONG
Apr 16, 02:41
"Buy broad market equities on any dips, as investor psychology is deeply conditioned for V-shaped recoveries and will aggressively bid up even catastrophic events."
56% W
+2.3%
AA
Afzal Ahmad
Substack author, SemiAnalysis
LATEST CALL
INTC LONG
Apr 15, 17:55
"Market sentiment on Intel is abysmal, yet their 22nm UCIe-S interconnect beat a competitor's 3nm design, and their 18A hybrid bonding (M3DProc) showed massive 875 GB/s 3D bandwidth. This signals that "
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chumba
Substack author, The Cookie Chumbles
LATEST CALL
000660.KS LONG
Feb 14, 17:25
"AI lab compute spend is growing rapidly, and the differentiated memory market is an oligopoly trading at cyclical multiples, insulating it from broader macro risks."
Doomberg
Substack author, Doomberg
LATEST CALL
XLU SHORT
Apr 16, 11:31
"European utilities face a double bind of procuring astronomically expensive fuel for power generation into a market where demand may be crushed by price-induced recession. Margins and viability are at"
66% W
+1.9%
No speakers match ""