Amit Kukreja
Published stock leaderboard snapshot
Amit Kukreja: -367.33% · 35.6% win rate · 90 priced lots.
Sum of individual paper-trade lot percentage returns; not portfolio ROI.
2026-01-01 — 2026-10-28
Snapshot saved:
The snapshot covers stocks. The detailed records below include all saved asset types, including ETFs, and can therefore differ. HOLD calls may appear without a paper trade.
Complete channel records
All saved asset types, including stocks and ETFs. These records use the channel's full paper-trading book.
Amit Kukreja has recalculated year-to-date metrics from stored prices. The sum of paper-trade lot returns is -380.50%, the win rate is 36.5%, and the average lot return is -3.96%, across 84 names. The sum is not an investable portfolio return.
38
Buy
30
Add
11
Hold
1
Neutral
0
Trim
5
Sell & short
0
Expired
6
Changed this month
Sum of lot returns
-380.50%
Sum of each paper lot's % P&L — not a dollar-weighted account
Realized Return
-41.57%
Sum of closed lot %
Unrealized Return
-338.92%
Sum of open lot %
Win Rate
36.5%
Profitable trades
Open Positions
83
Currently active
Closed Positions
13
Completed trades
Total Assets
85
Unique assets traded
What they think now
One current call per name, checked against this channel's earlier videos.
Last said2026-10-27
"I think Uber's undervalued, and I continue to believe Uber's undervalued" — argues Uber is a platform connecting to multiple AVs plus freight and eats, so the Tesla robotaxi exponential chart is not necessarily bearish for ride-hailing.
2026-10-06
-4.2%
TSLA
Tesla, Inc.
"Bought this at 351 two weeks ago. Posted that on X in my retirement account. Not a ton of Tesla, but I did feel around that 350 range this was going to get a breakout." Bullish on the viral robotaxi miles chart, Barclays upgrade and possible SpaceX merger at $500/share.
Last said2026-10-27
"Bought this at 351 two weeks ago. Posted that on X in my retirement account. Not a ton of Tesla, but I did feel around that 350 range this was going to get a breakout." Bullish on the viral robotaxi miles chart, Barclays upgrade and possible SpaceX merger at $500/share.
2026-10-27
-5.4%
SOFI
SoFi Technologies, Inc.
"They absolutely smashed the quarter... Revenue up 44% year-over-year. Adjusted EPS up 64% year-over-year." "I think we can hold on to some of this momentum on SoFi." "At its core, I don't think this is something that should be sold off" — notes the 2027 guide of $6.4B (>$400M above Street) and that they are likely sandbagging toward $6.7B.
Last said2026-10-27
"They absolutely smashed the quarter... Revenue up 44% year-over-year. Adjusted EPS up 64% year-over-year." "I think we can hold on to some of this momentum on SoFi." "At its core, I don't think this is something that should be sold off" — notes the 2027 guide of $6.4B (>$400M above Street) and that they are likely sandbagging toward $6.7B.
2026-10-23
+12.2%
RKLB
Rocket Lab Corporation
"Part of the reason I'm in Rocket Lab is because of Matt Money... it was an entire community that came together to analyze that company." Keeps the existing position as RKLB runs ~6-8% on the day.
Last said2026-10-27
"Part of the reason I'm in Rocket Lab is because of Matt Money... it was an entire community that came together to analyze that company." Keeps the existing position as RKLB runs ~6-8% on the day.
2026-10-06
-22.3%
NVDA
NVIDIA Corporation
"Everyone's doing everything they can humanly do to buy these Nvidia chips... there's at least another two, three years, if not five, that is going to point to Nvidia having a lot more revenue." Also flagged Nvidia investing $3B into Meta's offering to keep chip demand flowing.
Last said2026-10-27
"Everyone's doing everything they can humanly do to buy these Nvidia chips... there's at least another two, three years, if not five, that is going to point to Nvidia having a lot more revenue." Also flagged Nvidia investing $3B into Meta's offering to keep chip demand flowing.
