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// picks

今日美股推薦與分析師評級紀錄

10月27日

每隻股票最近一次呼叫,來自 YouTuber 或大行。

  • 01VZ

    10月27日 提及

    $43.58→$43.58現價 10月27日新呼叫

    2 個頻道
    • Morgan Stanley大行

      Equal-Weight · main

    • Barclays大行

      Equal-Weight · main

    持有
  • 02AVGO

    10月27日 提及

    $342.33→$342.33現價 10月27日新呼叫

    • Amit KukrejaYouTuber

      "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
    買入
  • 03CEGConstellation Energy Corporation

    10月27日 提及

    $258.98→$258.98現價 10月27日新呼叫

    • Barclays大行

      Overweight · main

    買入
  • 04ENPHEnphase Energy, Inc.

    10月27日 提及

    $29.76→$29.76現價 10月27日新呼叫

    • Amit KukrejaYouTuber

      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
    買入
  • 05HOODRobinhood Markets, Inc.

    10月27日 提及

    $96.06→$96.06現價 10月27日新呼叫

    2 個頻道
    • Amit KukrejaYouTuber

      "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
    • Amit KukrejaYouTuber

      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
    買入
  • 06MUMicron Technology, Inc.

    10月27日 提及

    $926.62→$926.62現價 10月27日新呼叫

    • Amit KukrejaYouTuber

      "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
    買入
  • 07NFLX

    10月27日 提及

    $62.87→$62.87現價 10月27日新呼叫

    • Amit KukrejaYouTuber

      "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
    買入
  • 08NVDANVIDIA Corporation

    10月27日 提及

    $217.94→$217.94現價 10月27日新呼叫

    • Amit KukrejaYouTuber

      "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
    買入
  • 09SOFISoFi Technologies, Inc.

    10月27日 提及

    $16.40→$16.40現價 10月27日新呼叫

    • Amit KukrejaYouTuber

      "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
    買入
  • 10TJX

    10月27日 提及

    $141.44→$141.44現價 10月27日新呼叫

    • Bank of America大行

      Buy · main

    買入
  • 11UBER

    10月27日 提及

    $66.15→$66.15現價 10月27日新呼叫

    • Amit KukrejaYouTuber

      "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
    買入
  • 12UNH

    10月27日 提及

    $410.39→$410.39現價 10月27日新呼叫

    • Morgan Stanley大行

      Overweight · main

    買入
  • 13CB

    10月27日 提及

    $355.05→$355.05現價 10月27日新呼叫

    • Morgan Stanley大行

      Equal-Weight · main

    持有
  • 14GRABGrab Holdings Limited

    10月27日 提及

    $2.72→$2.72現價 10月27日新呼叫

    • Amit KukrejaYouTuber

      "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
    持有
  • 15RKLBRocket Lab Corporation

    10月27日 提及

    $58.31→$58.31現價 10月27日新呼叫

    • Amit KukrejaYouTuber

      "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
    持有
  • 16TSLATesla, Inc.

    10月27日 提及

    $407.46→$407.46現價 10月27日新呼叫

    • Amit KukrejaYouTuber

      "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
    持有
  • 17AXP

    10月26日 提及

    $316.32→$314.40現價 10月27日-0.61%

    2 個頻道
    • J.P. Morgan大行

      Overweight · main

    • Barclays大行

      Equal-Weight · main

    買入
  • 18AAPL

    10月26日 提及

    $343.91→$347.10現價 10月27日+0.93%

    • 老李玩钱YouTuber

      估值偏高,買入最好等回調;若財報後回到315支撐位附近,可考慮加倉買入。

      看影片
    買入
  • 19AMZN

    10月26日 提及

    $249.09→$253.10現價 10月27日+1.61%

    • UBS大行

      Buy · main

    買入
  • 20COINCoinbase Global, Inc.

    10月26日 提及

    $159.60→$161.09現價 10月27日+0.93%

    • martinlukktYouTuber

      "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
    看淡
  • 21METAMeta Platforms, Inc.

