NEW BETS

Last 30 days · 28 Sep – 27 Oct 2026 · updated daily

The bets creators started in the last 30 days: 795 new bets (511 long, 284 short) on 440 stocks from 102 creators. A bet is new when a creator takes a side they didn't hold: a first bet on the stock, a flip to the other side, or a return after their old bet ran out. Counting every start, 852 bets were started in the window: 57 were turned again within it, and only the side taken last is listed. For everything they said, see New Mentions →

Creators are the 130 YouTube channels we track. The Herd is the ten with the best Herd Score this month. Speakers are the people in the videos. A bet is the side we read from what they said, long or short, not a position they hold.

How to read this

One row per new bet, newest first. A bet is new when a creator takes a side on a stock that they didn't hold the day before. Only the side they hold now is listed.

New
The creator's first bet on the stock.
Flip
The same person switched sides: long to short or short to long.
New voice
Another person on the same channel took the other side, often a guest or a co-host. Their name is under the label.
Back
Same side as before, but the old bet had run out: no mention for 182 days.
Creator
Rank among all creators by Herd Score, and YouTube subscribers. A gold ring and a number: in the Herd.
They said
The words from the video that started the bet, and how many of their videos mentioned it since.
Since
Return vs the S&P 500 from the first close after the video, the same rule as every bet on the site. A short gains when the stock falls. A bet from a video the stock has not closed since shows a dash: it is priced at the next close.
Top 20 · Biggest 20
The 20 best-scored creators with at least 8 finished bets, and the 20 channels with the most subscribers.
Trending
The stocks with the most new bets in 30 days. Heating up: at least 3 and twice the stock's usual pace.
Heating up

CoreWeave, Netflix and Synopsys: at least twice their usual pace of new bets. CoreWeave got 26 in 30 days, 3 long and 23 short; it usually gets 3.

The Herd

9 of the 10 made 69 new bets. Most: Excess Returns (22). The Market Huddle made no new bet.

Flips

112 bets switched sides by the same person, 50 to long and 62 to short. In the Herd: Jordi Visser went short Meta, The Circuit went long Advanced Micro Devices.

First bets

33 stocks got their first bet from any creator we track, among them Atlantic Lithium, CuFe and Far East Gold.

Trending

Stocks with the most new bets in the last 30 days. Click one to see who made them.

  1. 1CoreWeaveCRWV29103 long · 23 short268.7× usual
  2. 2MetaMETA48 long · 9 short170.8× usual
  3. 3NVIDIANVDA108 long · 9 short170.7× usual
  4. 4NetflixNFLX5 long · 8 short132.3× usual
  5. 5TeslaTSLA102 long · 7 short91.1× usual
  6. 6ASMLASML8 long · 0 short81.9× usual
  7. 7Taiwan Semiconductor ManufacturingTSM28 long · 0 short81.3× usual
  8. 8Advanced Micro DevicesAMD3105 long · 3 short81.0× usual
  9. 9Micron TechnologyMU106 long · 2 short80.5× usual
  10. 10AlphabetGOOG6 long · 2 short80.4× usual

Every new bet from the 130 creators we track.

