Recommendation flow
panel of 2026-05-31 · net = bullish − bearish · 60 responses · top 24 tickers
| ticker | net | 14d |
|---|---|---|
| $VRT | ▅▇▆▇▇▆▅▆▆▆▅▆▆ | |
| $MU | ▅▆▃▂▃▃▄▃▃▂▃▃▅ | |
| $VST | ▄▆▅▆▆▄▅▆▄▅▅▅▇ | |
| $XLE | ▅▅▄▃▄▄▃▄▄▅▄▅▄ | |
| $AVGO | ▅▅▆▅▆▅▄▅▄▄▆▄▅ | |
| $CEG | ▇▅▇▆▅▅▅▇▆▅▅▆█ | |
| $OKLO | ▃▄▃▃▄▄▃▂▄▂▃▄▄ | |
| $SMH | ▄▃▃▃▃▃▃▄▃▃▃▂▃ | |
| $MRVL | ▂▃▃▄▃▂▃▃▃▁▃▂▃ | |
| $XOM | ▃▃▃▃▃▂▂▃▂▃▃▃▁ | |
| $TSM | ▄▃▃▃▃▃▃▃▃▃▂▂▃ | |
| $CCJ | ▄▃▃▃▃▅▄▂▃▅▂▃▄ | |
| $GEV | ▄▃▃▃▄▄▃▅▄▄▃▄▆ | |
| $ETN | ▄▃▃▄▃▄▄▃▃▄▄▃▄ | |
| $COIN | ▂▃▄▃▃▃▃▃▃▂▃▃▄ | |
| $QUAL | ▃▃▄▃▃▄▄▄▃▅▄▄▃ | |
| $COWZ | ▃▃▂▃▃▃▂▃▂▃▃▂▂ | |
| $LNG | ▃▃▃▃▃▃▃▃▃▄▃▃▃ | |
| $ANET | ▂▃▂▃▂▃▃▂▃▃▃▃▂ | |
| $SLB | ▂▃▃▃▂▁▃▂▃▃▂▃▂ | |
| $XBI | ▂▃▂▂▂▂▂▂▂▂▂▁▃ | |
| $AVUV | ▃▃▂▂▂▂▃▃▂▂▃▃▃ | |
| $EFV | ▁▃▂▁▂▂▂▂▂▂▁▂· | |
| $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 | $VRT | 16 | 0 | 1 | 0 | 17 | 8.2 | ▅▇▆▇▇▆▅▆▆▆▅▆▆ | |
| 2 | $MU | 13 | 0 | 2 | 0 | 15 | 7.7 | ▅▆▃▂▃▃▄▃▃▂▃▃▅ | |
| 3 | $VST | 13 | 0 | 1 | 0 | 14 | 9.7 | ▄▆▅▆▆▄▅▆▄▅▅▅▇ | |
| 4 | $XLE | 13 | 1 | 1 | 1 | 16 | 7.6 | ▅▅▄▃▄▄▃▄▄▅▄▅▄ | |
| 5 | $AVGO | 12 | 0 | 1 | 2 | 15 | 5.4 | ▅▅▆▅▆▅▄▅▄▄▆▄▅ | |
| 6 | $CEG | 12 | 0 | 1 | 1 | 14 | 10.1 | ▇▅▇▆▅▅▅▇▆▅▅▆█ | |
| 7 | $OKLO | 8 | 0 | 0 | 0 | 8 | 7.9 | ▃▄▃▃▄▄▃▂▄▂▃▄▄ | |
| 8 | $SMH | 7 | 0 | 1 | 2 | 10 | 9.9 | ▄▃▃▃▃▃▃▄▃▃▃▂▃ | |
| 9 | $MRVL | 7 | 0 | 1 | 1 | 9 | 4.0 | ▂▃▃▄▃▂▃▃▃▁▃▂▃ | |
| 10 | $XOM | 7 | 0 | 2 | 0 | 9 | 7.2 | ▃▃▃▃▃▂▂▃▂▃▃▃▁ | |
| 11 | $TSM | 7 | 0 | 2 | 0 | 9 | 11.2 | ▄▃▃▃▃▃▃▃▃▃▂▂▃ | |
| 12 | $CCJ | 7 | 0 | 1 | 0 | 8 | 10.4 | ▄▃▃▃▃▅▄▂▃▅▂▃▄ | |
| 13 | $GEV | 7 | 0 | 0 | 1 | 8 | 11.1 | ▄▃▃▃▄▄▃▅▄▄▃▄▆ | |
| 14 | $ETN | 7 | 0 | 0 | 1 | 8 | 13.4 | ▄▃▃▄▃▄▄▃▃▄▄▃▄ | |
| 15 | $COIN | 7 | 0 | 1 | 0 | 8 | 16.1 | ▂▃▄▃▃▃▃▃▃▂▃▃▄ | |
| 16 | $QUAL | 7 | 0 | 0 | 0 | 7 | 3.4 | ▃▃▄▃▃▄▄▄▃▅▄▄▃ | |
| 17 | $COWZ | 6 | 0 | 0 | 0 | 6 | 3.3 | ▃▃▂▃▃▃▂▃▂▃▃▂▂ | |
| 18 | $LNG | 6 | 0 | 0 | 0 | 6 | 13.0 | ▃▃▃▃▃▃▃▃▃▄▃▃▃ | |
| 19 | $ANET | 5 | 0 | 1 | 0 | 6 | 8.8 | ▂▃▂▃▂▃▃▂▃▃▃▃▂ | |
| 20 | $SLB | 5 | 0 | 1 | 0 | 6 | 11.5 | ▂▃▃▃▂▁▃▂▃▃▂▃▂ | |
| 21 | $XBI | 5 | 0 | 1 | 0 | 6 | 26.0 | ▂▃▂▂▂▂▂▂▂▂▂▁▃ | |
| 22 | $AVUV | 5 | 0 | 0 | 0 | 5 | 3.8 | ▃▃▂▂▂▂▃▃▂▂▃▃▃ | |
| 23 | $EFV | 5 | 0 | 0 | 0 | 5 | 4.0 | ▁▃▂▁▂▂▂▂▂▂▁▂· | |
| 24 | $DBMF | 5 | 0 | 0 | 0 | 5 | 9.4 | ▃▃▃▂▂▃▂▃▃▃▃▃▃ |
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 ▸ |
|---|---|---|
| $VRT | 3 | 13 |
| $MU | 2 | 11 |
| $OKLO | 0 | 8 |
| $CCJ | 0 | 7 |
| $COIN | 0 | 7 |
| $VST | 3 | 10 |
| $AVGO | 3 | 9 |
| $CEG | 3 | 9 |
| $MSTR | 0 | 6 |
| $NVDA | 1 | 6 |
| $SMR | 0 | 4 |
| $ANET | 1 | 4 |
| $CRSP | 0 | 3 |
| $CRWV | 0 | 3 |
| $FANG | 1 | 4 |
| $GEV | 2 | 5 |
| $HAL | 0 | 3 |
| $IBIT | 0 | 3 |
| $IREN | 0 | 3 |
| $LEU | 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.
