ZipTrader
Return
+120.7%
Hit rate
50%
Open calls
228
Closed
3
Performance
Growth of 100 in this picker's book — the Return above, over time. The book is split equally across whatever is open, re-split each time one of the 226 priced call(s) opens or closes, and held in between: what following them equal-weight would have done. The book starts at Jan 01, 2024 — the same date every book on the site starts — flat at 100 until this picker's first tracked call, with benchmarks measured from the same day, so the gap to the index is comparable across pickers. Price returns, excluding dividends on both sides. Hypothetical; excludes fees and taxes.
Growth of 100
Coverage is not complete. Calls are read from video transcripts, and some videos can't be captured — YouTube does not always serve the captions, and a video we miss is a call we never see. Buys are announced and sells are quiet, so what a missing video most likely hides is an exit: a position may show as open that the picker has already closed. Treat these as a good-faith reconstruction, not an audited record.
Open calls
| Ticker | Called | Entry | Now | Return |
|---|---|---|---|---|
| SNDK | Sep 07, 2026 | $1,740.00 | $1,633.35 | -6.1% |
| Four years of contract visibility, double-digit growth through 2030, and an 80% gross margin make it one of the best buys among memory makers. | ||||
| PLAB | Sep 07, 2026 | $29.13 | $28.99 | -0.5% |
| Strong cash position, low valuation, and a growing AI/HBM photomask business support the position despite the earlier recommendation being premature. | ||||
| DTE | Aug 30, 2026 | $135.86 | $132.58 | -2.4% |
| A timely way to benefit from AI-driven power demand, including a potential Oracle data-center project and major planned grid investment. | ||||
| AEP | Aug 30, 2026 | $122.31 | $123.33 | +0.8% |
| Its large transmission network is the electricity highway serving new data centers, semiconductor plants, and factories. | ||||
| CMS | Aug 30, 2026 | $68.21 | $67.15 | -1.6% |
| Data centers, semiconductor plants, and advanced manufacturing could drive substantial new electricity demand and regulated utility investment. | ||||
| VIST | Aug 30, 2026 | $70.14 | $76.27 | +8.7% |
| Exposure to oil and gas production in Argentina's Vaca Muerta, alongside the country's deregulation and foreign-investment reforms. | ||||
| XE | Aug 30, 2026 | $17.22 | $14.93 | -13.3% |
| Speculative exposure to smaller, standardized XE-100 nuclear reactors, with major long-term upside if commercialization succeeds. | ||||
| TSM | Aug 10, 2026 | $418.47 | $433.24 | +3.5% |
| TSM benefits from the need for additional advanced-chip fabrication capacity. | ||||
| ASML | Aug 10, 2026 | $1,733.48 | $1,698.30 | -2.0% |
| ASML supplies critical EUV lithography systems for advanced-chip manufacturing, providing a public-market way to follow the AI infrastructure thesis. | ||||
| PLRZ | Jul 26, 2026 | $14.68 | $11.03 | -24.9% |
| Sponsored recommendation for a development-stage biotech with a unique mechanical barrier allergy gel entering human trials. | ||||
| EOSE | Jul 23, 2026 | $3.72 | $3.95 | +6.2% |
| American-made zinc batteries for 3-12 hour long duration grid storage. Hitting an inflection point with revenue growing rapidly. | ||||
| OKLO | Jul 23, 2026 | $44.00 | $36.22 | -17.7% |
| Building small 15-75 MW nuclear reactors to sell power directly as utility-like recurring revenue. Super early stage, high risk/reward, stock decimated. | ||||
| CEG | Jul 12, 2026 | $251.38 | $284.75 | +13.3% |
| Owns 22 reactors, nuclear is reliable, fuel costs locked on 20-year contracts while power sells at market rates | ||||
| GEV | Jul 12, 2026 | $1,091.57 | $957.27 | -12.3% |
| Makes gas turbines and transformers; turbines are sold out through 2030 | ||||
| BRAI | Jul 12, 2026 | $5.52 | $5.68 | +2.9% |
| Bullish on AI/ML/robotics application in precision agriculture, CXaaS, and property tech | ||||
| ET | Jul 12, 2026 | $19.66 | $21.55 | +9.6% |
| 140,000 miles of pipeline, signing AI campuses, fee-based toll road, big fat yield | ||||
| KMI | Jul 12, 2026 | $32.12 | $30.86 | -3.9% |
| 78,000 miles of pipeline, 92% natural gas, $10.1B backlog, fee-based | ||||
| LEU | Jul 12, 2026 | $171.05 | $152.31 | -11.0% |
| Only US-owned uranium enrichment company; $2.4B backlog | ||||
| NNE | Jul 12, 2026 | $18.86 | $16.41 | -13.0% |
| Betting on micro-reactors placed directly next to data centers; high-risk early stage play | ||||
| ONCY | Jul 08, 2026 | $0.79 | $0.75 | -5.1% |
| Sponsored recommendation: Polarep is a first-in-class double-stranded RNA immunotherapy unmasking cancer cells. | ||||
| LUNR | Jul 06, 2026 | $18.89 | $14.35 | -24.0% |
| Might end up netting Trump a 10X and most of the run is still ahead of it; backlog jumped ~400% to $1.1B, FY guidance $900M-$1B | ||||
| PTC | Jul 06, 2026 | $124.98 | $130.78 | +4.6% |
| Still a very beautiful recurring revenue compounder; Q2 revenue grew 22%, record deferred ARR tripled prior year | ||||
| WDAY | Jul 06, 2026 | $137.99 | $185.70 | +34.6% |
| SaaS apocalypse theme is basically absolute bogus; revenue grew 13%, ARR from AI solutions approaching $500M | ||||
| CNXU | Jul 06, 2026 | $10.80 | $4.46 | -58.7% |
| Preclinical regenerative tissue company targeting GLP-1-induced tissue loss, staged 510K plan starting with wound care | ||||
| MBLY | Jul 03, 2026 | $9.57 | $8.25 | -13.8% |
| Makes IQ chips, crowdsourced maps, and FSD software. Shifting from supplier to operator of its own robotaxi service. 10x potential. | ||||
| DV | Jul 03, 2026 | $11.44 | $13.41 | +17.2% |
| Independent referee for digital ads. Zero debt, $174M cash, $173M FCF in 2025, shrinking share count 4.5% via buybacks. | ||||
| RELY | Jul 03, 2026 | $23.75 | $21.99 | -7.4% |