Bet What's new They said
26 OctMon Prof G Markets#22 · 131k subs LongEli Lilly and CompanyLLYHealth Care Backafter 7 months Eli Liy has become, I think, kind of the AI trade of your waistline. I think it's going to show I think it's going to even blow away its incredibly ambitious estimates.▶ 1 video · Scott Galloway Since—priced at the next close
25 OctSun Adam Taggart | Thoughtful Money®#3 · 191k subs LongASML Holding N.V.ASMLInformation Technology Newfirst bet on it they're they're less volatile, more consistent earnings uh names like Texas Instruments and ASML.▶ 1 video · Chance Finucane Since0.0%vs S&P · 1 d
25 OctSun Adam Taggart | Thoughtful Money®#3 · 191k subs LongTexas Instruments IncorporatedTXNInformation Technology Newfirst bet on it they're they're less volatile, more consistent earnings uh names like Texas Instruments and ASML.▶ 1 video · Chance Finucane Since0.0%vs S&P · 1 d
25 OctSun 4Jordi Visser#6 · 77k subs LongSpace Exploration Technologies Corp.SPCXFinancials Newfirst bet on it compute demand is substantially greater than supply. We could rent out our compute several times over if we said yes to everyone.▶ 1 video Since0.0%vs S&P · 1 d
25 OctSun 6Tom Nash#8 · 700k subs LongAppLovin CorporationAPPCommunication Services Newfirst bet on it So this is the perfect setup where I love to see I love to see the price getting cheaper, the business getting better.▶ 1 video Since0.0%vs S&P · 1 d
25 OctSun Ticker Symbol: YOU#19 · 667k subs LongCognex CorporationCGNXInformation Technology Newfirst bet on it This year, Cognex launched a vision controller powered by Nvidia's Jetson that delivers up to 157 trillion AI operations per second.▶ 1 video · Alex Since0.0%vs S&P · 1 d
25 OctSun Ticker Symbol: YOU#19 · 667k subs LongNokia OyjNOKInformation Technology Newfirst bet on it And Nokia's fastest growth is coming from AI data centers. Last quarter, their sales to AI and cloud customers more than doubled▶ 1 video · Alex Since0.0%vs S&P · 1 d
25 OctSun Ticker Symbol: YOU#19 · 667k subs ShortTesla, Inc.TSLAConsumer Discretionary Backafter 16 months Tesla's revenues were flat last quarter. Their operating margins have been shrinking for years and the stock trades at an astronomical 175 times forward earnings.▶ 1 video · Alex Since0.0%vs S&P · 1 d
25 OctSun Ticker Symbol: YOU#19 · 667k subs LongUber Technologies, Inc.UBERIndustrials Newfirst bet on it Regardless of who wins the self-driving race, robo taxis still need riders, and Uber already works with more than 30 self-driving partners.▶ 1 video · Alex Since0.0%vs S&P · 1 d
25 OctSun Alex Kantrowitz#40 · 70k subs ShortApple Inc.AAPLInformation Technology New voiceMG Siegler was long companies that did not engage in trying to build LLM's at scale like Apple might run into trouble because if you don't have a frontier model, you can't do this kind of work▶ 1 video · Ethan Mollick Since0.0%vs S&P · 1 d
25 OctSun New Money#45 · 1.1M subs LongCore Natural Resources, Inc.CNREnergy Backafter 23 months they are the lowest cost. So no matter what happens to the price of coal, they're either making a little money or they're making a lot of money.▶ 1 video · Mohnish Pabrai Since0.0%vs S&P · 1 d
25 OctSun New Money#45 · 1.1M subs LongFerrari N.V.RACEConsumer Discretionary Backafter 7 months the Ferrari is not being touched. And the reason is that it's a phenomenal business. Unless I see very clear evidence that the business is in secular secular decline, I'm not touching it.▶ 1 video · Mohnish Pabrai Since0.0%vs S&P · 1 d
25 OctSun New Money#45 · 1.1M subs LongReysas Gayrimenkul Yatirim Ortakligi A.S.RYGYO.ISReal Estate Newfirst bet on it Now once I understood all that it's very clear to me now that it cannot be sold. It's like if you bought Amazon a while back just don't touch it▶ 1 video · Mohnish Pabrai Since—priced at the next close
25 OctSun The Intrinsic Value Podcast#62 · 152k subs ShortEtsy, Inc.ETSYConsumer Discretionary New voiceJason Moser was long in a world of agentic commerce, that business model won't last, because agents are doing the shopping on behalf of people, and they're not swayed by advertising▶ 1 video · Daniel Mahncke Since0.0%vs S&P · 1 d
25 OctSun The Intrinsic Value Podcast#62 · 152k subs ShortShopify Inc.SHOPInformation Technology New voiceDaniel Mahncke was long we would rather wait for what we think is is something closer to a fair price for a great company on our watch list than pay for perfection.▶ 1 video · Shawn O'Malley Since0.0%vs S&P · 1 d
25 OctSun Let's Talk Money! with Joseph Hogue, CFA#68 · 759k subs ShortAmazon.com, Inc.AMZNConsumer Discretionary Fliplong since Aug 2025 Amazon is becoming the cash flow boogeyman investors are fearing in this AI theme.▶ 1 video Since0.0%vs S&P · 1 d
25 OctSun Let's Talk Money! with Joseph Hogue, CFA#68 · 759k subs ShortServiceNow, Inc.NOWInformation Technology Fliplong since 19 Apr And I wouldn't be picking up a lot of shares into this week's earnings report on Wednesday for fear of that let down in growth▶ 1 video Since0.0%vs S&P · 1 d
25 OctSun BWB - Business With Brian#84 · 449k subs ShortQUALCOMM IncorporatedQCOMInformation Technology Flipwas long in Mar 2026 The problem is that memory got so expensive that phone makers are building fewer phones. Qualcomm's phone chips fell about 19% from a year earlier.▶ 1 video Since0.0%vs S&P · 1 d
25 OctSun Value Investing with Sven Carlin, Ph.D.#94 · 272k subs ShortAlbemarle CorporationALBMaterials Backafter 17 months All those mining projects are coming still online, and if there is oversupply, then it will look ugly.▶ 1 video Since0.0%vs S&P · 1 d
25 OctSun Value Investing with Sven Carlin, Ph.D.#94 · 272k subs ShortBXP, Inc.BXPReal Estate Newfirst bet on it There is 15 billion of debt there, and 15 billion with higher interest rates and declining demand for your offices is not somewhere I would like to go.▶ 1 video Since0.0%vs S&P · 1 d
25 OctSun Value Investing with Sven Carlin, Ph.D.#94 · 272k subs ShortThe Clorox CompanyCLXConsumer Staples Newfirst bet on it I think the time of brands, home consumer brands, is a little bit gone because of the intensive private label competition.▶ 1 video Since0.0%vs S&P · 1 d
25 OctSun Value Investing with Sven Carlin, Ph.D.#94 · 272k subs LongDeckers Outdoor CorporationDECKConsumer Discretionary Newfirst bet on it If they can push it up and keep growing internationally, then the room for growth is still there and you cannot have a company growing at 10% priced at a P/E ratio of 10.▶ 1 video Since0.0%vs S&P · 1 d
25 OctSun The Monetary Matters Network#108 · 59k subs LongCharles River LaboratoriesCRL Newfirst bet on it we lay out the whole thesis on CRL but that that's our highest conviction along from this.▶ 1 video · James Catrini Since0.0%vs S&P · 1 d
25 OctSun The Monetary Matters Network#108 · 59k subs ShortAlphabet Inc.GOOGCommunication Services New voiceWarren Pies was long my take is that I think people are underestimating the negative impact from this deep mind exodus that's occurred and of talent leaving talent leaving the Google AI team.▶ 1 video · James Catrini Since0.0%vs S&P · 1 d
25 OctSun The Monetary Matters Network#108 · 59k subs LongEli Lilly and CompanyLLYHealth Care Backafter 15 months Eli Liy has a great track record of executing on on acquiring these kind of companies, acquiring molecules and bringing them through to to FDA approval.▶ 1 video · James Catrini Since0.0%vs S&P · 1 d
25 OctSun The Monetary Matters Network#108 · 59k subs LongMeta Platforms, Inc.METACommunication Services New voiceEd Zitron was short I'm bullish on meta because I think that they're really killing it with Muse▶ 1 video · James Catrini Since0.0%vs S&P · 1 d
25 OctSun The Motley Fool#110 · 470k subs LongCoreWeave, Inc.CRWVInformation Technology New voiceRachel was short They have given me all the evidence that they can build infrastructure and they can build it as in timely matter and more importantly have that compute and revenue on and working.▶ 1 video · Jose Najarro Since0.0%vs S&P · 1 d
25 OctSun Eurodollar University#117 · 235k subs ShortAmerican Airlines Group Inc.AALIndustrials Newfirst bet on it Then you have Americans saying, 'Oh, we can't afford to fly some of our planes, too.'▶ 1 video · Jeff Snider Since0.0%vs S&P · 1 d
25 OctSun Eurodollar University#117 · 235k subs ShortJetBlue Airways CorporationJBLUIndustrials Newfirst bet on it 40 cents on the dollar is a high expectation that JetBlue is not going to be in business.▶ 1 video · Jeff Snider Since0.0%vs S&P · 1 d
