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
Jason Calacanis
Angel Investor / Founder, LAUNCH
LATEST CALL
TAO LONG
Apr 11, 01:30
"Bittensor (TAO) is a decentralized network that allows for global competition to provide AI services at the lowest possible price, which is deflationary. The current governance issues, like the Covena"
40% W
+0.7%
Chamath Palihapitiya
CEO, Social Capital
LATEST CALL
QQQ
Apr 14, 14:27
"Avoid high-multiple tech stocks as AI-driven disruption risks structurally compress future growth premiums and expose vulnerabilities in debt loads and stock-based compensation."
45% W
-1.3%
VitalikButerin
LATEST CALL
ETH LONG
Mar 18, 10:42
"The founder's long-term vision for Ethereum is one of massive scalability and transaction throughput, implying a fundamentally bullish outlook on the network's future value and utility."
58% W
-0.6%
a
andrewchen
LATEST CALL
ARKK LONG
Apr 10, 17:51
"A surge of valuable AI-native startups will emerge as internal company tools gain popularity and are spun out, benefiting venture-stage and growth-oriented innovation funds."
67% W
+1.7%
p
pmarca
LATEST CALL
XLRE LONG
Jan 21, 15:50
"1. THE FACT: Marc Andreessen states, "It’s time to build the next great American city."
2. THE BRIDGE: This is a direct call to action for significant investment and development in urban infrastructur"
Brad Gerstner
CEO, Altimeter Capital
LATEST CALL
QQQ LONG
Apr 10, 22:38
"The resolution of geopolitical tensions (Iran ceasefire, potential deals in Ukraine, Venezuela, Cuba) could lead to a significant rally in the stock market, as the market has already bounced back from"
p
paulg
LATEST CALL
USD
Jan 24, 14:35
"1. THE FACT: The international role of the US is "eroding" due to other countries becoming "richer and more powerful," and it will "erode faster now that the US is becoming unreliable as well as iness"
Jared Sleeper
Partner at Avenir, startup investor
LATEST CALL
WDAY LONG
Apr 16, 12:37
"Buy WDAY as the current 3x sales valuation is an unjustified discount driven by AI fears and management concerns, with fair value closer to 6-8x sales for a business of this quality."
Cathie Wood
Founder/CEO/CIO, ARK Invest
LATEST CALL
ARKK LONG
Apr 12, 20:25
"Cathie Wood's statement suggests confidence in her disruptive innovation strategy and its eventual market success."
No speakers match ""