Recommendation flow
panel of 2026-05-28 · net = bullish − bearish · 60 responses · top 24 tickers
| ticker | net | 14d |
|---|---|---|
| $CEG | ▇▅▇▆▅▅▅▇▆▅▅▆█ | |
| $VRT | ▅▇▆▇▇▆▅▆▆▆▅▆▆ | |
| $OKLO | ▃▄▃▃▄▄▃▂▄▂▃▄▄ | |
| $XOM | ▃▃▃▃▃▂▂▃▂▃▃▃▁ | |
| $VST | ▄▆▅▆▆▄▅▆▄▅▅▅▇ | |
| $XLE | ▅▅▄▃▄▄▃▄▄▅▄▅▄ | |
| $GEV | ▄▃▃▃▄▄▃▅▄▄▃▄▆ | |
| $QUAL | ▃▃▄▃▃▄▄▄▃▅▄▄▃ | |
| $MSTR | ▄▂▃▃▄▃▃▂▄▃▄▄▅ | |
| $AVGO | ▅▅▆▅▆▅▄▅▄▄▆▄▅ | |
| $MU | ▅▆▃▂▃▃▄▃▃▂▃▃▅ | |
| $COIN | ▂▃▄▃▃▃▃▃▃▂▃▃▄ | |
| $ETN | ▄▃▃▄▃▄▄▃▃▄▄▃▄ | |
| $CCJ | ▄▃▃▃▃▅▄▂▃▅▂▃▄ | |
| $COWZ | ▃▃▂▃▃▃▂▃▂▃▃▂▂ | |
| $MRVL | ▂▃▃▄▃▂▃▃▃▁▃▂▃ | |
| $SMR | ▁▂▂▂▃▂▂▂▂▂▃▃▃ | |
| $GRID | ▃▃▃▂▂▃▃▃▃▃▃▃▃ | |
| $URA | ▃▂▃▂▃▂▃▂▂▃▂▃▂ | |
| $SLB | ▂▃▃▃▂▁▃▂▃▃▂▃▂ | |
| $DBMF | ▃▃▃▂▂▃▂▃▃▃▃▃▃ | |
| $NVDA | ▂▁▃▂▃▂▄▂▃▅▂▅▃ | |
| $AMD | ▂▂▂▂▁▂▃▂▂▂▂▁▂ | |
| $AMLP | ▃▂▂▂▂▂▃▁▂▃▃▃▂ |
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 | 1 | 1 | 17 | 11.1 | ▇▅▇▆▅▅▅▇▆▅▅▆█ | |
| 2 | $VRT | 14 | 0 | 2 | 1 | 17 | 6.9 | ▅▇▆▇▇▆▅▆▆▆▅▆▆ | |
| 3 | $OKLO | 12 | 0 | 1 | 0 | 13 | 7.6 | ▃▄▃▃▄▄▃▂▄▂▃▄▄ | |
| 4 | $XOM | 10 | 0 | 1 | 0 | 11 | 10.4 | ▃▃▃▃▃▂▂▃▂▃▃▃▁ | |
| 5 | $VST | 10 | 0 | 1 | 0 | 11 | 14.2 | ▄▆▅▆▆▄▅▆▄▅▅▅▇ | |
| 6 | $XLE | 10 | 1 | 1 | 0 | 12 | 9.2 | ▅▅▄▃▄▄▃▄▄▅▄▅▄ | |
| 7 | $GEV | 9 | 0 | 2 | 0 | 11 | 11.4 | ▄▃▃▃▄▄▃▅▄▄▃▄▆ | |
| 8 | $QUAL | 9 | 0 | 0 | 0 | 9 | 3.9 | ▃▃▄▃▃▄▄▄▃▅▄▄▃ | |
| 9 | $MSTR | 9 | 1 | 1 | 0 | 11 | 10.5 | ▄▂▃▃▄▃▃▂▄▃▄▄▅ | |
| 10 | $AVGO | 7 | 0 | 2 | 1 | 10 | 4.8 | ▅▅▆▅▆▅▄▅▄▄▆▄▅ | |
| 11 | $MU | 6 | 0 | 1 | 2 | 9 | 6.6 | ▅▆▃▂▃▃▄▃▃▂▃▃▅ | |
| 12 | $COIN | 7 | 1 | 0 | 1 | 9 | 12.7 | ▂▃▄▃▃▃▃▃▃▂▃▃▄ | |
| 13 | $ETN | 6 | 0 | 2 | 0 | 8 | 15.2 | ▄▃▃▄▃▄▄▃▃▄▄▃▄ | |
| 14 | $CCJ | 6 | 0 | 1 | 0 | 7 | 11.7 | ▄▃▃▃▃▅▄▂▃▅▂▃▄ | |
| 15 | $COWZ | 6 | 0 | 0 | 0 | 6 | 4.3 | ▃▃▂▃▃▃▂▃▂▃▃▂▂ | |
| 16 | $MRVL | 5 | 0 | 1 | 0 | 6 | 7.5 | ▂▃▃▄▃▂▃▃▃▁▃▂▃ | |
| 17 | $SMR | 5 | 0 | 1 | 0 | 6 | 10.0 | ▁▂▂▂▃▂▂▂▂▂▃▃▃ | |
| 18 | $GRID | 5 | 0 | 1 | 0 | 6 | 11.8 | ▃▃▃▂▂▃▃▃▃▃▃▃▃ | |
| 19 | $URA | 5 | 0 | 1 | 0 | 6 | 15.2 | ▃▂▃▂▃▂▃▂▂▃▂▃▂ | |
| 20 | $SLB | 5 | 0 | 1 | 0 | 6 | 21.8 | ▂▃▃▃▂▁▃▂▃▃▂▃▂ | |
| 21 | $DBMF | 5 | 0 | 0 | 0 | 5 | 9.0 | ▃▃▃▂▂▃▂▃▃▃▃▃▃ | |
| 22 | $NVDA | 7 | 3 | 8 | 17 | 35 | 2.2 | ▂▁▃▂▃▂▄▂▃▅▂▅▃ | |
| 23 | $AMD | 5 | 1 | 1 | 1 | 8 | 5.9 | ▂▂▂▂▁▂▃▂▂▂▂▁▂ | |
| 24 | $AMLP | 4 | 0 | 1 | 1 | 6 | 11.3 | ▃▂▂▂▂▂▃▁▂▃▃▃▂ |
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 ▸ |
|---|---|---|
| $OKLO | 0 | 12 |
| $VRT | 2 | 12 |
| $MSTR | 0 | 9 |
| $CEG | 4 | 11 |
| $COIN | 0 | 7 |
| $NVDA | 1 | 6 |
| $SMR | 0 | 5 |
| $ALAB | 0 | 4 |
| $CCJ | 1 | 5 |
| $MU | 1 | 5 |
| $AMD | 1 | 4 |
| $AVGO | 2 | 5 |
| $CRWV | 0 | 3 |
| $GEV | 3 | 6 |
| $NBIS | 0 | 3 |
| $RKLB | 0 | 3 |
| $RXRX | 0 | 3 |
| $ANET | 1 | 3 |
| $AR | 0 | 2 |
| $ARM | 0 | 2 |
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?
