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
Thread Guy
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%
EA
Ejaaz Ahamadeen
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
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%
Ram Ahluwalia
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%
JK
Josh Kale
Co-Host, Limitless Podcast (Bankless)
LATEST CALL
Blue Origin
Apr 15, 14:01
"Blue Origin is Jeff Bezos' private space company, which is the second farthest along in developing large spacecraft (New Glenn rocket) and has access to Amazon's infrastructure and Bezos' capital. It "
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%
Haseeb Qureshi
Managing Partner, Dragonfly
LATEST CALL
DEFI
Apr 10, 16:00
"The Drift hack analysis reveals sophisticated, long-term social engineering by state actors (North Korea) targeting admin key security councils, and Justin Drake notes shockingly lax signing practices"
31% W
-4.8%
Kain Warwick
Founder, Infinex & Synthetix
LATEST CALL
ETH LONG
Mar 19, 09:55
"Speaker states, "ETH is just going to absolutely run away with this over the next like 18 months," citing too many "white swans" in the technical roadmap, consolidation around L1, and the coming shell"
40% W
-2.5%
Rob Hadick
General Partner, Dragonfly
LATEST CALL
MA LONG
Mar 13, 13:00
"Visa is doing over six billion of annualized direct stablecoin settlement on the network now, and Mastercard is launching a crypto partner program to catch up. The narrative that stablecoins will disr"
42% W
+0.1%
Santiago R. Santos
Co-Host, Empire / Founder, Inversion Capital
LATEST CALL
GOOG LONG
Apr 03, 12:00
"Santi states he has a position in Google, finds it comfortable to own for multi-year periods because "it's a monopoly" and he doesn't think they will be unseated. He is accumulating names on his shopp"
44% W
-0.0%
US
Unknown Speaker
Financial Commentator/Analyst
LATEST CALL
CIFR LONG
Feb 14, 11:45
""The Bitcoin guys kind of understood the power game a lot better especially like the density side of things... in five or 10 years when this market really matures they're going to be the industry lead"
40% W
-0.3%
Keith McCullough
Founder & CEO, Hedgeye Risk Management
LATEST CALL
SLV LONG
Mar 15, 14:00
""You can buy gold, which obviously we've had a huge position in for a long time. Um, silver I think does well in that environment." Precious metals thrive in environments where the Federal Reserve is "
29% W
-1.8%
Matt Hougan
CIO, Bitwise Asset Management
LATEST CALL
BTC
Mar 24, 18:45
"Matt Hougan stated he expects crypto to trade "broadly down and sideways until April 15th, after which we would start the rally that pushes us into crypto spring and to new all-time highs." He attribu"
31% W
-1.3%
Tushar Jain
Co-Founder & Managing Partner, Multicoin Capital
LATEST CALL
SOL
Mar 03, 14:00
""I don't think stable coin transfers deliver almost any value to a blockchain... they have to be essentially free." The market overvalues L1 blockchains based on the metric of "transfer volume." If tr"
Jennifer Sanasie
Senior Anchor & Executive Producer, CoinDesk
LATEST CALL
BTC
Mar 23, 18:01
"The speaker stated that when geopolitical risk spiked, Bitcoin traded like a risk asset, not a safe haven, and that it often sells off on weekends because it's one of the only major liquid assets trad"
53% W
+2.3%
Taiki Maeda
Crypto Trader & Analyst
LATEST CALL
APYX LONG
Apr 15, 19:08
"Onchain stretch projects such as APYX and Saturn are worth farming because they tokenize stretch and create leverage products, benefiting from the growth of stretch and potential endorsement from Mich"
Mike Belshe
CEO & Co-Founder, BitGo
LATEST CALL
BTC LONG
Mar 17, 18:37
"Mike stated that Bitcoin has established itself as a global liquidity venue available 24/7 and acts as a hedge against dollar risks, especially during geopolitical struggles where traditional banking "
50% W
+0.2%
Brian Pellegrino
Co-Founder & CEO, LayerZero Labs
LATEST CALL
BLK LONG
Feb 23, 14:45
"Bryan mentions "14 trillion dollar BlackRock saying every day that public chains... there actually is real appetite for using public chains." The launch of institutional-grade, high-throughput chains "
John Todaro
Needham & Company
LATEST CALL
DLR
Feb 16, 14:00
"Traditional Data Center REITs (Equinix, Digital Realty) trade at significantly higher multiples than Bitcoin miners. These serve as the valuation benchmark. If miners can prove they are "Data Center R"
Joshua Lim
Global Co-Head of Markets, FalconX
LATEST CALL
SILVER LONG
Feb 06, 19:32
"Gold and Silver are seeing "GameStop-style" retail price action (30%+ moves) and massive Central Bank accumulation (China adding thousands of kilograms). Capital is rotating *out* of digital stores of"
Thiccy
Quant Trader / Former HFT Quant
LATEST CALL
SPY LONG
Mar 31, 17:46
"Markets are bidding up risk assets to pressure the administration towards a de-escalatory withdrawal, creating a conditional but positive feedback loop for equities."
