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
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r/wallstreetbets community
Reddit community discussion
LATEST CALL
BIRD SHORT
Apr 15, 19:57
"Allbirds (BIRD), a shoe company, announced a pivot to AI infrastructure, causing the stock to pump massively (e.g., from $10 to $23). The community views this as the ultimate sign of an AI bubble and "
60% W
+1.6%
rc
r/stocks community
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%
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u/app1310
Reddit r/stocks
LATEST CALL
USO
Apr 06, 11:55
"The post states "Mixed messaging has led to market volatility accompanied by choppy oil trading" due to the Iran situation and Strait of Hormuz. The ultimatum and potential for a deal create binary ou"
54% W
+1.7%
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u/wsbapp
Reddit r/wallstreetbets
LATEST CALL
SPY SHORT
Mar 27, 11:01
"The broader market is experiencing a severe correction due to war and oil shocks. The combination of inflation (bread to $100), AI bubble popping, and war will continue to drag down equities. SPY will"
61% W
+1.9%
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u/Away_Definition5829
Reddit r/ValueInvesting
LATEST CALL
MLP LONG
Apr 14, 03:21
"22,286 acres of Maui land are carried at 1911 purchase prices, with estimated real value at $21-26 per share vs a $16 stock price. The balance sheet drastically understates the true asset value, creat"
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u/TACO_Orange_3098
Reddit r/StockMarket
LATEST CALL
USO LONG
Apr 12, 22:22
"The post states oil prices have surged above $105 due to an imminent U.S. naval blockade of Iranian ports. A blockade of a major oil exporter through the Strait of Hormuz creates a severe physical sup"
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u/ub3rm3nsch
Reddit r/stocks
LATEST CALL
USO LONG
Apr 06, 10:54
"Iranian news agency reports Iran rejected a ceasefire, escalating geopolitical tensions. Such events typically increase oil price volatility and, given the observed outsized price move in futures, may"
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u/BlatantPlatitude
Reddit r/wallstreetbets
LATEST CALL
XLE LONG
Apr 01, 05:27
"Energy infrastructure is damaged and the Strait of Hormuz is blocked. Broad energy sector equities will benefit from sustained high oil prices and inflation. Hold June-dated ITM calls on energy sector"
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u/Possible-Shoulder940
Reddit r/ValueInvesting
LATEST CALL
USO LONG
Mar 09, 11:03
"Saudi Aramco is cutting oil production due to a major geopolitical conflict choking the Strait of Hormuz, a critical waterway for oil transport. This creates a physical supply shortage that cannot be "
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u/stockist420
Reddit r/investing
LATEST CALL
XLE LONG
Mar 14, 00:40
"Evidence suggests a major disruption to Iranian oil exports due to military strikes on the Kharg Island terminal. A spike in crude oil prices directly benefits oil and gas producers, as their revenue "
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u/Virtual_Seaweed7130
Reddit r/ValueInvesting
LATEST CALL
KOF LONG
Apr 09, 23:26
"$KOF is an international bottler trading at a reasonable 10-20x earnings multiple. It provides the same exposure as $COKE but without the extreme valuation premium. Buy $KOF to hedge the short $COKE p"
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u/Plane-Try-6522
Reddit r/StockMarket
LATEST CALL
USO LONG
Apr 08, 15:50
"The post reports that Iranian media states passage for oil ships via the Strait of Hormuz has been halted following regional strikes. The Strait of Hormuz is a critical global oil transit chokepoint. "
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u/AutoModerator
Reddit r/stocks
LATEST CALL
ITA LONG
Mar 27, 09:31
"The US military has fired over 850 Tomahawk missiles in four weeks, alarming the Pentagon about inventory levels. The rapid depletion of precision weapons will force the DoD to issue massive replaceme"
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u/National-Theory1218
Reddit r/StockMarket
LATEST CALL
XOM
Mar 23, 13:40
"Oil dropped hard and war-trade stocks are gapping down pre-market due to the announced 5-day strike pause. Because the peace talks are likely fabricated (as denied by Iran) and the conflict is unresol"
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u/ferero18
Reddit r/stocks
LATEST CALL
INTU LONG
Mar 04, 15:55
"Intuit's stock was "massively sold off." The sell-off was caused by "AI fearmongering," suggesting the market overreacted to the perceived threat of AI disrupting its tax and accounting software busin"
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u/vishesh_07_028
Reddit r/StockMarket
LATEST CALL
SPY LONG
Mar 04, 20:23
"A news report suggests Iran is open to talks, and President Trump has pledged to stabilize oil markets, causing major U.S. indices (Dow, S&P 500, Nasdaq) to climb. This potential de-escalation in the "
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u/Electrical_County_61
Reddit r/ValueInvesting
LATEST CALL
ITA LONG
Apr 01, 16:26
"The post describes an ongoing, intense military conflict involving the US and Iran, with the IRGC asserting control over a key chokepoint. Persistent warfare drives sustained or increased demand for m"
