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Fact467K subscribers · 27 US-stock videos in the last 90 days
RosterIn the roster since Aug 30 for $GOOGL $NVDA · last checked Sep 26 13:02
$AMDBullish2026-09-252 entriesAMD's growth is supported by expanding CPU demand and Helios chips; EPS is projected to exceed $20 by 2028.
$MDTBullish2026-09-241 entryMedtronic's MiniMed spin-off is a positive strategic move that supports faster earnings growth via focus on higher-margin businesses.
$ORCLBearish2026-09-241 entryOracle's financial foundation is weak, indicated by the force majeure clause on Project Jupiter and reliance on off-balance-sheet funding.
$METANo side taken2026-09-245 entriesMETA is a hold; high capex and unproven AI monetization limit upside at current levels, but a drop to <22x earnings would make it a buy.
$LLYBullish2026-09-231 entryLLY is a long-term buy due to GLP-1 market leadership, next-gen drug pipeline (retatrotide), and diversified healthcare portfolio.
$SOFIBullish2026-09-232 entriesSOFI is undervalued; poor performance is due to macro factors not company problems; expects rapid reassessment when rate pressures lift.
$GOOGLBullish2026-09-224 entriesBuying Alphabet stock is the preferred strategy for AI exposure due to its ownership of Anthropic and SpaceX stakes.
$IESCNo side taken2026-09-201 entryIES Holdings is interesting to watch for AI data center exposure, but shares are overpriced post-rally with concentrated ownership risks.
$SANMBullish2026-09-201 entrySANM's pivot to AI manufacturing via AMD partnership drives significant growth, making it a top watchlist candidate.
$TTMIBullish2026-09-201 entryTTMI is an attractive investment due to diversified growth in AI and defense sectors, accelerating financials, and strategic acquisitions.
$AMBABullish2026-09-191 entryAMBA is a likely takeover target given its small market cap and strategic value in edge AI/robotics.
$TGTNo side taken2026-09-191 entryTarget is a likely acquisition candidate for private equity given its depressed valuation and new management strategy.
$UBullish2026-09-191 entryUnity is a likely takeover target for AI firms due to its engine and ad data; it also has independent growth potential via Unity Vector.
$AVGOBullish2026-09-172 entriesBroadcom is an attractive buy due to low valuation (down 29%, 19.6x forward PE) and strong growth potential in custom ASICs as customers diversify away from Nvidia.
$MELIBullish2026-09-171 entryMELI is a good investment due to exposure to high-growth Latin American markets and resilient management capable of sustaining growth through political/fiscal headwinds.
$NEOBullish2026-09-171 entryNEO is a strong long-term buy due to its proven growth in Latin America, attractive valuation (forward P/E 14), and potential for global expansion.
$ZBullish2026-09-171 entryZillow is undervalued at 13x forward earnings due to high growth in rental and mortgage segments and a defensible data position against AI threats.
$ZETABullish2026-09-171 entryZeta Global is a strong buy as a growth stock and value play, driven by 36% revenue growth, low valuation multiples, and future expansion into business intelligence.
$CRDOBullish2026-09-163 entriesCRDO is undervalued at ~22x forward PE due to underestimated expansion into optics/memory; balance sheet and customer base support bull case.
$NBISBullish2026-09-162 entriesNebius is a buy-the-dip candidate; long-term AI infrastructure demand remains intact despite short-term volatility risks from regulatory or development slowdowns.
$SNPSBullish2026-09-162 entriesSNPS is attractive due to low valuation (forward PE ~23) and potential upside from AI agent adoption and IP licensing, countering fears of open-source disruption.
$AMZNBullish2026-09-151 entryAmazon's structural advantages in cost of capital and infrastructure position it as a long-term winner and a lower-beta alternative to high-growth AI stocks.
$MRVLBullish2026-09-151 entryMRVL has a strong bull thesis driven by custom silicon demand from hyperscaler customers, despite high valuation and volatility requiring dollar-cost averaging.
$CROBullish2026-09-141 entryCredo is a strong buy due to expansion into optics/memory and low valuation (forward PE 22), though subject to AI capex slowdown risk.
$TSLANo side taken2026-09-131 entryTSLA is a high-risk/high-reward bet on autonomy; despite data advantages, it lags competitors in safety and scale, requiring proof of execution.
$TXNBullish2026-09-131 entryTXN is a robust infrastructure beneficiary of the autonomous/robotics trend due to broad analog content demand in EVs and data centers, not just pure autonomy.
$IBMBullish2026-09-121 entryIBM is undervalued relative to long-term growth potential; sovereign AI and quantum initiatives support a contrarian bull thesis.
$PLTRNo side taken2026-09-121 entryPLTR benefits from sovereign AI demand (strong growth/guidance) but carries significant political/reputational risk.
$SMCINo side taken2026-09-121 entrySMCI is positioned as a fast, configurable hardware provider for sovereign AI with a record $60B backlog and $65-72B FY27 revenue guide, but faces risks from negative operating cash flow and an export control review.
$LYFTBullish2026-09-111 entryLYFT is undervalued at 5x trailing cash flow; worst case is acquisition by AV firms leveraging its user base, while best case is continued growth alongside Uber.
$PYBullish2026-09-111 entryShift4 is undervalued due to strong fundamentals (growth, profitability) and low valuation multiples relative to its cash flow.
$RDDTBullish2026-09-112 entriesReddit's strong growth metrics (revenue, users, profits) and low valuation (19x forward earnings) make it a compelling buy despite being down 45% from highs.
$UBERBullish2026-09-112 entriesUBER is undervalued relative to its consistent growth and dominant position as a mobility/food delivery aggregator, which will persist despite fears of autonomous vehicle competition.
$BENo side taken2026-09-101 entryBloom Energy's rapid data center power capability drives growth, but high valuation metrics warrant investment caution.
$DBullish2026-09-101 entryDominion's role in powering Virginia data centers combined with its reasonable valuation and dividend yield offers potential upside for investors.
$FSLRBullish2026-09-101 entryFSLR's domestic manufacturing and tariff avoidance, combined with subsidies and a low valuation (forward P/E < 10), position it as a long-term beneficiary of the data center energy demand.
$MBLYBullish2026-09-091 entryMobileye is an undervalued leader in autonomous tech with strong OEM relationships and backlog, expected to have a larger future role than currently priced in.
$EQIXBullish2026-09-071 entryEQIX is a solid investment choice for those wanting stable AI infrastructure exposure via its REIT model and capacity expansion.
$LRCXBullish2026-09-051 entryLRCX is a strong buy; dual exposure to AI logic/memory, high-margin services, and high switching costs create a durable moat.
$DISBearish2026-09-021 entryNetflix is preferred over Disney; Disney has more to prove, grows slowly, and is in flux.
$NFLXBullish2026-09-021 entryNetflix is a good buy after its 40% decline; expected to return 10-15% annually over the next 5 years due to manageable risks and potential acquisition interest.
$ADBEBullish2026-09-022 entriesAdobe is a bull case; the company is successfully integrating and monetizing AI (e.g., Firefly) to drive recurring revenue and maintain profitability, contradicting fears that generative AI will destroy its business.
$FRMBullish2026-09-011 entryFRM offers a strong bull thesis driven by memory volume growth (avoiding commodity risks) and significant optionality in quantum computing.
$ROADNo side taken2026-09-011 entryROAD has strong long-term tailwinds and a good roll-up thesis, but is currently too expensive; prefer to wait for a lower valuation.
$APBullish2026-08-301 entryAmphenol benefits from AI infrastructure buildout due to high content per rack and diversified business model.