25 OctSun Eurodollar University#117 · 235k subs ShortSouthwest Airlines Co.LUVIndustrials Newfirst bet on it They don't have it. So, there's a very real risk here. And this is what the bond market is screaming very loudly about is this energy shock.▶ 1 video · Steve Since0.0%vs S&P · 1 d
25 OctSun Eurodollar University#117 · 235k subs ShortUnited Airlines Holdings, Inc.UALIndustrials Backafter 7 months airlines like uh, you know, United and American who are saying we'll be fine through this energy shock because we've got all these rich customers who are willing to spend.▶ 1 video · Jeff Snider Since0.0%vs S&P · 1 d
25 OctSun Eurodollar University#117 · 235k subs ShortFrontier Group Holdings, Inc.ULCCIndustrials Newfirst bet on it They don't have it. So, there's a very real risk here. And this is what the bond market is screaming very loudly about is this energy shock.▶ 1 video · Steve Since0.0%vs S&P · 1 d
24 OctSat 10Excess Returns#9 · 77k subs ShortApple Inc.AAPLInformation Technology New voiceAswath Damodaran was long Um, I have heartburn with Apple and I'm probably one of the one of the uh only people that um sees it a bit differently▶ 1 video · Ted Mortonson Since0.0%vs S&P · 1 d
24 OctSat 10Excess Returns#9 · 77k subs LongAdvanced Micro Devices, Inc.AMDInformation Technology Backafter 9 months and I can I can surround it with six companies and I think you just buy all six and let let your chips run for the next decade.▶ 1 video · Ted Mortonson Since0.0%vs S&P · 1 d
24 OctSat 10Excess Returns#9 · 77k subs LongArista Networks, Inc.ANETInformation Technology Backafter 13 months in the networking area we we have a duopoly we have Arista networks in Cisco▶ 1 video · Ted Mortonson Since0.0%vs S&P · 1 d
24 OctSat 10Excess Returns#9 · 77k subs LongBroadcom Inc.AVGOInformation Technology Backafter 7 months and I can I can surround it with six companies and I think you just buy all six and let let your chips run for the next decade.▶ 1 video · Ted Mortonson Since0.0%vs S&P · 1 d
24 OctSat 10Excess Returns#9 · 77k subs LongCadence Design Systems, Inc.CDNSInformation Technology Newfirst bet on it in chip design we have a duopoly cadence and synopsis.▶ 1 video · Ted Mortonson Since0.0%vs S&P · 1 d
24 OctSat 10Excess Returns#9 · 77k subs LongCisco Systems, Inc.CSCOInformation Technology Newfirst bet on it in the networking area we we have a duopoly we have Arista networks in Cisco▶ 1 video · Ted Mortonson Since0.0%vs S&P · 1 d
24 OctSat 10Excess Returns#9 · 77k subs LongDell Technologies Inc.DELLInformation Technology Newfirst bet on it there's names that just have unbelievable manufacturing scale like a Dell for example uh on AI servers▶ 1 video · Ted Mortonson Since0.0%vs S&P · 1 d
24 OctSat 10Excess Returns#9 · 77k subs LongMarvell Technology, Inc.MRVLInformation Technology Newfirst bet on it and I can I can surround it with six companies and I think you just buy all six and let let your chips run for the next decade.▶ 1 video · Ted Mortonson Since0.0%vs S&P · 1 d
24 OctSat 10Excess Returns#9 · 77k subs LongMicron Technology, Inc.MUInformation Technology New voiceAndy Constan was short those companies that have the scale, the free cash flow, the engineers are the clear winners.▶ 1 video · Ted Mortonson Since0.0%vs S&P · 1 d
24 OctSat 10Excess Returns#9 · 77k subs LongNVIDIA CorporationNVDAInformation Technology New voiceRob Arnott was short and I can I can surround it with six companies and I think you just buy all six and let let your chips run for the next decade.▶ 1 video · Ted Mortonson Since0.0%vs S&P · 1 d
24 OctSat 10Excess Returns#9 · 77k subs LongSynopsys, Inc.SNPSInformation Technology Newfirst bet on it in chip design we have a duopoly cadence and synopsis.▶ 1 video · Ted Mortonson Since0.0%vs S&P · 1 d
24 OctSat 10Excess Returns#9 · 77k subs LongSeagate Technology Holdings plcSTXInformation Technology Backafter 13 months You only really have two vendors in the US. Uh two vendors that control the market Seagate and Western Digital. They're working on very very high density hard disk drives▶ 1 video · Ted Mortonson Since0.0%vs S&P · 1 d
24 OctSat 10Excess Returns#9 · 77k subs LongWestern Digital CorporationWDCInformation Technology New voiceBrent Kachuba was short You only really have two vendors in the US. Uh two vendors that control the market Seagate and Western Digital. They're working on very very high density hard disk drives▶ 1 video · Ted Mortonson Since0.0%vs S&P · 1 d
24 OctSat Money of Mine#14 · 23k subs Long29Metals Limited29M.AXMaterials Flipwas short in Apr 2025 the conclusion I came to was that um yeah, the only that it is it is an incredibly attractive proposition. Um I think 29 m.▶ 1 video Since0.0%vs S&P · 1 d
24 OctSat 7Planet MicroCap#16 · 15k subs LongFirst Phosphate Corp. American Depositary SharesPHOSMaterials Newfirst bet on it we're the only company that's, you know, fully 100% fully dedicated to high-purity phosphate for the lithium iron phosphate battery industry.▶ 1 video · John Passalacqua Since0.0%vs S&P · 1 d
24 OctSat Patrick Boyle#47 · 1.4M subs ShortCoreWeave, Inc.CRWVInformation Technology Newfirst bet on it Things are even worse at Coreweave, the specialist cloud company I mentioned earlier, which relies heavily on high yield debt to pay for its data centers. A lot of it backed by its chips.▶ 1 video Since0.0%vs S&P · 1 d
24 OctSat Hedgeye#91 · 79k subs ShortSK hynix Inc.000660.KSInformation Technology Newfirst bet on it I'm sorry. I am not going to bet on the big three. I think there's just too much pressure. I think there's too much innovation and talent out there.▶ 1 video · Felix Wang Since0.0%vs S&P · 1 d
24 OctSat Hedgeye#91 · 79k subs ShortSamsung Electronics Co., Ltd.005930.KSInformation Technology Flipwas long in Mar 2026 When the memory cartel Micron, Hynix, and Samsung is all alone and everyone is against them to break this super cycle, if you will.▶ 1 video · Felix Wang Since0.0%vs S&P · 1 d
24 OctSat Hedgeye#91 · 79k subs ShortCoreWeave, Inc.CRWVInformation Technology Newfirst bet on it they are the first ones to blow up. No doubt about it in my whole coverage space. Because they are so levered up. It's a debt financing problem. Like there's no way around it.▶ 1 video · Felix Wang Since0.0%vs S&P · 1 d
24 OctSat Hedgeye#91 · 79k subs ShortNVIDIA CorporationNVDAInformation Technology New voiceSam Ramen was long We took off Nvidia a few days ago uh RPK just because of something I gathered from my supply chain on Ruben and the timeline on Ruben.▶ 1 video · Felix Wang Since0.0%vs S&P · 1 d
24 OctSat The Julia La Roche Show#106 · 76k subs ShortFederal Home Loan Mortgage CorporationFMCCFinancials Backafter 7 months there isn't really a possibility of release of the GSEs during the Trump term. They have done no work. Neither of the GSEs is really prepared to become a private company again.▶ 1 video · Chris Whalen Since0.0%vs S&P · 1 d
24 OctSat Joseph Wang#129 · 33k subs ShortMeta Platforms, Inc.METACommunication Services Newfirst bet on it If you look at the free cash flow chart for Meta, you can see that it's free cash flow negative now.▶ 1 video Since0.0%vs S&P · 1 d
23 OctFri 7Planet MicroCap#16 · 15k subs LongDATA Communications ManagementDCM.TO Backafter 2 years So we we think that gives us a nice real kind of growth profile to our business.▶ 1 video · James Lorimer Since0.0%vs S&P · 1 d
23 OctFri 7Planet MicroCap#16 · 15k subs LongGameSquare Holdings, Inc.GAMECommunication Services Backafter 18 months we've proven that we can get profitable now it's about scale▶ 1 video · Justin Kenna Since0.0%vs S&P · 1 d
23 OctFri a16z#26 · 305k subs LongAmazon.com, Inc.AMZNConsumer Discretionary New voiceJean-Denis Greze was short Even spending $220 billion this year, we're leaving a meaningful amount of demand on the table. We always leave a certain amount for on demand, but 26 is obviously sold out.▶ 1 video · Andy Jassy Since0.0%vs S&P · 1 d
23 OctFri Nikhil Kamath#28 · 2.4M subs LongNVIDIA CorporationNVDAInformation Technology Backafter 11 months I think NVIDIA's going to do well.▶ 1 video · Anna Goldie Since0.0%vs S&P · 1 d
23 OctFri Future Investing#32 · 84k subs ShortCoreWeave, Inc.CRWVInformation Technology Fliplong since 20 Oct if they can't end up finding new capital without having to bring up the rates to you know 15 16% that's going to impact them over time very materially.▶ 1 video · Tanner Since0.0%vs S&P · 1 d
