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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%
Ozark
𝕏 · Apr 03
MOH and OSCR are rising despite negative news context.
OSCR LONG +29.9%
All speakers
FirstSquawk
5.0
858 ideas · 𝕏
LATEST CALL USO LONG Apr 16, 17:47
"Unprecedented US blockade of the Strait of Hormuz threatens a massive disruption to global energy markets, driving a severe supply shock in crude oil."
54% W +1.0%
Michael Ashby
3.2
840 ideas · 𝕏
CEO, AlgoQuant
LATEST CALL IWM SHORT Apr 15, 17:44
"Short small-cap indices or meme stocks benefiting from AI hype, as the described arbitrage of buying legacy tickers pre-announcement and selling post-rebrand represents an unsustainable, speculative f"
48% W +0.3%
aleabitoreddit
5.0
764 ideas · 𝕏
LATEST CALL HIMS LONG Apr 16, 18:20
"Go long HIMS as revenue re-accelerates driven by a new Novo Nordisk partnership, dropped lawsuits, global acquisitions, and a potential short squeeze with over 30% of the float shorted."
57% W +3.8%
AdamMancini4
5.0
763 ideas · 𝕏
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%
Jim Cramer
2.3
729 ideas · 𝕏
Host, Mad Money
LATEST CALL NVDA LONG Apr 16, 15:11
"Buy Nvidia as the stock is demonstrating a technical breakout in line with market expectations."
41% W -1.0%
SeekingAlpha
5.0
692 ideas · 𝕏
LATEST CALL CIBR LONG Apr 15, 14:00
"Buy the dip in cybersecurity and technology equities, as the recent sector rotation is a sentiment-driven panic that ignores strong underlying company fundamentals."
51% W +0.7%
rc
r/wallstreetbets community
5.0
619 ideas · ◉
Reddit community discussion
LATEST CALL WTI SHORT Apr 15, 19:57
"Physical oil has spiked significantly (from $60 to $91) due to the Iran conflict and Strait of Hormuz closure. With peace negotiations repeatedly starting and the market pricing in a resolution, the g"
60% W +1.6%
Donald Trump
2.0
552 ideas · ▶
President of the United States
LATEST CALL USO LONG Apr 13, 20:02
"The United States has abundant oil and gas production, exceeding that of Saudi Arabia and Russia, and is experiencing increased demand as ships come to load oil due to the Strait of Hormuz blockade, i"
45% W +0.2%
zerohedge
5.0
484 ideas · 𝕏
LATEST CALL QQQ SHORT Apr 16, 18:26
"The 12-day Nasdaq rally is at risk of ending, which could signal a broader market pullback and increased investor caution."
54% W +8.9%
TheValueist
5.0
465 ideas · 𝕏
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%
Thread Guy
4.3
426 ideas · ▶
Crypto influencer, independent
LATEST CALL BIRD Apr 16, 01:45
"Allbirds stock pumped excessively after rebranding as an AI company without substantive changes, indicating market frothiness and a potential top in such speculative moves, serving as a warning sign f"
53% W -0.1%
Luke Gromen
7.5
343 ideas · 𝕏
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
5.0
332 ideas · 𝕏
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
5.0
268 ideas · 𝕏
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
3.1
264 ideas · 𝕏
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%
financialjuice
5.0
237 ideas · 𝕏
LATEST CALL USO LONG Apr 14, 14:58
"Unprecedented US military blockade of Iranian ports fundamentally disrupts Middle East energy supply chains and risks broader regional conflict, driving crude prices higher."
51% W +0.3%
briantycangco
5.0
236 ideas · 𝕏
LATEST CALL SMICY LONG Feb 23, 01:36
"The author argues that US attempts to target China's chip industry will be ineffective because China's dominance in legacy chips, which are critical for global hardware and auto sectors, is insurmount"
50% W +0.8%
Georges Elhedery
1.1
216 ideas · ▶
CEO, HSBC
LATEST CALL EIDO LONG Apr 14, 07:55
"Intra-regional trade in Asia is growing exponentially, driven by supply chain diversification and resilience, adding 1.8% to regional GDP and benefiting specific countries like India, Vietnam, Indones"
55% W +0.2%
DeItaone
5.0
204 ideas · 𝕏
LATEST CALL USO LONG Apr 16, 12:08
"The active US military blockade shutting down Iranian energy exports removes significant crude supply from the global market, acting as a direct catalyst for higher oil prices."
67% W +2.4%
Brad_Setser
5.0
194 ideas · 𝕏
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%
jukan05
5.0
194 ideas · 𝕏
LATEST CALL MRVL LONG Apr 16, 12:10
"Marvell is collaborating with Google on a new SRAM-based compute engine, expanding its custom silicon footprint and capturing market share from competitors."
47% W -0.0%
x256xx
5.0
191 ideas · 𝕏
LATEST CALL HYPE LONG Apr 16, 18:20
"Accumulate HYPE as the token is still in its early adoption phase, evidenced by the low number of wallets holding meaningful amounts."
