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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%
Ozark
𝕏 · Apr 03
MOH and OSCR are rising despite negative news context.
OSCR LONG +29.9%
All speakers
Jim Cramer
2.3
607 ideas · 𝕏
Host, Mad Money
LATEST CALL NVDA LONG Apr 16, 15:11
"Buy Nvidia as the stock is demonstrating a technical breakout in line with market expectations."
41% W -1.0%
Donald Trump
2.0
552 ideas · ▶
President of the United States
LATEST CALL WTI Apr 13, 20:02
"Iran has reached out to negotiate a deal, and Trump is confident that a settlement will be reached soon, which would resolve the Strait of Hormuz blockade and reduce geopolitical risk, potentially sta"
45% W +0.2%
Thread Guy
4.3
426 ideas · ▶
Crypto influencer, independent
LATEST CALL IBKR LONG Apr 16, 01:45
"HOOD stock surged due to the SEC eliminating the 25k minimum equity requirement for day trading, which lowers the barrier for retail traders and increases activity on platforms like Robin Hood, with s"
53% W -0.1%
Deirdre Bosa
3.5
185 ideas · ▶
Anchor/Reporter, CNBC Tech Check
LATEST CALL XLK Apr 09, 18:31
"Engineers are being incentivized ("tokenmaxxing") to maximize AI token usage, which may create artificial or performative demand signals. The market is already questioning hyperscaler demand claims as"
45% W -0.0%
Romaine Bostick
3.3
155 ideas · ▶
Anchor, Bloomberg
LATEST CALL XLE Apr 08, 00:14
"The transcript details oil price volatility tied to the Iran deadline, with prices elevated then pulling back on ceasefire hopes. NY Fed's Williams states energy prices "directly" impact headline infl"
39% W -0.1%
Josh Brown
8.5
145 ideas · ▶
CEO, Ritholtz Wealth Management
LATEST CALL VLO LONG Apr 14, 18:16
"This is a momentum market where the momentum factor is outperforming, with winners across various sectors such as technology, energy, and materials, as evidenced by stocks like Intel, Valero, Exxon, L"
51% W -0.2%
Joumanna Bercetche
3.6
145 ideas · ▶
Anchor, Bloomberg
LATEST CALL WTI LONG Apr 16, 05:57
"Oil prices are unlikely to return to pre-war levels because the Strait of Hormuz remains effectively closed with only a dozen vessels passing daily compared to 100-150 pre-war, supply is disrupted due"
48% W +0.3%
Carol Massar
3.1
97 ideas · ▶
Anchor, Bloomberg
LATEST CALL AAPL Apr 07, 20:20
"Shares fell on reports of engineering challenges delaying the foldable phone, but later reports indicated it remains on track for a late 2024 launch. Conflicting news creates uncertainty around produc"
41% W -0.2%
EA
Ejaaz Ahamadeen
5.0
96 ideas · ▶
Co-Host, Limitless Podcast (Bankless)
LATEST CALL SPACEX Apr 15, 14:01
"SpaceX has filed a confidential IPO at a $1.75 trillion valuation, the largest IPO ever, expected around June. Elon Musk has made strategic moves to merge X, XAI, and NX to make this a necessity, and "
Avi Felman
1.8
94 ideas · 𝕏
Principal, GoldenTree Asset Management
LATEST CALL RDDT LONG Apr 15, 22:46
"Buy RDDT following its 34% YTD decline, as the platform's data remains a critical, irreplaceable input for training artificial intelligence models."
49% W -0.7%
Dmitry Solodin
4.0
86 ideas · ▶
Trader / Investor
LATEST CALL D LONG Apr 03, 19:11
"Speaker notes Dominion Energy's "unique geography" as a monopoly servicing Northern Virginia's "data center alley," which handles ~70% of global internet traffic. It has signed agreements to supply 4."
55% W +0.4%
Ed Ludlow
3.0
83 ideas · ▶
Co-Host, Bloomberg Technology
LATEST CALL TSM LONG Apr 16, 16:37
"TSMC raised its revenue outlook for the year, indicating accelerating demand for AI chips, and the company is typically cautious so this upgrade is significant."