| Digital pipeline for immigrant remittances with 9.6M active customers. Went from burning cash to $283M FCF in 2025 and buying back shares. | ||||
| BEAM | Jun 22, 2026 | $35.53 | $23.99 | -32.5% |
| First and only company to prove in vivo base editing works in a living human, down 72% from highs while science has only gotten stronger. | ||||
| ZENA | Jun 22, 2026 | $1.36 | $1.52 | +11.8% |
| Drone-as-a-service model eliminates operational headaches, US ban on Chinese drones creates a massive supply vacuum. | ||||
| CLOV | Jun 10, 2026 | $4.89 | $4.82 | -1.4% |
| One of the more compelling turnaround stories; improving fundamentals faster than stock price, first GAAP profitable quarter | ||||
| LULU | Jun 10, 2026 | $118.93 | $98.97 | -16.8% |
| At current pricing, a very good value | ||||
| FEED | Jun 08, 2026 | $0.79 | $3.58 | +353.2% |
| FDA-cleared electromagnetic navigation system for feeding tubes solving a deadly blind-insertion problem; deployed in 38 hospitals with a massive unpenetrated market. | ||||
| QTUM | Jun 08, 2026 | $157.74 | $147.41 | -6.5% |
| Basket play of ~80 correlated holdings for broad exposure to quantum computing and semiconductor names without picking individual winners. | ||||
| SIDU | Jun 04, 2026 | $4.70 | $2.00 | -57.5% |
| Hot potato stock but unique near-term window of opportunity. Russell 2000 inclusion June 26th, SpaceX IPO, defense awards. | ||||
| FLNC | May 31, 2026 | $18.88 | $9.93 | -47.4% |
| Asymmetric upside, grid-scale battery storage for AI data centers bypasses 2-5 year utility wait times, high short interest provides a squeeze setup. | ||||
| AMSS | May 26, 2026 | $3.58 | $0.71 | -80.2% |
| Just completed direct listing on Nasdaq, trading at fraction of listing price; $80M+ lifetime revenue; 40,000+ retail accounts; nine-brand portfolio. | ||||
| INAQ | May 26, 2026 | $9.50 | — | — |
| New NYSE-listed quantum company; just received up to $100M LOI from Trump admin; uses atoms cooled to near absolute zero for sensors/clocks; key use case is GPS replacement for military; government equity stake reduces bankruptcy tail risk; multiple catalysts ahead. | ||||
| NASA | May 24, 2026 | $38.76 | $23.44 | -39.5% |
| Best way for direct SpaceX exposure without picking individual names; holds SpaceX via SPV marked at cost, gets automatic NAV bump when SpaceX prices at $1.75-2T | ||||
| MNTS | May 24, 2026 | $7.38 | $4.04 | -45.3% |
| ~1/1000th the size of RKLB with direct SpaceX integration, 9x revenue growth forecast, cleaned-up balance sheet, ~$75M market cap; targeting 100-400% run in SpaceX IPO cycle | ||||
| KVYO | May 19, 2026 | $14.70 | $16.36 | +11.3% |
| Obvious buy with asymmetric upside; trading near 52-week lows despite profitable growth, strong margins, and $500M buyback authorized. | ||||
| NBIS | May 17, 2026 | $219.94 | $224.55 | +2.1% |
| Same AI rental playbook as CoreWeave but with four distinct narrative stories. | ||||
| NOW | May 07, 2026 | $93.59 | $132.53 | +41.6% |
| Service Now is thriving despite broader industry concerns, showing strong revenue growth and adaptability. | ||||
| BNZI | May 07, 2026 | $6.38 | $1.91 | -70.1% |
| AI powered marketing tech company quietly building one of the more interesting platforms in the AI march space. | ||||
| RDW | May 05, 2026 | $8.69 | $10.62 | +22.2% |
| Significantly undervalued supplier to SpaceX with documented exposure, multi-mission Artemis contracts, and 41% guided revenue growth. | ||||
| ZETA | May 03, 2026 | $18.60 | $30.18 | +62.3% |
| Quality name that can also move a lot; 50% YoY revenue growth with 19th consecutive beat and raise. | ||||
| UEC | Apr 26, 2026 | $14.05 | $10.45 | -25.6% |
| Generational buy at current prices; largest US uranium company with 60% margins, flipped switch on Burke Hollow, building domestic conversion facility. | ||||
| SOUN | Apr 19, 2026 | $8.08 | $6.26 | -22.5% |
| Only pure-play independent voice AI name at meaningful scale; revenue growing rapidly | ||||
| INOD | Apr 19, 2026 | $46.93 | $53.21 | +13.4% |
| Most under the radar picks and shovels play in the entire AI boom; provides high-quality human label training data | ||||
| S | Apr 19, 2026 | $14.02 | $19.75 | +40.9% |
| Stock absolutely destroyed while business is booming; cybersecurity using AI to monitor and respond to threats | ||||
| MNDY | Apr 14, 2026 | $61.69 | $86.84 | +40.8% |
| Screaming buy and deal of a lifetime. Down 83% from highs, paid subscriptions growing massively, keeps ~90 cents of every dollar of sales, landing bigger enterprise contracts. | ||||
| MDCX | Apr 14, 2026 | $0.40 | $0.16 | -60.0% |
| Sponsored segment. Developing microneedle delivered chemotherapy for basal cell carcinoma. Worth keeping an eye on and beginning your due diligence on. | ||||
| FLY | Apr 13, 2026 | $38.80 | $21.13 | -45.5% |
| Highly bullish 'mini SpaceX'; only commercial company besides SpaceX to soft-land on the moon | ||||
| RKLB | Apr 13, 2026 | $70.62 | $62.95 | -10.9% |
| Top pick; primary public competitor to SpaceX with $1.9B backlog and 100% mission success rate in 2025 | ||||
| OBAI | Apr 13, 2026 | $1.14 | $0.33 | -71.0% |
| First-ever AI-powered preventative personal security platform with 100% consumer retention | ||||
| PL | Apr 13, 2026 | $34.32 | $16.45 | -52.1% |
| Bullish on data-as-a-service model; largest fleet of Earth imaging satellites with over 90% recurring subscription revenue | ||||
| NKE | Apr 08, 2026 | $43.13 | $36.80 | -14.7% |
| Stock near 2014 prices, severe discount. New CEO Elliott Hill unwinding prior CEO's mistakes. Brand alone should be worth well over current stock price. | ||||
| AAPL | Apr 01, 2026 | $255.63 | $332.27 | +30.0% |
| Trading at 29x (down from 31x); temporary macro discount. | ||||
