Every stance on record, with the clip behind each. Filter by ticker or stance.
“STRL is an overlooked AI infrastructure builder with 40% revenue growth, 75% earnings growth, and a PEG ratio below one.”
“STRL is an overlooked AI infrastructure builder with 40% revenue growth, 75% earnings growth, and a PEG ratio below one.”
“TSM is the indispensable manufacturer for the entire AI ecosystem, with 56% operating margins and 18.7x forward PE, though earnings growth estimates are too conservative.”
“TSM is the indispensable manufacturer for the entire AI ecosystem, with 56% operating margins and 18.7x forward PE, though earnings growth estimates are too conservative.”
“AVGO is my favorite AI infrastructure company with custom silicon and networking leadership, growing earnings 67% at just 19x forward earnings.”
“MRVL is becoming critical in custom AI silicon and networking, with accelerating revenue and earnings growth trading at a PEG below one.”
“AVGO is my favorite AI infrastructure company with custom silicon and networking leadership, growing earnings 67% at just 19x forward earnings.”
“AMD is a legitimate AI second player with accelerating earnings growth, a new AI rack, and a PEG ratio below one, targeting over $600 by year-end.”
“AMD is a legitimate AI second player with accelerating earnings growth, a new AI rack, and a PEG ratio below one, targeting over $600 by year-end.”
“CRDO solves the AI networking bottleneck with explosive revenue growth, high margins, and undervalued multiples.”
“GDX is a buy-the-dip — gold miners can bounce back in H2 2026 as inflation remains sticky and rates likely decline, with the ETF already down over 10% YTD.”
“Palantir is a buy-the-dip despite premium valuation — execution on AIP adoption, commercial and government demand, 75% revenue growth, and earnings growing nearly 200% make it cheaper.”
“Qualcomm is a value chip play — positioned for on-device AI, EVs, and IoT, with decades of chip expertise and analyst target of $221 implying 15% upside.”
“Booking Holdings' dominant travel platform, AI integration, and strong free cash flow make it a consumer spending beneficiary with over 20% upside.”
“ServiceNow's AI-enhanced workflow automation platform, strong enterprise relationships, and attractive valuation (22x PE, PEG of 1) offer substantial upside.”
“Broadcom's custom AI chip partnerships with hyperscalers and diverse AI infrastructure exposure make it a key AI play with significant upside.”
“Robin Hood's expanding financial ecosystem, new Trump accounts, and strong retail brand position it for significant earnings growth.”
“Celsius Holdings is a high-growth energy drink company with expanding margins, early international expansion via PepsiCo, and compelling valuation at 17x forward earnings with 500% EPS growth, positioning it for significant upside.”
“Celsius shows strong growth with 140% revenue growth and expanding margins — a high-growth play for options and upside.”
“Meta's valuation is intriguing, though confidence is lower than for Alphabet and Amazon.”
