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
Luke Gromen
Founder, Forest for the Trees
LATEST CALL
TLT SHORT
Apr 16, 18:00
"Short U.S. Treasury bonds (via TLT) because the speaker asserts the fundamental valuation math is as unsustainable as subprime housing pre-crisis, implying sharply higher yields ahead."
62% W
+0.6%
KobeissiLetter
LATEST CALL
TLT SHORT
Apr 16, 00:39
"Short long-duration Treasuries (TLT) because structurally high and rising federal debt servicing costs will pressure bond prices, as the Treasury must issue more debt to fund deficits, potentially kee"
61% W
+1.7%
dampedspring
LATEST CALL
UUP SHORT
Apr 16, 20:33
"Short the US Dollar as authorities will prioritize protecting the bond and equity markets through interventions that ultimately debase the currency."
44% W
-0.1%
Anthony Pompliano
Chairman & CEO, Pro Cap Financial
LATEST CALL
BTC LONG
Apr 13, 21:23
"Anthony Pompliano enthusiastically endorses a bullish outlook on Bitcoin, signaling strong positive sentiment for the cryptocurrency."
53% W
-0.1%
briantycangco
LATEST CALL
CQQQ LONG
Feb 23, 01:36
"The author posits that US sanctions are ineffective against China's chip industry due to its structural dominance in legacy chip manufacturing, which is critical for the global supply chain in automot"
50% W
+0.8%
Brad_Setser
LATEST CALL
USO LONG
Apr 12, 17:49
"Buy oil (USO) expecting a price reversal higher due to a specific catalyst: the failure of diplomatic talks, a US blockade on Iranian exports, and resulting near-term physical supply tightness."
52% W
-0.3%
Mohamed El-Erian
Chief Economic Adviser at Allianz / Warden Professor
LATEST CALL
USO LONG
Apr 12, 15:29
"Buy USO due to imminent supply disruption risk from the US naval blockade of the Strait of Hormuz, catalyzed by the failure of US-Iran negotiations and escalating regional conflict."
63% W
+1.2%
MichaelAArouet
LATEST CALL
EWG SHORT
Feb 22, 19:57
"The author is bearish on the German economy, believing its current socio-political direction is fundamentally undermining its long-term economic strength and competitiveness."
46% W
-0.5%
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%
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%
abcampbell
LATEST CALL
SPY SHORT
Mar 20, 15:35
"The author implies that equities are vulnerable to a significant repricing lower as the market begins to properly discount their duration risk, similar to bonds in a rising rate or credit-risk environ"
58% W
+0.7%
Jim Bianco
President, Bianco Research
LATEST CALL
BIRD SHORT
Apr 16, 01:55
"Short BIRD as the massive price spike driven purely by a corporate rebranding is a speculative bubble reminiscent of the 2017 crypto top, indicating an impending collapse."
61% W
+1.7%
NickTimiraos
LATEST CALL
TLT SHORT
Apr 08, 15:44
"The Fed is less likely to cut rates due to a resilient labor market and sticky inflation, putting downward pressure on bond prices."
45% W
+0.1%
krugermacro
LATEST CALL
BTC
Apr 16, 03:57
"Avoid or be highly cautious on Bitcoin, as the primary risk is not a new price low but a prolonged stagnation ("cannabization") similar to the failed recovery of cannabis stocks after their 2018 peak,"
48% W
-1.3%
Raoul Pal
Founder & CEO, Real Vision
LATEST CALL
BTC LONG
Apr 15, 18:10
"Long Bitcoin as the asset has digested recent liquidity crunches and is poised to reach new highs driven by an improving business cycle and fading geopolitical risks."
67% W
+2.2%
Schuldensuehner
LATEST CALL
EWG SHORT
Apr 06, 08:14
"Short German equities (EWG) as the underlying economy is weakening due to a hollowing out of productive manufacturing jobs and an unsustainable reliance on state-funded growth."
80% W
+3.0%
Lyn Alden
Founder, Lyn Alden Investment Strategy
LATEST CALL
STRC
Apr 13, 17:00
"Overweight STRC preferred stock due to its high 9% yield, mechanisms to minimize volatility, and strong regulated liquidity wrapper, positioning it to attract dominant investor demand relative to peer"
44% W
-0.4%
p
plur_daddy
LATEST CALL
CORN
Apr 13, 17:00
"Avoid corn despite potential geopolitical supply catalysts, as high existing stocks and rapid supply responses make timing trades extremely difficult."
j
jam_croissant
LATEST CALL
SLNO LONG
Mar 31, 14:10
"Author expects SLNO to be acquired next (following APLS deal) because it is the only remaining drug option in its niche after a competitor's drug was halted for safety."
Professor Campbell
Macro analyst, ex-hedge fund, China-short specialist
LATEST CALL
USO
Apr 12, 22:42
"Avoid shorting oil because the physical market has tightened significantly due to the unprecedented closure of the Strait of Hormuz, a major geopolitical supply shock."
Ray Dalio
Founder, Bridgewater Associates
LATEST CALL
QQQ SHORT
Mar 19, 15:04
"The AI sector is in a bubble where most companies will ultimately fail, suggesting broad market-cap weighted tech indices are overvalued despite the long-term potential of the underlying technology."
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%
i
itsDanielWu
LATEST CALL
APP LONG
Mar 19, 23:39
"A negative forensic report pressuring the stock is based on flawed data, suggesting the bearish thesis is weak and the market may be overreacting."
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"
Nick Givanovic
Retired HF manager, 2 Gray Beards co-host
LATEST CALL
MSTR
Apr 13, 20:15
"Avoid MSTR as a proxy for Bitcoin due to severe drawdown risks, as the convenience premium is not worth the potential downside compared to holding the asset directly."
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%
s
super_macro
LATEST CALL
SPY SHORT
Feb 25, 11:30
"The S&P 500 is at risk of a significant sell-off due to stretched valuations (21.5x fwd P/E) and over-reliance on a few mega-cap stocks."
h
harshmadhusudan
LATEST CALL
CYB LONG
Feb 24, 06:08
"China's ability to suppress its currency is diminishing, creating a potential self-reinforcing cycle of CNY appreciation as repatriated capital flows back into the country."
s
sobel_mark
LATEST CALL
CNY LONG
Feb 25, 00:49
"The author believes the Chinese Yuan (RMB) is fundamentally undervalued, citing analysis that China's true current account surplus is significantly understated."
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jam_croissant (quoting @michaeljburry)
LATEST CALL
CAT SHORT
Feb 22, 19:00
"A potential slowdown or end to the AI data center construction boom would negatively impact demand for heavy machinery, creating a headwind for Caterpillar."
No speakers match ""