2026-10-15
+0.0%
Last said2026-10-27
"Netflix 52-week lows right here. 55. I'm a buyer. 55. I dibble a little bit into Netflix. I want to get it below 60. I don't know if it gets there."
2026-10-27
0.0%
MU
Micron Technology, Inc.
"If you're a memory bull, you can't wake up to a better headline" (Chinese hyperscalers seeking memory LTAs through 2035). "That does not mean that the stock should be trading at two three times earnings given the level of growth... Micron should continue to be green." Also cited buying the 350 dip after March earnings as a great trade.
Last said2026-10-27
"If you're a memory bull, you can't wake up to a better headline" (Chinese hyperscalers seeking memory LTAs through 2035). "That does not mean that the stock should be trading at two three times earnings given the level of growth... Micron should continue to be green." Also cited buying the 350 dip after March earnings as a great trade.
2026-10-05
-12.9%
HOOD
Robinhood Markets, Inc.
Tanner: "It's my largest position. It's for me it's a hold... I don't think that people are going to be mad in 5 to 10 years with where Robin Hood is at." Amit: the quarter was an "okay quarter... not a thesis breaking quarter," but "it's tough to add here with crypto in this spot" — existing holders should keep holding for the long-term compounding/Trump-account thesis rather than trade the print.
Last said2026-10-27
Tanner: "It's my largest position. It's for me it's a hold... I don't think that people are going to be mad in 5 to 10 years with where Robin Hood is at." Amit: the quarter was an "okay quarter... not a thesis breaking quarter," but "it's tough to add here with crypto in this spot" — existing holders should keep holding for the long-term compounding/Trump-account thesis rather than trade the print.
2026-10-06
-14.2%
GRAB
Grab Holdings Limited
"Mike's due diligence on Grabb has been exceptional. Has really allowed me to keep my conviction in the stock as well."
Last said2026-10-27
"Mike's due diligence on Grabb has been exceptional. Has really allowed me to keep my conviction in the stock as well."
2026-10-27
0.0%
ENPH
Enphase Energy, Inc.
Tanner: "I don't have a position... that's one that I think the market might be sleeping on right now, especially with the Democrats getting control of the House and the Senate. They're more favorable to green energy. We need energy with AI... when the valuation is smashed to bits and there's very low expectations, like that's a very low hurdle to clear. So, I have my eye on that one, too." (Watching it, not yet bought.)
Last said2026-10-27
Tanner: "I don't have a position... that's one that I think the market might be sleeping on right now, especially with the Democrats getting control of the House and the Senate. They're more favorable to green energy. We need energy with AI... when the valuation is smashed to bits and there's very low expectations, like that's a very low hurdle to clear. So, I have my eye on that one, too." (Watching it, not yet bought.)
2026-10-27
0.0%
AVGO
AVGO
"I continue to believe that Broadcom is one of the more undervalued semiconductor AI companies... two price targets on the street that are continuing to say that the stock is a double from here. Honestly, I agree with them. Minimum this thing should be closer to $450."
Last said2026-10-27
"I continue to believe that Broadcom is one of the more undervalued semiconductor AI companies... two price targets on the street that are continuing to say that the stock is a double from here. Honestly, I agree with them. Minimum this thing should be closer to $450."
2026-10-05
-5.6%
ZETA
Zeta Global Holdings Corp.
"I think Zeta is going to crush earnings. I really do. I think this stock should be headed towards the 40s given the upgrades and if they put up some really decent guidance." He cautions it could also consolidate into the low 30s after a big run this year.
Last said2026-10-26
"I think Zeta is going to crush earnings. I really do. I think this stock should be headed towards the 40s given the upgrades and if they put up some really decent guidance." He cautions it could also consolidate into the low 30s after a big run this year.
2026-10-05
+1.4%
SMCI
Super Micro Computer, Inc.
"I think SMCI is undervalued, especially if Dell gets the multiple that Dell trades at, and it doesn't look like the server rack business is slowing down anytime soon. But the problem is it's in the same bucket with all the other AI infrastructure stocks" and the guidance catalyst is already out.
