Recommendation flow
panel of 2026-05-26 · net = bullish − bearish · 60 responses · top 24 tickers
| ticker | net | 14d |
|---|---|---|
| $CEG | ▇▅▇▆▅▅▅▇▆▅▅▆█ | |
| $VRT | ▅▇▆▇▇▆▅▆▆▆▅▆▆ | |
| $AVGO | ▅▅▆▅▆▅▄▅▄▄▆▄▅ | |
| $GEV | ▄▃▃▃▄▄▃▅▄▄▃▄▆ | |
| $VST | ▄▆▅▆▆▄▅▆▄▅▅▅▇ | |
| $TSM | ▄▃▃▃▃▃▃▃▃▃▂▂▃ | |
| $MSTR | ▄▂▃▃▄▃▃▂▄▃▄▄▅ | |
| $MU | ▅▆▃▂▃▃▄▃▃▂▃▃▅ | |
| $ETN | ▄▃▃▄▃▄▄▃▃▄▄▃▄ | |
| $OKLO | ▃▄▃▃▄▄▃▂▄▂▃▄▄ | |
| $XLE | ▅▅▄▃▄▄▃▄▄▅▄▅▄ | |
| $ANET | ▂▃▂▃▂▃▃▂▃▃▃▃▂ | |
| $QUAL | ▃▃▄▃▃▄▄▄▃▅▄▄▃ | |
| $SMH | ▄▃▃▃▃▃▃▄▃▃▃▂▃ | |
| $AVUV | ▃▃▂▂▂▂▃▃▂▂▃▃▃ | |
| $TLN | ▂▁▂▂▂▁▂▂▁▂▂▁▃ | |
| $GRID | ▃▃▃▂▂▃▃▃▃▃▃▃▃ | |
| $DBMF | ▃▃▃▂▂▃▂▃▃▃▃▃▃ | |
| $URA | ▃▂▃▂▃▂▃▂▂▃▂▃▂ | |
| $CCJ | ▄▃▃▃▃▅▄▂▃▅▂▃▄ | |
| $PWR | ▃▂▂▃▃▃▃▃▂▃▂▃▃ | |
| $VKTX | ▂▂▂▂▂▂·▂▂▂▂·▂ | |
| $LNG | ▃▃▃▃▃▃▃▃▃▄▃▃▃ | |
| $SOXX | ▃▂▃▃▃▃▃▄▂▃▂▂▂ |
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 | 18 | 0 | 1 | 0 | 19 | 8.7 | ▇▅▇▆▅▅▅▇▆▅▅▆█ | |
| 2 | $VRT | 15 | 0 | 2 | 0 | 17 | 9.3 | ▅▇▆▇▇▆▅▆▆▆▅▆▆ | |
| 3 | $AVGO | 14 | 0 | 1 | 1 | 16 | 7.2 | ▅▅▆▅▆▅▄▅▄▄▆▄▅ | |
| 4 | $GEV | 13 | 0 | 1 | 0 | 14 | 11.4 | ▄▃▃▃▄▄▃▅▄▄▃▄▆ | |
| 5 | $VST | 12 | 0 | 1 | 0 | 13 | 8.0 | ▄▆▅▆▆▄▅▆▄▅▅▅▇ | |
| 6 | $TSM | 10 | 0 | 2 | 0 | 12 | 13.8 | ▄▃▃▃▃▃▃▃▃▃▂▂▃ | |
| 7 | $MSTR | 10 | 0 | 1 | 0 | 11 | 12.2 | ▄▂▃▃▄▃▃▂▄▃▄▄▅ | |
| 8 | $MU | 10 | 0 | 1 | 0 | 11 | 12.3 | ▅▆▃▂▃▃▄▃▃▂▃▃▅ | |
| 9 | $ETN | 10 | 0 | 0 | 1 | 11 | 12.5 | ▄▃▃▄▃▄▄▃▃▄▄▃▄ | |
| 10 | $OKLO | 10 | 0 | 0 | 0 | 10 | 8.6 | ▃▄▃▃▄▄▃▂▄▂▃▄▄ | |
| 11 | $XLE | 9 | 0 | 1 | 0 | 10 | 8.1 | ▅▅▄▃▄▄▃▄▄▅▄▅▄ | |
| 12 | $ANET | 9 | 0 | 0 | 0 | 9 | 11.9 | ▂▃▂▃▂▃▃▂▃▃▃▃▂ | |
| 13 | $QUAL | 8 | 0 | 0 | 1 | 9 | 4.6 | ▃▃▄▃▃▄▄▄▃▅▄▄▃ | |
| 14 | $SMH | 7 | 0 | 1 | 3 | 11 | 16.2 | ▄▃▃▃▃▃▃▄▃▃▃▂▃ | |
| 15 | $AVUV | 7 | 0 | 1 | 0 | 8 | 5.6 | ▃▃▂▂▂▂▃▃▂▂▃▃▃ | |
| 16 | $TLN | 7 | 0 | 1 | 0 | 8 | 8.2 | ▂▁▂▂▂▁▂▂▁▂▂▁▃ | |
| 17 | $GRID | 7 | 0 | 0 | 1 | 8 | 11.5 | ▃▃▃▂▂▃▃▃▃▃▃▃▃ | |
| 18 | $DBMF | 7 | 0 | 0 | 0 | 7 | 9.4 | ▃▃▃▂▂▃▂▃▃▃▃▃▃ | |
| 19 | $URA | 7 | 0 | 0 | 0 | 7 | 13.6 | ▃▂▃▂▃▂▃▂▂▃▂▃▂ | |
| 20 | $CCJ | 7 | 0 | 0 | 0 | 7 | 14.0 | ▄▃▃▃▃▅▄▂▃▅▂▃▄ | |
| 21 | $PWR | 6 | 0 | 0 | 1 | 7 | 13.0 | ▃▂▂▃▃▃▃▃▂▃▂▃▃ | |
| 22 | $VKTX | 6 | 0 | 1 | 0 | 7 | 19.7 | ▂▂▂▂▂▂·▂▂▂▂·▂ | |
| 23 | $LNG | 6 | 0 | 0 | 0 | 6 | 14.3 | ▃▃▃▃▃▃▃▃▃▄▃▃▃ | |
| 24 | $SOXX | 5 | 0 | 1 | 3 | 9 | 17.3 | ▃▂▃▃▃▃▃▄▂▃▂▂▂ |
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 ▸ |
|---|---|---|
| $CEG | 4 | 14 |
| $MSTR | 0 | 10 |
| $VRT | 3 | 12 |
| $OKLO | 1 | 9 |
| $AVGO | 4 | 10 |
| $SMR | 0 | 6 |
| $VKTX | 0 | 6 |
| $VST | 3 | 9 |
| $ALAB | 0 | 5 |
| $NVDA | 1 | 6 |
| $TLN | 1 | 6 |
| $IREN | 0 | 4 |
| $MU | 3 | 7 |
| $NNE | 0 | 4 |
| $TSM | 3 | 7 |
| $BWXT | 0 | 3 |
| $CBRS | 0 | 3 |
| $CCJ | 2 | 5 |
| $COIN | 0 | 3 |
| $CRWV | 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.