| ORCL | Mar 29, 2026 | $139.66 | $150.28 | +7.6% |
| Down 57% off highs on macro fear and a multiple reset, not business deterioration; holds a $533B contracted backlog. | ||||
| GLD | Mar 26, 2026 | $400.64 | $398.77 | -0.5% |
| Don't dump physical gold or unleveraged ETF positions because the chart looks bad; long-term gold thesis intact, short-term decline driven by Fed rate-hike expectations not fundamentals. | ||||
| MAIA | Mar 26, 2026 | $1.38 | $1.30 | -5.8% |
| First-in-class cancer treatment targeting telomeres; Phase 2 showed 5.6mo PFS vs 2.5mo SOC in third-line NSCLC; Phase 3 underway with OS primary endpoint; FDA Fast Track granted. | ||||
| RIG | Mar 23, 2026 | $6.46 | $5.67 | -12.2% |
| Trading at ~$6 despite 2025 operating revenues of ~$4B and FCF tripling to $626M. Has $6B in backlog. | ||||
| ONDS | Mar 23, 2026 | $10.90 | $7.23 | -33.7% |
| Quietly assembled a complete autonomous defense platform, already deployed in live conflict zones, partnered with Palantir. | ||||
| MOS | Mar 15, 2026 | $29.31 | $25.19 | -14.1% |
| Screaming buy; largest US phosphate/potash producer insulated from Middle East disruptions while global fertilizer supply is restricted. | ||||
| ZS | Mar 15, 2026 | $153.76 | $164.54 | +7.0% |
| Screaming buy; Zero Trust Exchange replaces obsolete firewalls, AI expands attack surfaces, defensive tech spend. | ||||
| GDX | Mar 08, 2026 | $101.38 | $97.10 | -4.2% |
| Already up 170% over the past year, indicating big institutional money was positioning in the space before the war even began. | ||||
| AVX | Mar 04, 2026 | $9.10 | $3.93 | -56.8% |
| First publicly traded institutional-grade vehicle giving pure-play exposure to the Avalanche ecosystem, targeting the $4T tokenized asset market by 2030. | ||||
| LASR | Mar 02, 2026 | $67.69 | $40.37 | -40.4% |
| Directed energy weapons maker; directed energy weapons are the future of missile and drone defense and war just accelerated adoption by years. | ||||
| CRM | Mar 01, 2026 | $194.79 | $247.72 | +27.2% |
| One of my favorite SaaS companies; AgentForce AI product hit $540M ARR growing 330% YoY, trades at ~10x FCF | ||||
| USAU | Feb 26, 2026 | $19.47 | $15.20 | -21.9% |
| Fully permitted gold/copper mine in Wyoming with ~1M oz gold and 260M lbs copper; gold at ~$5,100/oz vs AISC ~$937/oz. | ||||
| SMX | Feb 22, 2026 | $84.42 | $17.12 | -79.7% |
| Patented invisible molecular barcode that survives melting, recycling, and all supply chain steps; LBMA accredited for gold bar security; ~100 patents and a material-agnostic moat across six continents. | ||||
| RKT | Feb 19, 2026 | $18.35 | $13.18 | -28.2% |
| Highest risk/reward play; transformed into a vertically integrated housing fintech. Rate cuts will trigger refi booms and hedge funds are relentlessly accumulating. | ||||
| ETHA | Feb 19, 2026 | $14.72 | $19.16 | +30.2% |
| Buying extreme fear at a technically oversold level; whales accumulating, Harvard opened a position, short squeeze setup above $2,200. | ||||
| FCX | Feb 09, 2026 | $63.61 | $71.07 | +11.7% |
| World's largest copper producer facing massive copper shortage driven by AI data centers (4-6x more copper) and inelastic defense spending; 0.81 PEG ratio, $6B annual OCF, proprietary leaching tech | ||||
| IONQ | Feb 09, 2026 | $35.48 | $36.75 | +3.6% |
| Speculative but powerful pure-play quantum computing using trapped ion tech; DARPA selected them, revenue grew 222% YoY, $3.5B cash with zero debt, targeting $200B TAM by 2040 | ||||
| NXL | Feb 04, 2026 | $0.57 | $4.82 | +745.6% |
| Developed DIFFS operating at 15x the power of current stimulators; 30+ clinical trials show outperformance vs. placebo for insomnia/depression | ||||
| SE | Feb 03, 2026 | $108.20 | $106.24 | -1.8% |
| Sponsored segment; FDA cleared IND for SR252 (long-acting apomorphine for advanced Parkinson's) using 505b2 pathway; twice-weekly injections could replace continuous infusion pumps | ||||
| SOAR | Feb 02, 2026 | $0.61 | $0.19 | -68.8% |
| Pending merger with M2I Global enters the critical mineral space; building the nation's first critical minerals reserve with strong policy tailwinds. | ||||
| FE | Jan 27, 2026 | $47.52 | $46.13 | -2.9% |
| Sponsored: FDA-cleared electromagnetic navigation system for feeding tube placement; deployed in 38 hospitals, <1% of addressable market; expanding to pediatric and vascular access | ||||
| GLDG | Jan 25, 2026 | $1.90 | $1.04 | -45.3% |
| Massive portfolio of gold copper projects across the Americas and significant equity stakes in four other publicly traded gold companies. Double exposure to the gold bull market. | ||||
| GOLD | Jan 14, 2026 | $39.82 | $48.22 | +21.1% |
| countries are fleeing the dollar, the Fed is losing its independence, the government will keep printing money | ||||
| AVAV | Jan 13, 2026 | $363.86 | $146.71 | -59.7% |
| Makes Switchblade kamikaze drones and small UAS; Ukraine was a live commercial for their products | ||||
| HII | Jan 13, 2026 | $411.66 | $279.69 | -32.1% |
| America's biggest warship builder, only builder of Navy aircraft carriers; cannot build the fleet Trump wants without this company | ||||
| HWM | Jan 13, 2026 | $219.64 | $229.61 | +4.5% |
| Makes engine components, titanium structures, specialized fasteners for jets, drones, ships, missiles; selling shovels during a gold rush | ||||
| KSCP | Jan 13, 2026 | $4.09 | $1.36 | -66.8% |
| Autonomous security robots; machine-as-a-service recurring revenue model; 24% YoY revenue growth | ||||
| LHX | Jan 13, 2026 | $341.24 | $245.54 | -28.0% |
| Communications/electronics connecting military equipment; wiring of the modern battlefield | ||||
| NOC | Jan 13, 2026 | $625.50 | $518.97 | -17.0% |
| B-21 stealth bomber, nuclear missiles, satellites, cyber; nuclear weapons contractor; programs are basically must-haves | ||||