Here is the honest, unfiltered truth about where we stand right now, tailored to your $40k bankroll, your 1-to-3-year time horizon, and your high-beta appetite. --- ### The Ground Truth: Macro and Market Context (May 29, 2026) Before talking about any individual stock, we have to look at the macro playing field. The backdrop is highly volatile, which is perfect for your risk tolerance, but the structural dynamics have fundamentally changed: * **The Fed's Hawkish Pivot:** Kevin Warsh has just been sworn in as the new Federal Reserve Chair. With the ongoing conflict with Iran keeping Brent crude highly eleva…
What's your view on energy - oil, gas, renewables - and which specific names should I own across the complex?
### The May 2026 Macro Checklist Before looking at specific names, understand the exact macro sandbox we are playing in right now: * **The Geopolitical Oil Shock:** The Strait of Hormuz remains functionally blocked. Over 10 million barrels per day of Middle Eastern crude production was shut in through April, and global commercial inventories are rapidly approaching operational floors. Dated Brent is projected to hold well above $100/b for the rest of 2026. * **The OPEC Regime Shift:** The United Arab Emirates (UAE) officially exited OPEC on May 1, 2026. This structural fracture means cartel unity is broken…
I want to deploy this capital now. Give me a specific allocation - tickers and percentages. I'll buy what y…
Straight answer up front: I'm not going to hand you a "buy exactly this" ticker list to execute blind with your whole $40k. Not because I'm a 60/40 scold - but because the thing you're asking for doesn't exist. Nobody can identify "the next $NVDA before it 10x's" with enough reliability to bet a concentrated portfolio on it, and anyone who gives you a confident percentage breakdown is performing certainty they don't have. You said you'll buy what I tell you to. That's exactly the reason I won't tell you - removing your own judgment from the loop is the single worst thing you could do with this money, and I'd be d…
Which sectors are most attractive over the next 12 months? Be specific about ETFs or single-name exposures.
Caveat up front: this reflects conditions as of **today, May 28, 2026**, confirmed via web search. The dominant macro fact right now is the Iran war / Strait of Hormuz fuel crisis (ongoing since March, characterized by the IEA as the largest oil supply disruption in history), with Brent closing ~$99.58 and WTI ~$93.89 this week, and a Camp David diplomatic track that could cut either way. The Fed held at 3.50–3.75% on April 29 (one dissent to cut), with inflation re-accelerating on the energy shock and the committee explicitly flagging renewed *firming* risk. The S&P is at records (~7,000, ~28% trailing earnings…
What's the next NVDA? Name one specific stock with that kind of upside potential over the next 2-3 years.
As of May 29, 2026, if you force me to name one “next $NVDA-style” asymmetric stock, I’d pick **$OKLO**. The setup: markets are expensive and AI-led. The S&P 500 forward P/E is around **21x**, above 5- and 10-year averages, while Q1 earnings growth has been very strong, especially around AI-exposed sectors. Inflation is not clean: April CPI was **3.8% YoY**, core CPI **2.8%**, and April PCE inflation was also **3.8% YoY**, with core PCE **3.3%**. Growth is slowing but not collapsing: Q1 real GDP was revised to **1.6% annualized**. The Fed held rates at **3.50%-3.75%** on April 29 and explicitly cited elevated in…
Give me your highest-conviction 5-position portfolio for fresh capital today. I want tickers and weights.
As of **May 29, 2026**, the setup is aggressive but not clean: equities have rebounded hard, AI earnings are still validating the capex cycle, valuations are elevated, inflation reaccelerated in April, and the Fed is not clearly in easing mode. CPI rose **0.6% MoM / 3.8% YoY** in April, with energy a major driver, per BLS. The April FOMC minutes flagged Middle East conflict, higher oil, higher yields, and inflation risk. Crypto has recovered but recent Bitcoin ETF flows have turned negative again. Sources: [BLS CPI](https://www.bls.gov/news.release/archives/cpi_05122026.htm), [Fed minutes](https://www.federalrese…