23 OctFri TBPN#41 · 144k subs LongPPG Industries, Inc.PPGMaterials Newfirst bet on it What an interesting bottleneck stock. No one no one was talking about uh gray paint supplies and yet uh PPG's vice president says, 'I've never seen a boom as big as this.'▶ 1 video · John Coogan Since0.0%vs S&P · 1 d
23 OctFri TBPN#41 · 144k subs LongThe Sherwin-Williams CompanySHWMaterials Newfirst bet on it Sherwitt and Williams, PPG's biggest rivals, said its paints go into nearly every corner of data centers from steel beams to server racks.▶ 1 video · John Coogan Since0.0%vs S&P · 1 d
23 OctFri More or Less Podcast#42 · 59k subs ShortNetflix, Inc.NFLXCommunication Services Backafter 10 months they're spending a shitload of money into in live sports, which like I I actually can understand a bit, but it's just so competitive and expensive.▶ 1 video · Brit Morin Since0.0%vs S&P · 1 d
23 OctFri David Lin#46 · 337k subs ShortCardinal Infrastructure GroupCDNL Newfirst bet on it These are the people that build it. And you know if they look like this you know we we have some problems that funding isn't going through▶ 1 video · David Nicoski Since0.0%vs S&P · 1 d
23 OctFri David Lin#46 · 337k subs LongHubSpot, Inc.HUBSInformation Technology Newfirst bet on it You're actually breaking out versus the S&P. You're taking out the highs going back to last November.▶ 1 video · David Nicoski Since0.0%vs S&P · 1 d
23 OctFri David Lin#46 · 337k subs LongTransocean Ltd.RIGEnergy Newfirst bet on it Uh, that one's coming out and breaking out above a major base today. Uh I think that's a very compelling long-term play as you know more and more countries have to move to secure their own energy.▶ 1 video · David Nicoski Since0.0%vs S&P · 1 d
23 OctFri David Lin#46 · 337k subs ShortSterling Infrastructure, Inc.STRLIndustrials Newfirst bet on it their cost pressures to to for all the ingredients to build, be it labor, electricians, be it plumbers, that that they're demanding such high prices that that their margins are absolutely collapsing.▶ 1 video · David Nicoski Since0.0%vs S&P · 1 d
23 OctFri The Meb Faber Show#54 · 44k subs LongLVMH Moët Hennessy - Louis Vuitton, Société EuropéenneMC.PAConsumer Discretionary Newfirst bet on it they're still pretty good business uh fundamentally. You know, high margins, good quality balance sheet, blah blah blah. So at some point I think you could make some money on this.▶ 1 video · Vincent Deluard Since—priced at the next close
23 OctFri The Meb Faber Show#54 · 44k subs LongHermès International Société en commandite par actionsRMS.PAConsumer Discretionary Newfirst bet on it they're still pretty good business uh fundamentally. You know, high margins, good quality balance sheet, blah blah blah. So at some point I think you could make some money on this.▶ 1 video · Vincent Deluard Since—priced at the next close
23 OctFri Investor's Business Daily#66 · 185k subs ShortCaterpillar Inc.CATIndustrials Fliplong since Nov 2025 AI energy is not doing so well. I mean that you know, you live by the AI sword, you die by the AI sword. And so Caterpillar has picked that up▶ 1 video · Ed Carson Since0.0%vs S&P · 1 d
23 OctFri Investor's Business Daily#66 · 185k subs LongMastercard IncorporatedMAFinancials Backafter 20 months the growth isn't like jaw-dropping, but it's solid and consistent. And, you know, maybe it's due finally for another run when it really hasn't had one.▶ 1 video · Ed Carson Since0.0%vs S&P · 1 d
23 OctFri Investor's Business Daily#66 · 185k subs ShortMerck & Co., Inc.MRKHealth Care New voiceJustin Nielsen was long The problem is the earnings aren't great. So, I just sort of like, 'Well, why buy this as opposed to a Lilly or some other drug maker that has at least some kind of growth?'▶ 1 video · Ed Carson Since0.0%vs S&P · 1 d
23 OctFri Investor's Business Daily#66 · 185k subs LongServiceNow, Inc.NOWInformation Technology Flipwas short in Jan 2026 this is one that sort of sat out a lot of things, but did come back and is honestly one of the better looking stocks right now, especially in the tech world.▶ 1 video · Ed Carson Since0.0%vs S&P · 1 d
23 OctFri Investor's Business Daily#66 · 185k subs LongVisa Inc.VFinancials New voiceMike Webster was short And the same goes for variety for for Visa, uh very similar name, you know, just sort of benefiting from that consumer defensive growth kind of situation.▶ 1 video · Ed Carson Since0.0%vs S&P · 1 d
23 OctFri Investor's Business Daily#66 · 185k subs ShortVerizon Communications Inc.VZCommunication Services New voiceJustin Nielsen was long it's a threat even if SpaceX struggles in that. You could see price wars and some lost customers. It could be damaging to these other companies even if even if Starlink isn't successful.▶ 1 video · Ed Carson Since0.0%vs S&P · 1 d
23 OctFri Hard Fork#80 · 73k subs ShortCoreWeave, Inc.CRWVInformation Technology Newfirst bet on it The problem is that to grow so fast they've taken on just a huge amount of debt. They have something like $70 billion in in liabilities uh across uh 51 different data centers▶ 1 video · Rob Copeland Since0.0%vs S&P · 1 d
23 OctFri Business Breakdowns#102 · 15k subs LongAffirm Holdings, Inc.AFRMFinancials Newfirst bet on it we think a firm will grow larger faster for longer because of the network effects and deserves to trade at a premium multiple because of that flywheel.▶ 1 video · Fraser Christie Since0.0%vs S&P · 1 d
23 OctFri Steve Eisman#107 · 228k subs ShortComcast CorporationCMCSACommunication Services Backafter 14 months Comcast the cable company reported and nothing to really like here.▶ 1 video Since0.0%vs S&P · 1 d
23 OctFri Steve Eisman#107 · 228k subs ShortMeta Platforms, Inc.METACommunication Services New voiceDanny Moses was long I am of the view though that LLM and Agentic AI apps have no moes and it will be interesting to see how well Meta does when Muse is challenged.▶ 1 video Since0.0%vs S&P · 1 d
23 OctFri The Monetary Matters Network#108 · 59k subs ShortAstera Labs, Inc.ALABInformation Technology New voiceAngus Shillington was long not realizing bottleneck bro that the company's over earning at that particular point in time and that the sustainable earnings power of that company is maybe 20% of what you saw▶ 1 video · George Noble Since0.0%vs S&P · 1 d
23 OctFri The Monetary Matters Network#108 · 59k subs LongSouthwest Airlines Co.LUVIndustrials New voiceJacob Pozharny was short I picked Southwest Airlines self-help story. They're getting rid of the middle seat. They're charging for bags. The margins are fraction of Delta United. BB the sales is really cheap.▶ 1 video · George Noble Since0.0%vs S&P · 1 d
23 OctFri The Monetary Matters Network#108 · 59k subs ShortNVIDIA CorporationNVDAInformation Technology New voiceStacy Rasgon was long My belief is that at some point Nvidia is going to be a great short because these are all pretend makebelieve earnings when they're having to lend billions and billions of dollars to customers▶ 1 video · George Noble Since0.0%vs S&P · 1 d
23 OctFri The Monetary Matters Network#108 · 59k subs LongSLB N.V.SLBEnergy Backafter 2 years He's like SLB is probably the best AI play out there. Why? They got this huge freaking inventory. They own all the data. It's the kind of stuff scam altman would dream about having.▶ 1 video · George Noble Since0.0%vs S&P · 1 d
23 OctFri The Monetary Matters Network#108 · 59k subs ShortSpace Exploration Technologies Corp.SPCXFinancials Newfirst bet on it SpaceX is not a rocket company. SpaceX is a hugely cash flow negative AI play with a rocket company attached to it. And Starlink Starlink's a good company. It's a real business.▶ 1 video · George Noble Since0.0%vs S&P · 1 d
23 OctFri The Motley Fool#110 · 470k subs LongIntuitive Surgical, Inc.ISRGHealth Care New voiceLou Whiteman was short the math says that even with competition emerging surgeons and healthare systems continue increasing their usage of the company's surgical systems▶ 1 video · Jason Hall Since0.0%vs S&P · 1 d
23 OctFri The Motley Fool#110 · 470k subs LongModerna, Inc.MRNAHealth Care Backafter 9 months playing the long game uh the market will repric the company as people start to realize we have a platform that has not been beat before.▶ 1 video · Stéphane Bancel Since0.0%vs S&P · 1 d
23 OctFri The Motley Fool#110 · 470k subs LongMeritage Homes CorporationMTHConsumer Discretionary Backafter 19 months Maritage Homes has long outperformed the industry. They're just a better operator. They're in the right markets.▶ 1 video · Jason Hall Since0.0%vs S&P · 1 d
