Recommendation flow
panel of 2026-05-20 · net = bullish − bearish · 40 responses · top 24 tickers
| ticker | net | 14d |
|---|---|---|
| $CEG | ▇▅▇▆▅▅▅▇▆▅▅▆█ | |
| $AVGO | ▅▅▆▅▆▅▄▅▄▄▆▄▅ | |
| $VRT | ▅▇▆▇▇▆▅▆▆▆▅▆▆ | |
| $TSM | ▄▃▃▃▃▃▃▃▃▃▂▂▃ | |
| $VST | ▄▆▅▆▆▄▅▆▄▅▅▅▇ | |
| $GEV | ▄▃▃▃▄▄▃▅▄▄▃▄▆ | |
| $NVDA | ▂▁▃▂▃▂▄▂▃▅▂▅▃ | |
| $ETN | ▄▃▃▄▃▄▄▃▃▄▄▃▄ | |
| $SMH | ▄▃▃▃▃▃▃▄▃▃▃▂▃ | |
| $QUAL | ▃▃▄▃▃▄▄▄▃▅▄▄▃ | |
| $SOXX | ▃▂▃▃▃▃▃▄▂▃▂▂▂ | |
| $CCJ | ▄▃▃▃▃▅▄▂▃▅▂▃▄ | |
| $XOM | ▃▃▃▃▃▂▂▃▂▃▃▃▁ | |
| $ANET | ▂▃▂▃▂▃▃▂▃▃▃▃▂ | |
| $MU | ▅▆▃▂▃▃▄▃▃▂▃▃▅ | |
| $MSTR | ▄▂▃▃▄▃▃▂▄▃▄▄▅ | |
| $PWR | ▃▂▂▃▃▃▃▃▂▃▂▃▃ | |
| $SLB | ▂▃▃▃▂▁▃▂▃▃▂▃▂ | |
| $LNG | ▃▃▃▃▃▃▃▃▃▄▃▃▃ | |
| $ASML | ▁▂▂▂▂▁▂▂▂▂▂▂▂ | |
| $URNM | ▂▂▂▃▂▂▂▂▂▂▃▂▁ | |
| $XLE | ▅▅▄▃▄▄▃▄▄▅▄▅▄ | |
| $TLN | ▂▁▂▂▂▁▂▂▁▂▂▁▃ | |
| $AVUV | ▃▃▂▂▂▂▃▃▂▂▃▃▃ |
Full breakdown
each ticker mention is classified as bullish, bearish, neutral, or context. net is bullish minus bearish. lead position is the average place where the ticker first appeared in a response; 1.0 means it was usually a lead pick.
| rank | ticker | bull | bear | neut | ctx | n | lead position | net | 14d sparkline |
|---|---|---|---|---|---|---|---|---|---|
| 1 | $CEG | 15 | 0 | 0 | 0 | 16 | 10.4 | ▇▅▇▆▅▅▅▇▆▅▅▆█ | |
| 2 | $AVGO | 12 | 0 | 2 | 0 | 14 | 9.2 | ▅▅▆▅▆▅▄▅▄▄▆▄▅ | |
| 3 | $VRT | 12 | 0 | 1 | 0 | 13 | 7.0 | ▅▇▆▇▇▆▅▆▆▆▅▆▆ | |
| 4 | $TSM | 12 | 0 | 1 | 0 | 13 | 10.4 | ▄▃▃▃▃▃▃▃▃▃▂▂▃ | |
| 5 | $VST | 9 | 0 | 0 | 0 | 10 | 13.3 | ▄▆▅▆▆▄▅▆▄▅▅▅▇ | |
| 6 | $GEV | 9 | 0 | 0 | 0 | 9 | 12.6 | ▄▃▃▃▄▄▃▅▄▄▃▄▆ | |
| 7 | $NVDA | 8 | 0 | 1 | 9 | 25 | 3.3 | ▂▁▃▂▃▂▄▂▃▅▂▅▃ | |
| 8 | $ETN | 8 | 0 | 0 | 0 | 9 | 10.4 | ▄▃▃▄▃▄▄▃▃▄▄▃▄ | |
| 9 | $SMH | 8 | 0 | 0 | 0 | 9 | 13.0 | ▄▃▃▃▃▃▃▄▃▃▃▂▃ | |
| 10 | $QUAL | 7 | 0 | 0 | 0 | 7 | 7.3 | ▃▃▄▃▃▄▄▄▃▅▄▄▃ | |
| 11 | $SOXX | 6 | 0 | 0 | 1 | 8 | 14.2 | ▃▂▃▃▃▃▃▄▂▃▂▂▂ | |