    10月26日 提及

    $630.56→$620.19現價 10月27日-1.64%

    • Amit KukrejaYouTuber

      "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
    買入
  • 22MRK

    10月26日 提及

    $140.61→$141.82現價 10月27日+0.86%

    • Barclays大行

      Overweight · main

    買入
  • 23NETCloudflare, Inc.

    10月26日 提及

    $329.59→$329.88現價 10月27日+0.09%

    • martinlukktYouTuber

      "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
    買入
  • 24SMCISuper Micro Computer, Inc.

    10月26日 提及

    $32.69→$35.09現價 10月27日+7.34%

    • Amit KukrejaYouTuber

      "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
    買入
  • 25SMHVanEck Semiconductor ETF

    10月26日 提及

    $541.62→$557.98現價 10月27日+3.02%

    • martinlukktYouTuber

      "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
    看淡
  • 26SPYState Street SPDR S&P 500 ETF Trust

    10月26日 提及

    $765.37→$769.66現價 10月27日+0.56%

    • martinlukktYouTuber

      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
    看淡
  • 27ZETAZeta Global Holdings Corp.

    10月26日 提及

    $33.70→$33.35現價 10月27日-1.04%

    • Amit KukrejaYouTuber

      "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
    買入
  • 28BEBloom Energy Corporation

    10月26日 提及

    $203.78→$219.29現價 10月27日+7.61%

    • Barclays大行

      Equal-Weight · main

    持有
  • 29CAT

    10月26日 提及

    $688.51→$710.36現價 10月27日+3.17%

    • UBS大行

      Neutral · main

    持有
  • 30PG

    10月26日 提及

    $159.92→$159.23現價 10月27日-0.43%

    • Barclays大行

      Equal-Weight · main

    持有
  • 31RDDTReddit, Inc.

    10月26日 提及

    $138.45→$136.46現價 10月27日-1.44%

    • Amit KukrejaYouTuber

      "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
    持有
  • 32UVXYProShares Ultra VIX Short-Term Futures ETF

    10月26日 提及

    $18.09→$17.86現價 10月27日-1.27%

    • martinlukktYouTuber

      "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
    持有
  • 33HON

    10月23日 提及

    $221.15→$217.46現價 10月27日-1.67%

    2 個頻道
    • J.P. Morgan大行

      Overweight · main

    • Citigroup大行

      Buy · main

    買入
  • 34UNP

    10月23日 提及

    $292.87→$297.74現價 10月27日+1.66%

    2 個頻道
    • Citigroup大行

      Buy · main

    • J.P. Morgan大行

      Neutral · main

    買入
  • 35BXBlackstone Inc.

    10月23日 提及

    $116.74→$116.70現價 10月27日-0.03%

    2 個頻道
    • UBS大行

      Neutral · main

    • J.P. Morgan大行

      Neutral · main

    持有
  • 36ACN

    10月23日 提及

    $249.37→$236.94現價 10月27日-4.98%

    • Amit KukrejaYouTuber

      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
    買入
  • 37AMTAmerican Tower Corporation

    10月23日 提及

    $188.97→$183.83現價 10月27日-2.72%

    • Amit KukrejaYouTuber

      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
    買入
  • 38ASTSAST SpaceMobile, Inc.

    10月23日 提及

    $39.79→$41.96現價 10月27日+5.45%

    2 個頻道
    • Amit KukrejaYouTuber

      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
    • Amit KukrejaYouTuber

      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
    買入
  • 39CCICrown Castle Inc.

    10月23日 提及

    $85.97→$87.87現價 10月27日+2.21%

    • Amit KukrejaYouTuber

      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
    買入
  • 40CRWDCrowdStrike Holdings, Inc.

    10月23日 提及

    $257.57→$266.18現價 10月27日+3.34%

    • Amit KukrejaYouTuber

      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
    買入