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
Jim Cramer
Host, Mad Money
LATEST CALL
AAPL
Apr 16, 15:11
"Nvidia's breakout contrasts with Apple's decline, which is attributed to perceived weakness in cellphone memory pricing rather than broader semiconductor demand."
41% W
-1.0%
Donald Trump
President of the United States
LATEST CALL
XLE LONG
Apr 13, 20:02
"The United States has abundant oil and gas production, exceeding that of Saudi Arabia and Russia, and is experiencing increased demand as ships come to load oil due to the Strait of Hormuz blockade, i"
45% W
+0.2%
Thread Guy
Crypto influencer, independent
LATEST CALL
SNAP LONG
Apr 16, 01:45
"Snapchat stock rose significantly after activist investment from Irenic Capital and layoffs that aim to reduce costs and achieve profitability, making it an attractive trade despite Thread Guy not tak"
53% W
-0.1%
Deirdre Bosa
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
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
CEO, Ritholtz Wealth Management
LATEST CALL
OR 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
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
Anchor, Bloomberg
LATEST CALL
KMB SHORT
Apr 07, 20:20
"Shares dropped after a large fire at a distribution center in Ontario, California, with arson charges filed. The fire disrupts supply chain operations, likely leading to inventory losses, repair costs"
41% W
-0.2%
EA
Ejaaz Ahamadeen
Co-Host, Limitless Podcast (Bankless)
LATEST CALL
ARKX LONG
Apr 15, 14:01
"The ARK Space Exploration ETF by Cathie Wood provides diversified exposure to space companies, including defense systems, Rocket Lab, and communications. It is a good option for investors who don't wa"
Avi Felman
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
Trader / Investor
LATEST CALL
ETN LONG
Apr 03, 19:11
"Speaker describes Eaton Corporation as controlling the supply chain for critical electrical equipment (transformers, switchgear, power management systems). It co-developed a 480-volt power architectur"
55% W
+0.4%
Ed Ludlow
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
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
CEO, Lumida Wealth
LATEST CALL
XLB SHORT
Apr 14, 09:49
"Energy, materials, and utilities held up the most during the market correction due to their defensive nature and the risk fear premium. As confidence returns and the fear premium dissipates, these sec"
52% W
+0.5%
Chris Whalen
Chairman, Whalen Global Advisors
LATEST CALL
CVX
Apr 11, 13:00
"He liquidated positions in Chevron and Williams after significant gains and is not a buyer of oil stocks at current elevated levels. He would consider re-entering at lower prices but is currently avoi"
38% W
-1.2%
Michael Batnick
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
Cross Asset Strategist, Bloomberg
LATEST CALL
WTI LONG
Apr 16, 08:06
"Oil prices are unlikely to return to pre-war levels because the Strait of Hormuz remains effectively closed with minimal vessel traffic, and supply disruptions will persist due to damaged infrastructu"
57% W
+0.7%
Dan Ives
Star Analyst at Wedbush
LATEST CALL
PANW LONG
Apr 13, 06:18
"U.S. software companies like CrowdStrike and Palo Alto are being sold off due to fears of AI competition (anthropic), but they are not being replaced and the sell-off is overdone, representing a huge "
36% W
-1.1%
Patrick Ceresna
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
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
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
President, Yardeni Research
LATEST CALL
MAGS LONG
Apr 16, 07:08
"A.I. is a lasting technological trend, and large companies involved in A.I., such as the Magnificent Seven, are likely to be survivors and profit leaders, making A.I. stocks attractive."
21% W
-2.8%
Andrew Ross Sorkin
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
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
Founder, Rule Investment Media
LATEST CALL
COPPER LONG
Apr 14, 17:57
"Copper demand is expected to grow compounded due to electrification and AI data centers, with potential to consume more copper in the coming decades."
31% W
-2.2%
Joe Terranova
Senior Managing Director, Virtus Investment Partners
LATEST CALL
TSLA 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
Reporter, Bloomberg London
LATEST CALL
CVX
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
US Secretary of the Interior
LATEST CALL
XLE LONG
Mar 25, 14:07
"Argued for "energy addition," stating "we need energy for AI" and must "unleash" all domestic energy sources. Cited specific actions: declaring an energy emergency, slashing permitting times, and prio"
48% W
-0.0%
JK
Josh Kale
Co-Host, Limitless Podcast (Bankless)
LATEST CALL
SATL 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
Secretary of Defense
LATEST CALL
XLE LONG
Mar 13, 16:59
""The only thing prohibiting transit in the streets right now is Iran shooting at shipping... We had heard yesterday from Energy Secretary Wright that said that the U.S. Navy would not be ready until t"
33% W
+0.6%
Scott Bessent
Treasury Secretary
LATEST CALL
UGA
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
Anchor, Bloomberg TV
LATEST CALL
OPENAI
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
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
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
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
International Economics & Policy Correspondent, Bloomberg
LATEST CALL
BNO 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
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
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
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
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
Author, Central Banking 101 / ex-Senior Trader, Federal Reserve
LATEST CALL
SPY
Apr 04, 16:56
"Speaker characterizes the current market as a "very dangerous time," with the S&P 500 below its 200-day moving average and volatility driven by geopolitical headlines. He argues a permanent decline in"
54% W
-1.2%
Jonah Van Bourg
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
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
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
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
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
Reporter, Bloomberg
LATEST CALL
ANTHROPIC
Mar 28, 14:14
"The speaker reports Anthropic could target an IPO as soon as October 2025, putting it in a competitive "race" with SpaceX and OpenAI to go public. A crowded pipeline of major tech/AI IPOs could split "
38% W
+0.3%
Laura Davison
Washington Bureau Chief
LATEST CALL
ITA 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
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
Founding Partner & CEO, Gavekal Research
LATEST CALL
AMR LONG
Mar 12, 14:00
""Taiwan has about 10 days left of natural gas stored... How do you bridge the gap? You're going to burn a ton of coal. And so if you're a coal producer in Indonesia, South Africa, Australia, all of a "
67% W
+1.2%
No speakers match ""