Last said2026-10-26
"I think SMCI is undervalued, especially if Dell gets the multiple that Dell trades at, and it doesn't look like the server rack business is slowing down anytime soon. But the problem is it's in the same bucket with all the other AI infrastructure stocks" and the guidance catalyst is already out.
2026-10-15
0.0%
RDDT
Reddit, Inc.
"Are you in Reddit? Yes, I am in Reddit. I think it's deeply undervalued, but I think the market really hates the narrative on the stock" — held despite near-term pressure from the unresolved Anthropic lawsuit and ad-spend sentiment.
Last said2026-10-26
"Are you in Reddit? Yes, I am in Reddit. I think it's deeply undervalued, but I think the market really hates the narrative on the stock" — held despite near-term pressure from the unresolved Anthropic lawsuit and ad-spend sentiment.
2026-10-06
-8.4%
META
Meta Platforms, Inc.
"I think it's relatively cheap for Meta compared to the earnings they just put up. But if Zux has to dilute at 630, 620, 615, the stock's going under 600 and it's going to stay there for a bit." He also notes five years out he sees it as "a thousand dollar stock" despite the $95B equity raise dilution.
Last said2026-10-26
"I think it's relatively cheap for Meta compared to the earnings they just put up. But if Zux has to dilute at 630, 620, 615, the stock's going under 600 and it's going to stay there for a bit." He also notes five years out he sees it as "a thousand dollar stock" despite the $95B equity raise dilution.
2026-10-22
-3.5%
VZ
VZ
Carriers 'are probably like the safety trades at this point... if we see the market bleeding, you can see like the Verizons, the AT&Ts, and T-Mobile's of the world actually rising'; if interest rates fall 'all of them catch a bid' and 'they also pay a dividend, which means that dividend becomes juicier.' Also an equity investor in ASTS.
Last said2026-10-23
Carriers 'are probably like the safety trades at this point... if we see the market bleeding, you can see like the Verizons, the AT&Ts, and T-Mobile's of the world actually rising'; if interest rates fall 'all of them catch a bid' and 'they also pay a dividend, which means that dividend becomes juicier.' Also an equity investor in ASTS.
2026-10-09
+4.7%
VST
Vistra Corp.
In discussing buying energy dips, says 'you can say that for a Vistra'—company likely still around in 5 years with supply-demand imbalance/energy bottleneck tailwind.
Last said2026-10-23
In discussing buying energy dips, says 'you can say that for a Vistra'—company likely still around in 5 years with supply-demand imbalance/energy bottleneck tailwind.
2026-10-05
+1.2%
VEEV
Veeva Systems Inc.
Cited as an example of the SaaS opportunity: 'Look at Veeva Systems... a CRM specifically for healthcare' - SaaS names trading at significant discounts with free cash flow still strong and rapid buybacks because 'they're not building out all of this AI infrastructure.'
Last said2026-10-23
Cited as an example of the SaaS opportunity: 'Look at Veeva Systems... a CRM specifically for healthcare' - SaaS names trading at significant discounts with free cash flow still strong and rapid buybacks because 'they're not building out all of this AI infrastructure.'
2026-10-23
-3.3%
Last said2026-10-23
Grouped with Verizon/AT&T as defensive safety trades that could rise if the market corrects, though 'the market is not going to give them a higher multiple' due to the SpaceX narrative headwind.
2026-10-23
+0.8%
Last said2026-10-23
Named among carriers that 'are probably like the safety trades at this point' - they 'still do well financially,' catch a bid if rates fall, have juicy dividends, and hold an equity stake in ASTS.
2026-10-23
+0.9%
SBAC
SBA Communications Corporation
Named alongside Crown Castle and American Tower as a beneficiary of SpaceX becoming another rental customer on existing towers, adding high-margin revenue growth.
Last said2026-10-23
Named alongside Crown Castle and American Tower as a beneficiary of SpaceX becoming another rental customer on existing towers, adding high-margin revenue growth.
2026-10-23
-0.3%
ONDS
Ondas Inc.
Likes the Palantir partnership, thinks it can do a few billion in revenue in a couple years, and 'I think Ondas will be fine. They should be okay.'