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u/callsonreddit
Reddit r/wallstreetbets
LATEST CALL
SPY SHORT
Apr 12, 13:05
"A major geopolitical conflict and military blockade is initiating in the Middle East. Skyrocketing oil prices act as a tax on consumers and businesses, driving inflation up and causing panic in broade"
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u/raytoei
Reddit r/ValueInvesting
LATEST CALL
CVS LONG
Apr 07, 03:38
"The 2.48% Medicare rate increase applies to Aetna (owned by CVS Health), beating Wall Street's 1-1.5% expectations. The $13 billion industry-wide payment boost provides a direct revenue tailwind for A"
rc
r/investing community
Reddit community discussion
LATEST CALL
VOO LONG
Apr 01, 15:18
"A community member cites that VOO has provided a 10% average annual return since 1928. This historical performance suggests a significant long-term opportunity cost for savings held in low-risk instru"
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u/stockoscope
Reddit r/ValueInvesting
LATEST CALL
PYPL LONG
Apr 07, 10:20
"PayPal trades at 8x earnings with a 13% FCF yield, while FCF grew to $5.6 billion and ROE hit an all-time high. The market correctly repriced PYPL from a growth to a mature stock, but overshot by igno"
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u/MilesDelta
Reddit r/algotrading
LATEST CALL
SPY SHORT
Apr 12, 19:43
"The Strait of Hormuz is reportedly under an active blockade, threatening 20% of the world's oil supply. A massive spike in oil prices will trigger stagflation, exacerbating a weak economy and debt bub"
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u/CoolioBeansTTV
Reddit r/ValueInvesting
LATEST CALL
GOOGL
Mar 24, 17:38
"GOOGL dropped 3% to $292, accompanied by news of a Pelosi purchase in January and a recent CEO stock sale. Conflicting insider and congressional trading signals create uncertainty, requiring further o"
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u/joe4942
Reddit r/stocks
LATEST CALL
XLE LONG
Mar 10, 14:33
"The conflict is directly impacting Middle Eastern oil infrastructure in real-time, and the Strait of Hormuz, a critical shipping lane, is not open. Degradation of oil infrastructure and disruption to "
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u/Front-Nectarine4951
Reddit r/stocks
LATEST CALL
USO SHORT
Apr 01, 13:11
"The post reports a potential de-escalation in the Iran conflict, specifically a U.S. condition to reopen the Strait of Hormuz, a critical oil chokepoint. A reopening of the strait and a ceasefire woul"
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u/Progress_8
Reddit r/investing
LATEST CALL
SPY LONG
Mar 23, 11:44
"The broader stock market "kicked into higher gear" and the FTSE 100 reversed a 2% loss to trade up 0.5%. Easing geopolitical tensions and lower energy costs provide a dual tailwind for broader equitie"
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u/breakyourteethnow
Reddit r/options
LATEST CALL
NVDA
Mar 26, 17:27
"Author is opening short-term ATM calendars (e.g., $175 strike, selling 1-6 DTE, buying 4-11 DTE). NVDA is currently trading in a range, allowing the short-dated options to decay faster than the long-d"
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u/kabirsbhutani
Reddit r/investing
LATEST CALL
KRE
Mar 29, 21:45
"The post notes the labor market is "softening" and the Fed is becoming less accommodative, removing a supportive tailwind for regional banks. Regional banks (KRE) benefit from a steep yield curve and "
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u/PositionJournal
Reddit r/ValueInvesting
LATEST CALL
META
Mar 27, 10:53
"Current selling is driven by institutional fear over Meta's AI/capex investments, not lawsuits. A significant price drop (below $400) would present a high-conviction buying opportunity, similar to the"
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u/vjectsport
Reddit r/StockMarket
LATEST CALL
QQQ LONG
Apr 15, 20:10
"The Nasdaq extended its winning streak to 11 days, described as "Impressive." Such a sustained winning streak indicates powerful, concentrated buying pressure in the tech-heavy index, which often lead"
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u/MarkusEF
Reddit r/investing
LATEST CALL
SPY
Mar 27, 20:52
"The S&P 500 is down ~9.1% from its record highs due to a rolling bear market and geopolitical shocks. Despite the significant sector-specific selloffs, the author notes that non-AI-adjacent parts of t"
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u/C130J_Darkstar
Reddit r/StockMarket
LATEST CALL
XLE LONG
Mar 03, 16:56
"A White House meeting is addressing the massive, growing electricity demand from AI data centers, signaling a need for new, reliable power generation. This structural demand increase for electricity d"
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u/Pete26l96
Reddit r/ValueInvesting
LATEST CALL
MSFT
Mar 26, 07:38
"MSFT's subsidiaries are losing ground, Office is losing government market share to Gsuite, and Azure/Copilot lag competitors. Investors are buying MSFT solely for mean reversion, ignoring fundamental "
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u/Darkguard1733
Reddit r/ValueInvesting
LATEST CALL
NVDA
Mar 05, 06:36