| AG | Jan 08, 2026 | $17.90 | $19.56 | +9.3% |
| Miners like First Majestic give leverage to silver prices, though leverage cuts both ways | ||||
| EWA | Jan 08, 2026 | $26.37 | $29.27 | +11.0% |
| Australia receiving significant US investment for rare earth and mineral processing | ||||
| EWW | Jan 08, 2026 | $70.48 | $75.38 | +7.0% |
| Geographic exposure to alternative silver suppliers; Mexico is world's largest silver producer | ||||
| HL | Jan 08, 2026 | $21.01 | $19.78 | -5.8% |
| Hecla and other miners for leverage to silver prices | ||||
| OKYO | Jan 08, 2026 | $2.32 | $1.40 | -39.7% |
| Clinical-stage biotech, first-in-class drug for neuropathic corneal pain with zero FDA-approved treatments; Phase 2 showed 75% of patients with >80% pain reduction | ||||
| PAVE | Jan 08, 2026 | $49.37 | $54.08 | +9.5% |
| PAVE focuses specifically on infrastructure and domestic development — infrastructure/reshoring beneficiary | ||||
| PSLV | Jan 08, 2026 | $25.48 | $20.95 | -17.8% |
| Another option focused on allocated physical metal for silver exposure | ||||
| XLI | Jan 08, 2026 | $160.17 | $172.37 | +7.6% |
| ETFs like XLI give broad industrial exposure — US manufacturing reshoring play driven by China restricting materials and tariffs | ||||
| VST | Jan 07, 2026 | $154.60 | $148.38 | -4.0% |
| Transformed into an AI power plant with 41 GW of generation capacity. Signed a 20-year PPA for 1,200 MW from its Komachi peak nuclear plant. | ||||
| SMR | Jan 07, 2026 | $19.47 | $8.61 | -55.8% |
| Only US company with an NRC-approved small modular reactor design. Landed massive deals including RoPower in Romania and TVA/Entro1. | ||||
| KTOS | Jan 07, 2026 | $91.44 | $46.69 | -48.9% |
| Leader in attritable warfare with the XQ58 Valkyrie drone, which the US Marine Corps just designated as an official program of record. | ||||
| CVX | Jan 07, 2026 | $155.20 | $214.06 | +37.9% |
| Positioned to dominate the US-forced reopening of Venezuela's oil infrastructure as the only major US oil company currently operating there. | ||||
| UFG | Jan 04, 2026 | $0.73 | $0.57 | -21.9% |
| Sponsored pitch: marine fuel logistics company with rapidly growing revenue and expanding global operations. | ||||
| ANET | Jan 02, 2026 | $133.60 | $199.59 | +49.4% |
| Networking backbone of AI data centers | ||||
| BOTZ | Jan 02, 2026 | $36.71 | $35.28 | -3.9% |
| Robotics and AI ETF, 51 companies | ||||
| CIBR | Jan 02, 2026 | $70.68 | $94.40 | +33.6% |
| Cyber defense ETF; government putting tax dollars toward cyber defense, AI usage exploding | ||||
| DMAT | Jan 02, 2026 | $28.45 | $36.67 | +28.9% |
| Disruptive materials ETF with 50 holdings | ||||
| EQIX | Jan 02, 2026 | $764.11 | $1,037.72 | +35.8% |
| Largest data center REIT, landlord of the AI revolution | ||||
| IBB | Jan 02, 2026 | $169.00 | $202.93 | +20.1% |
| Biotech ETF; destocking ending | ||||
| ISRG | Jan 02, 2026 | $561.98 | $369.15 | -34.3% |
| Healthcare surgical robots | ||||
| NLR | Jan 02, 2026 | $133.04 | $113.22 | -14.9% |
| Nuclear energy ETF; long-term bet on nuclear energy, 28 uranium miner and utility holdings | ||||
| REMX | Jan 02, 2026 | $76.78 | $70.56 | -8.1% |
| Rare earth and strategic metals ETF, dipped recently into good deal territory | ||||
| ROBO | Jan 02, 2026 | $70.71 | $79.11 | +11.9% |
| Global robotics and automation ETF, 77 holdings | ||||
| TER | Jan 02, 2026 | $207.56 | $379.72 | +82.9% |
| Collaborative robots (cobots) | ||||
| USA | Jan 02, 2026 | $6.28 | $5.88 | -6.4% |
| Favorite individual rare earth stock; pure play domestic rare earth bet, building mine-to-magnet supply chain in Texas | ||||
| VRT | Jan 02, 2026 | $175.61 | $257.06 | +46.4% |
| Data center cooling and power management | ||||
| XBI | Jan 02, 2026 | $121.52 | $156.20 | +28.5% |
| Biotech ETF; destocking ending per West Pharmaceutical | ||||
| SLV | Dec 28, 2025 | $71.12 | $58.12 | -18.3% |
| AI data centers gobbling up silver, China cutting off exports, dollar keeps getting weaker, silver was way too cheap compared to gold. | ||||
| SYM | Dec 15, 2025 | $59.73 | $42.13 | -29.5% |
| AI-driven warehouse automation company with hard ROI automation for the backbone of American commerce. | ||||
| DOCN | Dec 07, 2025 | $48.30 | $122.95 | +154.6% |
| AI cloud infrastructure for startups priced out by hyperscalers; highest-spending customers grew 41% YoY, trades at 5x sales. | ||||
| MRVL | Dec 07, 2025 | $98.91 | $236.10 | +138.7% |
| Custom silicon designer in a duopoly with Broadcom; Q3 data center revenue up 98% YoY, 5-year AWS partnership. | ||||
| SPY | Dec 02, 2025 | $681.53 | $764.29 | +12.1% |
| Liquidity-driven meltup will push asset prices higher; advised buying dips, diversifying, and holding for the long-term. | ||||
| ADUR | Dec 02, 2025 | $11.79 | $12.90 | +9.4% |
| Pre-revenue small cap using hydrochemalytic technology to recycle mixed/contaminated plastics with 95% yield and only 2% char waste. | ||||
| TMC | Dec 01, 2025 | $6.28 | $3.94 | -37.3% |
| High-risk, high-reward arbitrage between ~$2.6B market cap and ~$23.6B combined project NPV; government tailwinds. | ||||
| GOOGL | Nov 25, 2025 | $323.44 | $338.50 | +4.7% |
| Controls an advanced AI compute stack (TPUs, hyperscale data centers, sovereign cloud); plugged into all Genesis Mission pillars; ad revenue funds massive R&D. | ||||
| CMG | Nov 16, 2025 | $31.57 | $36.20 | +14.7% |
| Classic compounding machine, quality growth at a massive discount, expanding margins, 150-200 new stores/year. | ||||
| DUOL | Nov 09, 2025 | $201.21 | $143.68 | -28.6% |
| Massive value arbitrage; focusing on user growth over short-term monetization will set it up for massive growth long-term. | ||||
