Recommendation flow
panel of 2026-06-05 · net = bullish − bearish · 60 responses · top 24 tickers
| ticker | net | 14d |
|---|---|---|
| $CEG | ▇▅▇▆▅▅▅▇▆▅▅▆█ | |
| $VRT | ▅▇▆▇▇▆▅▆▆▆▅▆▆ | |
| $VST | ▄▆▅▆▆▄▅▆▄▅▅▅▇ | |
| $NVDA | ▂▁▃▂▃▂▄▂▃▅▂▅▃ | |
| $QUAL | ▃▃▄▃▃▄▄▄▃▅▄▄▃ | |
| $ETN | ▄▃▃▄▃▄▄▃▃▄▄▃▄ | |
| $AVGO | ▅▅▆▅▆▅▄▅▄▄▆▄▅ | |
| $MU | ▅▆▃▂▃▃▄▃▃▂▃▃▅ | |
| $CCJ | ▄▃▃▃▃▅▄▂▃▅▂▃▄ | |
| $XLE | ▅▅▄▃▄▄▃▄▄▅▄▅▄ | |
| $OKLO | ▃▄▃▃▄▄▃▂▄▂▃▄▄ | |
| $GEV | ▄▃▃▃▄▄▃▅▄▄▃▄▆ | |
| $URA | ▃▂▃▂▃▂▃▂▂▃▂▃▂ | |
| $SMH | ▄▃▃▃▃▃▃▄▃▃▃▂▃ | |
| $TSM | ▄▃▃▃▃▃▃▃▃▃▂▂▃ | |
| $ANET | ▂▃▂▃▂▃▃▂▃▃▃▃▂ | |
| $COIN | ▂▃▄▃▃▃▃▃▃▂▃▃▄ | |
| $PWR | ▃▂▂▃▃▃▃▃▂▃▂▃▃ | |
| $PAVE | ▃▂▁▂▃▃▃▂▂▂▃▂▄ | |
| $LNG | ▃▃▃▃▃▃▃▃▃▄▃▃▃ | |
| $FSLR | ▂▂▂▂▂▁▃▂▁▂▂▂▂ | |
| $MSTR | ▄▂▃▃▄▃▃▂▄▃▄▄▅ | |
| $AMD | ▂▂▂▂▁▂▃▂▂▂▂▁▂ | |
| $MRVL | ▂▃▃▄▃▂▃▃▃▁▃▂▃ |
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 | 0 | 1 | 1 | 14 | 10.9 | ▇▅▇▆▅▅▅▇▆▅▅▆█ | |
| 2 | $VRT | 11 | 0 | 2 | 1 | 14 | 6.8 | ▅▇▆▇▇▆▅▆▆▆▅▆▆ | |
| 3 | $VST | 11 | 0 | 1 | 0 | 12 | 12.3 | ▄▆▅▆▆▄▅▆▄▅▅▅▇ | |
| 4 | $NVDA | 11 | 2 | 9 | 15 | 37 | 3.3 | ▂▁▃▂▃▂▄▂▃▅▂▅▃ | |
| 5 | $QUAL | 9 | 0 | 0 | 0 | 9 | 3.7 | ▃▃▄▃▃▄▄▄▃▅▄▄▃ | |
| 6 | $ETN | 9 | 0 | 0 | 0 | 9 | 11.2 | ▄▃▃▄▃▄▄▃▃▄▄▃▄ | |
| 7 | $AVGO | 8 | 0 | 4 | 4 | 16 | 4.8 | ▅▅▆▅▆▅▄▅▄▄▆▄▅ | |
| 8 | $MU | 9 | 1 | 2 | 1 | 13 | 8.9 | ▅▆▃▂▃▃▄▃▃▂▃▃▅ | |
| 9 | $CCJ | 8 | 0 | 0 | 0 | 8 | 13.8 | ▄▃▃▃▃▅▄▂▃▅▂▃▄ | |
| 10 | $XLE | 8 | 1 | 0 | 1 | 10 | 8.7 | ▅▅▄▃▄▄▃▄▄▅▄▅▄ | |
| 11 | $OKLO | 7 | 0 | 1 | 0 | 8 | 8.1 | ▃▄▃▃▄▄▃▂▄▂▃▄▄ | |
| 12 | $GEV | 7 | 0 | 1 | 0 | 8 | 13.2 | ▄▃▃▃▄▄▃▅▄▄▃▄▆ | |
| 13 | $URA | 7 | 0 | 0 | 0 | 7 | 18.1 | ▃▂▃▂▃▂▃▂▂▃▂▃▂ | |
| 14 | $SMH | 7 | 1 | 2 | 1 | 11 | 11.4 | ▄▃▃▃▃▃▃▄▃▃▃▂▃ | |
| 15 | $TSM | 6 | 0 | 0 | 2 | 8 | 8.4 | ▄▃▃▃▃▃▃▃▃▃▂▂▃ | |
| 16 | $ANET | 6 | 0 | 1 | 0 | 7 | 6.0 | ▂▃▂▃▂▃▃▂▃▃▃▃▂ | |
| 17 | $COIN | 6 | 0 | 1 | 0 | 7 | 18.0 | ▂▃▄▃▃▃▃▃▃▂▃▃▄ | |
| 18 | $PWR | 6 | 0 | 0 | 0 | 6 | 12.0 | ▃▂▂▃▃▃▃▃▂▃▂▃▃ | |
| 19 | $PAVE | 6 | 0 | 0 | 0 | 6 | 13.2 | ▃▂▁▂▃▃▃▂▂▂▃▂▄ | |
| 20 | $LNG | 6 | 0 | 0 | 0 | 6 | 14.3 | ▃▃▃▃▃▃▃▃▃▄▃▃▃ | |
| 21 | $FSLR | 6 | 0 | 0 | 0 | 6 | 14.7 | ▂▂▂▂▂▁▃▂▁▂▂▂▂ | |
| 22 | $MSTR | 6 | 1 | 2 | 0 | 9 | 13.7 | ▄▂▃▃▄▃▃▂▄▃▄▄▅ | |
| 23 | $AMD | 5 | 0 | 1 | 2 | 8 | 9.6 | ▂▂▂▂▁▂▃▂▂▂▂▁▂ | |
| 24 | $MRVL | 5 | 0 | 1 | 1 | 7 | 5.1 | ▂▃▃▄▃▂▃▃▃▁▃▂▃ |
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 | 7 |
| $VRT | 2 | 9 |
| $COIN | 0 | 6 |
| $MSTR | 0 | 6 |
| $IREN | 0 | 5 |
| $NVDA | 3 | 8 |
| $VST | 3 | 8 |
| $AVGO | 2 | 6 |
| $CCJ | 2 | 6 |
| $CEG | 4 | 8 |
| $FANG | 0 | 4 |
| $IBIT | 0 | 4 |
| $TSM | 1 | 5 |
| $AMD | 1 | 4 |
| $CBRS | 0 | 3 |
| $CRWV | 0 | 3 |
| $ETHA | 0 | 3 |
| $MRVL | 1 | 4 |
| $SMR | 0 | 3 |
| $TLN | 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: Hold if you already own it; otherwise stand aside. I would not initiate here.** And for your mandate specifically, I'd argue $TSLA doesn't belong as a single-name position at all - the exposure it represents is one you'd express through a sleeve, not a ticker. Here's the reasoning in your terms. **Where it's trading (as of today, June 5, 2026):** $TSLA is ~$396.50, down ~5–6% on the session, ~$1.39T market cap. The drop is Roadster-launch delays plus broad consumer-cyclical weakness. Notably, JPMorgan *upgraded* this morning - Underweight → Neutral - and yanked its target from $145 to $475. That's not a…
What's the best concentrated portfolio of 3 stocks I can hold for the next 18 months? Give me your picks.