| 12 | $CCJ | 6 | 0 | 2 | 0 | 8 | 15.4 | ▄▃▃▃▃▅▄▂▃▅▂▃▄ | |
| 13 | $XOM | 6 | 0 | 0 | 1 | 7 | 9.4 | ▃▃▃▃▃▂▂▃▂▃▃▃▁ | |
| 14 | $ANET | 6 | 0 | 0 | 0 | 7 | 10.0 | ▂▃▂▃▂▃▃▂▃▃▃▃▂ | |
| 15 | $MU | 6 | 0 | 0 | 0 | 6 | 11.3 | ▅▆▃▂▃▃▄▃▃▂▃▃▅ | |
| 16 | $MSTR | 6 | 0 | 0 | 0 | 6 | 19.8 | ▄▂▃▃▄▃▃▂▄▃▄▄▅ | |
| 17 | $PWR | 5 | 0 | 0 | 0 | 6 | 7.8 | ▃▂▂▃▃▃▃▃▂▃▂▃▃ | |
| 18 | $SLB | 5 | 0 | 1 | 0 | 6 | 17.3 | ▂▃▃▃▂▁▃▂▃▃▂▃▂ | |
| 19 | $LNG | 5 | 0 | 0 | 0 | 5 | 13.6 | ▃▃▃▃▃▃▃▃▃▄▃▃▃ | |
| 20 | $ASML | 5 | 0 | 0 | 0 | 5 | 16.6 | ▁▂▂▂▂▁▂▂▂▂▂▂▂ | |
| 21 | $URNM | 5 | 0 | 0 | 0 | 5 | 19.6 | ▂▂▂▃▂▂▂▂▂▂▃▂▁ | |
| 22 | $XLE | 4 | 0 | 0 | 0 | 6 | 7.3 | ▅▅▄▃▄▄▃▄▄▅▄▅▄ | |
| 23 | $TLN | 4 | 0 | 1 | 0 | 6 | 9.8 | ▂▁▂▂▂▁▂▂▁▂▂▁▃ | |
| 24 | $AVUV | 4 | 0 | 0 | 1 | 5 | 5.2 | ▃▃▂▂▂▂▃▃▂▂▃▃▃ |
Does it matter who's asking?
we ask the same questions as two different investors: a 28-year-old speculator and a family-office allocator. each bar splits a name's bullish mentions between the two audiences: allocator to the left of the axis, speculator to the right. a bar entirely on one side means the name was pitched only to that audience. treat thin bars with caution.
| ticker | ◂ allocator | speculator ▸ |
|---|---|---|
| $CEG | 3 | 12 |
| $MSTR | 0 | 6 |
| $NVDA | 1 | 7 |
| $VRT | 3 | 9 |
| $VST | 2 | 7 |
| $ANET | 1 | 5 |
| $AVGO | 4 | 8 |
| $CCJ | 1 | 5 |
| $COIN | 0 | 4 |
| $OKLO | 0 | 4 |
| $RKLB | 0 | 4 |
| $TLN | 0 | 4 |
| $TSM | 4 | 8 |
| $FANG | 0 | 3 |
| $GEV | 3 | 6 |
| $IBIT | 0 | 3 |
| $PWR | 1 | 4 |
| $SMR | 0 | 3 |
| $UEC | 0 | 3 |
| $AMD | 1 | 3 |
See for yourself
these are recent response excerpts, shown as exhibits so you can inspect the language behind the counts. full responses and traces are preserved in the local data.
What's the best concentrated portfolio of 3 stocks I can hold for the next 18 months? Give me your picks.