44% W -1.1%
TradingWarz
5.0
189 ideas · 𝕏
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%
Deirdre Bosa
3.5
185 ideas · ▶
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%
Ozark
5.0
169 ideas · 𝕏
Bull market enjoyer, crypto trader
LATEST CALL STRC SHORT Apr 15, 17:20
"Short STRC heading into the second half of the year as anticipated structural FUD and negative sentiment are expected to drive the asset to new lows."
46% W +12.2%
Mohamed El-Erian
8.2
169 ideas · 𝕏
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%
LiveSquawk
5.0
166 ideas · 𝕏
LATEST CALL USO LONG Apr 12, 14:43
"The announced US blockade of the Strait of Hormuz severely disrupts global oil supply routes, acting as an immediate upside catalyst for crude."
51% W +0.9%
Tom Lee
4.9
158 ideas · 𝕏
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%
Geiger_Capital
5.0
157 ideas · 𝕏
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%
Romaine Bostick
3.3
155 ideas · ▶
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%
BurggrabenH
5.0
154 ideas · 𝕏
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
5.0
148 ideas · 𝕏
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%
Josh Brown
8.5
145 ideas · ▶
CEO, Ritholtz Wealth Management
LATEST CALL LRCX LONG Apr 14, 18:16
"This is a momentum market where the momentum factor is outperforming, with winners across various sectors such as technology, energy, and materials, as evidenced by stocks like Intel, Valero, Exxon, L"
51% W -0.2%
Joumanna Bercetche
3.6
145 ideas · ▶
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%
mert
5.0
140 ideas · 𝕏
LATEST CALL SOL LONG Apr 13, 17:56
"Superior user testing, a clear scalability roadmap, and a unified state architecture that minimizes counterparty risk make Solana the optimal network for enterprise adoption and growth."
39% W -0.8%
MichaelAArouet
5.0
132 ideas · 𝕏
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%
ces921
5.0
117 ideas · 𝕏
LATEST CALL SPY SHORT Apr 16, 11:53
"Short equities due to a severe disconnect between current market optimism and the physical reality of an unresolved US-Iran conflict."
67% W +2.6%
rc
r/stocks community
5.0
113 ideas · ◉
Reddit community discussion
LATEST CALL NFLX LONG Apr 15, 20:46
"One user sold their earnings-derived options but chose to keep 600 shares of NFLX, indicating a decision to maintain core equity exposure. This action suggests a belief that the long-term equity value"
60% W +0.8%
Avi Felman
1.8
113 ideas · 𝕏
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%
AahanPrometheus
5.0
112 ideas · 𝕏
LATEST CALL SPY SHORT Apr 13, 21:40
"The tweet advocates for shorting the overall stock market, indicating a negative outlook on broad equity performance."
55% W +0.7%
Felix Jauvin
5.0
105 ideas · ▶
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%
bitcoinduke
5.0
104 ideas · 𝕏
LATEST CALL BTC LONG Apr 14, 06:20
"The user expresses a clear intention to take a long position on Bitcoin, indicating a positive short-term outlook for the cryptocurrency."
27% W -9.2%
AlphaSense
5.0
103 ideas · 𝕏
AI search and market intelligence platform. 6K+ companies
LATEST CALL NFLX LONG Apr 16, 14:59
"Go long NFLX as its true competitive advantage lies in its unreplicable personalization engine, localization infrastructure, and extensive behavioral data rather than just its content library."
40% W +18.1%
tradfi
5.0
100 ideas · 𝕏
LATEST CALL SPY LONG Apr 15, 17:37
"The S&P 500 ETF hits a new all-time high, signaling strong investor confidence and a potential continuation of the market rally."
54% W +0.8%
Carol Massar
3.1
97 ideas · ▶
Anchor, Bloomberg
LATEST CALL CVS LONG Apr 07, 20:20
"Insurers providing private Medicare Advantage plans rose after the U.S. agreed to boost 2027 payments by almost 2.5% more than the initial proposal. The rate increase may allow companies to expand mar"
41% W -0.2%
EA
Ejaaz Ahamadeen
5.0
96 ideas · ▶
Co-Host, Limitless Podcast (Bankless)
LATEST CALL SPACEX Apr 15, 14:01
"SpaceX has filed a confidential IPO at a $1.75 trillion valuation, the largest IPO ever, expected around June. Elon Musk has made strategic moves to merge X, XAI, and NX to make this a necessity, and "
abcampbell
5.0
95 ideas · 𝕏
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."
58% W +0.7%
Quinn Thompson
5.0
94 ideas · ▶
Co-Host, Forward Guidance / Founder, Lekker Capital
LATEST CALL GOLD LONG Apr 16, 14:07
"Concentrate on sectors that have underlying demand regardless of the macro bipolarity, such as AI infrastructure, gold, energy stocks (which are buying back stock), and Dow transports, because they ar"
66% W +0.8%
Jason Calacanis
3.7
93 ideas · ▶
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%
ParadisLabs
5.0
92 ideas · 𝕏
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%
No speakers match ""