Every stance on record, with the clip behind each. Filter by ticker or stance.
“NBIS is still bullish as Nvidia's 9.3% ownership validates its AI infrastructure play, but this is not new news and shouldn't be a fresh catalyst.”
“NBIS is still bullish as Nvidia's 9.3% ownership validates its AI infrastructure play, but this is not new news and shouldn't be a fresh catalyst.”
“AMD's extended Microsoft partnership for Helios Rex deployment and growing customer pipeline (including rumored Anthropic) point to strong second-half revenue growth.”
“IREN's 10% ARR floor increase to $4B+, diverse AI customer base, and 45% prepayments on GPU capex make it a strong AI infrastructure play.”
“ASML is a long-term AI beneficiary with a structural bottleneck — sold-out capacity through 2027 and raised guidance point to sustained demand.”
“Aehr Test Systems is super exciting with a shift from silicon carbide to AI testing, silicon carbide recovery, $100M bookings, 160-200% FY2027 growth, and a new top-tier AI accelerator customer.”
“ASML is overvalued at a 46x forward PE relative to its historical median of 32x, making it unattractive to buy at current levels.”
“TSMC is an attractive AI play with pricing power, reasonable valuation, and early-cycle AI dynamics.”
“ASML's expensive forward PE relative to its historical median makes it unattractive at current levels.”
“META is extremely bullish — its new AI model API and chip production plans make the excess compute narrative unfounded, with capex set to possibly double next year.”
“AMD is not threatened by Meta's chip — immense compute demand ensures continued growth.”
“NVDA is not threatened by Meta's chip — immense compute demand ensures continued growth.”
“META is extremely bullish — its new AI model API and chip production plans make the excess compute narrative unfounded, with capex set to possibly double next year.”
“IREN is a buy as a neocloud beneficiary — GPU pricing remains elevated and active power holders stand to benefit dramatically from AI demand, making it mispriced at $40.”
“NVDA is a buy — over $1 trillion in cumulative Blackwell/Rubin revenue through 2027, growing non-hyperscaler demand, and a 50%+ free cash flow return policy confirm the AI cycle remains strong.”
“Marvell benefits from massive demand for ASIC solutions, making it a buy during the AI sell-off.”
“Meta is a no-brainer buy at a forward PE of 17-18, as fears of AI compute overbuild are overblown and excess capacity can be monetized.”
“NVDA's crazy low valuations make it a compelling AI bet as the market is still early.”
“IREN is a compelling Neo Cloud play with Nvidia partnership, Exemplar Cloud status, strong growth targets, and vertical integration advantage.”
“IREN is a compelling Neo Cloud play with Nvidia partnership, Exemplar Cloud status, strong growth targets, and vertical integration advantage.”
