AI C3.ai, Inc. Загрузка... : Бычьи и медвежьи мнения аналитиков
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Лучшие сигналы
Лента
23:00
21 авг
21 авг
AI is productivity and employment miracle
AI is creating a more dynamic US economy with record business formation and competitive pressure, and he believes AI will act as a miracle drug that raises both productivity and employment.
Сред.
17:20
21 авг
21 авг
Author claims crypto has bottomed and lists his current crypto holdings across 12 tickers.
Author claims crypto has bottomed and lists his current crypto holdings across 12 tickers, which he says make up 75% of his crypto portfolio plus higher-risk meme coins, framing them as high-conviction longs.
22:43
20 авг
20 авг
Author explicitly states these crypto-related stocks make up 75% of his crypto holdings and he.
Author explicitly states these crypto-related stocks make up 75% of his crypto holdings and he is buying them today, calling the bottom confirmed with high conviction across the basket.
19:10
20 авг
20 авг
Healthcare and AI offer exciting market opportunities.
The current market environment is exceptionally target-rich and exciting, with strong opportunities in healthcare, specifically citing Moderna, as well as AI beneficiaries, which could drive the broader market up another 5 to 10% this year.
Выс.
18:53
20 авг
20 авг
RH chain exposure drives long AI position
Author discloses a long position, citing RH chain exposure and the strong appeal of its ticker symbol.
Сред.
10:50
20 авг
20 авг
Author discusses crypto as on-chain finance and AI as a new opportunity.
Author discusses crypto as on-chain finance and AI as a new opportunity, but frames it as a general thesis without stating a current position or explicit trade call.
Низ.
00:50
18 авг
18 авг
Author humorously questions if they are long enough AI stocks.
Author humorously questions if they are long enough AI stocks, but the tweet is a rhetorical joke without a concrete position or forward call.
Низ.
10:02
17 авг
17 авг
AI and US tech leadership continues.
AI and U.S. tech have been the credible trade for years and remain one of the most credible trades in the last month; after earnings, the trade has been reinforced as the conventional leadership trade.
Выс.
01:56
17 авг
17 авг
Author recounts selling 100k of AI and facing backlash.
Author recounts selling 100k of AI and facing backlash, but frames it as past action and social dynamics, not a current directional call.
Низ.
16:28
14 авг
14 авг
Follow superpower priorities: AI, defense, power
The world is split into US/China competing to dominate AI, defense, and electric power; reshoring and economic nationalism mean investors should follow the priorities of these superpowers.
Сред.
13:19
14 авг
14 авг
AI boom drives market and earnings.
Greg Ip identifies AI as the specific force driving the U.S. market euphoria, earnings gains, and widening margins, saying AI-driven optimism is gripping the market and that AI will make the economy even greater for capital owners.
Сред.
15:22
12 авг
12 авг
AI remains the dominant secular market theme.
AI remains the dominant secular theme driving the market cycle, and despite high volatility and cash flow concerns, the major players will figure out monetization.
Выс.
14:23
12 авг
12 авг
Author promotes a podcast interview covering bitcoin, AI, SpaceX.
Author promotes a podcast interview covering bitcoin, AI, SpaceX, and prediction markets without stating any personal positions or trade calls.
Низ.
22:00
11 авг
11 авг
Neocloud stocks gain strength, AI confidence restored
Neocloud companies are showing strong earnings and momentum, with CoreWeave and Nebius delivering positive surprises and C3.ai joining the rally, restoring confidence in the AI sector and making neocloud stocks worth watching.
Сред.
02:58
10 авг
10 авг
The author suggests CATE, FWA, and AI as potential candidates in response to a bullish.
The author suggests CATE, FWA, and AI as potential candidates in response to a bullish narrative, but offers no explicit position or directional call, so they are indexed as watch.
Низ.
07:00
07 авг
07 авг
Bitcoin miners pivoting to AI win big.
Regulation will create a moat for incumbents with existing power grid access. Bitcoin miners that are transitioning to AI data center and high-performance computing will be huge winners because they control large energy contracts and can monetize them in an era of rising AI electricity demand and regulatory hurdles.
Сред.