Last said2026-10-23
Likes the Palantir partnership, thinks it can do a few billion in revenue in a couple years, and 'I think Ondas will be fine. They should be okay.'
2026-10-12
-0.3%
Last said2026-10-23
'Intuit is still deep value right now... they've got a crap ton of cash flow. They're still buying back shares right and left' - the narrative that AI kills SaaS/software incumbents is dissipating.
2026-10-06
+13.9%
IGV
iShares Expanded Tech-Software Sector ETF
'I think the good alpha right now I think still is in the SaaS names that have been oversold... if you look at the IGV, IGV's actually outperformed the S&P 500 this year' - the 'AI kills SaaS' narrative is dissipating.
Last said2026-10-23
'I think the good alpha right now I think still is in the SaaS names that have been oversold... if you look at the IGV, IGV's actually outperformed the S&P 500 this year' - the 'AI kills SaaS' narrative is dissipating.
2026-10-23
+1.1%
FIX
Comfort Systems USA, Inc.
Says the stock 'would just go a lot higher if sentiment changes' given its growth and 26x multiple, despite the weak near-term earnings reaction.
Last said2026-10-23
Says the stock 'would just go a lot higher if sentiment changes' given its growth and 26x multiple, despite the weak near-term earnings reaction.
2026-10-23
+11.0%
CRWV
CoreWeave, Inc.
'I do think that the equity holders are probably going to be... left holding the bag unless the debt clears up eventually.' They 'signed too many uneconomical deals early on, and the ghost of that is going to haunt them'; converts invite short sellers and create a maturity wall/dilution risk. (Bond side more attractive than the equity.)
Last said2026-10-23
'I do think that the equity holders are probably going to be... left holding the bag unless the debt clears up eventually.' They 'signed too many uneconomical deals early on, and the ghost of that is going to haunt them'; converts invite short sellers and create a maturity wall/dilution risk. (Bond side more attractive than the equity.)
2026-10-23
+9.8%
CRWD
CrowdStrike Holdings, Inc.
Guest's cybersecurity thesis: AI has created 'a massive accelerant in hacking tools,' and 'every single industry, especially if you're in a regulated industry like banking and healthcare, this has become a priority now' - companies must spend to not get hacked, which is why cybersecurity names 'have done really well this year' and should keep benefiting.
Last said2026-10-23
Guest's cybersecurity thesis: AI has created 'a massive accelerant in hacking tools,' and 'every single industry, especially if you're in a regulated industry like banking and healthcare, this has become a priority now' - companies must spend to not get hacked, which is why cybersecurity names 'have done really well this year' and should keep benefiting.
2026-10-23
+3.3%
Last said2026-10-23
Same energy-bottleneck thesis: 'you can say that for... a CEG'; willing to own energy names on drawdowns if assigned.
2026-10-06
-13.8%
CCI
Crown Castle Inc.
SpaceX as a new tower tenant: 'these guys... actually have a pretty strong moat and no one wants to have like new towers built around them... if SpaceX is now saying hey, we are going to become another rental customer these tower companies are going to do well... some of them are trading at still pretty good discounts.'
Last said2026-10-23
SpaceX as a new tower tenant: 'these guys... actually have a pretty strong moat and no one wants to have like new towers built around them... if SpaceX is now saying hey, we are going to become another rental customer these tower companies are going to do well... some of them are trading at still pretty good discounts.'
2026-10-23
+2.2%
Last said2026-10-23
Calls it 'a lot more compelling of a dip right here because energy is going to be needed no matter what' and says he doesn't hate selling 150 puts/willing to take shares in a 50% drawdown.
2026-10-06
-25.9%
ASTS
AST SpaceMobile, Inc.
Rejecting the bear case: 'No. Why would they be cooked?' If SpaceX proves out direct-to-cell, 'that just means that ASTS what they're doing is not fundamentally a broken business model... Elon proving out that this concept could work could actually end up benefiting ASTS' (with the caveat 'there's no guarantee').
