AI C3.ai, Inc. Загрузка... : Бычьи и медвежьи мнения аналитиков
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Лучшие сигналы
Лента
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.
13:29
01 июл
01 июл
Warsh's comment that the AI revolution is only in the first or second inning is cited.
Warsh's comment that the AI revolution is only in the first or second inning is cited as a bullish signal for the sector, but the author does not state a personal position.
13:15
26 июн
26 июн
AI will drive productivity and offset demographics.
He believes artificial intelligence will be another dramatic leap, generating enormous innovations and productivity gains that will help offset the global demographic decline. He is extremely optimistic about the long-term impact of AI.
Выс.
20:31
22 июн
22 июн
IBM and OpenAI expand their cybersecurity collaboration to bring frontier AI capabilities.
IBM and OpenAI expand their cybersecurity collaboration to bring frontier AI capabilities for defending enterprises against machine-speed cyber threats.
16:38
17 июн
17 июн
Инновации в области ИИ продолжатся, несмотря на трудности
Глобальный консенсус по стандартам ИИ позволит поддерживать работу инновационного механизма, обеспечивая при этом защиту от рисков; приостановка работы модели Anthropic является исключением, и данный процесс будет усовершенствован, что означает, что основные модели ИИ продолжат развиваться и приносить пользу инвесторам.
Сред.
12:00
13 июн
13 июн
AI is an unprecedented gamechanger.
AI is a gamechanger unlike anything seen in his lifetime, with an adoption rate faster than any previous technology and extraordinary revenue growth among large language model providers that has consistently exceeded projections.
Выс.
18:27
06 июн
06 июн
The author expresses skepticism about Bitcoin's predictive value and prefers owning AI over.
The author expresses skepticism about Bitcoin's predictive value and prefers owning AI over crypto during a potential crash, but takes no explicit position.
Низ.
20:09
03 июн
03 июн
C3 AI reports quarterly revenue of 51.6 million dollars with subscription revenue at 48.4.
C3 AI reports quarterly revenue of 51.6 million dollars with subscription revenue at 48.4 million while CEO Thomas Siebel calls recent sales performance unacceptable and outlines a plan to increase shareholder value.
19:57
02 июн
02 июн
Several comments note that $AI (C3.ai) reports earnings tomorrow. One user states “no chance if its ticker is straight up $AI that it goes down in this day and age.” The current AI mania means any stock with “AI” in the ticker is treated as a surefire winner. Earnings are seen as a catalyst for further upside. Buy the stock or calls before earnings, expecting a positive move due to ticker symbolism and sector euphoria. No mention of fundamentals or implied move. Earnings could disappoint, leading to a sharp decline.
Сред.
04:56
01 июн
01 июн
The author predicts a bump for OPEN, AI, and BOT based on OpenAI's robotics hiring announcement.
The author predicts a bump for OPEN, AI, and BOT based on OpenAI's robotics hiring announcement, but this is a speculative read-through rather than a personal position.
Низ.
03:13
01 июн
01 июн
The author lists speculative "dumb thesis" ideas that might work but frames them as humorous.
The author lists speculative "dumb thesis" ideas that might work but frames them as humorous possibilities rather than current positions or explicit trade calls.
21:23
29 мая
29 мая
Speculative scenario that retail confusion around an OpenAI IPO filing could drive flows into.
Speculative scenario that retail confusion around an OpenAI IPO filing could drive flows into C3.ai ($AI); no personal directional commitment from author.
Низ.
12:59
29 мая
29 мая
The author describes a hypothetical rotation from crypto to AI stocks without stating a current.
The author describes a hypothetical rotation from crypto to AI stocks without stating a current position or forward call.
Низ.
20:20
28 мая
28 мая
The tweet humorously suggests OpenAI or Anthropic should acquire the company with the $AI.
The tweet humorously suggests OpenAI or Anthropic should acquire the company with the $AI ticker for its branding value before its IPO, but does not express a personal position or trade idea.
Низ.
05:32
28 мая
28 мая
Author reflects on past trading cycles and plans to allocate majority time to AI stocks.
Author reflects on past trading cycles and plans to allocate majority time to AI stocks and crypto, viewing current corrections as buying opportunities with optimism.
Низ.
23:41
25 мая
25 мая
The author expresses a bullish outlook on AI crypto coins.
The author expresses a bullish outlook on AI crypto coins, suggesting they are poised for a rally within the broader crypto bullrun, specifically highlighting AI, Privacy, and Hyperliquid sectors.
22:05
25 мая
25 мая
Author suggests AI crypto coins may be undervalued currently.
Author suggests AI crypto coins may be undervalued currently, implying potential upside but with hedged language.
Низ.
Об аналитическом покрытии AI
Buzzberg отслеживает AI (C3.ai, Inc.) в 30 источниках. Бычьих сигналов: 18, медвежьих: 2, от 41 аналитиков. Сентимент преимущественно бычий (29%). Всего отслеживается 55 торговых идей. За последние 7 дней: бычьих: 3, наблюдение: 2. Последние спикеры: TheValueist, Wei Li, Aswath Damodaran.