18:43
04 авг
04 авг
Watch critical materials suppliers gaining power
Watch as beneficiaries of a shift in bargaining power toward critical materials and infrastructure suppliers.
Сред.
10:47
04 авг
04 авг
Stay overweight AI theme.
AI fundamentals are expanding, demand remains strong, and adoption is accelerating. BlackRock continues to hold an overweight in the AI theme, though risks of commoditization and capital capacity have risen, preventing adding to the position.
Выс.
20:40
03 авг
03 авг
Watch lesser AI companies for shakeout
The Magnificent 7 are financially strong with ample cash flows and debt capacity, but the lesser AI companies are much more vulnerable. Recent stories like Situational Awareness show how quickly trouble can hit smaller AI names. Watch for a shakeout in the rest of the AI space, not in the Mag-7.
Выс.
20:00
03 авг
03 авг
AI stocks offer high return with volatility.
Every technology eventually ends in a bubble, and AI will be no different. However, the bubble is likely still a couple of years away because the current narrative is one of compute constraint and under-usage by knowledge workers. The key risk that could accelerate the bubble and cause a bust is a sudden technological advance (from China or the U.S.) that makes existing data-center capacity massively overbuilt. This is a development worth monitoring as it would trigger the eventual AI overcapacity and bubble peak.
Сред.
22:44
31 июл
31 июл
AI theme is real, early innings.
The AI buildout is still in its early innings, not a bubble. Every earnings call across all sectors and cap sizes now discusses using AI for efficiency, productivity, and profitability. The use case is tangible, companies are starting to demonstrate improved operating income, and the CapEx boom reflects high-conviction, real demand. The secular theme is intact and likely to persist for years.
Сред.
04:38
24 июл
24 июл
AI remains core bull market driver.
The best earnings growth remains in AI, which offers the most visibility on return on investment and remains the core of the overall bull market, despite short-term volatility.
Сред.
04:50
23 июл
23 июл
The author describes a scalping strategy where they bought and sold $AI based on attention.
The author describes a scalping strategy where they bought and sold $AI based on attention thresholds, not a current position or forward call.
Низ.
11:57
21 июл
21 июл
Buy AI capex beneficiaries over spenders.
Beneficiaries of the $700 billion AI capex spend have more stable earnings visibility than the spenders whose ROI remains uncertain; the next step for the semi story requires hyperscaler commitments to rise, but recipients are better positioned.
Сред.
14:13
12 июл
12 июл
The author observes an inverse correlation between PYPL and AI price movements without taking.
The author observes an inverse correlation between PYPL and AI price movements without taking a directional position or trade idea.
Низ.
11:02
09 июл
09 июл
Overweight AI infrastructure for years ahead.
The next few years will see massive AI capital expenditure, providing a clear multi-year tailwind; investors should lean into the AI theme and its secondary beneficiaries.
Сред.
18:25
06 июл
06 июл
Ari Paul discusses how crypto's edge is gone and the next big trade involves frontier models.
Ari Paul discusses how crypto's edge is gone and the next big trade involves frontier models becoming strategic assets controlled by the US government.
Низ.
18:23
06 июл
06 июл
Ari Paul discusses crypto's lost edge, AI as the new frontier.
Ari Paul discusses crypto's lost edge, AI as the new frontier, and potential US government control of top AI labs, but no personal positions are stated.
Низ.
23:21
02 июл
02 июл
US must lead AI to beat China
The US must maintain its substantial lead in AI to prevent China from seizing leadership. The administration wants to remain number one in AI to deny China dominance.
Сред.
21:36
02 июл
02 июл
Trump says the US must be number one in crypto and AI.
Trump says the US must be number one in crypto and AI, calls for guardrails on AI but as few as possible, and touts gains from the US stake in Intel.
Об аналитическом покрытии AI
Buzzberg отслеживает AI (C3.ai, Inc.) в 36 источниках. Бычьих сигналов: 26, медвежьих: 2, от 52 аналитиков. Сентимент преимущественно бычий (34%). Всего отслеживается 71 торговая идея. За последние 7 дней: бычьих: 3, наблюдение: 6. Последние спикеры: Torsten Slok, __con_, Rick Rieder.