Last said2026-10-23
Rejecting the bear case: 'No. Why would they be cooked?' If SpaceX proves out direct-to-cell, 'that just means that ASTS what they're doing is not fundamentally a broken business model... Elon proving out that this concept could work could actually end up benefiting ASTS' (with the caveat 'there's no guarantee').
2026-10-23
-5.5%
Last said2026-10-23
Same tower thesis: an additional major tenant (SpaceX direct-to-cell equipment) turns a 2-3 tenant tower into a 4-tenant tower - 'you get this high margin revenue stream' and the stocks still trade at discounts.
2026-10-23
-2.7%
Last said2026-10-23
Consulting firms were wrongly sold off on the 'bots will take over' narrative: 'they just came right back when the market realized actually they're important when it comes to implementing AI' - up ~40% in 6 months.
2026-10-23
-5.0%
Last said2026-10-22
Host endorsed buying the dip across each layer of the AI stack: "maybe I just buy a little Lumentum, Micron, uh, TSMC and you kind of get a little bit of each layer of the stack... to buy this dip."
2026-10-05
-10.1%
Last said2026-10-22
Tanner: "I'm looking at Oracle 2$123... that's starting to get extremely cheap," though he flagged "they do have a little bit of that debt concern."
2026-10-09
-7.7%
NBIS
Nebius Group N.V.
Tanner: "the only thing that I've been buying with like real money is Nebius during this dip" — because "they don't have that debt situation. They are raising capital, but they have the backlog to prove it." He also said Nebius could be up 30% in a few days if sentiment changes.
Last said2026-10-22
Tanner: "the only thing that I've been buying with like real money is Nebius during this dip" — because "they don't have that debt situation. They are raising capital, but they have the backlog to prove it." He also said Nebius could be up 30% in a few days if sentiment changes.
2026-10-14
-9.4%
LRCX
LRCX
Jose after the post-earnings drop: 'Prime numbers though don't look anything scary... if I was a Lam Research shareholder, I wouldn't be worried just yet' — cites TSMC commentary that capex is expected to continue to increase; only flag is soft service/maintenance revenue.
Last said2026-10-21
Jose after the post-earnings drop: 'Prime numbers though don't look anything scary... if I was a Lam Research shareholder, I wouldn't be worried just yet' — cites TSMC commentary that capex is expected to continue to increase; only flag is soft service/maintenance revenue.
2026-10-21
-8.4%
SPCX
Space Exploration Technologies Corp.
Post-Q3 reaction: "Elon's saying a lot of bullish stuff and the market's pumping after hours. It looks like this guy might have saved the AI trade." Co-host: "if SpaceX is the gold standard... It's worth a deeper look and to see what that means for the valuation." They highlight Elon's claim of a six-month payback period on compute and ~13-20GW of capacity, and argue it would be "completely undervalued" if Grok becomes a top-two frontier model.
Last said2026-10-20
Post-Q3 reaction: "Elon's saying a lot of bullish stuff and the market's pumping after hours. It looks like this guy might have saved the AI trade." Co-host: "if SpaceX is the gold standard... It's worth a deeper look and to see what that means for the valuation." They highlight Elon's claim of a six-month payback period on compute and ~13-20GW of capacity, and argue it would be "completely undervalued" if Grok becomes a top-two frontier model.
2026-10-09
-8.0%
AMZN
AMZN
Bullish into earnings and rebuts the Business Insider 'idle GPUs' bear article: "I think Amazon's going to have a great earnings." He cites AWS revenue growth of 37% and a $496 billion backlog as evidence demand exceeds supply, framing the idle-GPU story as an energy/supply constraint rather than a demand problem. Also notes the $18B Germany data-center investment.
Last said2026-10-20
Bullish into earnings and rebuts the Business Insider 'idle GPUs' bear article: "I think Amazon's going to have a great earnings." He cites AWS revenue growth of 37% and a $496 billion backlog as evidence demand exceeds supply, framing the idle-GPU story as an energy/supply constraint rather than a demand problem. Also notes the $18B Germany data-center investment.