Where are the biggest opportunities in AI infrastructure right now? Give me names beyond NVDA.
As of May 27, 2026, the best AI infrastructure opportunities are not the generic “AI theme”; they are the bottlenecks: power, cooling, networking, custom silicon, memory, and grid execution. Current backdrop: equities have already rerated hard around AI, so valuation discipline matters. Macro is less friendly than in 2024-25: the Fed held the funds range at 3.50%-3.75% on April 29, said inflation remains elevated, and flagged Middle East uncertainty and higher energy prices. April CPI was 3.8% YoY, while Q1 real GDP was still positive at 2.0% annualized. That combination supports real capex demand but argues aga…
Which sectors are most attractive over the next 12 months? Be specific about ETFs or single-name exposures.
**Data caveat:** My information reflects conditions through January 2026; today is May 26, 2026, so the last ~4 months of price action, earnings, and policy shifts are not in my context. Treat the framework as the priors I would carry into a refresh, not a live call. I'd reconcile against the JPM 2026 LTCMA update and BII's mid-year outlook before sizing. **Macro priors (as of Jan '26):** Fed in a shallow easing cycle with services inflation sticky around 3%, curve re-steepening, US growth decelerating but not recessionary, AI capex still the dominant earnings driver but breadth widening, tariff regime under the…
What should I buy with $100k right now that you think will outperform the market over the next 3 years? Giv…
As of May 26, 2026, I would treat this as a momentum market with real earnings support but stretched valuations and macro risk. The S&P 500 is near record highs, forward multiples are around the low-20s, Q1 earnings growth was very strong, and AI capex is still the dominant incremental profit pool. The risk is that inflation has reheated: April CPI was 3.8% year over year, the Fed is holding policy tight, and markets are now pricing meaningful odds of a 2026 hike rather than cuts. Geopolitics also matters: the Iran/Middle East conflict is keeping energy risk elevated. Sources: BLS CPI release, Fed statement/minut…
What's the best concentrated portfolio of 3 stocks I can hold for the next 18 months? Give me your picks.
I'm going to push back rather than hand you three tickers, because doing so would contradict the framework you just described. **Why this request doesn't fit your mandate:** 1. **Drawdown budget.** A 3-name book has idiosyncratic risk that swamps factor exposure. Single-stock 18-month drawdowns of 40-60% are routine even in winners (see $NVDA in 2022, $META in 2022, $TSLA 2022-23). That is incompatible with "limited drawdown" on a $500M pool. 2. **Tracking error vs. your benchmark.** Three names will produce realized TE of 15-25% annualized against any reasonable policy benchmark. You can't decompose that into…
What's your view on TSLA right now - buy, hold, or sell? Tell me why.
For your specific profile-a 28-year-old with a $40k stack, a 1-to-3-year horizon, an appetite for extreme volatility, and a goal of finding a **10x asymmetric return**-**$TSLA is a SELL**. While $TSLA is a favorite on r/wallstreetbets and finance Twitter, holding it right now is a structural mismatch for your portfolio goals. Here is the direct, no-BS analysis of why you should exit or avoid $TSLA and deploy that capital elsewhere. ### 1. The Math of the 10x: The Market Cap Ceiling At its current price of ~$433, $TSLA sits at a market capitalization of roughly **$1.6 trillion**. For your $40k to 10x to $400k…
What's the next NVDA? Name one specific stock with that kind of upside potential over the next 2-3 years.
### Current Market & Macro Snapshot (May 2026) Before diving into a high-beta, concentrated play, we must look at the highly complex, volatile macro environment of today: * **Monetary Policy & Inflation:** The Federal Reserve has held the federal funds rate steady at the 3.50%–3.75% target range. However, the FOMC is deeply divided; the April policy meeting saw a highly unusual 8-4 split vote, highlighting growing friction over how long to keep rates restrictive. With April CPI coming in hot at 3.8% and PCE inflation remaining sticky above the 2% target, the bond market is sounding alarms of a potential rate-…