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
HIMS LONG
Apr 16, 01:45
"Hims stock rallied due to FDA reclassifying peptides, positioning Hims as a key beneficiary in the looks maxing trend, and Thread Guy has a long position in it, citing the FDA announcement as a cataly"
53% W
-0.1%
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%
Ram Ahluwalia
CEO, Lumida Wealth
LATEST CALL
XHB LONG
Apr 14, 09:49
"Sectors that are sensitive to oil prices, such as homebuilders and airlines, sold off during the conflict but have stopped declining even as the conflict lingers, indicating that bad news is priced in"
52% W
+0.5%
JK
Josh Kale
Co-Host, Limitless Podcast (Bankless)
LATEST CALL
PL 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"
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
XLF
Mar 19, 09:55
"Speaker discusses the S&P 500 licensing as a watershed moment where traditional finance entities now see on-chain rails as "obviously better." He states, "we have crossed some kind of... tipping point"
40% W
-2.5%
Rob Hadick
General Partner, Dragonfly
LATEST CALL
ONDO
Mar 13, 13:00
"Ondo is a low revenue business that would not be valued at $2.5 billion in a public equity market. Crypto markets are currently pricing certain Real World Asset (RWA) tokens purely on narrative rather"
42% W
+0.1%
Santiago R. Santos
Co-Host, Empire / Founder, Inversion Capital
LATEST CALL
XLF
Apr 03, 12:00
"Santi describes a "crypto VC mass extinction event," where too much capital chased a not-that-big space, hit rates are falling, and "only a few funds will survive." The causal chain is that the easy m"
44% W
-0.0%
US
Unknown Speaker
Financial Commentator/Analyst
LATEST CALL
BTC LONG
Feb 14, 11:45
""I think long term it's going to be very good for Bitcoin you know for for that from like a macro perspective." As miners diversify revenue streams into stable AI compute contracts, they become less r"
40% W
-0.3%
Matt Hougan
CIO, Bitwise Asset Management
LATEST CALL
AVAX LONG
Apr 16, 18:31
"Avalanche offers a differentiated L1 architecture with customizable blockchains for enterprises, which is finding meaningful traction, particularly in real-world assets (up 950% in the last year). Thi"
31% W
-1.3%
Keith McCullough
Founder & CEO, Hedgeye Risk Management
LATEST CALL
TLT LONG
Mar 15, 14:00
""You can be more comfortable being long the uncomfortable or TLT which is would be our position or LQD investment grade credit with that type of a setup because again people are trying to derisk and b"
29% W
-1.8%
Tushar Jain
Co-Founder & Managing Partner, Multicoin Capital
LATEST CALL
MKR LONG
Mar 03, 14:00
""Applications capture 60% of the value but have a minority of the market cap... that to me looks like an opportunity." As professional investors enter the space, they will value assets based on discou"
Richard Teng
CEO, Binance
LATEST CALL
SILVER LONG
Apr 16, 20:16
"Tokenized precious metals trading on Binance has seen rapid growth, with daily volumes reaching 10-20% of traditional financial exchange volumes for gold and silver contracts. This indicates strong de"
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
SATURN 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"
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"
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 "
Zach Pandl
Head of Research, Grayscale
LATEST CALL
BTC
Apr 07, 18:27
"The speaker stated Bitcoin has "unique challenges" due to a greater share of lost/old coins (e.g., Satoshi's) and a slower, more contentious upgrade process, having had only two major soft forks in it"
Clem Chambers
CEO, Online Blockchain
LATEST CALL
RNMBY LONG
Feb 28, 08:58
""Look at Rhyme Metal [Rheinmetall]... Airbus... all the European military companies... I'm long. I'm longer than a rhino on Viagra." The geopolitical threat from Russia has fundamentally changed Europ"
42% W
-0.6%
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%
Joshua Lim
Global Co-Head of Markets, FalconX
LATEST CALL
HYPE LONG
Feb 06, 19:32
"Hyperliquid is generating ~$4M/day in revenue (top 3 in crypto alongside Tether/Circle) and conducting token buybacks. Volumes are hitting $3-4B/day. While crypto prices dump, volatility in *Real Worl"
John Todaro
Needham & Company
LATEST CALL
BTC LONG
Feb 16, 14:00
"Reaction to the Coinbase Super Bowl ad and general public sentiment is "very negative." In crypto, peak negativity from the general public often marks a cyclical bottom (capitulation). LONG. Buy when "
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%
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"
Andreas Steno Larsen
Founder, Steno Research
LATEST CALL
XLF LONG
Feb 15, 14:00
"Steno argues that Kevin Warsh wants to shrink the Fed balance sheet, but cannot do so without causing a liquidity crisis in the repo market (as seen in Q4). The only way to shrink the Fed balance shee"
Alex Finn
AI Content Creator / Expert
LATEST CALL
TWITTER LONG
Feb 13, 03:00
""One of the only moats left at the end of the day is your distribution." Finn uses his AI to scrape X 24/7 to find trends and build products. In a world where software creation is commoditized (anyone"
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%
Michael Pento
President & Founder, Pento Portfolio Strategies
LATEST CALL
KRE SHORT
Mar 08, 14:00
"Pento explicitly argues that the necessary 40-50% drop in home prices "would also bankrupt half the banks in the country." Regional banks hold the vast majority of commercial and residential real esta"
60% W
+0.8%
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"
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%
Mark Zolan
CEO, Go Mining
LATEST CALL
USDT LONG
Feb 26, 18:00
"Zolan states that "70% plus of people say yes, we'd like to be able to spend it" and Go Mining is rolling out a "Simple Earn" product that pays yield every four hours on these assets without lockups, "
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"
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
AVGO
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
AMZN
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
SILVER
Mar 30, 21:57
"Chris says "I think we're going to see at least a 30 to 40% pullback in silver," and notes volume has dried up, indicating lack of interest. Silver has topped alongside gold, is in a bearish phase, an"
Tom Schmidt
General Partner, Dragonfly
LATEST CALL
ARB
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"
Justin Drake
Researcher at Ethereum Foundation
LATEST CALL
BTC
Apr 10, 16:00
"Justin Drake criticizes Bitcoin's culture of "FUD denialism" regarding quantum as an "autoimmune disease," and highlights its uniquely large problem: ~1/3 of supply (incl. Satoshi's coins) has exposed"
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%
William Campbell
Advisory Lead, Gold Dollar (USDKG)
LATEST CALL
ETH LONG
Feb 25, 16:30
""We launched uh we're already on Tron and Ethereum." A sovereign nation (Kyrgyzstan) selecting these two specific blockchains for their national financial infrastructure validates their utility as set"
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
AAVE LONG
Mar 13, 16:30
"Syrup USDC and USDT have been onboarded as collateral on Aave, increasing utilization and yield. Ethena is also proposing to use Maple as a direct lending partner for the backing assets of USDe. Blue-"
Jordi Alexander
Founder & CIO, Selini Capital
LATEST CALL
SILVER
Feb 27, 22:30
"Jordy notes that recently, "the amount of trading that was happening on silver was insane... it was Bitcoin and then silver and then ETH." When a specific commodity sees volume rivaling the largest cr"
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 ""