2026-10-05
+0.7%
Last said2026-10-20
Grouped with the AI infrastructure winners on the back of Elon's demand commentary: "Nebius, CoreWeave, Broadcom, AMD, Intel, whatever. They're all going to have insane quarters."
2026-10-06
-14.3%
Last said2026-10-20
On local AI agents moving to devices: "I think that local agents will be a thing if they can get it down to smartphones and like Apple I think is going to be really big in that space."
2026-10-13
+0.6%
Last said2026-10-19
Sam: 'I am not buying Chevron, Exxon Mobil... they are highly reliant on the price of oil to stay up there'; he is bearish on oil.
2026-10-19
-0.9%
RIVN
Rivian Automotive, Inc.
Sam: 'So bullish... I'm still bullish... this has been the greatest car I've ever had.'
Last said2026-10-19
Sam: 'So bullish... I'm still bullish... this has been the greatest car I've ever had.'
2026-10-13
-11.6%
Last said2026-10-19
Sam: 'Bullish longterm... signing a lot of contracts with Google... exposure to networking optics as well as custom silicon for TPUs.'
2026-10-06
-15.1%
KTOS
Kratos Defense & Security Solutions, Inc.
"A lot of the drone stocks AVAV, Kratos, Ondas, all of them that have been hit over the past couple weeks ultimately is a buying opportunity given how aggressively they've been destroyed."
Last said2026-10-19
"A lot of the drone stocks AVAV, Kratos, Ondas, all of them that have been hit over the past couple weeks ultimately is a buying opportunity given how aggressively they've been destroyed."
2026-10-19
+5.5%
Last said2026-10-19
Sam: 'This has to go back to $400... very relevant... probably going to be the second largest hyperscaler... growing at 82%.'
2026-10-06
-7.8%
Last said2026-10-19
Sam: 'I am not buying Chevron, Exxon Mobil... they are highly reliant on the price of oil to stay up there'; he is bearish on oil.
2026-10-19
-1.9%
CRDO
Credo Technology Group Holding Ltd
Sam: 'My photonics play would be Credo.'
Last said2026-10-19
Sam: 'My photonics play would be Credo.'
2026-10-13
-15.6%
CBRS
Cerebras Systems Inc.
Sam: 'I'm still bullish Cerebras... Long-term portfolio, I still have position.'
Last said2026-10-19
Sam: 'I'm still bullish Cerebras... Long-term portfolio, I still have position.'
2026-10-19
+16.1%
AVAV
AeroVironment, Inc.
"A lot of the drone stocks AVAV, Kratos, Ondas, all of them that have been hit over the past couple weeks ultimately is a buying opportunity given how aggressively they've been destroyed" on earnings/EBITDA growth and TAM.
Last said2026-10-19
"A lot of the drone stocks AVAV, Kratos, Ondas, all of them that have been hit over the past couple weeks ultimately is a buying opportunity given how aggressively they've been destroyed" on earnings/EBITDA growth and TAM.
2026-10-19
+7.5%
Z
Zillow Group, Inc.
"I actually really like the fundamentals. The only thing I hate is their stock-based comp... Zillow's growing revenue 18% year-over-year in a bad housing market. So, I think Zillow's fundamentals are actually strong, but you need market rates to come down for the tailwind to meaningfully apply."
Last said2026-10-15
"I actually really like the fundamentals. The only thing I hate is their stock-based comp... Zillow's growing revenue 18% year-over-year in a bad housing market. So, I think Zillow's fundamentals are actually strong, but you need market rates to come down for the tailwind to meaningfully apply."
2026-10-15
+1.9%
Last said2026-10-15
TSMC and ASML are bellwethers for the AI trades? If so, I think it's a buying opportunity. Both companies had incredible earnings.
2026-10-15
-1.3%
Last said2026-10-14
"The companies that I will be looking to trim over the next like year and a half is going to be Shopify and Nvidia" - concentration risk management, not a bearish call on the business.
2026-10-14
0.0%
Last said2026-10-14
I'm happy with Palantir... if it can hold 200 over the coming weeks, then I think that is good for normalizing that level on the stock.