| UMAC | Oct 26, 2025 | $12.84 | $22.95 | +78.7% |
| Pentagon contract for 3,500 drone motors (option for 20,000 more), Trump Jr. as advisor/shareholder, June 2025 executive order accelerating US drone production, NDAA-compliant positioning | ||||
| QBTS | Oct 22, 2025 | $27.29 | $16.80 | -38.4% |
| Commercial adoption today with real customers in manufacturing, logistics, finance | ||||
| USAR | Oct 22, 2025 | $24.46 | $15.56 | -36.4% |
| Vertical integration can be a big differentiator | ||||
| UUUU | Oct 22, 2025 | $22.74 | $12.95 | -43.0% |
| Nuclear energy is a key component for AI data center power needs | ||||
| ASTS | Oct 22, 2025 | $71.35 | $59.86 | -16.1% |
| Scaling its Bluebird satellite constellation could unlock a massive global market | ||||
| LAC | Oct 14, 2025 | $10.05 | $2.91 | -71.0% |
| US government took ~5% stake, $2.26B DOE loan, domestic lithium source critical to break China's chokehold | ||||
| CCCX | Oct 14, 2025 | $24.33 | $13.66 | -43.9% |
| SPAC expected to merge with Inflection, target $20-$22 if favorable details emerge | ||||
| WULF | Aug 19, 2025 | $8.78 | $16.74 | +90.7% |
| Market undervaluing AI infrastructure pivot; $3.7B contracted revenue from Fluid Stack lease; Google backstopping $1.8B and taking 8% equity stake. | ||||
| CGNX | Aug 17, 2025 | $42.70 | $64.22 | +50.4% |
| US re-industrialization boom forces small/mid-size factories to automate, expanding Cognex's TAM. | ||||
| FMST | Aug 17, 2025 | $2.48 | $0.82 | -66.9% |
| Uranium junior backed by Denison Mines in the Athabasca basin, positioned to capitalize on AI data center energy demands. | ||||
| OSCR | Jul 23, 2025 | $15.87 | $32.77 | +106.5% |
| Long-term winner due to Kushner/Trump connections, CEO pedigree, and undervalued healthcare sector | ||||
| NVTS | Jul 20, 2025 | $6.79 | $11.63 | +71.3% |
| 5-year conviction play at ~$6.79; key Nvidia supplier making GaN/SiC power chips for 800V AI data center architecture; 300+ patents, first-mover advantage, 50%+ revenue growth; long-term target is a $10B+ company. | ||||
| AMAT | Jul 14, 2025 | $197.10 | $456.49 | +131.6% |
| Screaming buy; tax credit increase spurs US factory investments translating into direct orders for AMAT's equipment. | ||||
| BBAI | Jul 01, 2025 | $6.65 | $2.87 | -56.8% |
| Contract-driven momentum cycle; targeting a bounce past the previous $2.35 high into the high twos and low threes and beyond in the coming weeks. | ||||
| MP | Jun 15, 2025 | $30.55 | $50.51 | +65.3% |
| Sole US rare earth producer, strategic national-security asset; Defense Production Act funding being discussed; catalysts include vertical integration, AI/computing demand, defense contracts, bipartisan support | ||||
| UCO | Jun 15, 2025 | $26.12 | $51.56 | +97.4% |
| Oil supply chain issues will persist longer than fear-hedging; escalating geopolitical risk, tight supply, summer liquidity, 2x leverage structure | ||||
| MU | Jun 05, 2025 | $106.29 | $975.26 | +817.5% |
| Continue to brew overall momentum into the coming years due to AI memory/storage demand. | ||||
| CRWV | Jun 05, 2025 | $135.05 | $88.99 | -34.1% |
| Do not buy during the current hype cycle; buy a large dip utilizing options with a 12-24 month time horizon. | ||||
| PATH | Jun 01, 2025 | $13.31 | $13.75 | +3.3% |
| Trading at less than half last year's $28 highs, price-to-sales ratio cut from 16 to 5.23 today. Crushed Q1 earnings with $357M in revenue. | ||||
| UNH | May 20, 2025 | $321.58 | $379.09 | +17.9% |
| Depressed multiples are rare opportunities to buy a premium business at a discount; coordinated insider buying suggests regulatory trends will be in UNH's favor. | ||||
| PYPL | May 05, 2025 | $68.54 | $53.72 | -21.6% |
| Must look at right now; beating peers on profitability, new CEO pivoting to profitable growth, massive share buybacks. | ||||
| APLD | Apr 24, 2025 | $4.54 | $26.42 | +481.9% |
| With Nvidia backing them and the stock down at these levels, it's hard to argue it doesn't have a lot of upside potential. | ||||
| RGTI | Apr 22, 2025 | $8.57 | $15.27 | +78.2% |
| Tiny quantum computing company hammered down, number one buyout candidate, 84 qubit systems, Quanta Computer investing $35M, ended 2024 with $217M cash and paid off all debt. | ||||
| AFRM | Apr 22, 2025 | $43.82 | $71.44 | +63.0% |
| Extremely well-managed BNPL company, younger borrowers prefer BNPL, merchants foot the bill, expanding network and leveraging AI. | ||||
| AVGO | Apr 22, 2025 | $169.58 | $361.99 | +113.5% |
| Global tech leader down big, designs chips for networking, clients include Amazon, Microsoft, Alphabet relying on Broadcom for data centers and AI. | ||||
| DKNG | Apr 22, 2025 | $33.47 | $24.74 | -26.1% |
| First full-year adjusted profit of $181.3M, revenue surged 30% to $4.8B, acquiring Jackpocket, expanding product features and geographically. | ||||
| TTD | Apr 14, 2025 | $48.64 | $14.34 | -70.5% |
| Finally at a valuation where you can back up the truck; 95%+ retention, profitable adtech play thrown out with bathwater | ||||
| ADBE | Apr 14, 2025 | $350.91 | $252.23 | -28.1% |
| Purest examples of value meeting growth, fortress SaaS recurring revenue, AI via Firefly, trading half off from highs | ||||
| AMZN | Apr 08, 2025 | $170.66 | $256.78 | +50.5% |
| Rare opportunity; trading substantially below historical averages; strong AWS, e-commerce dominance, expanding advertising | ||||
| UVXY | Apr 08, 2025 | $238.45 | $18.02 | -92.4% |
| For trading VIX spikes | ||||
| NVO | Apr 08, 2025 | $61.60 | $43.07 | -30.1% |
| Valuation nearly halved due to external market pressures completely unrelated to fundamentals; deep pipeline, diabetes and obesity treatment leadership | ||||
| SQQQ | Apr 08, 2025 | $264.85 | $38.87 | -85.3% |