25% W
-3.2%
Katherine Wu
Co-Host, Bits+Bips (Unchained)
LATEST CALL
BTC LONG
Apr 14, 15:50
"Despite quantum computing fears, a theoretical solution exists to make Bitcoin quantum-safe, and she remains confident in Bitcoin, telling Wall Street and others not to sell and stating she is still b"
Clem Chambers
CEO, Online Blockchain
LATEST CALL
GLD LONG
Feb 28, 08:58
""Gold and silver... going to link up and grind up... could easily see 6,000 this year on gold." Inflation driven by AI spending and money printing, combined with geopolitical instability (China/Taiwan"
42% W
-0.6%
Zach Pandl
Head of Research, Grayscale
LATEST CALL
ETH
Apr 07, 18:27
"The speaker said Ethereum is "probably better placed" to tackle the quantum challenge due to its active developer community, a record of shipping difficult changes (e.g., proof-of-work to proof-of-sta"
Jennifer Ilkiw
President, ICE Futures US
LATEST CALL
ICE LONG
Feb 12, 23:39
"ICE Futures US is launching cash-settled futures for Bitcoin, Ethereum, Solana, XRP, and BNB, plus multi-token indices (CoinDesk 5 and 20). ICE (parent of NYSE) is a conservative, institutional-grade "
Luca Netz
CEO, Pudgy Penguins (Igloo Inc.)
LATEST CALL
HYPE LONG
Mar 12, 09:13
"When I'm looking at the crypto landscape it's really hard to imagine a world where Hyperliquid isn't a top five coin. I think everything's going to be perped. I think everything will be tokenized. Hyp"
Jordi Visser
Macro Strategist / ex-CIO, Weiss Multi-Strategy Advisers
LATEST CALL
BTC LONG
Apr 14, 14:16
"Position long in Bitcoin as the impending shift to negative real yields over the coming weeks provides a strong macroeconomic catalyst for upside price action."
55% W
+0.6%
Alex Finn
AI Content Creator / Expert
LATEST CALL
IGV
Feb 13, 03:00
""Salesforce was scarce because it was very difficult to build... now with AI... there is no more scarcity in software." Finn states he can ask his AI to build software replacements instantly. The inve"
Andreas Steno Larsen
Founder, Steno Research
LATEST CALL
BTC LONG
Feb 15, 14:00
"Steno notes that the upcoming relaxation of bank leverage rules (SLR) will allow for "indefinite leverage" similar to the 2004-2007 era. Increased bank leverage results in a flood of cheap funding and"
Richard Teng
CEO, Binance
LATEST CALL
GLD LONG
Apr 13, 12:35
"Binance is expanding into a multi-asset class platform offering tokenized precious metals like gold and silver. Trading volumes for these products have grown rapidly, reaching 10-20% of traditional ex"
Michael Pento
President & Founder, Pento Portfolio Strategies
LATEST CALL
SPY SHORT
Mar 08, 14:00
"Pento describes the current situation as a "real estate, tech, stock, and credit bubble all at the same time." He suggests incoming Fed Chair Kevin Warsh might aggressively shrink the Fed balance shee"
60% W
+0.8%
Matt Gertken
Chief Strategist, BCA Research
LATEST CALL
WTI
Mar 31, 04:49
"The speaker analyzed that Iran's attack on a Kuwaiti tanker was a "critical signal" of retaliation, reducing confidence in a diplomatic solution. He stated the U.S. has the capability to reclaim the S"
74% W
+1.9%
Charles Hoskinson
CEO & Founder, Input Output
LATEST CALL
NIGHT
Apr 03, 07:00
"The speaker states Midnight's native token (NIGHT) is "one of the most traded assets" post-launch, has ~1M+ holders from a diversified, multi-chain airdrop, and is integral to the network's "dust" gas"
Chris Perkins
President, CoinFund
LATEST CALL
BTC LONG
Apr 06, 18:00
"Speaker explicitly called Bitcoin a "digital store of value" and "digital gold." He stated that despite near-term dislocations (e.g., buying physical gold), the fundamentals continue to improve, and c"
Charles Meyers
Founder & CEO, Signum Global Advisors
LATEST CALL
XLE LONG
Mar 29, 14:16
"Venezuela sits on the world's largest oil reserves, guaranteeing a baseline income stream, and the speaker is "very optimistic" on increased output due to reforms. Rapid governmental reforms (e.g., hy"
Mark Zolan
CEO, Go Mining
LATEST CALL
V SHORT
Feb 26, 18:00
"Zolan notes that currently, "2.5% of [merchant] volume goes back to Visa and Mastercard." He explicitly states their new product aims to make payment acceptance costs "minuscule... thousands of 1 cent"
