Every stance on record, with the clip behind each. Filter by ticker or stance.
“Micron is overpriced — priced for crazy growth, so any growth slowdown will hit the stock hard.”
“AMD is overpriced — priced for crazy growth, so any growth slowdown will hit the stock hard.”
“ASML is a safe haven — not overpriced among AI stocks, positioned to weather supply chain and growth slowdown risks.”
“TSMC is a safe haven — not overpriced among AI stocks, positioned to weather supply chain and growth slowdown risks.”
“NVDA is a safe haven — not overpriced among AI stocks, positioned to weather supply chain and growth slowdown risks.”
“TSMC is a safe haven in AI, not overpriced.”
“NVDA is a safe haven in AI, not overpriced relative to peers.”
“GOOGL can double to $1,000 by 2028 driven by massive AI capex, TPU cost advantage, and compute-to-revenue conversion, with low PE 27 — though Gemini lags and supply chain/government risks exist.”
“Rocket Lab's Iridium acquisition is a poor strategic move because it cannot compete with Starlink on cost, coverage, or technology, and the deal overpays for declining assets.”
“Tesla's Megapod enterprise AI compute and Cybercab/robo taxi rollout represent massive revenue opportunities that should drive the stock higher by year-end.”