What's your view on TSLA right now - buy, hold, or sell? Tell me why.
**View: Sell / underweight $TSLA.** As of the latest quote I found, $TSLA closed May 29, 2026 at about `$435.79`, with market cap around `$1.6T+`, trailing P/E near `400x+`, forward P/E around `200x`, and EV/EBITDA around `145x+`. That valuation requires a very high-confidence path from “EV manufacturer with improving but still modest operating margins” to “dominant autonomy/robotics platform.” I do not think the current evidence clears that hurdle. The good: Q1 2026 was not broken. Revenue rose about 16% YoY, automotive gross margin recovered to 21.1%, FSD subscriptions increased, and deliveries grew 6% YoY to…
What's your view on energy - oil, gas, renewables - and which specific names should I own across the complex?
As of June 1, 2026, my energy view is bullish but not indiscriminately bullish. This is no longer a simple “oil is cheap / renewables are cheap” setup. It is a geopolitical supply-shock market layered on top of sticky inflation, high rates, expensive equity valuations, and AI-driven power demand. The key facts: Brent has been lifted by Middle East disruption and the Strait of Hormuz closure, with EIA expecting major 2Q26 inventory draws and Brent around the low-$100s in May-June. LNG prices in Europe and Asia have risen while U.S. Henry Hub has stayed more contained because export capacity is the bottleneck. Apr…
Give me your highest-conviction 5-position portfolio for fresh capital today. I want tickers and weights.
### Macro and Valuation Diagnostic The current macro and valuation backdrop presents a severe asset-allocation paradox for a $500M family office mandate targeting a 7-9% real return with limited drawdown: 1. **The Inflation/Rate Regime:** Following the geopolitical escalations in the Middle East, the Strait of Hormuz closure has entered its fourth month. This supply-side oil shock has pushed Brent crude near $100 per barrel, driving headline inflation (CPI) up to 3.8% (with May nowcasting trending above 4.1%). Under the leadership of Fed Chair Kevin Warsh, the Federal Reserve has paused its easing cycle, holdin…
Is NVDA a buy at current prices? What's your honest view?
Honest view: $NVDA is a phenomenal *business* but a mediocre *asymmetric bet* - and asymmetry is the only reason you'd own it given how you've described yourself. **Where things actually stand (as of the May 29 close, ~$211):** - The stock is ~10% off its all-time high of $235.74 (May 14). It's up ~88% over 12 months and ~17% in the last four weeks - i.e., you'd be buying after a violent recovery, not into weakness. Semis are up ~70% off the March 30 lows. - The Q1 FY27 print (May 20) was genuinely great, not hype: record $81.6B revenue (+85%), Data Center $75.2B (+92%), ~75% gross margins, and a Q2 guide of $91…
Which sectors are most attractive over the next 12 months? Be specific about ETFs or single-name exposures.
Pulled current conditions as of today (May 31, 2026). The single most important thing for your question: **the macro regime right now is hostile to exactly the trades WSB is crowded into, and friendly to the one most of your feeds underweight.** Let me frame it, then give you names. ## The setup you're actually trading into - **Geopolitical shock is the dominant variable.** The 2026 Iran war has restricted Strait of Hormuz traffic (~35% of seaborne crude), producing what the IEA is calling the largest oil supply shock on record. Brent is ~1/3 above pre-conflict levels, forecast to average ~$86/bbl in 2026 vs $69…
Where are the biggest opportunities in AI infrastructure right now? Give me names beyond NVDA.
### The Macro & Market Backdrop (As of June 2026) To deploy $40k aggressively over a 1-to-3-year horizon, we have to look past long-term averages. The market environment in mid-2026 is a tug-of-war between sticky inflation and an unprecedented physical capital expenditure boom. * **Rates & Inflation:** The FOMC is not cutting rates aggressively. After sticky labor dynamics and an early 2026 Middle East energy shock pushed front-month crude oil prices up 50%, U.S. core inflation remains stubborn at 3.2%. The 10-year Treasury yield is elevated, and a formal rate cut is not expected until late 2026 at the earlie…