William Campbell
Advisory Lead, Gold Dollar (USDKG)
LATEST CALL
CRV
Feb 25, 16:30
""We're on two dexes, Uniswap and curve." The project is utilizing decentralized exchanges for initial liquidity before hitting centralized exchanges. As the Ministry of Finance backs liquidity, these "
Yan Liberman
Managing Partner, Delphi Ventures
LATEST CALL
BTC LONG
Apr 09, 12:00
"Speaker states he is "pretty long" on Bitcoin, citing favorable positioning and highlighting the news that Iran may charge for tolls in Bitcoin or Yuan as a "huge" fundamental development. Bitcoin's v"
G
Gamma
Co-Founder, Market Radar
LATEST CALL
PLTR
Feb 03, 15:45
""You look at a basket of Microsoft, Broadcom, Apple, Tesla, Netflix, and Palantir... They're actually going bearish trend." These specific tickers represent the "software and services" weakness that h"
Anthony Scaramucci
Founder & Managing Partner, SkyBridge Capital
LATEST CALL
USO LONG
Mar 16, 21:01
""Anthony Scaramucci warning that any disruption to the straight of Hormuz, a route that carries roughly a fifth of the world's oil, could send energy prices sharply higher and ripple across global mar"
50% W
-0.1%
CF
Calvin Froedge
Macro Analyst / Commodities Expert
LATEST CALL
MSFT
Mar 09, 22:45
"Amazon put out press releases about their data centers being impacted. OpenAI was already like the white whale for Microsoft, it's already losing tons of money. Guess what happens if the cost of energ"
Chris Vermeulen
Chief Market Strategist, TheTechnicalTraders
LATEST CALL
XLE
Mar 30, 21:57
"Chris discusses XLE, saying energy stocks have had a "huge run," feels "overdone," and would wait for a pullback before getting long. Energy sector is bucking the broader market trend but is crowded a"
Tom Schmidt
General Partner, Dragonfly
LATEST CALL
BASE
Mar 19, 16:00
"Tom Schmidt states he cannot name a startup that has started on Ethereum L1 in the last couple of years and guesses the most common deployment choices for new startups today are Base, Arbitrum, and So"
John Gillen
Co-Host, Milk Road Macro
LATEST CALL
ETH LONG
Apr 13, 18:45
"Ethereum is the best macro trade for the next 5-10 years with strong fundamentals including $5 billion in stablecoin inflows, record transaction volumes and new users, low exchange supply, high staked"
33% W
-1.5%
Justin Drake
Researcher at Ethereum Foundation
LATEST CALL
ETH LONG
Apr 10, 16:00
"Justin Drake states Ethereum has a proactive, collaborative strategy for quantum security, is working with other entities (like Blockstream) to build an industry standard, and has a target to upgrade "
Sal Gilbertie
CEO & CIO, Teucrium Trading
LATEST CALL
CORN LONG
Mar 31, 13:42
"The speaker notes his firm's Corn ETF (CORN) has seen AUM grow five times, with "money's pouring in." He states "corn is in everything" and positions agriculture as an effective portfolio diversifier."
Austin Campbell
Founder, Zero Knowledge Group; Co-host Bits+Bips (Unchained); Adj. Prof. NYU Stern
LATEST CALL
BTC LONG
Apr 07, 09:34
"Austin Campbell stated, "we're back to long Bitcoin." This indicates a renewed bullish stance on Bitcoin, following discussions on token fundamentals crisis and macro uncertainties. LONG due to positi"
Sidney Powell
CEO, Maple Finance
LATEST CALL
ETH LONG
Mar 13, 16:30
"Ethereum is evolving as the debt capital market of the on-chain ecosystems due to its material lead in stablecoin liquidity and supply. Institutional lending and Real World Asset (RWA) tokenization re"
Jordi Alexander
Founder & CIO, Selini Capital
LATEST CALL
LIT LONG
Feb 27, 22:30
"Jordy states that decentralized exchanges like Hyperliquid and Lighter are sometimes "trading higher volume than the centralized exchanges on these products." This indicates a structural shift in mark"
Robert Leshner
CEO & Founder, Superstate
LATEST CALL
MA LONG
Mar 11, 00:20
""A Visa network will still actually be quite useful in things like agentic payments." The crypto industry broadly assumes that autonomous AI agents will exclusively use native, permissionless crypto r"
No speakers match ""