AI C3.ai, Inc. Loading... : Bullish and Bearish Analyst Opinions
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23:00
Aug 21
Aug 21
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.
MED
17:20
Aug 21
Aug 21
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
Aug 20
Aug 20
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
Aug 20
Aug 20
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.
HIGH
18:53
Aug 20
Aug 20
RH chain exposure drives long AI position
Author discloses a long position, citing RH chain exposure and the strong appeal of its ticker symbol.
MED
10:50
Aug 20
Aug 20
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.
LOW
00:50
Aug 18
Aug 18
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.
LOW
10:02
Aug 17
Aug 17
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.
HIGH
01:56
Aug 17
Aug 17
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.
LOW
16:28
Aug 14
Aug 14
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.
MED
13:19
Aug 14
Aug 14
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.
MED
15:22
Aug 12
Aug 12
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.
HIGH
14:23
Aug 12
Aug 12
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.
LOW
22:00
Aug 11
Aug 11
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.
MED
02:58
Aug 10
Aug 10
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.
LOW
07:00
Aug 07
Aug 07
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.
MED
18:43
Aug 04
Aug 04
Watch critical materials suppliers gaining power
Watch as beneficiaries of a shift in bargaining power toward critical materials and infrastructure suppliers.
MED
10:47
Aug 04
Aug 04
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.
HIGH
20:40
Aug 03
Aug 03
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.
HIGH
20:00
Aug 03
Aug 03
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.
MED
22:44
Jul 31
Jul 31
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.
MED
04:38
Jul 24
Jul 24
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.
MED
04:50
Jul 23
Jul 23
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.
LOW
11:57
Jul 21
Jul 21
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.
MED
14:13
Jul 12
Jul 12
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.
LOW
11:02
Jul 09
Jul 09
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.
MED
18:25
Jul 06
Jul 06
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.
LOW
18:23
Jul 06
Jul 06
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.
LOW
23:21
Jul 02
Jul 02
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.
MED
21:36
Jul 02
Jul 02
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.
About AI Analyst Coverage
Buzzberg tracks AI (C3.ai, Inc.) across 36 sources. 26 bullish vs 2 bearish calls from 52 analysts. Sentiment: predominantly bullish (34%). 71 total trade ideas tracked. Past 7 days: 3 bullish, 6 watch. Latest voices: Torsten Slok, __con_, Rick Rieder.