23 OctFri The Motley Fool#110 · 470k subs ShortNetflix, Inc.NFLXCommunication Services New voiceJon Quast was long death is maybe too strong of a word, but like just a steady erosion of consumer appeal.▶ 1 video · Jason Hall Since0.0%vs S&P · 1 d
23 OctFri The Motley Fool#110 · 470k subs LongThe TJX Companies, Inc.TJXConsumer Discretionary Backafter 19 months now it's the outlier. It's outperforming most of its its peers.▶ 1 video · Jason Hall Since0.0%vs S&P · 1 d
23 OctFri ZipTrader#111 · 899k subs LongCelestica Inc.CLSInformation Technology Newfirst bet on it They're tied to the racks, cables, and connectivity chips inside the Google and Amazon AI systems that Anthropic runs on. None of them names Anthropic as a customer, but they ride the same wave.▶ 1 video Since0.0%vs S&P · 1 d
23 OctFri ZipTrader#111 · 899k subs LongCredo Technology Group Holding LtdCRDOInformation Technology Backafter 7 months They're tied to the racks, cables, and connectivity chips inside the Google and Amazon AI systems that Anthropic runs on. None of them names Anthropic as a customer, but they ride the same wave.▶ 1 video Since0.0%vs S&P · 1 d
23 OctFri ZipTrader#111 · 899k subs LongHut 8 Corp.HUTInformation Technology Flipwas short in Feb 2024 HUD 8 announced a partnership with Anthropic and a company called Fluid Stack at least 245 megawatts in Louisiana, a first lease worth about $7 billion and room to grow▶ 1 video Since0.0%vs S&P · 1 d
23 OctFri ZipTrader#111 · 899k subs LongRiot Platforms, Inc.RIOTInformation Technology Backafter 23 months Riot signed a 20-year lease for 191 megawatts at its Rockdale, Texas campus, and Bloomberg reported the tenant is anthropic, about $9.1 billion over the first term.▶ 1 video Since0.0%vs S&P · 1 d
23 OctFri ZipTrader#111 · 899k subs LongTeraWulf Inc.WULFInformation Technology Backafter 14 months Terra Wolf on July 6th, it announced a 20-year lease with Anthropic at a campus in Kentucky. About $41 megawws and about $19 billion of contracted revenue over the first term.▶ 1 video Since0.0%vs S&P · 1 d
23 OctFri SemiAnalysis#118 · 22k subs LongASML Holding N.V.ASMLInformation Technology Newfirst bet on it their pricing is basically a value-based pricing, which means that as they increase the throughput, they that's also driving up the pricing. So longer term, that's also going to be beneficial for them.▶ 1 video · Sherry Since0.0%vs S&P · 1 d
23 OctFri The Prof G Pod – Scott Galloway#125 · 829k subs ShortNVIDIA CorporationNVDAInformation Technology New voiceAlice Hen was long even if you don't agree with me on the channel stuffing, this is a sign that hyperscalers are overburdened with these assets. And we are so close to this thing bursting▶ 1 video · Ed Zitron Since0.0%vs S&P · 1 d
22 OctThu 8Jose Najarro Stocks#10 · 93k subs LongLam Research CorporationLRCXInformation Technology Flipwas short in Jan 2026 to me, I am not a shareholder of Lamb Research, but I would say what we heard so far, I wouldn't be scared of this sell-off.▶ 3 videos Since+2.5%vs S&P · 4 d
22 OctThu 7Planet MicroCap#16 · 15k subs LongGreenlane RenewablesGRN Newfirst bet on it it's a really big step change opportunity that we're chasing and we think we'll unleash that with this next generation technology.▶ 1 video · Brad Douville Since+1.6%vs S&P · 4 d
22 OctThu Prof G Markets#22 · 131k subs ShortNetflix, Inc.NFLXCommunication Services New voiceScott Galloway was long That is why traditional streaming in my view is borderline uninvestable.▶ 1 video · Ed Elson Since+3.7%vs S&P · 4 d
22 OctThu UNRIVALED INVESTING#27 · 126k subs ShortMeta Platforms, Inc.METACommunication Services Fliplong since 31 Mar And so my conclusion is I believe in the opportunity, but I'm not yet convinced the potential returns justify the extraordinary financial risks that that they're taking on.▶ 1 video Since+2.6%vs S&P · 4 d
22 OctThu RiskReversal Media#29 · 142k subs ShortMeta Platforms, Inc.METACommunication Services New voiceJim Chanos was long they took the stock up to almost 800 because they announced a product that actually hasn't seen nearly the uptake that some people would have expected▶ 1 video · Dan Nathan Since+2.6%vs S&P · 4 d
22 OctThu RiskReversal Media#29 · 142k subs ShortNVIDIA CorporationNVDAInformation Technology New voiceCarter Worth was long the bull market has been powered by the earnings growth that we've seen from let's be honest double triple ordering that will come down like dramatically. It's just going to come down.▶ 1 video · Dan Nathan Since−1.7%vs S&P · 4 d
22 OctThu Latent Space#31 · 364k subs LongAdvanced Micro Devices, Inc.AMDInformation Technology New voiceDoug O'Laughlin was short AMDs are starting to get like really good scores on certain things.▶ 1 video · Erik Bernhardsson Since+2.1%vs S&P · 4 d
22 OctThu Future Investing#32 · 84k subs LongGE Vernova Inc.GEVIndustrials Backafter 11 months GE Veranova. There's so many interesting companies that you could potentially look to invest in if you believe that Elon didn't just highlight a bullish sign for himself, but a bullish sign for the industry.▶ 1 video Since+4.2%vs S&P · 4 d
22 OctThu Future Investing#32 · 84k subs ShortOndas Inc.ONDSInformation Technology New voiceSteven Fiorillo was long I think there is so much execution risk right now that I would rather buy it at $15 a share when there's a lot less than at $6 a share today.▶ 1 video · Brad Freeman Since+1.3%vs S&P · 4 d
22 OctThu Future Investing#32 · 84k subs LongVertiv Holdings CoVRTIndustrials Flipshort since 20 Aug look to Verdive, look to Bloom Energy, look to SMCI, look to the companies that are actually helping with infrastructure, cooling, power, all of the areas in between.▶ 1 video Since+2.1%vs S&P · 4 d
22 OctThu 20VC with Harry Stebbings#34 · 224k subs LongBending Spoons S.p.A.BSPFinancials Newfirst bet on it Bending Spoons is like the Berkshire version of software, right? It's like Se's Candy or Coke. like they're trusting that the boys at this is not they're not flipping them.▶ 1 video · Jason Lemkin Since+5.1%vs S&P · 4 d
22 OctThu 20VC with Harry Stebbings#34 · 224k subs ShortOracle CorporationORCLInformation Technology Backafter 7 months Oracle just can't sell enough enterprise software. People don't want to install enough of this crap on their servers. So, they're stuck renting out their excess capacity and buying GPUs▶ 1 video · Jason Lemkin Since+0.8%vs S&P · 4 d
22 OctThu TBPN#41 · 144k subs ShortVail Resorts, Inc.MTNCommunication Services Backafter 21 months and and a lot of management teams that need some serious modernizing and I might point at Vail as being one of them.▶ 1 video · Matthew Prince Since−1.2%vs S&P · 4 d
22 OctThu Equity Mates#48 · 60k subs LongAmer Sports, Inc.ASConsumer Discretionary Newfirst bet on it This stock is so beaten down. The fundamentals are actually quite strong. Don't necessarily agree with the way the mark what the market's pricing it, why it's priced it down.▶ 1 video · Matt Jones Since+0.4%vs S&P · 4 d
22 OctThu Equity Mates#48 · 60k subs LongScout24 SEG24.DECommunication Services Backafter 2 years I think the expansion into Spain plus integration of AI and and their relatively robust balance sheet margins continue will will support and and grow the share price.▶ 1 video · Matt Jones Since−0.7%vs S&P · 4 d
22 OctThu The Acquirers Podcast#49 · 17k subs LongAgree Realty CorporationADCReal Estate Newfirst bet on it It's about 13 times cash flow and it pays about a 5% dividend that's monthly. Uh and and it's just really high quality. They have $2 billion of liquidity, occupancy is over 99%.▶ 1 video · Tim Travis Since+0.3%vs S&P · 4 d
22 OctThu The Acquirers Podcast#49 · 17k subs LongRealty Income CorporationOReal Estate Newfirst bet on it Realty Income is is doing the same uh, type thing where where they're outsourcing or taking in third-party capital and uh, managing it and using their skill in development and stuff.▶ 1 video · Tim Travis Since−0.2%vs S&P · 4 d
22 OctThu The Acquirers Podcast#49 · 17k subs LongBlue Owl Technology Finance Corp.OTFFinancials Newfirst bet on it Basically, what's priced in because it's trading at such a large discount to net asset value that is if you assume 50% recoveries on its defaults, 48% of the portfolio would have to default.▶ 1 video · Tim Travis Since−1.2%vs S&P · 4 d
22 OctThu The Acquirers Podcast#49 · 17k subs LongUDR, Inc.UDR Newfirst bet on it UDR is an apartment REIT, and they just announced a partnership with Apollo where they sell a portion of uh, in this case uh, apartment properties. They sell it at a reasonable cap rate▶ 1 video · Tim Travis Since−1.1%vs S&P · 4 d
