Recommendation flow
panel of 2026-05-30 · net = bullish − bearish · 60 responses · top 24 tickers
| ticker | net | 14d |
|---|---|---|
| $CEG | ▇▅▇▆▅▅▅▇▆▅▅▆█ | |
| $AVGO | ▅▅▆▅▆▅▄▅▄▄▆▄▅ | |
| $VRT | ▅▇▆▇▇▆▅▆▆▆▅▆▆ | |
| $MU | ▅▆▃▂▃▃▄▃▃▂▃▃▅ | |
| $XLE | ▅▅▄▃▄▄▃▄▄▅▄▅▄ | |
| $SMH | ▄▃▃▃▃▃▃▄▃▃▃▂▃ | |
| $GEV | ▄▃▃▃▄▄▃▅▄▄▃▄▆ | |
| $TSM | ▄▃▃▃▃▃▃▃▃▃▂▂▃ | |
| $MSTR | ▄▂▃▃▄▃▃▂▄▃▄▄▅ | |
| $ETN | ▄▃▃▄▃▄▄▃▃▄▄▃▄ | |
| $VST | ▄▆▅▆▆▄▅▆▄▅▅▅▇ | |
| $CCJ | ▄▃▃▃▃▅▄▂▃▅▂▃▄ | |
| $QUAL | ▃▃▄▃▃▄▄▄▃▅▄▄▃ | |
| $XOM | ▃▃▃▃▃▂▂▃▂▃▃▃▁ | |
| $OKLO | ▃▄▃▃▄▄▃▂▄▂▃▄▄ | |
| $AMLP | ▃▂▂▂▂▂▃▁▂▃▃▃▂ | |
| $PWR | ▃▂▂▃▃▃▃▃▂▃▂▃▃ | |
| $GRID | ▃▃▃▂▂▃▃▃▃▃▃▃▃ | |
| $URA | ▃▂▃▂▃▂▃▂▂▃▂▃▂ | |
| $SOXX | ▃▂▃▃▃▃▃▄▂▃▂▂▂ | |
| $COWZ | ▃▃▂▃▃▃▂▃▂▃▃▂▂ | |
| $AVUV | ▃▃▂▂▂▂▃▃▂▂▃▃▃ | |
| $PAVE | ▃▂▁▂▃▃▃▂▂▂▃▂▄ | |
| $DBMF | ▃▃▃▂▂▃▂▃▃▃▃▃▃ |
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 | 16 | 0 | 3 | 0 | 19 | 12.0 | ▇▅▇▆▅▅▅▇▆▅▅▆█ | |
| 2 | $AVGO | 11 | 0 | 3 | 1 | 15 | 7.1 | ▅▅▆▅▆▅▄▅▄▄▆▄▅ | |
| 3 | $VRT | 11 | 0 | 3 | 1 | 15 | 7.6 | ▅▇▆▇▇▆▅▆▆▆▅▆▆ | |
| 4 | $MU | 11 | 0 | 1 | 0 | 12 | 10.4 | ▅▆▃▂▃▃▄▃▃▂▃▃▅ | |
| 5 | $XLE | 10 | 0 | 3 | 1 | 14 | 7.6 | ▅▅▄▃▄▄▃▄▄▅▄▅▄ | |
| 6 | $SMH | 9 | 0 | 3 | 0 | 12 | 10.9 | ▄▃▃▃▃▃▃▄▃▃▃▂▃ | |
| 7 | $GEV | 9 | 0 | 2 | 0 | 11 | 11.7 | ▄▃▃▃▄▄▃▅▄▄▃▄▆ | |
| 8 | $TSM | 8 | 0 | 3 | 0 | 11 | 11.5 | ▄▃▃▃▃▃▃▃▃▃▂▂▃ | |
| 9 | $MSTR | 9 | 1 | 1 | 0 | 11 | 12.2 | ▄▂▃▃▄▃▃▂▄▃▄▄▅ | |
| 10 | $ETN | 8 | 0 | 2 | 0 | 10 | 10.7 | ▄▃▃▄▃▄▄▃▃▄▄▃▄ | |
| 11 | $VST | 8 | 0 | 2 | 0 | 10 | 11.6 | ▄▆▅▆▆▄▅▆▄▅▅▅▇ | |
| 12 | $CCJ | 8 | 0 | 0 | 0 | 8 | 15.9 | ▄▃▃▃▃▅▄▂▃▅▂▃▄ | |
| 13 | $QUAL | 7 | 0 | 0 | 0 | 7 | 4.0 | ▃▃▄▃▃▄▄▄▃▅▄▄▃ | |
| 14 | $XOM | 7 | 1 | 0 | 1 | 9 | 8.3 | ▃▃▃▃▃▂▂▃▂▃▃▃▁ | |
| 15 | $OKLO | 7 | 1 | 0 | 0 | 8 | 4.6 | ▃▄▃▃▄▄▃▂▄▂▃▄▄ | |
| 16 | $AMLP | 7 | 1 | 0 | 0 | 8 | 11.0 | ▃▂▂▂▂▂▃▁▂▃▃▃▂ | |
| 17 | $PWR | 6 | 0 | 2 | 0 | 8 | 11.8 | ▃▂▂▃▃▃▃▃▂▃▂▃▃ | |
| 18 | $GRID | 6 | 0 | 0 | 0 | 6 | 14.7 | ▃▃▃▂▂▃▃▃▃▃▃▃▃ | |
| 19 | $URA | 6 | 0 | 0 | 0 | 6 | 19.8 | ▃▂▃▂▃▂▃▂▂▃▂▃▂ | |
| 20 | $SOXX | 5 | 0 | 2 | 0 | 7 | 11.6 | ▃▂▃▃▃▃▃▄▂▃▂▂▂ | |
| 21 | $COWZ | 5 | 0 | 0 | 0 | 5 | 3.8 | ▃▃▂▃▃▃▂▃▂▃▃▂▂ | |
| 22 | $AVUV | 5 | 0 | 0 | 0 | 5 | 5.4 | ▃▃▂▂▂▂▃▃▂▂▃▃▃ | |
| 23 | $PAVE | 5 | 0 | 0 | 0 | 5 | 8.8 | ▃▂▁▂▃▃▃▂▂▂▃▂▄ | |
| 24 | $DBMF | 5 | 0 | 0 | 0 | 5 | 11.2 | ▃▃▃▂▂▃▂▃▃▃▃▃▃ |
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 ▸ |
|---|---|---|
| $MSTR | 0 | 9 |
| $VRT | 1 | 10 |
| $OKLO | 0 | 7 |
| $CEG | 5 | 11 |
| $AVGO | 3 | 8 |
| $MU | 3 | 8 |
| $NVDA | 1 | 6 |
| $CCJ | 2 | 6 |
| $COIN | 0 | 4 |
| $FANG | 0 | 4 |
| $IREN | 0 | 4 |
| $CRWV | 0 | 3 |
| $EQT | 0 | 3 |
| $LITE | 0 | 3 |
| $NBIS | 0 | 3 |
| $RXRX | 0 | 3 |
| $TLN | 0 | 3 |
| $VKTX | 0 | 3 |
| $DELL | 0 | 2 |
| $FRO | 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's my honest read, framed the way you'd want it - as a factor and concentration question, not a stock-picking story. ## Where things actually stand (as of May 29, 2026) - **Price:** $NVDA closed at **$211.14**, about **10% below the all-time high of $235.74** set May 14. So you're not buying the absolute top, but you're near it. - **Latest print (Q1 FY27, reported May 20):** Revenue **$81.6B (+85% YoY)**, Data Center **$75.2B (+92%)**, adj. EPS **$1.87** vs ~$1.76 expected. Q2 guide **$91B** - another ~11% sequential step up. Networking (+199% YoY) is now a real second leg, not just GPUs. - **Street:** ~61…
I want to deploy this capital now. Give me a specific allocation - tickers and percentages. I'll buy what y…