37% W -1.5%
Vonnie Quinn
3.0
83 ideas · ▶
Anchor, Bloomberg
LATEST CALL BF.B Mar 27, 08:05
"Host reports that Pernod Ricard and Brown-Forman (owner of Jack Daniel's) are in merger talks, looking to consolidate amid an industry downturn as consumers drink less and switch to cheaper liquors. A"
57% W +1.0%
Ram Ahluwalia
1.7
82 ideas · ▶
CEO, Lumida Wealth
LATEST CALL HYPE LONG Apr 14, 09:49
"Hyperliquid is taking market share from incumbents in the crypto space, has good execution, and is enabling 24/7 markets. It is the speaker's primary exposure to crypto and is likely to be a winner in"
52% W +0.5%
Chris Whalen
6.0
80 ideas · ▶
Chairman, Whalen Global Advisors
LATEST CALL KBE Apr 11, 13:00
"He is not a buyer of bank stocks. He mentions this in the context of a defensive portfolio and his broader caution on the market."
38% W -1.2%
Michael Batnick
7.7
76 ideas · ▶
Managing Partner, Ritholtz Wealth Management
LATEST CALL XLE Apr 15, 13:00
"The energy sector's weight in the S&P 500 has declined from around 30% in 1980 to about 4% today and is unlikely to ever return to even 10% again, indicating long-term structural headwinds and unattra"
49% W +0.7%
Mark Cranfield
5.3
74 ideas · ▶
Cross Asset Strategist, Bloomberg
LATEST CALL TLT Apr 16, 08:06
"Due to oil price pressures and central banks' reluctance to hike rates immediately, short-term interest rates are expected to stay higher while long-term rates may decline, leading to a flattening of "
57% W +0.7%
Dan Ives
7.7
74 ideas · ▶
Star Analyst at Wedbush
LATEST CALL TSLA LONG Apr 13, 06:18
"Tesla is focused on autonomous robotics and is a key AI play, with potential future merger with SpaceX, making it a bullish investment despite near-term demand challenges."
36% W -1.1%
Patrick Ceresna
5.8
73 ideas · ▶
Derivatives Specialist, MacroVoices
LATEST CALL WTI LONG Apr 09, 17:09
"Patrick Ceresna recommended a June 2026 NYMEX crude oil bull call spread (buy $100 call, sell $120 call) for a net debit of ~$3, offering a maximum payout of ~$17 if crude rallies above $120 by expira"
55% W +0.1%
Jeff Currie
1.7
65 ideas · ▶
Chief Strategy Officer of Energy Pathways, Carlyle Group
LATEST CALL WTI LONG Mar 19, 07:28
"Currie states oil at $100 is mispriced and the market has not fully priced in the "inermis supply shock" from the Iran war. The war is damaging physical supply infrastructure (Qatar LNG, refineries). "
60% W +1.1%
Charlie Pellett
2.5
65 ideas · ▶
Anchor/Reporter, Bloomberg
LATEST CALL WTI Apr 02, 20:10
"WTI crude oil surged 11.7% to nearly $112 a barrel, driven by the war in Iran and signs of extreme supply tightness. The conflict threatens traffic through the Strait of Hormuz, a critical chokepoint "
47% W +0.6%
Ed Yardeni
7.2
64 ideas · ▶
President, Yardeni Research
LATEST CALL SPY LONG Apr 16, 07:08
"Historical data shows that geopolitical crises, such as the Iran war, often create buying opportunities in equities like the S&P 500 as investors anticipate peace and recovery."
21% W -2.8%
Andrew Ross Sorkin
3.9
63 ideas · ▶
Co-Anchor, Squawk Box
LATEST CALL OWL Apr 06, 10:57
"Andrew Ross Sorkin mentioned that Blue Owl continues to hemorrhage in terms of its stock price and faces redemption issues, despite some inflows and gating. Private credit vehicles are under scrutiny "
53% W +0.7%
Katie Greifeld
3.4
62 ideas · ▶
Anchor, Bloomberg
LATEST CALL EQIX LONG Apr 10, 20:43
"Investors want to buy more stocks with exposure to data centers, as evidenced by Equinix's strong performance (up 34% year to date), indicating high demand and winning investments in this sector."
49% W +0.2%
Rick Rule
7.2
62 ideas · ▶
Founder, Rule Investment Media
LATEST CALL SILVER Apr 14, 17:57
"Sold physical silver because it was no longer hated and had a hyperbolic up move; the reason for ownership disappeared, making it overvalued and speculative."