"NVDA passes the author's fundamental and moat criteria but is considered a "special case" due to potential overvaluation from AI hype and optimistic revenue projections. The semiconductor sector also "
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u/SadOnion2110
Reddit r/stocks
LATEST CALL
SPY LONG
Apr 07, 23:14
"The post states S&P 500 futures rose 1.5% following the ceasefire news. Reduced geopolitical tension lowers systemic risk and is bullish for broad equities. The market is reacting positively to the de"
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u/Free-Initiative7508
Reddit r/ValueInvesting
LATEST CALL
NOW
Mar 17, 07:55
"ServiceNow (NOW) has experienced a significant price correction of 25-40+% from its peak. Even after this drop, the stock maintains a high P/E ratio (35+), which raises valuation concerns for a value-"
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u/Meetdreys
Reddit r/stocks
LATEST CALL
GLD LONG
Feb 27, 14:10
"Geopolitical risk is spiking, which often causes market uncertainty and volatility (a rising VIX). During periods of uncertainty and a "flight to quality," investors often move capital out of equities"
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u/YeahBuddy5000
Reddit r/investing
LATEST CALL
XLF SHORT
Apr 05, 01:12
"Mentions private credit issues (Medallia/Blackstone, Oracle/Blue Owl) implying stress in financial markets. If tech and corporate credit are deteriorating, financial sector ETFs (XLF) holding such exp"
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u/corenellius
Reddit r/ValueInvesting
LATEST CALL
LNG LONG
Feb 26, 18:59
"95% of Cheniere's capacity is secured by long-term, take-or-pay contracts, with recent deals extending to 2050, indicating strong demand and pricing power. This revenue visibility, combined with a mas"
rc
r/options community
Reddit community discussion
LATEST CALL
GENERAL STRATEGY
Apr 12, 01:05
"The community highlights that standard long option positions suffer from implied volatility (IV) crush and time decay (theta) around earnings, which can erode profits even with a correct directional g"
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u/HeavyPurpleBallsack
Reddit r/wallstreetbets
LATEST CALL
TSLA SHORT
Mar 28, 18:53
"The broader market is facing a recession and high interest rates. TSLA requires valuation compression in a high-rate, recessionary environment before it becomes a viable long-term investment again. Sh"
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u/EveryPassage
Reddit r/investing
LATEST CALL
SPY
Mar 13, 12:59
"Q4 GDP growth was revised down to a mere 0.7%, indicating a sharp economic deceleration. This is compounded by the threat of sustained high oil prices. This combination of slowing growth and inflation"
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u/EquivalentAbies6095
Reddit r/stocks
LATEST CALL
TLT SHORT
Mar 16, 14:22
"The author moved their entire 401k into bonds. Following the same contrarian logic, if the author's entry into an asset class signals an impending downturn for that asset, their purchase of bonds impl"
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u/BogleDick
Reddit r/stocks
LATEST CALL
QQQ LONG
Apr 15, 20:43
"The "Magnificent 7" mega-cap tech stocks are the primary engine of the market's rebound and new highs, suggesting continued leadership. Since the March 30 low, a fund tracking the "Magnificent 7" is u"
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u/Crazrwire999
Reddit r/ValueInvesting
LATEST CALL
HRB LONG
Mar 30, 19:52
"H&R Block is a "boring" but extremely strong cash flow business with consistent buybacks and dividends in a stable industry (tax prep). DCF with low growth assumptions still yields an intrinsic value "
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u/superPlasticized
Reddit r/wallstreetbets
LATEST CALL
BYDDY LONG
Mar 08, 23:30
"The commenter highlights that Chinese automaker BYD has developed batteries with extremely fast charging capabilities (80% in 5 minutes). This technological superiority, combined with the high price o"
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u/theSherlockView
Reddit r/wallstreetbets
LATEST CALL
CME SHORT
Apr 12, 13:03
"COMEX (owned by CME) gold open interest is at a decade low, and its delivery structure (NY to Swiss to London to Asia) is highly inefficient. As Asian physical demand rotates to Abaxx's streamlined Si"
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u/Forecydian
Reddit r/stocks
LATEST CALL
SMCI
Apr 12, 11:50
"Super Micro Computer (SMCI) is cited as an example of a company with "unethical management," making it uninvestable. The author explicitly singles out SMCI's management as unethical, implying a govern"
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u/cambeiu
Reddit r/StockMarket
LATEST CALL
QQQ SHORT
Apr 09, 03:02
"The author explicitly includes the NASDAQ in the list of indices expected to move lower following the Nikkei's retreat. Tech-heavy indices like the NASDAQ are often sensitive to shifts in global risk "
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u/thewallstreets
Reddit r/stocks
LATEST CALL
QQQ SHORT
Mar 20, 02:59
"The author notes that the technology sector is "stagnating" while energy and defense are rallying. In a risk-off environment characterized by geopolitical conflict and rising energy prices, capital te"
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