2026-10-07
+3.0%
Last said2026-10-14
"The names that I'm really excited about are the big tech names. So Amazon, Google, Microsoft, Meta" - these are the most flexible, resilient companies with high operating cash flow in the AI buildout; plans to buy MAG7 with trim proceeds.
2026-10-06
+0.4%
SPY
State Street SPDR S&P 500 ETF Trust
Jason said if there is a dip tomorrow it should be a buy and that the dip is buyable near-term.
Last said2026-10-13
Jason said if there is a dip tomorrow it should be a buy and that the dip is buyable near-term.
2026-10-13
-1.1%
Last said2026-10-13
Jason said ServiceNow is fine but a little topping and is a hold; he would rather own CRM, but ServiceNow is okay over 127.
2026-10-13
—
Last said2026-10-13
Jason called Intel constructive after buyers stepped in, saying it looks like a bounce spot and over 103.19 could target the 110s.
2026-10-05
-19.7%
Last said2026-10-13
Jason said you could go long IBM and he would bless that, even though he personally was not going to do it.
2026-10-13
+8.1%
HPE
Hewlett Packard Enterprise Company
Jason said HPE is probably where you want to look, with a big consolidation and a pullback-and-hold setup that should look better.
Last said2026-10-13
Jason said HPE is probably where you want to look, with a big consolidation and a pullback-and-hold setup that should look better.
2026-10-13
-11.6%
HIMS
Hims & Hers Health, Inc.
Jason said he likes Hims, it is constructive and holding 27.50; a pullback would likely be viable near term, though it is very volatile.
Last said2026-10-13
Jason said he likes Hims, it is constructive and holding 27.50; a pullback would likely be viable near term, though it is very volatile.
2026-10-13
-6.6%
GDX
VanEck Gold Miners ETF
Jason said he has a short on GDX because gold is at highs and oil costs are high, so he cannot be super bullish gold miners.
Last said2026-10-13
Jason said he has a short on GDX because gold is at highs and oil costs are high, so he cannot be super bullish gold miners.
2026-10-13
+4.6%
FSLY
Fastly, Inc.
Jason said he owns a decent chunk of Fastly, likes it long term with a target around 45, but would not chase it and thinks patience is needed.
Last said2026-10-13
Jason said he owns a decent chunk of Fastly, likes it long term with a target around 45, but would not chase it and thinks patience is needed.
2026-10-13
+1.0%
DIA
State Street SPDR Dow Jones Industrial Average ETF Trust
Jason said he likes the diamonds better and would decidedly be buying a breakout and retest long-term; he sees the Dow as the better trade location.
Last said2026-10-13
Jason said he likes the diamonds better and would decidedly be buying a breakout and retest long-term; he sees the Dow as the better trade location.
2026-10-13
+1.4%
BTC-USD
Bitcoin USD
Jason said if you like the crypto trade, Bitcoin is a buy as long as it holds around 78,900; he sees a possible move to 103K and would buy 69K if it breaks down.
Last said2026-10-13
Jason said if you like the crypto trade, Bitcoin is a buy as long as it holds around 78,900; he sees a possible move to 103K and would buy 69K if it breaks down.
2026-10-05
-5.8%
TTWO
Take-Two Interactive Software, Inc.
He said 'I feel like the trade should just be Take Two at the end of the day' and pointed to recurring in-game purchases and GTA mindshare.
Last said2026-10-09
He said 'I feel like the trade should just be Take Two at the end of the day' and pointed to recurring in-game purchases and GTA mindshare.
2026-10-09
-5.7%
QXO
QXO, Inc.
QXO also. I think QXO very misunderstood. I have been adding to it. I am ready to write it down to $8 a share. Does not matter because I make investments for 5 years, 10 years out.
Last said2026-10-09
QXO also. I think QXO very misunderstood. I have been adding to it. I am ready to write it down to $8 a share. Does not matter because I make investments for 5 years, 10 years out.
2026-10-09
-1.6%
IREN
IREN Limited
'I still have a position in this company [at] 43 bucks. I just really do not like management... I think they have enough gigawatt power capacity to be worth more than $15 billion if Nebius and CoreWeave are 60. And that's the reason I'm still in it.'
