// picks
Oct 27
The latest call on each name, from a YouTuber or a bank desk.
Mentioned Oct 27
$43.58$43.58Now Oct 27New call
Equal-Weight · main
Equal-Weight · main
Mentioned Oct 27
$342.33$342.33Now Oct 27New call
"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 do…
WatchMentioned Oct 27
$258.98$258.98Now Oct 27New call
Overweight · main
Mentioned Oct 27
$29.76$29.76Now Oct 27New call
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. T…
WatchMentioned Oct 27
$96.06$96.06Now Oct 27New call
"I think Robin Hood will be fine... as long as Robinet stays intact, that's good." Also: "retail investor options trading has surged to 61% of total volume... this is bullish for…
WatchTanner: "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…
WatchMentioned Oct 27
$926.62$926.62Now Oct 27New call
"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…
WatchMentioned Oct 27
$62.87$62.87Now Oct 27New call
"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."
WatchMentioned Oct 27
$217.94$217.94Now Oct 27New call
"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…
WatchMentioned Oct 27
$16.40$16.40Now Oct 27New call
"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…
WatchMentioned Oct 27
$141.44$141.44Now Oct 27New call
Buy · main
Mentioned Oct 27
$66.15$66.15Now Oct 27New call
"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 expo…
WatchMentioned Oct 27
$410.39$410.39Now Oct 27New call
Overweight · main
Mentioned Oct 27
$355.05$355.05Now Oct 27New call
Equal-Weight · main
Mentioned Oct 27
$2.72$2.72Now Oct 27New call
"Mike's due diligence on Grabb has been exceptional. Has really allowed me to keep my conviction in the stock as well."
WatchMentioned Oct 27
$58.31$58.31Now Oct 27New call
"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…
WatchMentioned Oct 27
$407.46$407.46Now Oct 27New call
"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 o…
WatchMentioned Oct 26
$316.32$314.40Now Oct 27-0.61%
Overweight · main
Equal-Weight · main
Mentioned Oct 26
$343.91$347.10Now Oct 27+0.93%
Mentioned Oct 26
$249.09$253.10Now Oct 27+1.61%
Buy · main
Mentioned Oct 26
$159.60$161.09Now Oct 27+0.93%
"The reason why I choose coin on Friday is definitely a little bit extended from the nine... if I short coin from 22nd, I will never get stopped out." He holds the short but notes…
WatchMentioned Oct 26
$630.56$620.19Now Oct 27-1.64%
"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 th…
WatchMentioned Oct 26
$140.61$141.82Now Oct 27+0.86%
Overweight · main
Mentioned Oct 26
$329.59$329.88Now Oct 27+0.09%
"I'd like to know what your thoughts on entering NET today. So the 9 50 EMA and the anchor VWAP from the earnings. Yeah, I think it's a it's a good entry if you're focusing on the…
WatchMentioned Oct 26
$32.69$35.09Now Oct 27+7.34%
"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 pro…
WatchMentioned Oct 26
$541.62$557.98Now Oct 27+3.02%
"I think today is a pretty good day to short the memory names and as they have a really high correlation I believe SMH could have... may have a higher downside than MU but I would…
WatchMentioned Oct 26
$765.37$769.66Now Oct 27+0.56%
Conditional short setup: looking for the pullback reaction into the 9 EMA on SPY — "Spy into the into the 9 and 21. Like when they're all aligned, I think uh also heavily shifted…
WatchMentioned Oct 26
$33.70$33.35Now Oct 27-1.04%
"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 c…
WatchMentioned Oct 26
$203.78$219.29Now Oct 27+7.61%
Equal-Weight · main
Mentioned Oct 26
$688.51$710.36Now Oct 27+3.17%
Neutral · main
Mentioned Oct 26
$159.92$159.23Now Oct 27-0.43%
Equal-Weight · main
Mentioned Oct 26
$138.45$136.46Now Oct 27-1.44%
"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 th…
WatchMentioned Oct 26
$18.09$17.86Now Oct 27-1.27%
"My plan was to wait for the close above the hourly 21 if I think I will close my UVXY if the Qs like close above the hourly 21... But if they're not, then I will keep holding all…
WatchMentioned Oct 23
$221.15$217.46Now Oct 27-1.67%
Overweight · main
Buy · main
Mentioned Oct 23
$292.87$297.74Now Oct 27+1.66%
Buy · main
Neutral · main
Mentioned Oct 23
$116.74$116.70Now Oct 27-0.03%
Neutral · main
Neutral · main
Mentioned Oct 23
$249.37$236.94Now Oct 27-4.98%
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 impl…
WatchMentioned Oct 23
$188.97$183.83Now Oct 27-2.72%
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…
WatchMentioned Oct 23
$39.79$41.96Now Oct 27+5.45%
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…
WatchWarns 'I think that's a real risk for ASTS' from SpaceX/Starlink mobile headlines, and notes it trades at 125 times sales and must 'put up some real big boy numbers' to compete.
WatchMentioned Oct 23
$85.97$87.87Now Oct 27+2.21%
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 g…
WatchMentioned Oct 23
$257.57$266.18Now Oct 27+3.34%
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 hea…
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