22 OctThu Dwarkesh Patel#51 · 1.4M subs LongIntel CorporationINTCInformation Technology New voiceDylan Patel was short If you meant catching up in terms of just the technology, I think we’re already there. We might be a few percent off on performance or power or area density.▶ 1 video · Pushkar Ranade Since+3.3%vs S&P · 4 d
22 OctThu Dwarkesh Patel#51 · 1.4M subs LongTaiwan Semiconductor Manufacturing Company LimitedTSMInformation Technology Backafter 6 months Even though TSMC is ahead, there’s so much overflow demand at their leading edge, where N3 is now majority AI accelerators and maybe majority Nvidia alone.▶ 1 video Since+0.7%vs S&P · 4 d
22 OctThu Financial Education#57 · 953k subs ShortMeta Platforms, Inc.METACommunication Services Fliplong since 22 Oct It's going to get worse before it gets better because we got big depreciation coming. You haven't even seen how bad it's going to get yet.▶ 1 video · Jeremy Lefebvre Since+2.6%vs S&P · 4 d
22 OctThu Financial Education#57 · 953k subs ShortServiceNow, Inc.NOWInformation Technology Fliplong since 30 Jan Well, the truth is yes, I am tempted to start cashing Service Now shares, right? We've gotten a we've pulled forward a lot of gains on the stock▶ 1 video · Jeremy Lefebvre Since+1.2%vs S&P · 4 d
22 OctThu Investor's Business Daily#66 · 185k subs LongAmgen Inc.AMGNHealth Care Backafter 20 months I think it's uh you know it was a buy signal uh today a good breakout with a a relative strength line uh and a and a blue dot.▶ 1 video · Ken Shreve Since+0.5%vs S&P · 4 d
22 OctThu Investor's Business Daily#66 · 185k subs LongNasdaq, Inc.NDAQFinancials Backafter 2 years NASDAQ reported earnings and this is just a good solid breakout still sitting in that blue shaded area still in that 5% uh buy zone.▶ 1 video · Ken Shreve Since+1.4%vs S&P · 4 d
22 OctThu No Priors: AI, Machine Learning, Tech, & Startups#89 · 99k subs LongCrowdStrike Holdings, Inc.CRWDInformation Technology Newfirst bet on it if you're a system of record it's a pretty big moat. We're we're a security system of record, right? And we have everyone's data for many years.▶ 1 video · George Kurtz Since+1.0%vs S&P · 4 d
22 OctThu Livewire Markets#101 · 67k subs LongDicker Data LimitedDDR.AXInformation Technology Newfirst bet on it it's fairly low risk in terms of um technology going forward because I think those companies and and the government is going to need that kind of advice going forward.▶ 1 video · Peter Gardner Since+1.1%vs S&P · 4 d
22 OctThu Macro Voices#104 · 60k subs ShortDeutsche Bank AktiengesellschaftDBFinancials Newfirst bet on it So in this trade we're expressing a preference for JP Morgan's earnings resilience against Deutscha Bank's exposure to more challenging European environment.▶ 3 videos · Patrick Ceresna Since−1.6%vs S&P · 4 d
22 OctThu Macro Voices#104 · 60k subs LongJPMorgan Chase & Co.JPMFinancials New voiceLarry McDonald was short We're positioning for JP Morgan to regain relative leadership as the market reassesses the durability of Europe's banking recovery.▶ 3 videos · Patrick Ceresna Since0.0%vs S&P · 4 d
22 OctThu The Julia La Roche Show#106 · 76k subs LongQUALCOMM IncorporatedQCOMInformation Technology Newfirst bet on it you can start to move into some things like Qualcomm and AMD, things that are going to benefit from edge devices▶ 1 video · Jordi Visser Since+1.4%vs S&P · 4 d
22 OctThu Brian Feroldi#109 · 322k subs LongFair Isaac CorporationFICOInformation Technology Newfirst bet on it Now, if I was forced to choose one of these two, my hunch is that this is more of an opportunity than it is a trap.▶ 1 video Since−14%vs S&P · 4 d
22 OctThu The Motley Fool#110 · 470k subs LongMicron Technology, Inc.MUInformation Technology New voiceLou was short Uh so to me Rachel I mean Micron is one of those clear winners in this memory space.▶ 1 video · Jose Since+2.3%vs S&P · 4 d
22 OctThu The Motley Fool#110 · 470k subs LongWestern Digital CorporationWDCInformation Technology Newfirst bet on it hard drives remain the most cost-effective way to store the bulk of it at scale. And so, Western Digital, they call this an AI data lake opportunity.▶ 1 video · Rachel Since+2.9%vs S&P · 4 d
22 OctThu Eurodollar University#117 · 235k subs ShortMeta Platforms, Inc.METACommunication Services Backafter 10 months Cash generation is falling just as future spending obligations are rising dramatically.▶ 1 video · Jeff Snider Since+2.6%vs S&P · 4 d
22 OctThu Mr. FIRED Up Wealth#123 · 101k subs LongTaiwan Semiconductor Manufacturing Company LimitedTSMInformation Technology Newfirst bet on it There's disconnect between fundamentals and sentiment despite record shattering profits and a raised 2026 capex outlook of 60 billion to 64 billion.▶ 1 video · Eric Since+0.7%vs S&P · 4 d
21 OctWed Adam Taggart | Thoughtful Money®#3 · 191k subs LongAccenture plcACNInformation Technology Newfirst bet on it and you can see how its stock got destroyed but actually it turns out that AI doesn't unemploy the whole world▶ 1 video · Jan van Eck Since−4.6%vs S&P · 5 d
21 OctWed Adam Taggart | Thoughtful Money®#3 · 191k subs LongVistra Corp.VSTUtilities Newfirst bet on it again, core business. They have the contract. um long-term contracts are in a really good position of having um energy which is what people need.▶ 1 video · Jan van Eck Since+0.5%vs S&P · 5 d
21 OctWed 10Excess Returns#9 · 77k subs ShortCoreWeave, Inc.CRWVInformation Technology Newfirst bet on it some would say that these companies are like the shark that has to keep swimming in order to survive. Once it stalls it dies. There's that concern and it's a valid concern▶ 1 video · Andy Constan Since+0.9%vs S&P · 5 d
21 OctWed Money of Mine#14 · 23k subs ShortCZR Resources LtdCZR.AXMaterials New voiceJosh Baker was long suffice to say, in our opinion, it's just not evident to us that this is a rational transaction, that shareholders should fully endorse and get behind.▶ 1 video · Ben Bailey Since+4.3%vs S&P · 5 d
21 OctWed 7Planet MicroCap#16 · 15k subs LongPeraso Inc.PRSOInformation Technology Backafter 12 months we are not in R&D mode we're in sales mode so as an investor uh what you get when you get with PZO is a company that's already spent the money on technology▶ 1 video · Ron Glibbery Since+2.3%vs S&P · 5 d
21 OctWed Prof G Markets#22 · 131k subs ShortNVIDIA CorporationNVDAInformation Technology New voiceJohn Mowrey was long I think Nvidia is channel stuffing to pump its earnings that's a bad sign for Nvidia▶ 1 video · Ed Zitron Since−1.6%vs S&P · 5 d
21 OctWed Latent Space#31 · 364k subs LongSAP SESAPInformation Technology Newfirst bet on it It's just like those businesses in my mind just accrue value in this moment in time. And part of the reason they accrue value is there's so much money at stake▶ 1 video · Alex Lieberman Since−1.0%vs S&P · 5 d
21 OctWed Future Investing#32 · 84k subs LongMeta Platforms, Inc.METACommunication Services New voiceTanner was short If Muse gets that RPO up by a factor of two to 3x, this company's going to be doing hundreds of billions in free cash flow in a couple years, even with the capex.▶ 3 videos · Amit Since−3.0%vs S&P · 5 d
21 OctWed Future Investing#32 · 84k subs ShortTesla, Inc.TSLAConsumer Discretionary New voiceTanner was long I think you should be happy that this thing is trading at $380 and not at $100 or $200 right now based on the business performance▶ 1 video · Neil Since−4.4%vs S&P · 5 d
21 OctWed Couch Investor#38 · 143k subs LongNetflix, Inc.NFLXCommunication Services New voiceTanner was short But as of right now, yes, stock is down, sentiment is down, but it is cheap and still is undervalued.▶ 1 video Since−4.9%vs S&P · 5 d
21 OctWed TBPN#41 · 144k subs LongTesla, Inc.TSLAConsumer Discretionary New voiceJay Leno was short We know the car business is ripping, like anecdotally. The Tesla that you want to buy probably has a multi-month wait time.▶ 1 video · Jordi Hays Since+4.4%vs S&P · 5 d
21 OctWed David Lin#46 · 337k subs ShortBank of America CorporationBACFinancials Backafter 23 months That Bank of America should be making a lot more money than they are. And it's because management just doesn't want to be bothered.▶ 1 video · Chris Whalen Since+1.3%vs S&P · 5 d
21 OctWed David Lin#46 · 337k subs ShortPrudential Financial, Inc.PRUFinancials Newfirst bet on it I could show you an org chart of Credential, which makes Nvidia's org chart look like child's play.▶ 1 video · George Noble Since+2.2%vs S&P · 5 d
