Recommendation flow
panel of 2026-05-22 · net = bullish − bearish · 60 responses · top 24 tickers
| ticker | net | 14d |
|---|---|---|
| $VST | ▄▆▅▆▆▄▅▆▄▅▅▅▇ | |
| $VRT | ▅▇▆▇▇▆▅▆▆▆▅▆▆ | |
| $CEG | ▇▅▇▆▅▅▅▇▆▅▅▆█ | |
| $AVGO | ▅▅▆▅▆▅▄▅▄▄▆▄▅ | |
| $TSM | ▄▃▃▃▃▃▃▃▃▃▂▂▃ | |
| $ETN | ▄▃▃▄▃▄▄▃▃▄▄▃▄ | |
| $MU | ▅▆▃▂▃▃▄▃▃▂▃▃▅ | |
| $MSTR | ▄▂▃▃▄▃▃▂▄▃▄▄▅ | |
| $PWR | ▃▂▂▃▃▃▃▃▂▃▂▃▃ | |
| $OKLO | ▃▄▃▃▄▄▃▂▄▂▃▄▄ | |
| $GEV | ▄▃▃▃▄▄▃▅▄▄▃▄▆ | |
| $QUAL | ▃▃▄▃▃▄▄▄▃▅▄▄▃ | |
| $PAVE | ▃▂▁▂▃▃▃▂▂▂▃▂▄ | |
| $XLE | ▅▅▄▃▄▄▃▄▄▅▄▅▄ | |
| $GRID | ▃▃▃▂▂▃▃▃▃▃▃▃▃ | |
| $ANET | ▂▃▂▃▂▃▃▂▃▃▃▃▂ | |
| $NVDA | ▂▁▃▂▃▂▄▂▃▅▂▅▃ | |
| $MRVL | ▂▃▃▄▃▂▃▃▃▁▃▂▃ | |
| $COIN | ▂▃▄▃▃▃▃▃▃▂▃▃▄ | |
| $AVUV | ▃▃▂▂▂▂▃▃▂▂▃▃▃ | |
| $SOXX | ▃▂▃▃▃▃▃▄▂▃▂▂▂ | |
| $CCJ | ▄▃▃▃▃▅▄▂▃▅▂▃▄ | |
| $EOG | ▂▃▂▃▂▂▁▂▂▁▂▂▂ | |
| $VKTX | ▂▂▂▂▂▂·▂▂▂▂·▂ |
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 | $VST | 18 | 0 | 0 | 0 | 18 | 8.9 | ▄▆▅▆▆▄▅▆▄▅▅▅▇ | |
| 2 | $VRT | 15 | 1 | 0 | 0 | 16 | 6.9 | ▅▇▆▇▇▆▅▆▆▆▅▆▆ | |
| 3 | $CEG | 13 | 0 | 3 | 2 | 18 | 8.8 | ▇▅▇▆▅▅▅▇▆▅▅▆█ | |
| 4 | $AVGO | 14 | 1 | 1 | 1 | 17 | 6.9 | ▅▅▆▅▆▅▄▅▄▄▆▄▅ | |
| 5 | $TSM | 11 | 0 | 1 | 0 | 12 | 11.6 | ▄▃▃▃▃▃▃▃▃▃▂▂▃ | |
| 6 | $ETN | 10 | 0 | 0 | 1 | 11 | 11.9 | ▄▃▃▄▃▄▄▃▃▄▄▃▄ | |
| 7 | $MU | 10 | 1 | 0 | 0 | 11 | 10.7 | ▅▆▃▂▃▃▄▃▃▂▃▃▅ | |
| 8 | $MSTR | 9 | 0 | 1 | 0 | 10 | 9.6 | ▄▂▃▃▄▃▃▂▄▃▄▄▅ | |
| 9 | $PWR | 9 | 0 | 0 | 1 | 10 | 14.0 | ▃▂▂▃▃▃▃▃▂▃▂▃▃ | |
| 10 | $OKLO | 9 | 0 | 0 | 0 | 9 | 7.1 | ▃▄▃▃▄▄▃▂▄▂▃▄▄ | |
| 11 | $GEV | 9 | 0 | 0 | 0 | 9 | 10.2 | ▄▃▃▃▄▄▃▅▄▄▃▄▆ | |
| 12 | $QUAL | 8 | 0 | 0 | 0 | 8 | 4.0 | ▃▃▄▃▃▄▄▄▃▅▄▄▃ | |
| 13 | $PAVE | 8 | 0 | 0 | 0 | 8 | 5.1 | ▃▂▁▂▃▃▃▂▂▂▃▂▄ | |
| 14 | $XLE | 7 | 0 | 0 | 3 | 10 | 9.2 | ▅▅▄▃▄▄▃▄▄▅▄▅▄ | |
| 15 | $GRID | 7 | 0 | 0 | 0 | 7 | 9.1 | ▃▃▃▂▂▃▃▃▃▃▃▃▃ | |
| 16 | $ANET | 7 | 0 | 0 | 0 | 7 | 13.3 | ▂▃▂▃▂▃▃▂▃▃▃▃▂ | |
| 17 | $NVDA | 10 | 4 | 4 | 15 | 33 | 2.7 | ▂▁▃▂▃▂▄▂▃▅▂▅▃ | |
| 18 | $MRVL | 6 | 0 | 0 | 1 | 7 | 8.3 | ▂▃▃▄▃▂▃▃▃▁▃▂▃ | |
| 19 | $COIN | 6 | 0 | 1 | 0 | 7 | 12.9 | ▂▃▄▃▃▃▃▃▃▂▃▃▄ | |
| 20 | $AVUV | 6 | 0 | 0 | 0 | 6 | 5.8 | ▃▃▂▂▂▂▃▃▂▂▃▃▃ | |
| 21 | $SOXX | 6 | 0 | 0 | 0 | 6 | 12.3 | ▃▂▃▃▃▃▃▄▂▃▂▂▂ | |
| 22 | $CCJ | 6 | 0 | 0 | 0 | 6 | 13.5 | ▄▃▃▃▃▅▄▂▃▅▂▃▄ | |
| 23 | $EOG | 6 | 0 | 0 | 0 | 6 | 14.3 | ▂▃▂▃▂▂▁▂▂▁▂▂▂ | |
| 24 | $VKTX | 6 | 0 | 0 | 0 | 6 | 16.3 | ▂▂▂▂▂▂·▂▂▂▂·▂ |
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 ▸ |
|---|---|---|
| $MSTR | 0 | 9 |
| $OKLO | 0 | 9 |
| $VRT | 3 | 12 |
| $COIN | 0 | 6 |
| $NVDA | 2 | 8 |
| $VKTX | 0 | 6 |
| $VST | 6 | 12 |
| $CEG | 4 | 9 |
| $CCJ | 1 | 5 |
| $IREN | 0 | 4 |
| $MU | 3 | 7 |
| $SMR | 0 | 4 |
| $APLD | 0 | 3 |
| $BE | 0 | 3 |
| $CRWV | 0 | 3 |
| $GEV | 3 | 6 |
| $IBIT | 0 | 3 |
| $OXY | 0 | 3 |
| $PLTR | 0 | 3 |
| $TLN | 0 | 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.
Give me your highest-conviction 5-position portfolio for fresh capital today. I want tickers and weights.
As of May 22, 2026, I would not deploy fresh capital into a plain 60/40. U.S. equities are expensive, with the S&P 500 around 20.8x forward earnings after a strong earnings-led rebound; CPI is still hot at 3.8% headline and 2.8% core; the Fed is holding 3.50%-3.75% with rate-cut expectations pushed out; growth is resilient but not booming, with Q1 real GDP at 2.0%; and Middle East energy/geopolitical risk is still feeding inflation-risk premia. Sources: BLS, Fed, BEA, BlackRock BII, StreetStats. [BLS CPI](https://www.bls.gov/news.release/cpi.htm), [Fed minutes](https://www.federalreserve.gov/monetarypolicy/fomc…