| For trading Nasdaq downside during slides; not a long-term hold | ||||
| TQQQ | Apr 08, 2025 | $19.45 | $70.98 | +264.9% |
| For trading Nasdaq upside spikes on green buy-the-dip days; take profits on downward sentiment volume; won't trend up until full recovery | ||||
| BTC | Mar 06, 2025 | $89,961.73 | $77,342.75 | -14.0% |
| Wider acceptance, institutional money pouring in, decreasing macroeconomic headwinds; makes most of its annual gains in just 10 explosive days. | ||||
| AMD | Mar 06, 2025 | $98.85 | $516.13 | +422.1% |
| Part of the semiconductor sector ripe for explosive growth due to robust balance sheets, relentless innovation, and dominant market positions. | ||||
| MSFT | Mar 06, 2025 | $396.89 | $495.63 | +24.9% |
| Positioned for massive growth as AI adoption accelerates despite recent pullbacks. | ||||
| NVDA | Mar 06, 2025 | $110.57 | $218.29 | +97.4% |
| Long-term demand for high data analytics and productivity enhancements hasn't changed; positioned for another wave of massive growth as AI adoption accelerates. | ||||
| APP | Feb 24, 2025 | $410.45 | $323.96 | -21.1% |
| Runs one of the most advanced AI-driven ad platforms; mobile gaming is a cash-printing machine with a huge competitive moat. | ||||
| CVNA | Feb 24, 2025 | $43.13 | $69.16 | +60.4% |
| First-mover in digital auto sales; AI-driven pricing tools maximize profit per sale and beat legacy dealerships. | ||||
| IBKR | Feb 24, 2025 | $53.65 | $91.37 | +70.3% |
| Caters to serious/active traders wanting low fees and advanced tools; growing international demand and expanding margins. | ||||
| SPOT | Feb 24, 2025 | $601.61 | $525.75 | -12.6% |
| Dominant player in on-demand streaming as FM radio declines; expanding into podcasts, AI playlists, and audiobooks with expanding margins. | ||||
| HOOD | Feb 17, 2025 | $65.28 | $112.57 | +72.4% |
| Revenue up 115%, net income up 2,953%. Ride upward, take profits, do not hold into next bear market. | ||||
| SMCI | Feb 12, 2025 | $39.68 | $40.10 | +1.1% |
| Oversold on short seller dysphoria; one of the best semiconductor plays out there right now. | ||||
| CRWD | Feb 09, 2025 | $105.40 | $206.74 | +96.2% |
| AI-powered cybersecurity gets smarter with each attack; subscription revenue up 31% YoY. | ||||
| UBER | Feb 09, 2025 | $74.60 | $71.67 | -3.9% |
| Bill Ackman disclosed 30.3M share position; rolling Dec 11 $70 call profits into $75-80 calls. | ||||
| TEM | Jan 21, 2025 | $47.64 | $59.01 | +23.9% |
| Would not want to bet against it; Pelosi bought 50 call options at a $20 strike expiring Jan 16, 2026. | ||||
| NTRB | Jan 21, 2025 | $5.21 | $6.96 | +33.6% |
| Abuse-deterrent transdermal tech skipping Phase 2/3 to file NDA in 2025; put on your radar as soon as possible. | ||||
| HIMS | Jan 05, 2025 | $26.63 | $27.51 | +3.3% |
| Direct-to-consumer telehealth with explosive metrics (77% revenue growth, 198% net income growth) | ||||
| UPST | Jan 05, 2025 | $64.08 | $25.59 | -60.1% |
| Revolutionizing lending by replacing FICO scores with AI-driven risk assessment; growing transaction volume and bank partnerships | ||||
| IWM | Jan 05, 2025 | $224.43 | $288.89 | +28.7% |
| Small caps trading at steep discounts relative to large caps; institutions rotating into Russell 2000 constituents for 2025 | ||||
| AI | Jan 05, 2025 | $36.78 | $10.54 | -71.3% |
| Undervalued front runner in predictive analytics and AI optimization; pick and shovel play in the AI gold rush | ||||
| META | Jan 01, 2025 | $585.51 | $648.03 | +10.7% |
| AI is improving ad targeting and driving revenue; company is leaner and more profitable after cost cuts. | ||||
| MSTR | Jan 01, 2025 | $289.62 | $130.97 | -54.8% |
| Hyper-leveraged proxy for Bitcoin's price; company uses 0% debt and share proceeds to buy BTC. | ||||
| PANW | Jan 01, 2025 | $181.96 | $330.65 | +81.7% |
| Cybersecurity is booming and AI-driven tools are mission-critical; strong earnings, high margins, recurring revenue. | ||||
| PLTR | Jan 01, 2025 | $75.63 | $167.23 | +121.1% |
| AI and Big Data leader with critical government/defense contracts and expanding private sector presence. | ||||
| TSLA | Jan 01, 2025 | $403.84 | $365.44 | -9.5% |
| EV gold standard with massive growth avenues in automation, cybercabs, robotics, and energy storage. | ||||
| PLUS | Jan 01, 2025 | $73.88 | $91.83 | +24.3% |
| IT solutions and cloud infrastructure play; consistent revenue/earnings growth as businesses invest in tech modernization. | ||||
| ARM | Nov 29, 2024 | $134.29 | $264.79 | +97.2% |
| Arm is cited alongside Nvidia as a semiconductor opportunity benefiting from exponential industry growth. | ||||
| COIN | Nov 29, 2024 | $296.20 | $175.26 | -40.8% |
| Coinbase is cited as a beneficiary of crypto trading and adoption; prior calls rose 557% from alert price to highs. | ||||
| RIOT | Nov 29, 2024 | $12.65 | $21.47 | +69.7% |
| He alerted Riot call options, which reportedly rose 284% from alert price to highs, as a crypto-related growth opportunity. | ||||
| VO | Nov 20, 2024 | $68.88 | $81.03 | +17.6% |
| The gold standard for beginners seeking lower risk and decent returns; buy fractional shares, hold, and let compounding work. | ||||
| LMT | Nov 10, 2024 | $564.56 | $524.19 | -7.2% |
| Increased defense spending, military modernization, missile defense, Space Force expansion, and potential major F-35 contracts. | ||||
| XOM | Nov 10, 2024 | $121.11 | $165.99 | +37.1% |
| Energy deregulation, expanded drilling, lower compliance costs, supportive oil and gas policy, and increased US energy exports. | ||||
| ACLS | Nov 04, 2024 | $85.16 | $113.43 | +33.2% |
| Ion-implantation equipment is essential for smaller, faster semiconductors and should benefit from chip demand and domestic production. | ||||