21 OctWed David Lin#46 · 337k subs ShortThe Charles Schwab CorporationSCHWFinancials New voiceDavid Hay was long Same thing with Schwab, by the way. Schwab has the lowest yield on their bond book of any large bank.▶ 1 video · Chris Whalen Since+2.1%vs S&P · 5 d
21 OctWed David Lin#46 · 337k subs ShortSoftBank Group Corp.SFTBYFinancials Newfirst bet on it SoftBank has used this approach where they will invest in a company and then they'll go invest 6 months or 12 months later at a higher valuation and they'll say, 'Look, the valuation went up.'▶ 1 video · Chris Whalen Since−3.7%vs S&P · 5 d
21 OctWed Equity Mates#48 · 60k subs ShortTesla, Inc.TSLAConsumer Discretionary New voiceCathie Wood was long So, my view is be amazed at the technology, and I am amazed, but probably don't invest on the back of it.▶ 1 video · Ren Rafferty Since−4.4%vs S&P · 5 d
21 OctWed Investor's Business Daily#66 · 185k subs LongAnalog Devices, Inc.ADIInformation Technology Backafter 6 months This is sort of the last uh shakeout as it uh potentially prepares for a uh for a breakout.▶ 1 video · Ken Shreve Since+5.6%vs S&P · 5 d
21 OctWed Investor's Business Daily#66 · 185k subs LongQualys, Inc.QLYSInformation Technology Backafter 2 years like the setup here and um you know kind of has the look of an emerging leader in security.▶ 1 video · Ken Shreve Since+8.0%vs S&P · 5 d
21 OctWed Norges Bank Investment Management#67 · 134k subs LongASML Holding N.V.ASMLInformation Technology Backafter 20 months ASML is one of the most important companies in the world. It's completely vertically integrated and it's vertically integrated inside of Europe. So, this proves that Europe can do it.▶ 1 video · Eric Schmidt Since+1.8%vs S&P · 5 d
21 OctWed Let's Talk Money! with Joseph Hogue, CFA#68 · 759k subs LongUiPath, Inc.PATHInformation Technology Backafter 7 months UiPath could be one of the biggest winners as AI moves from answering questions to actually doing work.▶ 1 video Since+2.4%vs S&P · 5 d
21 OctWed Dividend Talks#71 · 128k subs ShortIntuit Inc.INTUInformation Technology Fliplong since 3 Jul In third place, we have Intuit. It stays on my watchlist. I want recurring cash flow to justify the discount after unusually low cash taxes return towards normal.▶ 1 video Since+4.4%vs S&P · 5 d
21 OctWed Dividendology#76 · 263k subs LongInteractive Brokers Group, Inc.IBKRFinancials Newfirst bet on it You can still see compounded returns from 2029 through 2031 are well above historic market averages.▶ 1 video Since−2.2%vs S&P · 5 d
21 OctWed Hedgeye#91 · 79k subs ShortIREN LimitedIRENInformation Technology Newfirst bet on it I think it's the one that is the biggest candidate for like the weiwork of data centers I mean their their leasing is long▶ 1 video · R. Patrick Kent Since+0.5%vs S&P · 5 d
21 OctWed Hedgeye#91 · 79k subs LongValero Energy CorporationVLOEnergy Newfirst bet on it refineries in the US became captive capacity that was that that were net short the raw material. So that asset became very valuable over the course of of a few years.▶ 1 video · Sam Rahman Since−0.1%vs S&P · 5 d
21 OctWed Value Investing with Sven Carlin, Ph.D.#94 · 272k subs ShortBrown-Forman CorporationBF-BConsumer Staples Newfirst bet on it The world has changed and that might not yet be priced in the stock. So, a negative risk and reward situation.▶ 1 video Since+4.3%vs S&P · 5 d
21 OctWed Value Investing with Sven Carlin, Ph.D.#94 · 272k subs ShortMGM Resorts InternationalMGMConsumer Discretionary Newfirst bet on it The longer the deep lasts, higher interest rates, fuel costs, recession next year, things like that, the worse it will get. Risky situation to be in, despite it looking like value.▶ 1 video Since+3.4%vs S&P · 5 d
21 OctWed Value Investing with Sven Carlin, Ph.D.#94 · 272k subs ShortNorwegian Cruise Line Holdings Ltd.NCLHConsumer Discretionary Newfirst bet on it However, their debt is getting more and more costly at 8.7%. Guidance is down. Same with the betting companies, they need the revival of the consumer, and for now, it's not there.▶ 1 video Since+2.1%vs S&P · 5 d
21 OctWed Value Investing with Sven Carlin, Ph.D.#94 · 272k subs LongPentair plcPNRIndustrials Newfirst bet on it So, positive risk and reward, good return likely going forward. The market is scared on the pool hit, but it looks interesting.▶ 1 video Since−0.1%vs S&P · 5 d
21 OctWed Value Investing with Sven Carlin, Ph.D.#94 · 272k subs ShortSkydance CorporationSKYD Newfirst bet on it I just know that when you have debt that's bigger than most countries have, it is just risky.▶ 1 video Since+4.0%vs S&P · 5 d
21 OctWed Livewire Markets#101 · 67k subs ShortCommonwealth Bank of AustraliaCBA.AXFinancials Fliplong since 21 Oct actually we've got an underweight positioning across our portfolio and in our position in CBA uh to the at the present time on that basis.▶ 1 video · Angus Gluskie Since−3.7%vs S&P · 5 d
21 OctWed Brian Feroldi#109 · 322k subs ShortThe Goldman Sachs Group, Inc.GSFinancials Newfirst bet on it both of them are dependent on capital markets, but this company is really dependent on capital markets.▶ 1 video · Dave Ahern Since0.0%vs S&P · 5 d
21 OctWed Brian Feroldi#109 · 322k subs LongJPMorgan Chase & Co.JPMFinancials Newfirst bet on it I think it's better led. I think it's a more conservative bank and I like the fact that they have diversified revenues▶ 1 video · Dave Ahern Since−0.9%vs S&P · 5 d
21 OctWed The Motley Fool#110 · 470k subs ShortVertiv Holdings CoVRTIndustrials New voiceRachel was long Vertive comes to mind. I would be very cautious and very at least incorporating this into my view of the company as I assess risks.▶ 1 video · Jon Quast Since−2.0%vs S&P · 5 d
20 OctTue Adam Taggart | Thoughtful Money®#3 · 191k subs ShortThe New York Times CompanyNYTCommunication Services Newfirst bet on it look at the stocks like Planet Fitness and the New York Times. They're also suffering under something similar.▶ 1 video · Jim Bianco Since−3.6%vs S&P · 6 d
20 OctTue Adam Taggart | Thoughtful Money®#3 · 191k subs ShortPlanet Fitness, Inc.PLNTConsumer Discretionary Newfirst bet on it And by the way, as an aside, look at the stocks like Planet Fitness and the New York Times. They're also suffering under something similar.▶ 1 video · Jim Bianco Since−2.5%vs S&P · 6 d
20 OctTue 8Jose Najarro Stocks#10 · 93k subs LongArista Networks, Inc.ANETInformation Technology Flipwas short in Oct 2025 Here we can see obviously Broadcom and and Arista networks benefiting in this networking aggregation phase.▶ 1 video Since−2.8%vs S&P · 6 d
20 OctTue ChinaTalk#18 · 17k subs LongSK hynix Inc.000660.KSInformation Technology Newfirst bet on it also you know Samsung and SKHEX in Korea and and the US chip makers um you know Nvidia, AMD um Intel um they stand to gain.▶ 1 video · Nick Brown Since−0.4%vs S&P · 6 d
20 OctTue ChinaTalk#18 · 17k subs LongSamsung Electronics Co., Ltd.005930.KSInformation Technology New voiceDylan Patel was short also you know Samsung and SKHEX in Korea and and the US chip makers um you know Nvidia, AMD um Intel um they stand to gain.▶ 1 video · Nick Brown Since−3.7%vs S&P · 6 d
20 OctTue ChinaTalk#18 · 17k subs LongAdvanced Micro Devices, Inc.AMDInformation Technology Newfirst bet on it and the US chip makers um you know Nvidia, AMD um Intel um they stand to gain.▶ 1 video · Nick Brown Since−2.9%vs S&P · 6 d
20 OctTue ChinaTalk#18 · 17k subs LongASML Holding N.V.ASMLInformation Technology Backafter 9 months certainly as far as lithography goes, um they are they are the the masters. There is there is no comparison.▶ 1 video · Nick Brown Since−4.1%vs S&P · 6 d
20 OctTue ChinaTalk#18 · 17k subs LongIntel CorporationINTCInformation Technology New voiceDaleep Singh was short and the US chip makers um you know Nvidia, AMD um Intel um they stand to gain.▶ 1 video · Nick Brown Since−1.7%vs S&P · 6 d
20 OctTue ChinaTalk#18 · 17k subs LongNVIDIA CorporationNVDAInformation Technology New voiceDmitri Alperovitch was short and the US chip makers um you know Nvidia, AMD um Intel um they stand to gain.▶ 1 video · Nick Brown Since−1.7%vs S&P · 6 d
20 OctTue Prof G Markets#22 · 131k subs LongGenerac Holdings Inc.GNRCIndustrials New voiceEd Elson was short those all also have pulled back pretty significantly and Amazon did a deal with them recently uh which you know I think really extends the pipeline for them.▶ 1 video · John Mowrey Since−5.8%vs S&P · 6 d