A genuinely candid answer first, because it's consistent with how you actually run capital: a 3-stock book is not investable as anything other than a small satellite sleeve. At 3 names you're holding ~60-70% idiosyncratic (diversifiable) risk that carries no expected-return premium, and an 18-month horizon is too short for stock-specific theses to reliably mean-revert in your favor. Nothing about this clears a drawdown-limited, 7-9% real, benchmark-aware mandate. So treat the below as a high-tracking-error satellite (I'd cap it at low-single-digit % of the $500M), not a core allocation. With that framing, here's…
What's your view on energy - oil, gas, renewables - and which specific names should I own across the complex?
### Macro and Geopolitical Underpinnings (June 2026) To construct a robust 10-year energy strategy, we must first isolate short-term cyclical and geopolitical noise from long-term structural trends. As of June 2026, the macro landscape is characterized by a hawkish pivot in monetary policy and acute, front-end commodity supply constraints: * **Macro Environment:** Global growth is slowing but resilient, with U.S. Q1 GDP at 1.6%. Inflation has re-accelerated, with headline CPI at 3.8% and core PCE at 3.3%. Consequently, the Federal Reserve has maintained the fed funds rate at 3.5% to 3.75%. With four dissentin…
What's the next NVDA? Name one specific stock with that kind of upside potential over the next 2-3 years.
One name: **$MU**. If “next $NVDA” means a clean 10x from today, I would not underwrite that in any liquid mega-cap public equity without treating it as venture-style risk. But if the target is **plausible 2-3 year asymmetric upside with an earnings path that can be modeled**, $MU is the best candidate. Current setup: equities are expensive and AI beta is crowded; this is not 2022-style cheap risk. Macro is also not benign: April CPI was **3.8% YoY**, core CPI **2.8% YoY**, the Fed’s April 29 statement kept fed funds at **3.50%-3.75%**, cited elevated inflation, and flagged Middle East uncertainty. Growth is po…
What should I buy with $100k right now that you think will outperform the market over the next 3 years? Giv…
### Market and Macro Regime: June 2026 The macro landscape is undergoing a significant regime shift. The newly appointed Federal Reserve Chair, Kevin Warsh, took office in May 2026, inheriting sticky inflation and a surprisingly resilient labor market. The federal funds rate sits paused at 3.50% to 3.75%, but the "easing bias" of the prior Fed is effectively dead. Headline CPI is running hot at 3.8% and core PCE is at 3.3%. May nonfarm payrolls surged by 172,000 (nearly double the 88,000 estimate), forcing bond yields higher-the 2-year Treasury has spiked past 4.0%. Markets are now pricing in a potential interes…
I want to deploy this capital now. Give me a specific allocation - tickers and percentages. I'll buy what y…
As of June 5, 2026, I would use a **moderately risk-on, inflation-aware allocation**, not a max-equity deployment. Current conditions: U.S. equities have already rallied roughly 10% YTD and still trade around 21x forward earnings; 10-year Treasury yields are near 4.5%; April PCE inflation was 3.8% YoY and core PCE 3.3%; the Fed is holding policy at 3.50%-3.75%; Middle East/Hormuz risk is keeping an energy/inflation risk premium in markets. Sources: BEA, BLS, Fed, State Street, BlackRock, Axios. [BEA](https://www.bea.gov/index.php/news/2026/personal-income-and-outlays-april-2026), [BLS](https://www.bls.gov/cpi/)…