Recommendation flow
panel of 2026-05-24 · net = bullish − bearish · 58 responses · top 24 tickers
| ticker | net | 14d |
|---|---|---|
| $CEG | ▇▅▇▆▅▅▅▇▆▅▅▆█ | |
| $AVGO | ▅▅▆▅▆▅▄▅▄▄▆▄▅ | |
| $VRT | ▅▇▆▇▇▆▅▆▆▆▅▆▆ | |
| $QUAL | ▃▃▄▃▃▄▄▄▃▅▄▄▃ | |
| $VST | ▄▆▅▆▆▄▅▆▄▅▅▅▇ | |
| $TSM | ▄▃▃▃▃▃▃▃▃▃▂▂▃ | |
| $GEV | ▄▃▃▃▄▄▃▅▄▄▃▄▆ | |
| $CCJ | ▄▃▃▃▃▅▄▂▃▅▂▃▄ | |
| $ETN | ▄▃▃▄▃▄▄▃▃▄▄▃▄ | |
| $MU | ▅▆▃▂▃▃▄▃▃▂▃▃▅ | |
| $AVUV | ▃▃▂▂▂▂▃▃▂▂▃▃▃ | |
| $ANET | ▂▃▂▃▂▃▃▂▃▃▃▃▂ | |
| $SMR | ▁▂▂▂▃▂▂▂▂▂▃▃▃ | |
| $PWR | ▃▂▂▃▃▃▃▃▂▃▂▃▃ | |
| $ITA | ▂▂▂▂▃▂▂▂▂▂▂▂▂ | |
| $NVDA | ▂▁▃▂▃▂▄▂▃▅▂▅▃ | |
| $MSTR | ▄▂▃▃▄▃▃▂▄▃▄▄▅ | |
| $AMLP | ▃▂▂▂▂▂▃▁▂▃▃▃▂ | |
| $AVDV | ▂▁▁▂▁▂▁▁▂▂▂·▂ | |
| $OKLO | ▃▄▃▃▄▄▃▂▄▂▃▄▄ | |
| $CRDO | ▁▂▂▁▂▃▂▂▂▂▂▂▃ | |
| $PAVE | ▃▂▁▂▃▃▃▂▂▂▃▂▄ | |
| $DBMF | ▃▃▃▂▂▃▂▃▃▃▃▃▃ | |
| $GRID | ▃▃▃▂▂▃▃▃▃▃▃▃▃ |
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 | 12 | 1 | 0 | 0 | 13 | 11.0 | ▇▅▇▆▅▅▅▇▆▅▅▆█ | |
| 2 | $AVGO | 11 | 0 | 0 | 1 | 12 | 3.0 | ▅▅▆▅▆▅▄▅▄▄▆▄▅ | |
| 3 | $VRT | 11 | 1 | 0 | 0 | 12 | 7.2 | ▅▇▆▇▇▆▅▆▆▆▅▆▆ | |
| 4 | $QUAL | 10 | 0 | 1 | 1 | 12 | 8.2 | ▃▃▄▃▃▄▄▄▃▅▄▄▃ | |
| 5 | $VST | 10 | 1 | 0 | 0 | 11 | 12.5 | ▄▆▅▆▆▄▅▆▄▅▅▅▇ | |
| 6 | $TSM | 9 | 0 | 0 | 0 | 9 | 8.0 | ▄▃▃▃▃▃▃▃▃▃▂▂▃ | |
| 7 | $GEV | 9 | 0 | 0 | 0 | 9 | 11.6 | ▄▃▃▃▄▄▃▅▄▄▃▄▆ | |
| 8 | $CCJ | 8 | 0 | 0 | 1 | 9 | 12.2 | ▄▃▃▃▃▅▄▂▃▅▂▃▄ | |
| 9 | $ETN | 8 | 0 | 0 | 0 | 8 | 9.4 | ▄▃▃▄▃▄▄▃▃▄▄▃▄ | |
| 10 | $MU | 7 | 0 | 1 | 0 | 8 | 8.6 | ▅▆▃▂▃▃▄▃▃▂▃▃▅ | |
| 11 | $AVUV | 7 | 0 | 0 | 0 | 7 | 3.6 | ▃▃▂▂▂▂▃▃▂▂▃▃▃ | |
| 12 | $ANET | 6 | 0 | 0 | 0 | 6 | 8.0 | ▂▃▂▃▂▃▃▂▃▃▃▃▂ | |
| 13 | $SMR | 6 | 0 | 0 | 0 | 6 | 8.5 | ▁▂▂▂▃▂▂▂▂▂▃▃▃ | |
| 14 | $PWR | 6 | 0 | 0 | 0 | 6 | 12.0 | ▃▂▂▃▃▃▃▃▂▃▂▃▃ | |
| 15 | $ITA | 6 | 0 | 0 | 0 | 6 | 15.8 | ▂▂▂▂▃▂▂▂▂▂▂▂▂ | |
| 16 | $NVDA | 7 | 2 | 4 | 21 | 34 | 2.6 | ▂▁▃▂▃▂▄▂▃▅▂▅▃ | |
| 17 | $MSTR | 6 | 1 | 1 | 0 | 8 | 11.5 | ▄▂▃▃▄▃▃▂▄▃▄▄▅ | |
| 18 | $AMLP | 5 | 0 | 2 | 0 | 7 | 18.9 | ▃▂▂▂▂▂▃▁▂▃▃▃▂ | |
| 19 | $AVDV | 5 | 0 | 0 | 0 | 5 | 4.8 | ▂▁▁▂▁▂▁▁▂▂▂·▂ | |
| 20 | $OKLO | 5 | 0 | 0 | 0 | 5 | 5.8 | ▃▄▃▃▄▄▃▂▄▂▃▄▄ | |
| 21 | $CRDO | 5 | 0 | 0 | 0 | 5 | 9.2 | ▁▂▂▁▂▃▂▂▂▂▂▂▃ | |
| 22 | $PAVE | 5 | 0 | 0 | 0 | 5 | 10.2 | ▃▂▁▂▃▃▃▂▂▂▃▂▄ | |
| 23 | $DBMF | 5 | 0 | 0 | 0 | 5 | 10.4 | ▃▃▃▂▂▃▂▃▃▃▃▃▃ | |
| 24 | $GRID | 5 | 0 | 0 | 0 | 5 | 11.4 | ▃▃▃▂▂▃▃▃▃▃▃▃▃ |
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 ▸ |
|---|---|---|
| $NVDA | 0 | 7 |
| $CCJ | 1 | 7 |
| $CEG | 3 | 9 |
| $MSTR | 0 | 6 |
| $SMR | 0 | 6 |
| $AVGO | 3 | 8 |
| $COIN | 0 | 5 |
| $IREN | 0 | 5 |
| $NBIS | 0 | 5 |
| $OKLO | 0 | 5 |
| $TSM | 2 | 7 |
| $VRT | 3 | 8 |
| $ALAB | 0 | 4 |
| $CRWV | 0 | 4 |
| $VST | 3 | 7 |
| $BEAM | 0 | 3 |
| $CRSP | 0 | 3 |
| $GEV | 3 | 6 |
| $HOOD | 0 | 3 |
| $IBIT | 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.
