// picks
10月27日
每隻股票最近一次呼叫,來自 YouTuber 或大行。
10月27日 提及
$43.58$43.58現價 10月27日新呼叫
Equal-Weight · main
Equal-Weight · main
10月27日 提及
$342.33$342.33現價 10月27日新呼叫
"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…
看影片10月27日 提及
$258.98$258.98現價 10月27日新呼叫
Overweight · main
10月27日 提及
$29.76$29.76現價 10月27日新呼叫
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…
看影片10月27日 提及
$96.06$96.06現價 10月27日新呼叫
"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…
看影片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…
看影片10月27日 提及
$926.62$926.62現價 10月27日新呼叫
"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…
看影片10月27日 提及
$62.87$62.87現價 10月27日新呼叫
"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."
看影片10月27日 提及
$217.94$217.94現價 10月27日新呼叫
"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…
看影片10月27日 提及
$16.40$16.40現價 10月27日新呼叫
"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…
看影片10月27日 提及
$141.44$141.44現價 10月27日新呼叫
Buy · main
10月27日 提及
$66.15$66.15現價 10月27日新呼叫
"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…
看影片10月27日 提及
$410.39$410.39現價 10月27日新呼叫
Overweight · main
10月27日 提及
$355.05$355.05現價 10月27日新呼叫
Equal-Weight · main
10月27日 提及
$2.72$2.72現價 10月27日新呼叫
"Mike's due diligence on Grabb has been exceptional. Has really allowed me to keep my conviction in the stock as well."
看影片10月27日 提及
$58.31$58.31現價 10月27日新呼叫
"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…
看影片10月27日 提及
$407.46$407.46現價 10月27日新呼叫
"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…
看影片10月26日 提及
$316.32$314.40現價 10月27日-0.61%
Overweight · main
Equal-Weight · main
10月26日 提及
$343.91$347.10現價 10月27日+0.93%
10月26日 提及
$249.09$253.10現價 10月27日+1.61%
Buy · main
10月26日 提及
$159.60$161.09現價 10月27日+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…
看影片10月26日 提及
$630.56$620.19現價 10月27日-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…
看影片10月26日 提及
$140.61$141.82現價 10月27日+0.86%
Overweight · main
10月26日 提及
$329.59$329.88現價 10月27日+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…
看影片10月26日 提及
$32.69$35.09現價 10月27日+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…
看影片10月26日 提及
$541.62$557.98現價 10月27日+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…
看影片10月26日 提及
$765.37$769.66現價 10月27日+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…
看影片10月26日 提及
$33.70$33.35現價 10月27日-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…
看影片10月26日 提及
$203.78$219.29現價 10月27日+7.61%
Equal-Weight · main
10月26日 提及
$688.51$710.36現價 10月27日+3.17%
Neutral · main
10月26日 提及
$159.92$159.23現價 10月27日-0.43%
Equal-Weight · main
10月26日 提及
$138.45$136.46現價 10月27日-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…
看影片10月26日 提及
$18.09$17.86現價 10月27日-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…
看影片10月23日 提及
$221.15$217.46現價 10月27日-1.67%
Overweight · main
Buy · main
10月23日 提及
$292.87$297.74現價 10月27日+1.66%
Buy · main
Neutral · main
10月23日 提及
$116.74$116.70現價 10月27日-0.03%
Neutral · main
Neutral · main
10月23日 提及
$249.37$236.94現價 10月27日-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…
看影片10月23日 提及
$188.97$183.83現價 10月27日-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…
看影片10月23日 提及
$39.79$41.96現價 10月27日+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…
看影片Warns '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.
看影片10月23日 提及
$85.97$87.87現價 10月27日+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…
看影片10月23日 提及
$257.57$266.18現價 10月27日+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…
看影片