31% W -2.2%
Joe Terranova
7.3
61 ideas · ▶
Senior Managing Director, Virtus Investment Partners
LATEST CALL AAPL LONG Apr 15, 19:12
"The market will break out to new highs and establish a higher range if growth continues to lead the charge, as evidenced by technology and software stocks like Apple, Tesla, and Microsoft leading the "
50% W +0.3%
Abeer Abu Omar
2.5
60 ideas · ▶
Reporter, Bloomberg London
LATEST CALL OXY Apr 01, 11:07
"Abeer reports Big Oil companies (Exxon, Chevron, Occidental) are declining in the pre-market, moving in tandem with dropping oil prices, on the back of President Trump suggesting the conflict could en"
44% W -0.9%
Doug Burgum
1.1
60 ideas · ▶
US Secretary of the Interior
LATEST CALL XLB LONG Mar 25, 14:07
"Detailed a comprehensive strategy for critical/rare earth minerals: forming a "club of nations" with a price floor, making direct federal investments in mining companies to counter "legal dumping," an"
48% W -0.0%
JK
Josh Kale
5.0
59 ideas · ▶
Co-Host, Limitless Podcast (Bankless)
LATEST CALL BKSY LONG Apr 15, 14:01
"Satellite imagery is a real business with recurring revenue from governments, militaries, insurers, and commercial clients. Planet Labs is the largest Earth observation satellite fleet, providing dail"
Pete Hegseth
1.4
56 ideas · ▶
Secretary of Defense
LATEST CALL PLTR LONG Mar 13, 16:59
""As we continue to ramp up every tool of AI of cyber, of space, ICW, counter U.S. [UAS], you name it, we're employing it blinding, confusing and deceiving our enemy." The success of this campaign is h"
33% W +0.6%
Scott Bessent
8.6
55 ideas · ▶
Treasury Secretary
LATEST CALL WTI Apr 15, 19:25
"Treasury Secretary Scott Bessent is optimistic that gasoline prices will drop below $3 per gallon between June 20 and September 20, citing that crude oil prices have fallen substantially and with the "
47% W -0.8%
Annabel Droulers
2.5
55 ideas · ▶
Anchor, Bloomberg TV
LATEST CALL ANTHROPIC Apr 02, 03:56
"Shares of OpenAI have "fallen out of favor" on the private secondary market, with investors pivoting to Anthropic. Demand is shifting because Anthropic has been the "big disrupter this year," and its "
21% W -2.7%
Anthony DiPaola
2.4
55 ideas · ▶
Reporter, Bloomberg (Energy)
LATEST CALL WTI Apr 10, 07:07
"The Strait of Hormuz remains effectively closed, with only a trickle of traffic. Iran is attempting to control passage via designated "safe waterways," and Saudi production/export infrastructure has s"
80% W +4.8%
Mike McGlone
6.5
54 ideas · ▶
Senior Commodity Strategist, Bloomberg Intelligence
LATEST CALL USO SHORT Apr 14, 00:02
"The oil market is viewing the Strait of Hormuz blockade as a temporary obstacle; U.S. supply is increasing and will lead to demand destruction, with the December WTI contract expected to fall toward $"
51% W -1.2%
Dani Burger
3.2
52 ideas · ▶
Anchor, Bloomberg Television
LATEST CALL XOM Apr 06, 17:48
"Dani explicitly points out that energy stocks (Exxon, Chevron, Occidental) are moving inversely with the price of oil in the pre-market. This immediate negative correlation suggests these equities are"
46% W -1.5%
Michael McKee
4.6
52 ideas · ▶
International Economics & Policy Correspondent, Bloomberg
LATEST CALL WTI LONG Apr 15, 20:04
"Oil prices are likely to stay elevated for a longer period because a cease-fire alone won't bring them down; it requires a full end to the war and the reopening of the Strait of Hormuz for price relie"
71% W +1.8%
Tom Lee
4.9
52 ideas · 𝕏
Managing Partner & Head of Research, Fundstrat
LATEST CALL ETH LONG Apr 16, 07:52
"Accumulate Ethereum as a future-proof asset due to its potential to become the first globally quantum-secure financial system."