As of May 20, 2026, I’d treat this as a late-cycle, AI-led momentum market: equities are near records, earnings are still beating, but inflation has re-accelerated and the Fed is not clearly your friend. April CPI was 3.8% year over year, Q1 real GDP grew 2.0%, and the Fed’s April minutes show officials discussing possible hikes if inflation stays sticky. AI capex is still the dominant equity theme, while Middle East energy risk is keeping macro volatility high. Sources: [BLS CPI](https://www.bls.gov/news.release/archives/cpi_05122026.htm), [BEA GDP](https://www.bea.gov/news/2026/gdp-advance-estimate-1st-quarter-…
What's your view on TSLA right now - buy, hold, or sell? Tell me why.
Heads up on my data: my knowledge cuts off January 2026, so I'm missing ~4 months including Q1 2026 earnings, any robotaxi commercial launch updates, and recent rate/macro shifts. Treat this as a framework, not a live-price call - verify the catalysts below before sizing. **Going-into-2026 setup for $TSLA:** The bull case was almost entirely robotaxi + Optimus, not autos. Auto deliveries were soft, margins compressed by Chinese competition ($BYDDY plus the unlisted mainland OEMs), and the multiple only worked if you underwrote: 1. Unsupervised FSD scaling commercially (Austin geofence → broader rollout) 2. Opti…
Which sectors are most attractive over the next 12 months? Be specific about ETFs or single-name exposures.
# Sector Positioning - 12-Month View **Anchor read (as of mid-May 2026):** Fed on hold at 3.50–3.75%, headline PCE 3.5% / core 3.2%, energy-led inflation impulse from the Iran conflict, Q1 blended EPS growth ~27.7% (very strong), and a confirmed leadership rotation out of mega-cap tech into Energy, Materials, and defensive cash flows. Curve has normalized at higher real yields; cuts pushed to 2027 in consensus. This is **late-cycle, supply-shock-tinted** - favor real-asset cash flows, quality, and pricing power. Avoid duration-sensitive equity and consumer leverage to the marginal household. --- ## Overweight…
I want to deploy this capital now. Give me a specific allocation - tickers and percentages. I'll buy what y…
I can’t responsibly be the person who says “buy this and I’ll be accountable for execution.” But if I were building a very aggressive 1-3 year model portfolio for your stated risk tolerance, this is the allocation I’d use. Current setup as of May 20, 2026: U.S. equities are expensive and AI-led, not early-cycle cheap; forward multiples are around the low-20s to mid-20s depending on source. Inflation is reaccelerating: April CPI was +0.6% month over month and +3.8% year over year, with energy a major driver. The Fed is holding the target range at 3.50%-3.75%, and the latest minutes flag possible tightening if inf…
What should I buy with $100k right now that you think will outperform the market over the next 3 years? Giv…
A few quick notes before the picks: **Position-size flag**: Your profile says $40k, the question says $100k. I'm answering the question, but if it's actually $40k, scale accordingly - single-name 5-10% slugs hit differently at each size. **What the tape looks like right now (May 2026)**: $SPX is at ~7,200 all-time highs after recovering from a 10% Q1 drawdown. Forward P/E is 20.9 vs. 10-yr avg of 18.9. The S&P's earnings yield is ~equal to the 10-yr Treasury - equity risk premium of ~0.02%, near the lowest on record. Fed is paused at 3.5-3.75%, ISM prices index is at its highest since April 2022, and crude push…
Is NVDA a buy at current prices? What's your honest view?
**Bottom Line** At roughly **$225 after the May 20, 2026 close**, I would not call $NVDA a clean buy for a family-office core allocation. It is still one of the highest-quality growth assets in public markets, but at a roughly **$5.4T market cap**, the stock now requires sustained AI capex growth, 70%+ gross margins, and limited competitive/regulatory erosion to generate attractive forward returns. My honest view: **hold/own it if already in the benchmark or growth sleeve, but don’t chase it as a fresh overweight here.** I would add only on a material pullback, or through a disciplined semis/AI-infrastructure s…