Last said2026-10-07
'I still have a position in this company [at] 43 bucks. I just really do not like management... I think they have enough gigawatt power capacity to be worth more than $15 billion if Nebius and CoreWeave are 60. And that's the reason I'm still in it.'
2026-10-07
-29.3%
AKAM
Akamai Technologies, Inc.
'Do you like Akamai? I don't hate it right here. Me and Jason were talking about it yesterday. Like if you believe in the story, this is the time to buy. They got a bunch of big deals over the past couple weeks. Obviously the Anthropic deal was the big one... you got to believe in the content delivery network thesis around AI agents.'
Last said2026-10-07
'Do you like Akamai? I don't hate it right here. Me and Jason were talking about it yesterday. Like if you believe in the story, this is the time to buy. They got a bunch of big deals over the past couple weeks. Obviously the Anthropic deal was the big one... you got to believe in the content delivery network thesis around AI agents.'
2026-10-07
-4.8%
WDC
Western Digital Corporation
Western Digital is consolidating at lows; great entries on a stupid headline, and I would rather WDC over Micron.
Last said2026-10-06
Western Digital is consolidating at lows; great entries on a stupid headline, and I would rather WDC over Micron.
2026-10-06
-7.3%
STX
Seagate Technology Holdings plc
Seagate has already made the move down; if it starts getting bought here, this is support and a great entry on the Toshiba headline.
Last said2026-10-06
Seagate has already made the move down; if it starts getting bought here, this is support and a great entry on the Toshiba headline.
2026-10-06
-17.1%
NOK
Nokia Oyj
He says Nokia is going to do well; AI/edge AI growth and 2027 potential could support a higher market cap.
Last said2026-10-06
He says Nokia is going to do well; AI/edge AI growth and 2027 potential could support a higher market cap.
2026-10-06
-19.0%
Last said2026-10-06
Goldman Sachs is 23% off highs into earnings; I think they're going to do just fine, attractive trade location.
2026-10-06
+1.6%
GFS
GLOBALFOUNDRIES Inc.
I like GlobalFoundries longer term; it is off the lows and ready to move over 60.
Last said2026-10-06
I like GlobalFoundries longer term; it is off the lows and ready to move over 60.
2026-10-06
-4.0%
Last said2026-10-06
Goldman and Alphabet, and even Caterpillar, are very attractive trade locations; pullbacks from here probably viable.
2026-10-06
-17.7%
ATEN
A10 Networks, Inc.
I built a position in A10 Networks and think this could be big; beautiful pullback and Microsoft chose them as a front end.
Last said2026-10-06
I built a position in A10 Networks and think this could be big; beautiful pullback and Microsoft chose them as a front end.
2026-10-06
-5.9%
APLD
Applied Digital Corporation
I do like the stock here; it is consolidating at the lows near support, and a dip near 20 that holds is what you're looking for.
Last said2026-10-06
I do like the stock here; it is consolidating at the lows near support, and a dip near 20 that holds is what you're looking for.
2026-10-06
-23.0%
ANET
Arista Networks, Inc.
Arista at 216 after hours is going for 215; all-time-high breakout incoming.
Last said2026-10-06
Arista at 216 after hours is going for 215; all-time-high breakout incoming.
2026-10-06
-13.2%
ALAB
Astera Labs, Inc.
Astera Labs is just ripping in the networking super cycle, with an all-time-high breakout incoming.
Last said2026-10-06
Astera Labs is just ripping in the networking super cycle, with an all-time-high breakout incoming.
2026-10-06
-26.4%
ETH-USD
Ethereum USD
Host says CFTC leadership and crypto market-structure rules 'should be bullish for Bitcoin, Ethereum, and the rest of them.'
Last said2026-10-05
Host says CFTC leadership and crypto market-structure rules 'should be bullish for Bitcoin, Ethereum, and the rest of them.'
2026-10-05
-13.4%
Showing 85 of 85 names · HOLD and neutral stay on this blotter even when they create no paper trade · Sorted by Last said ↓