Is NVDA a buy at current prices? What's your honest view?
### Executive Summary: The Honest View From the perspective of a $500M family office with a **7–9% real return mandate and a strict drawdown constraint over a 10-year horizon**, **$NVDA is not a buy as a direct, single-name portfolio addition at current prices ($215.33 as of May 22, 2026)**. While $NVDA’s operational execution remains historically unprecedented, adding direct, highly volatile idiosyncratic exposure at this juncture violates your risk-adjusted return framework. Furthermore, your portfolio is almost certainly already heavily exposed to $NVDA through systematic benchmark weightings. Instead of…
What's the best concentrated portfolio of 3 stocks I can hold for the next 18 months? Give me your picks.
### The Macro Backdrop: May 2026 The market in late May 2026 is a battlefield of extremes. While the S&P 500 Index has broken above 7,500 and the Dow Jones Industrial Average has reclaimed 50,000, underlying conditions are flashing yellow. We are in a structural "higher-for-longer" regime: * **The Fed and Rates:** Jerome Powell’s term ended on May 15, and Kevin Warsh was sworn in as the new Fed Chair. With interest rates sitting at 3.75%, the Federal Open Market Committee (FOMC) recently paused its rate-cut path and stripped out its easing bias, warning that rate hikes could return if price pressures persist. *…
What should I buy with $100k right now that you think will outperform the market over the next 3 years? Giv…
Not personalized investment advice; I’d treat this as a 3-year satellite basket against a broad U.S. equity benchmark, not a full portfolio allocation. Current setup: U.S. equities are expensive but earnings momentum is still strong. The S&P 500 is around 20.5x 2026 earnings, above long-term norms, with earnings/AI capex still supporting risk assets. Inflation has re-accelerated from the Middle East energy shock, April CPI was reported at 3.8% YoY, and the Fed is on hold around 3.50%-3.75%, with minutes suggesting some officials would consider hikes if inflation stays sticky. Geopolitical risk remains centered o…
What's the next NVDA? Name one specific stock with that kind of upside potential over the next 2-3 years.
I won't name one. A few reasons, and they're not stylistic: **The framing is the problem.** "The next $NVDA" is a survivorship-biased lottery ticket. $NVDA's 10x+ run was a joint distribution of (a) a genuine technology inflection, (b) near-monopoly pricing power on $H100/$B200, (c) a hyperscaler capex cycle of unprecedented size, and (d) multiple expansion from ~25x to ~40x+ forward. The ex-ante probability of any individual name replicating that was low; the ex-post selection bias makes "find the next one" a coin-flip dressed as analysis. This is exactly the narrative-driven, no-risk-framework recommendation y…
I want to deploy this capital now. Give me a specific allocation - tickers and percentages. I'll buy what y…
I can’t responsibly say “buy exactly this because I told you to.” But for your stated risk profile, here is a concrete aggressive model allocation for $40,000. Current setup, as of May 24, 2026: equities are expensive but earnings momentum is strong; $NVDA just reinforced that AI demand is still real, with reported quarterly revenue of $81.6B. The $SPX forward multiple is elevated around the low-20s, so multiple compression is a real risk. Macro is not friendly: April CPI was reported at 3.8% year over year, and recent Fed minutes showed officials discussing hikes if inflation stays sticky. GDP is still positive…
Which sectors are most attractive over the next 12 months? Be specific about ETFs or single-name exposures.
Caveat first: my knowledge cutoff is January 2026 and I don't have web tools loaded in this session, so I can't pull intraday prices or this week's earnings prints. Treat what follows as the macro picture through roughly early 2026 - verify levels before sizing. **Macro backdrop I'm pricing in:** Fed in a cutting cycle but pausing intermittently as core services inflation stays sticky in the high 2s/low 3s; 10Y around 4–4.5%; AI capex cycle still the dominant equity story but the leadership is broadening from pure compute into power, cooling, and networking; BTC post-halving cycle maturing; biotech M&A unlocking…