| AMKR | Nov 04, 2024 | $26.02 | $51.73 | +98.8% |
| Semiconductor packaging and testing exposure benefits from AI, 5G, and smart-device adoption. | ||||
| BPMC | Nov 04, 2024 | $91.88 | — | — |
| Precision-oncology platform targets cancer treatments to specific genetic mutations, benefiting from personalized medicine. | ||||
| MNKD | Nov 04, 2024 | $7.09 | $3.75 | -47.1% |
| Inhalable insulin could be a game-changing convenience innovation in diabetes care. | ||||
| TGTX | Nov 04, 2024 | $24.36 | $53.89 | +121.2% |
| Multiple-sclerosis treatments and potential FDA-approval catalysts provide high-upside biotech exposure. | ||||
| UCTT | Nov 04, 2024 | $34.28 | $74.04 | +116.0% |
| Semiconductor-equipment component supplier positioned to benefit from domestic chip investment and infrastructure demand. | ||||
| VECO | Nov 04, 2024 | $28.70 | $44.83 | +56.2% |
| Equipment for semiconductor and LED manufacturing offers relatively stable exposure to AI and advanced-technology demand. | ||||
| CB | Oct 31, 2024 | $282.44 | $338.25 | +19.8% |
| Chubb’s global scale, strong balance sheet, diversified insurance operations, acquisitions, and disciplined underwriting make it a financially strong growth candidate. | ||||
| IGM | Oct 28, 2024 | $97.95 | $162.24 | +65.6% |
| Domestic-focused smaller companies could benefit from lower taxes, reduced compliance costs, infrastructure spending and stronger U.S. growth. | ||||
| KR | Oct 28, 2024 | $57.11 | $58.49 | +2.4% |
| Regional banks could benefit from regulatory relief, reduced compliance burdens and increased lending to local businesses. | ||||
| SMLR | Oct 28, 2024 | $29.57 | — | — |
| Semler Scientific could benefit as a crypto-linked exposure from a Trump victory and more favorable cryptocurrency regulation. | ||||
| XLF | Oct 28, 2024 | $47.21 | $57.25 | +21.3% |
| Financials could benefit from tax cuts, deregulation, lower rates, stronger economic activity and increased loan demand. | ||||
| TREE | Oct 09, 2024 | $56.28 | $26.82 | -52.4% |
| Tom Lee reportedly sees LendingTree benefiting from falling rates, increased borrowing and refinancing, and growth in digital financial services. | ||||
| RCAT | Sep 10, 2024 | $2.79 | $7.96 | +185.3% |
| Enter during the dump phase and ride a potential catalyst-driven rebound in its drone and defense uptrend. | ||||
| APD | Sep 05, 2024 | $273.55 | $291.43 | +6.5% |
| APD is on a healthy uptrend and could benefit from clean-energy regulation, infrastructure spending, green hydrogen, and carbon capture. | ||||
| VIAV | Sep 05, 2024 | $8.11 | $38.75 | +377.8% |
| Viavi could benefit from 5G, broadband and telecommunications spending, cybersecurity priorities, and government contracts. | ||||
| BLBD | Aug 23, 2024 | $48.96 | $61.84 | +26.3% |
| Leading school-bus manufacturer with safety, clean-energy, and potential EV exposure. | ||||
| MLI | Aug 23, 2024 | $35.38 | $60.48 | +70.9% |
| Potential cross-cycle hedge through piping, industrial metals, and climate machinery. | ||||
| TBBK | Aug 23, 2024 | $52.26 | $50.63 | -3.1% |
| Private-label banking and technology-driven solutions for non-bank companies. | ||||
| SERV | Jul 22, 2024 | $8.77 | $4.48 | -48.9% |
| Speculative momentum buy on the current pullback; Nvidia’s roughly 10% stake, partnerships, and autonomous-delivery growth potential could drive another upward wave. | ||||
| FN | Jul 21, 2024 | $236.23 | $414.58 | +75.5% |
| Fabrinet represents a compelling buy, supported by high analyst upside, several catalysts, strong financial history, and demand for optical and precision manufacturing. | ||||
| ACMR | Jul 16, 2024 | $23.91 | $72.00 | +201.1% |
| Unusual semiconductor buy with major upside, driven by niche wafer-cleaning technology, rapid growth, strong customers, and semiconductor demand. | ||||
| HUMA | Jul 14, 2024 | $6.99 | $0.57 | -91.8% |
| Consider buying before August 10 because the FDA decision is a very big catalyst and the stock may have substantially more upside. | ||||
| NNOX | Jun 27, 2024 | $6.63 | $0.72 | -89.1% |
| Buy to ride catalyst-driven momentum cycles, then sell into rallies rather than hold long term; Nvidia’s stake may boost strategic value and attention. | ||||
| OSS | Jun 16, 2024 | $2.47 | $9.19 | +272.1% |
| Repeated EPS beats, scaling, and exposure to autonomous vehicles, smart cities, and robotics support significant growth. | ||||
| GME | Jun 06, 2024 | $46.55 | $21.15 | -54.6% |
| The Roaring Kitty livestream and potential short squeeze could drive the stock higher into tomorrow and next week. | ||||
| XPEV | May 29, 2024 | $8.21 | $10.54 | +28.4% |
| A preferred value dip buy that can be bought and held as fundamentals improve through deliveries, European expansion, the Volkswagen alliance, and affordable EVs. | ||||
| GERN | May 29, 2024 | $3.32 | $1.35 | -59.3% |
| Trade the anticipated run into the June 16 FDA decision for imetelstat; approval could drive an initial pop toward $7–$8. | ||||
| GNFT | May 29, 2024 | $5.19 | — | — |
| Wait for a potential 20%–30% dip, then buy the FDA catalyst based on elafibranor, future royalties, cash runway, and institutional buying. | ||||
| PEGY | May 29, 2024 | $0.26 | — | — |
| An excellent speculative trading opportunity because its depressed valuation leaves room for sharp surges on positive earnings, partnerships, or regulatory news. | ||||
| LUCY | May 27, 2024 | $19.66 | $0.84 | -95.7% |
| Briefed on unusual premarket volume, its history of catalyst-driven spikes, and AI exposure. | ||||
| FFIE | May 22, 2024 | $1.12 | $1.74 | +55.4% |
| Trade only as a high-risk momentum/speculative position for a possible additional squeeze wave; not suitable for buy-and-hold investing. | ||||
| AMC | May 16, 2024 | $4.64 | $2.46 | -47.0% |
