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
IWM
Apr 16, 23:20
"Cramer warns that speculative stocks are leading the current market rally, driven by complacency and overenthusiasm similar to last year when they climbed and then crashed in October. He implies this "
41% W
-1.0%
Donald Trump
President of the United States
LATEST CALL
WTI SHORT
Apr 16, 19:53
"If a deal with Iran is reached, oil prices will decrease significantly because it will lead to free trade and reduced tensions, preventing a nuclear threat and allowing oil to flow freely, which will "
45% W
+0.2%
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
SMH LONG
Apr 16, 18:55
"Semiconductors have outperformed software stocks since the March 30th market low, declining less during the downturn and recovering more during the bounce, with comparable or better valuations, indica"
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
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%
Dmitry Solodin
Trader / Investor
LATEST CALL
FCX LONG
Apr 03, 19:11
"Speaker explicitly mentions Freeport-McMoRan as a major copper play, highlighting an existing and growing copper deficit driven by electrification of grids and data centers. Massive investments in pow"
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
XLF
Mar 27, 08:05
"Host notes the U.S. Treasury market is suffering, with weak auctions, reports of poor depth, and dealers holding large inventories, all while yield volatility is high. Geopolitical-driven inflation fe"
57% W
+1.0%
Chris Whalen
Chairman, Whalen Global Advisors
LATEST CALL
AGNC LONG
Apr 11, 13:00
"His portfolio is defensive and focused on income-generating assets. He mentions Annaly and AGNC as examples of mortgage REITs that are good for income, not for price appreciation (alpha)."
38% W
-1.2%
Patrick Ceresna
Derivatives Specialist, MacroVoices
LATEST CALL
TLT
Apr 16, 17:49
"Use a structured options trade on TLT to position for near-term inflation risks (via a put spread) and potential growth slowdown later (via a long-dated call), taking advantage of low bond volatility "
55% W
+0.1%
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%
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%
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%
Ed Yardeni
President, Yardeni Research
LATEST CALL
EEM LONG
Apr 16, 21:16
"Emerging markets have opportunities due to large and growing middle classes that drive domestic consumer demand, healthcare demand, and industrial development, moving beyond commodity dependence."
21% W
-2.8%
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%
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%
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
WTI
Apr 14, 17:57
"If the Straits of Hormuz blockade continues, oil prices will rise significantly due to shortages after floating inventory and strategic reserves are depleted; long-term, oil prices are supported by su"
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
UNG LONG
Mar 25, 14:07
"Described Alaskan LNG as "a key to this thing" for global energy security, with "trillions of cubic feet" of stranded gas resources. Cited a recent, successful lease sale and support from Native Alask"
48% W
-0.0%
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%
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%
Scott Bessent
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%
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%
Michael McKee
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%
Dani Burger
Anchor, Bloomberg Television
LATEST CALL
CVX
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%
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%
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%
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%
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%
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%
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%
Erik Townsend
Founder & Host, MacroVoices / Retired Software Entrepreneur turned Hedge Fund Manager
LATEST CALL
CL1! SHORT
Apr 16, 17:45
"In the immediate future, the perception that the Iran crisis is ending could cause Brent and WTI futures to sell off further due to macro traders overlooking lag effects. However, the real economic im"
55% W
+0.7%
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
GLD,SLV LONG
Mar 31, 20:00
"Wellum explicitly advises owning gold and silver, citing US debt issues and structural problems as key reasons, with numbers showing $63 trillion in deficits plus unfunded liabilities vs. $16 trillion"
50% W
+0.7%
Bailey Lipschultz
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
Washington Bureau Chief
LATEST CALL
XLE LONG
Mar 16, 13:14
""A lot of the discussion in Washington has focused on controlling oil prices and energy prices... Gas prices continue to rise as we're headed into the spring and summer travel season." Tensions in the"
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
USO LONG
Mar 12, 14:00
""We now live in a structurally inflationary world... What you need to do is you move to a portfolio that's still 60% equities, but you forget the 40% bonds. You buy 20% precious metals and 20% energy "
67% W
+1.2%
Bruce Richards
CEO, Chairman, and Founder, Marathon Asset Management
LATEST CALL
XLK
Apr 07, 22:23
"Speaker stated that default rates for software companies in direct lending will reach 15%, with recoveries as low as $0.20 on the dollar. Software companies were lent at 8-10x leverage based on ARR, a"
4% W
-3.4%
Chris Verrone
Head of Macro, Piper Sandler
LATEST CALL
GOLD
Mar 30, 17:31
"Verrone contends that the price action in January and February "looked like a blowoff in gold and silver," and that "we learned a $5,500 gold is not a safe haven. Maybe it is at $3500." A parabolic pr"
35% W
-0.7%
Kyle Grieve
Host, The Investor's Podcast / Millennial Investing
LATEST CALL
PTON
Mar 28, 22:45
"Peloton is cited as a case study of dangerous over-optimization. It scaled production, hiring, and capex (e.g., a $400M factory) for a COVID-driven demand surge that was unsustainable. When demand nor"
Meb Faber
Co-Founder & CIO, Cambria Investment Management
LATEST CALL
DBMF LONG
Mar 24, 17:11
"Speaker explicitly recommends a 10-20% allocation to trend-following strategies for most advisors, stating it is "about as close as you can get" to a magic free diversifier and is the "premier diversi"
50% W
-0.5%
Christian Magoon
CEO of Amplify ETFs
LATEST CALL
QYLD LONG
Apr 13, 21:51
"Due to historical drawdowns in midterm election years, there will be a continued drive towards equity strategies with protection, such as hedged equity, buffer, or outcome ETFs, to help investors stay"
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