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
AdamMancini4
LATEST CALL
SPY LONG
Apr 16, 19:19
"Buy S&P 500 futures on a failed breakdown below the established 7058 support level to target the 7073-7093 upside range."
47% W
-0.2%
TheValueist
Disc L/S | TMT+Energy. Creator: CRAVE Thesis of GAI
LATEST CALL
APO LONG
Apr 16, 17:13
"Go long Apollo as its Athene subsidiary is positioned as a highly valuable asset to capitalize on the massive upcoming boom in generative AI infrastructure capex financing and private credit."
18% W
+15.9%
TradingWarz
LATEST CALL
MSFT LONG
Apr 16, 01:44
"Accumulate long positions in shares and long-dated options targeting $600 based on a multi-year technical breakout setup."
47% W
+0.5%
Geiger_Capital
LATEST CALL
BIRD LONG
Apr 15, 15:15
"The stock of Bird Global has surged an extraordinary 575%, indicating a massive speculative rally in the heavily shorted company."
61% W
+1.1%
BurggrabenH
LATEST CALL
USO LONG
Apr 14, 18:06
"Position for a medium-term rise in oil prices (USO) as the supply impact from Middle East disruptions works through the global refined products market, with the current skepticism creating an entry op"
58% W
+1.6%
PeterLBrandt
LATEST CALL
NVDA LONG
Apr 15, 11:21
"Buy NVDA as an 8-month head and shoulders top pattern has failed, creating a bear trap that projects an upside target around 236."
58% W
+0.5%
ces921
LATEST CALL
USO LONG
Apr 16, 11:53
"Go long oil as the market underestimates the deepening supply shock and functional closure of the Strait of Hormuz."
67% W
+2.6%
ParadisLabs
AI/Semiconductor Analyst and Trader. 10+ yrs Portfolio Manager at L/S hedge fund
LATEST CALL
AXTI LONG
Apr 16, 14:49
"Buy and hold AXTI ahead of its upcoming earnings report on April 30, with a further potential catalyst from the share authorization vote on May 14."
41% W
+7.1%
Felix Jauvin
Co-Host, Forward Guidance
LATEST CALL
SPY LONG
Apr 16, 14:07
"With consumer sentiment at all-time lows and the midterm elections approaching, there is significant room for fiscal stimulus to boost the economy and stock market. The current budget deficit (around "
58% W
+0.3%
Daniel Koss
Founder of Edelbridge Capital. AI infrastructure equity fund. Former pro gamer & serial entrepreneur
LATEST CALL
CRDO LONG
Apr 16, 06:12
"Maintain a long position in CRDO as a solid hold for data center diversification, despite the entry being less attractive after a recent 100% rally."
13% W
+27.3%
KawzInvests
Research-focused. Photonics. AI. Defense. Tech. Space. Optic Supercycle
LATEST CALL
LPK.DE LONG
Apr 16, 20:58
"Long LPKF as it is a critical equipment supplier for glass substrate manufacturing, a material being piloted by leading chipmakers for advanced AI packaging due to superior thermal and density charact"
13% W
-3.7%
Labubu Trader
Long-term investor/bag holder. Trading as a hobby
LATEST CALL
FLY LONG
Apr 16, 17:16
"Buy FLY based on technical strength, as the stock successfully tested and held its previous January high and September gap upper bound while forming a bullish reversal pattern."
45% W
-11.6%
SantiagoAuFund
LATEST CALL
TLT SHORT
Apr 15, 20:01
"The tweet suggests a hostile stance towards US Treasury bonds, implying a negative outlook for government debt and potential rising yields."
55% W
+0.5%
Sean
Prop trader
LATEST CALL
SNDK LONG
Apr 10, 20:38
"Analyst raises price target and estimates for SNDK due to significantly higher revenue and EPS projections above consensus, driven by strong NAND pricing trends."
26% W
+11.0%
Aaron Wei
Semiconductor Analyst, investor based in Taiwan
LATEST CALL
AVGO
Apr 16, 13:39
"Avoid AVGO due to massive execution risk stemming from a winner-take-all battle with MediaTek for Google's TPU v9 design, making 2028 volume forecasts overly optimistic."
30% W
-1.0%
BarbarianCap
LATEST CALL
CAG SHORT
Apr 14, 02:26
"Short CAG as the incoming CEO is highly likely to implement a dividend cut and significantly rebase earnings expectations downward to reset the baseline."
63% W
+1.9%
TraderStewie
LATEST CALL
RKLB LONG
Apr 16, 15:54
"Buy RKLB to capture a multi-day momentum breakout with a near-term price target of $90."
41% W
+1.4%
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%
Minnvestor
Tech and semiconductor growth investor. Long Jevons
LATEST CALL
NVT LONG
Apr 15, 20:08
"Go long data center infrastructure providers to capitalize on regional expansion and localized growth momentum in the Dayton/Anoka area."
27% W
+0.0%
Myles
Value investing zoomer, physics grad
LATEST CALL
DKNG SHORT
Apr 16, 00:25
"Short DraftKings as the rapid growth of prediction markets poses a significant competitive threat to traditional sports betting platforms."
52% W
-1.8%
TheStalwart
LATEST CALL
BIRD SHORT
Apr 16, 13:46
"Shares of Bird Global plummet 23% following a significant negative market reaction to undisclosed news or financial results."
50% W
+0.9%
A May MD
Biotech investor
LATEST CALL
SYRE SHORT
Apr 13, 15:02
"Short SYRE as the recent >$1B market cap addition is fundamentally unjustified, driven only by small, open-label data for a non-novel mechanism of action."