| Previously alerted call options before the major uptrend; the alert reportedly rose from about $0.88 to $4.80. | ||||
| LAZR | May 12, 2024 | $1.71 | $43.84 | +2463.7% |
| Lidar adoption, Tesla's sensor purchases, a potential short squeeze, and an apparently inefficient price create speculative upside. | ||||
| CXM | Apr 19, 2024 | $11.34 | $5.48 | -51.7% |
| Near year-to-date support, Sprinklr offers an attractive entry with repeated EPS and revenue beats plus sharply improving profitability. | ||||
| SNDL | Mar 31, 2024 | $2.01 | $1.34 | -33.3% |
| Cannabis regulatory catalysts and a long cash runway support the next cycle high; buy or watch for a dip to $1.50–$1.25. | ||||
| SON | Mar 24, 2024 | $56.43 | $47.84 | -15.2% |
| SoundHound has a valuable, growing voice-AI platform with strong patent protection and potential buyout value, though it remains a speculative momentum trade. | ||||
| BABA | Mar 17, 2024 | $73.42 | $109.30 | +48.9% |
| Below $75 is a very cheap deal given Alibaba’s diversified moat, buybacks, sub-7x price/free cash flow valuation, and potential China recovery. | ||||
| PHUN | Mar 03, 2024 | $7.08 | $2.03 | -71.3% |
| An interesting speculative trade setup around Super Tuesday, with potential for another Trump-related campaign-news rally. | ||||
| SOFI | Jan 29, 2024 | $9.16 | $17.32 | +89.1% |
| First-ever profitability, strong growth, deposit retention, and member monetization make the earnings report a potentially attractive buy. | ||||
| ZIM | Jan 21, 2024 | $12.87 | $29.57 | +129.8% |
| Prolonged Red Sea disruption, higher shipping rates, rerouting premiums, and short covering. | ||||
| MARA | Jan 17, 2024 | $17.26 | $11.98 | -30.6% |
| Buy-the-dip recovery setup supported by the Bitcoin halving cycle, institutional ETF adoption, and expanding mining capacity. | ||||
Closed calls
| Ticker | Called | Entry | Exit | Return |
|---|---|---|---|---|
| MARA | Jun 01, 2025 | $14.12 | $18.20 | +28.9% |
| SOFI | Feb 17, 2025 | $16.21 | $22.09 | +36.3% |
| MARA | Feb 09, 2024 | $23.89 | $10.62 | -55.5% |
Recent calls
hold
PLAB
Despite recommending it at $40 and being early and so far wrong at $25, he still likes it due to its cash position, low valuation, and growing AI/HBM photomask business.
2026-09-07
· video
buy
SNDK conviction 8/10
One of the best buys among memory makers: four years of contract visibility, double-digit growth through 2030, and an 80% gross margin.
2026-09-07
· video
buy
MU conviction 9/10
Top pick among 35 names; sold out of HBM through 2027, has exceptional pricing power, and remains inexpensive even if the memory cycle cools.
2026-09-07
· video
buy
NVTS conviction 7/10
Navitas is pivoting toward higher-value AI data-center and power-delivery markets, with expanding backlog, record book-to-bill, and 800-volt AI infrastructure programs.
2026-09-02
· video
· target $12–$13
buy
FE
Rapid data-center electricity demand growth, including approximately 6.4 GW of contracted demand and a growing pipeline.
2026-08-30
· video
buy
XE
Speculative exposure to smaller, standardized XE-100 nuclear reactors, with major long-term upside if commercialization succeeds.
2026-08-30
· video
buy
CMS
Data centers, semiconductor plants, and advanced manufacturing could drive substantial new electricity demand and regulated utility investment.
2026-08-30
· video
buy
DTE conviction 8/10
A timely way to benefit from AI-driven power demand, including a potential Oracle data-center project and major planned grid investment.
2026-08-30
· video
buy
AEP
Its large transmission network is the electricity highway serving new data centers, semiconductor plants, and factories.
2026-08-30
· video
add
VST
Re-entering Vistra provides exposure to existing natural-gas and nuclear generation, which may gain pricing power as new plants take years to build.
2026-08-30
· video
buy
VIST
Exposure to oil and gas production in Argentina's Vaca Muerta, alongside the country's deregulation and foreign-investment reforms.
2026-08-30
· video
buy
AMZN conviction 9/10
AWS and AI infrastructure growth, including major customer commitments and proprietary AI chips, make Amazon the portfolio's central holding.
2026-08-30
· video
buy
NOW conviction 9/10
Calls ServiceNow one of the best dip buys, with strong subscription growth, expanding large contracts, and AI increasing demand for its workflow platform.
2026-08-26
· video
buy
ADBE conviction 8/10
Recommends buying Adobe heavily as a contrarian opportunity, arguing generative AI will increase content creation and demand for Adobe’s professional finishing tools.
2026-08-26
· video
buy
CRM conviction 8/10
Says Salesforce is oversold and remains very bullish because its embedded customer data and workflows provide a strong base for Agentforce AI growth.
2026-08-26
· video
buy
UBER conviction 8/10
Profitable, cash-generating marketplace with strong free-cash-flow growth and substantial long-term upside if autonomous vehicles remove driver costs.
2026-08-19
· video
buy
PATH conviction 7/10
A great dip buy as UiPath evolves from robotic process automation into an AI-agent platform integrated with Google Workspace, Vertex AI, and Gemini.
2026-08-17
· video
buy
TEM conviction 8/10
One of the picker’s favorite dip buys: Tempus combines clinical records, genomic data, and AI to improve treatment decisions and drug development.
2026-08-17
· video
buy
NVTS conviction 8/10
Calls it a great entry point and an early Nvidia-like opportunity addressing AI data-center power bottlenecks with GaN/SiC technology and Nvidia ties.
2026-08-16
· video
· target $130–$150 by year-end 2028
We track this picker's explicit on-camera calls faithfully — we don't endorse or judge them. Marks are hypothetical and exclude fees and taxes. Not financial advice.