40% W -1.6%
Tyler Kendall
2.2
51 ideas · ▶
Multimedia Editor
LATEST CALL USO Apr 07, 12:33
"The speaker explicitly states that the escalating U.S.-Iran situation with an imminent deadline is "what the oil market is watching." A direct U.S. military strike on Iranian infrastructure would thre"
39% W -0.4%
Norah Mulinda
2.5
51 ideas · ▶
Bloomberg Market Reporter
LATEST CALL DG Mar 12, 19:19
"We did see some results out of Dollar General, the stock down more than 5 percent. This is after we are seeing the company heading for its worst day since 2024... annual and long-term forecast that bo"
39% W -1.6%
Karoline Leavitt
1.3
51 ideas · ▶
White House Press Secretary
LATEST CALL WTI Mar 25, 18:22
"The Press Secretary explicitly detailed multiple administrative actions aimed at stabilizing oil markets: coordinating a 400M barrel IEA release, issuing a Jones Act waiver, offering tanker insurance,"
33% W -0.9%
Joseph Wang
7.4
50 ideas · ▶
Author, Central Banking 101 / ex-Senior Trader, Federal Reserve
LATEST CALL WTI Apr 04, 16:56
"Speaker states the Strait of Hormuz closure will lead to an "air pocket" in global oil supply in the coming weeks as pre-closure shipments are depleted, and analysts are "very concerned" the market ma"
54% W -1.2%
Jonah Van Bourg
2.0
46 ideas · 𝕏
Head of Trading, Cumberland / ex-Vitol
LATEST CALL BTC LONG Apr 15, 15:56
"Maintain long exposure to Bitcoin as quantum computing risks are overstated; core developers will proactively lock vulnerable wallets, creating an ultra-deflationary catalyst rather than allowing a ne"
41% W -0.6%
Annmarie Hordern
3.1
45 ideas · ▶
Bloomberg Reporter
LATEST CALL WTI Mar 30, 13:12
"The speaker details the President's explicit threat to "obliterate" Iranian oil wells and the key oil terminal at Kharg Island if a deal is not "shortly" reached, against a backdrop of conflicting sig"
49% W +0.6%
Mark Cudmore
1.8
44 ideas · ▶
Executive Editor, Bloomberg Live / Macro Strategist
LATEST CALL AIQ LONG Apr 16, 06:41
"The AI theme is coming back with cheaper multiples than two months ago, and market euphoria is driving gains, making AI-related stocks attractive."
33% W -1.9%
Joe Mathieu
2.7
44 ideas · ▶
Host, Bloomberg Radio
LATEST CALL WTI Mar 24, 19:39
"Hosts state oil prices (Brent ~$105, WTI ~$93) are moving higher as traders contend with headlines about troop deployments and potential ground operations in Iran. Military escalation (deployment of t"
57% W +2.6%
Jonathan Wellum
1.9
43 ideas · ▶
CEO & CIO, RockLinc Investment Partners
LATEST CALL FNV LONG Mar 31, 20:00
"Wellum names Agnico Eagle, Franco-Nevada, and Wheaton Precious Metals as "amazing" companies trading on the TSX, with Wheaton involved in a $4 billion royalty deal with BHP. These are global leaders i"
50% W +0.7%
Bailey Lipschultz
2.1
42 ideas · ▶
Reporter, Bloomberg
LATEST CALL SPACEX Mar 28, 14:14
"The speaker states SpaceX's investment pitch was a "clean" space monopoly story but is now a "very complex" conglomerate post-merger with xAI (which owns X), making valuation more challenging with man"
38% W +0.3%
Laura Davison
3.0
41 ideas · ▶
Washington Bureau Chief
LATEST CALL LMT LONG Mar 16, 13:14
""Trump has really touted the US military might... this could go on for weeks longer... there's mounting pressure to show more and more successes here." A prolonged military conflict without a clear ex"
41% W -0.0%
Tim Stenovec
2.8
40 ideas · ▶
Anchor/Co-Host, Bloomberg TV & Radio
LATEST CALL TSLA Apr 06, 20:27
"JPMorgan cut Tesla's EPS estimates after weak Q1 delivery numbers, advising investors to proceed with caution due to weaker performance. Disappointing deliveries signal ongoing challenges, leading to "
68% W +2.1%
Louis Gave
5.2
40 ideas · ▶
Founding Partner & CEO, Gavekal Research
LATEST CALL QQQ Mar 12, 14:00
""Fundamentals are good but momentum is no good. Investor positioning is no good and then valuations are more stretched in the US equity market than they are in any other market." The US market is pric"
67% W +1.2%
No speakers match ""