Here is how you deploy your $40,000 aggressively right now, tailored to a 1–3 year time horizon, a high drawdown tolerance, and the current market environment of **late May 2026**. *Disclaimer: This is not professional financial advice. These are highly concentrated, speculative thematic bets with massive downside risk and 50%+ drawdown potential.* --- ### **The Macro & Market Reality Check (May 31, 2026)** To trade like a professional right now, you cannot rely on 2024 or 2025 defaults. Here is what you are actually playing into today: * **The Warsh Fed:** Kevin Warsh was just sworn in as Fed Chair. The Fede…
Which sectors are most attractive over the next 12 months? Be specific about ETFs or single-name exposures.
Confirmed conditions as of today (May 30, 2026) via current sources. Quick regime read before the calls, because it drives everything: Fed on hold at 3.50–3.75% for a third straight meeting with an unusual 8–4 hawkish split and rising hike odds; April CPI reaccelerated to 3.8% (energy ~40% of the increase); the 10-year sits ~4.49% in a 4.0–4.5% war-range; the Iran conflict is keeping a live oil premium (gas +51% since it began, $120 crude a tail risk); yet Q1 earnings are running ~+28% YoY with record ~16% operating margins. So the operative regime is **sticky-inflation / higher-for-longer / positive-growth with…
What's the best concentrated portfolio of 3 stocks I can hold for the next 18 months? Give me your picks.
As of May 31, 2026, if you forced me into only 3 stocks for an 18-month hold, I’d use: **40% $MSFT, 35% $BRK.B, 25% $XOM** This is not the highest-upside basket; it is the best risk-adjusted concentrated basket I would be willing to underwrite in the current tape. **Current Setup** Markets are expensive but earnings momentum is strong. FactSet’s May 21 Earnings Insight put S&P 500 forward P/E at 21.1x and Q1 2026 blended earnings growth at 28.4%, with growth heavily influenced by mega-cap tech. Inflation is re-accelerating: April CPI was 3.8% YoY, core CPI 2.8%, and energy was the major monthly driver. The Fe…
What's your view on energy - oil, gas, renewables - and which specific names should I own across the complex?
As of May 31, 2026, my energy view is bullish but tactical, not “buy everything energy.” The setup is unusually live: oil is being driven by Middle East supply disruption and Hormuz risk, inflation has re-accelerated through energy, and the Fed is not in a friendly cutting-cycle backdrop. The IEA’s May report says world oil demand is now forecast to contract in 2026, but supply losses are so large that inventories are drawing fast and price volatility should stay high. EIA’s May STEO also points to rising U.S. power demand and LNG exports, with Henry Hub around the mid-$3/MMBtu area for 2026. CPI was 3.8% y/y in…
What should I buy with $100k right now that you think will outperform the market over the next 3 years? Giv…
### Current Macroeconomic and Market Regime (May 2026) To construct a high-conviction 3-year outperformance sleeve for a $100k tactical allocation, we must first quantify the prevailing macroeconomic and valuation realities: * **Valuation Extremes:** The S&P 500 cyclically-adjusted price-to-earnings (CAPE) ratio stands at **42.0**-the second-highest reading in 145 years, trailing only the December 1999 peak of 44.2. The Buffett Indicator (total market cap to GDP) is at historic highs of **220%–234%**. The equity risk premium has compressed to negligible or negative territory across several models. Standard ca…