40% W
+0.5%
Brent
Investment Analyst
LATEST CALL
SPY
Mar 27, 14:53
"The consensus has shifted to expecting an escalating conflict with no offramps, making the risk/reward for holding equity shorts into the weekend unattractive."
59% W
-0.2%
markminervini
LATEST CALL
SPY LONG
Apr 15, 20:37
"Stay long equities as strong price action and leading stocks signal a V-shaped recovery to new highs, overriding geopolitical and macro noise."
58% W
-0.3%
TheLAPurchaser
L/S Equity trader
LATEST CALL
ABT SHORT
Apr 16, 12:20
"Abbott Laboratories faces negative sentiment as a prominent investor expresses clear dissatisfaction with the stock's performance."
16% W
+0.8%
Bkclaims
LATEST CALL
BE LONG
Apr 14, 13:02
"Avoid fading the upward momentum in Bloom Energy, as massive whale positioning and strong after-hours price action support continued upside."
58% W
+0.5%
seedy19tron
Biotech trader, L/S
LATEST CALL
BCRX LONG
Apr 16, 14:09
"Buy BioCryst Pharmaceuticals as underlying prescription data remains solid and supports the fundamental picture despite ongoing market rumors."
MartinShkreli
LATEST CALL
GSK SHORT
Apr 10, 21:47
"Short GSK because the high level of competition in the pharmaceutical industry makes it statistically improbable for GSK to exclusively develop a cure for asthma, negating a potential source of future"
60% W
+3.0%
QF Research
PM at large institution. Analyze distributionally but non-deterministically
LATEST CALL
CRWV LONG
Apr 15, 12:52
"Go long CRWV as Jane Street's massive $6B cloud contract and $1B equity investment at $109 strongly validate the company's strategic moat and institutional demand for its AI compute capacity."
19% W
+0.0%
Ray Wang
Analyst at SemiAnalysis. Fundamental research on AI infra/semis
LATEST CALL
LITE LONG
Apr 10, 04:38
"The CEO states demand is massively outstripping supply, with sold-out conditions projected for years, indicating strong fundamental tailwinds for the stock."
38% W
+7.9%
Sravan Kundojjala
Semiconductors Analyst at SemiAnalysis
LATEST CALL
ASML LONG
Apr 14, 16:06
"Buy ASML as healthy backlog and growing TSMC capex suggest the book-to-bill ratio will continue rising for multiple quarters without the stockpiling risks seen in 2022."
G
GavinSBaker
LATEST CALL
SMH LONG
Feb 12, 13:18
"A relative value opportunity exists in semiconductors, favoring HBM DRAM-exposed companies over NAND-exposed ones, as the market has not correctly priced in long-term supply deficits and geopolitical "
stockjabber
LATEST CALL
DKNG SHORT
Mar 19, 02:32
"The author believes a negative catalyst for DraftKings is in its early stages and the full impact will be felt over time as users churn, implying significant further downside for the stock."
Andrew Left
Citron Research founder. Short-seller, market analysis since 2001
LATEST CALL
INFQ LONG
Apr 16, 12:10
"INFQ is significantly undervalued relative to peers, trading at a steep discount despite being"
m
maxanderson
LATEST CALL
SKYY SHORT
Mar 13, 18:01
"The author forecasts mass layoffs across the SaaS sector, implying a bearish outlook on cloud computing stocks due to deteriorating business conditions."
yieldchad
Equities trader
LATEST CALL
INTC LONG
Apr 15, 17:15
"Buy Intel as a foundry capacity play, as TSMC's inability to handle Nvidia's aggressive scaling will inevitably force overflow demand into Intel's fabrication facilities."
Grant Beaty
Software dev & racecar driver turned L/S fund manager
LATEST CALL
USO LONG
Apr 12, 23:16
"Long oil via USO due to anticipated supply-side geopolitical escalation, as Iranian retaliation through Houthi attacks in the Red Sea risks further disruption to crude flows."
m
macrocephalopod
LATEST CALL
USO SHORT
Mar 09, 08:03
"The author recommends selling call options on oil to generate income, a strategy that profits if oil's price remains flat, declines, or does not rise significantly above the strike price."
Bill Ackman
CEO, Pershing Square Capital (Quoted via X/Twitter)
LATEST CALL
SPY LONG
Mar 30, 01:42
"The author is advocating buying high-quality U.S. equities due to cheap valuations and the expectation of a geopolitical resolution leading to a peace dividend."
AltayCap
Value investor, Istanbul. Free writeups
LATEST CALL
9312.T LONG
Apr 16, 22:10
"Long Keihin (9312.T) and other Japanese logistics stocks based on a valuation thesis that they are trading below intrinsic value, implying a mean reversion trade as the market corrects this mispricing"
S
SubuTrade
LATEST CALL
IGV SHORT
Feb 21, 21:27
"The author implies a contrarian short position on the software sector, suggesting that record inflows from dip-buyers into the $IGV ETF represent crowded positioning that is likely to be wrong."
W
WhiteOakFX
LATEST CALL
NYT LONG
Feb 19, 23:28
"The stock is positioned to appreciate further due to significant accumulation by institutional investors at key price levels, suggesting strong underlying support."
Jordan Nanos
Member of Technical Staff at SemiAnalysis
LATEST CALL
TSM
Mar 28, 17:06
"The tweet promotes a podcast episode discussing TSMC's demand management and industry trends from the OFC conference."
Citrini
Substack author, Citrini Research
LATEST CALL
SPY LONG
Apr 16, 02:41
"Buy broad market equities on any dips, as investor psychology is deeply conditioned for V-shaped recoveries and will aggressively bid up even catastrophic events."
56% W
+2.3%
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