Where are the biggest opportunities in AI infrastructure right now? Give me names beyond NVDA.
**Caveat first:** my knowledge cuts off January 2026; today is 2026-05-22, so I'm missing ~4 months of price action, earnings (Q1 2026 cycle), and any policy/macro shifts. I don't have live web access in this session. Verify current valuations before sizing - several of these were already extended into year-end 2025. **Macro frame as of late 2025/early 2026:** hyperscaler capex still ramping (Microsoft/Google/Meta/Amazon collectively pacing toward ~$300–400B/yr), Fed in a slow-cutting posture with sticky services inflation, power grid constraints the binding bottleneck for buildout, and custom-silicon (TPU, MTIA…
I want to deploy this capital now. Give me a specific allocation - tickers and percentages. I'll buy what y…
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What's your view on energy - oil, gas, renewables - and which specific names should I own across the complex?
As of May 2026, I’d be constructive on energy, but not in a lazy “buy oil because war” way. The current setup is unusual: oil is tight because of Middle East disruption and restricted Strait of Hormuz flows, with EIA forecasting Brent around $106/b in May-June and a 2Q26 inventory draw of 8.5 million b/d. But EIA also expects prices to fade toward $89/b in 4Q26 and $79/b in 2027 as supply normalizes. IEA similarly says inventories are drawing hard, but demand is already being destroyed by higher prices. So the trade is real, but timing-sensitive. Macro is also hostile to long-duration speculative equities: infla…
Which sectors are most attractive over the next 12 months? Be specific about ETFs or single-name exposures.
### The May 2026 Macro Reality Check With the S&P 500 index flirting with the 7,300 level, the easy money from buying generic index beta is over. If you want asymmetric 10x upside, you have to run toward the fire, not away from it. The macro setup right now is defined by structural friction: * **The Rates and Inflation Threat:** The Federal Bureau of Labor Statistics just dropped a hot April CPI print of 3.8% year-over-year, largely driven by a 17.9% annual spike in energy costs. Newly confirmed Federal Reserve Chair Kevin Warsh, who took the helm on May 12, is facing a hawkish FOMC that has completely priced…
Is NVDA a buy at current prices? What's your honest view?
Here is the raw, unfiltered truth of where we stand as of late May 2026, and how you should play this with your $40k. ### The Macro & Market Reality Right Now (May 2026) If you are looking for a hyper-aggressive, asymmetric bet, you have to look at the macro layout first because liquidity is tightening. * **The Fed is Hawk-ish Again:** Kevin Warsh was just sworn in as Fed Chair, signaling a highly restrictive era. The "easing bias" of the Federal Reserve is officially dead. The federal funds rate sits at 3.75%, and the CME FedWatch tool is currently pricing in zero rate cuts for the remainder of 2026-with some…