20 OctTue Prof G Markets#22 · 131k subs LongTexas Instruments IncorporatedTXNInformation Technology Newfirst bet on it stocks like Texas Instruments. Uh the stock is growing at over 50% year-over-year, 2% dividend yield. So, you've got some really attractive uh names on the semiconductor side.▶ 1 video · John Mowrey Since+5.8%vs S&P · 6 d
20 OctTue RiskReversal Media#29 · 142k subs ShortApplied Materials, Inc.AMATInformation Technology Flipwas long in Feb 2025 that's about as clear as a break that can happen on a gap in decent volume.▶ 1 video · Dan Nathan Since+4.2%vs S&P · 6 d
20 OctTue RiskReversal Media#29 · 142k subs LongNetflix, Inc.NFLXCommunication Services Backafter 6 months But I'll go out on a limb and say I think you want to be long Netflix into this number. I know it's preposterous to say it's been the wrong course of action▶ 1 video · Guy Adami Since−0.7%vs S&P · 6 d
20 OctTue Future Investing#32 · 84k subs ShortDLocal LimitedDLOFinancials Fliplong since Sep 2025 total payment volume for DLO is like doubling year-over-year but revenue is going up by like you know 50 60% because margins are just in a freefall▶ 1 video · Tanner Since+3.7%vs S&P · 6 d
20 OctTue Future Investing#32 · 84k subs ShortNetflix, Inc.NFLXCommunication Services New voiceMark Mahaney was long So I I'm not looking to buy into Netflix. I I don't care how cheap it's getting,▶ 1 video · Tanner Since+0.7%vs S&P · 6 d
20 OctTue Future Investing#32 · 84k subs LongSpace Exploration Technologies Corp.SPCXFinancials New voiceAmit was short SpaceX is by far the most dominant company in the world right now.▶ 2 videos · Tanner Since−6.8%vs S&P · 6 d
20 OctTue Stansberry Research#33 · 569k subs LongAldebaran Resources Inc.ALDE.VMaterials Newfirst bet on it Aldabaron is um on to one of the largest uh undeveloped copper puries in the world in Argentina.▶ 1 video · Nick Hodge Since+0.9%vs S&P · 6 d
20 OctTue Stansberry Research#33 · 569k subs LongGladiator Metals Corp.GLAD.VMaterials Newfirst bet on it And um, Gladiator doesn't have a billion dollar market cap yet. It's u it's a few hundred u million, but Black Rockck has seen the writing on the wall. They've done their diligence.▶ 1 video · Nick Hodge Since−4.5%vs S&P · 6 d
20 OctTue Couch Investor#38 · 143k subs LongSuper Micro Computer, Inc.SMCIInformation Technology Flipwas short in Mar 2026 if if Dell is $450, SMCI should be $50. Like, it's not that complicated.▶ 2 videos · Tanner Since−7.1%vs S&P · 6 d
20 OctTue Alex Kantrowitz#40 · 70k subs LongAlphabet Inc.GOOGCommunication Services New voiceJordan Nanos was short am I confident that the compute we are planning for we will have uses for it given enough time absolutely yes▶ 1 video · Sundar Pichai Since−4.0%vs S&P · 6 d
20 OctTue Investor's Business Daily#66 · 185k subs LongGuidewire Software, Inc.GWREInformation Technology Backafter 16 months guidewire, yeah, I don't like the lefth hand side so much, but sort of showed an early um and you know, an early early entry as you point out▶ 1 video · Ed Carson Since+2.2%vs S&P · 6 d
20 OctTue Investor's Business Daily#66 · 185k subs LongLindblad Expeditions Holdings, Inc.LINDConsumer Discretionary Newfirst bet on it It just sort of seems to be at a turning point and really really uh really is when stocks can take off in that regard.▶ 1 video · Ed Carson Since−2.7%vs S&P · 6 d
20 OctTue Everything Money#72 · 418k subs LongApplied Materials, Inc.AMATInformation Technology Flipshort since 13 Jul And either way, the companies that sell the factory equipment like ASML and Applied Materials could end up the quiet winners no matter what happens.▶ 1 video · Paul Gabrail Since−4.2%vs S&P · 6 d
20 OctTue Everything Money#72 · 418k subs LongASML Holding N.V.ASMLInformation Technology Backafter 19 months And either way, the companies that sell the factory equipment like ASML and Applied Materials could end up the quiet winners no matter what happens.▶ 2 videos · Paul Gabrail Since−4.1%vs S&P · 6 d
20 OctTue The Compound#75 · 249k subs ShortNetflix, Inc.NFLXCommunication Services New voiceMichael Batnick was long You cannot win that narrative if you're Netflix. You just you simply can't.▶ 2 videos · Josh Brown Since+0.7%vs S&P · 6 d
20 OctTue Asymmetric Investing by Travis Hoium#78 · 48k subs ShortIREN LimitedIRENInformation Technology Backafter 11 months The borrowing costs for these companies have been going up over the past few months. That's going to make it harder to raise capital in the future.▶ 1 video Since+7.6%vs S&P · 6 d
20 OctTue Asymmetric Investing by Travis Hoium#78 · 48k subs ShortNebius Group N.V.NBISInformation Technology Backafter 11 months But with these NeoClouds, this is the business model. You've got to have more capital to grow the business in the future. This is going to be a long-term challenge▶ 2 videos Since+9.6%vs S&P · 6 d
20 OctTue Mark Roussin, CPA#83 · 165k subs ShortOracle CorporationORCLInformation Technology Backafter 10 months they're taking on significant financial obligations to fund that expansion. Companies like Cororeweave or Oracle, those are not highquality names in my book, nor will you find them in my portfolio.▶ 1 video Since+1.4%vs S&P · 6 d
20 OctTue Pivot with Kara Swisher and Scott Galloway#100 · 260k subs ShortNetflix, Inc.NFLXCommunication Services Fliplong since 21 Jul And their fear is their stock begins to trade like a media company like Disney. They're trading at five times revenues. Disney is Disney is trading at two.▶ 1 video Since+0.7%vs S&P · 6 d
20 OctTue The Motley Fool#110 · 470k subs ShortMeta Platforms, Inc.METACommunication Services Fliplong since 17 Aug as an investor, this is not a stock that I'm buying today.▶ 1 video Since+8.6%vs S&P · 6 d
20 OctTue The Motley Fool#110 · 470k subs LongTradeweb Markets Inc.TWFinancials Newfirst bet on it It's a toll road on what is a huge market that has been very very slow to digitize.▶ 1 video · Matt Frankle Since+3.9%vs S&P · 6 d
20 OctTue Blackstone#127 · 85k subs LongModerna, Inc.MRNAHealth Care Newfirst bet on it And mRNA technology, what Moderna has developed, is uniquely, uniquely suited for this type of approach to oncology. And they demonstrate it in a phase to be trialed, which is really, really exciting.▶ 1 video · Dr. Nick Galakatos Since−18%vs S&P · 6 d
19 OctMon 3The Circuit#1 · 30k subs LongGLOBALFOUNDRIES Inc.GFSInformation Technology Flipwas short in Feb 2024 creates opportunities for others, likely GlobalFoundries, who again is raising capex and moving to new nodes and benefiting from this cycle that once wrote off is now seizing an opportunity as well.▶ 1 video · Ben Bajarin Since−3.8%vs S&P · 7 d
19 OctMon 9All-In Podcast#4 · 1.2M subs LongFigma, Inc.FIGConsumer Discretionary Newfirst bet on it I think it's easy to mistake model progress for product progress, right? The reality is a tool like Figma, you know, has taken a very long time to build▶ 1 video · Dylan Field Since+4.0%vs S&P · 7 d
19 OctMon Ticker Symbol: YOU#19 · 667k subs LongApplied Materials, Inc.AMATInformation Technology Backafter 6 months Applied Materials makes many of the machines inside chip factories, including the ones that do deposition, etching, and inspection for every layer on a chip.▶ 1 video · Alex Since−3.8%vs S&P · 7 d
19 OctMon Ticker Symbol: YOU#19 · 667k subs LongCelestica Inc.CLSInformation Technology Newfirst bet on it Celestica builds the server racks and networking gear inside AI data centers and they're a preferred manufacturing partner for Google's data center hardware▶ 1 video · Alex Since−17%vs S&P · 7 d
19 OctMon Prof G Markets#22 · 131k subs LongSAP SESAPInformation Technology Newfirst bet on it When you look at the revenues of these companies, you wouldn't know AI is out there and supposedly going to just disrupt it all.▶ 1 video · Scott Galloway Since+4.6%vs S&P · 7 d
19 OctMon a16z#26 · 305k subs LongWalmart Inc.WMTConsumer Staples Newfirst bet on it Amazon's loss should be Walmart's gain. Yeah. Right. I mean, Walmart, you know, the they don't have the advertising business, and so, you know, their incentives are going to be different.▶ 1 video · Jean-Denis Greze Since+2.5%vs S&P · 7 d
19 OctMon Investor's Business Daily#66 · 185k subs LongEthos Technologies Inc.LIFEHealth Care Newfirst bet on it It based, it came down to that 50-day moving average line, got support, and this is just holding up in a very different way than the indexes are.▶ 2 videos · Justin Nielsen Since+3.5%vs S&P · 7 d
19 OctMon Maggie Lake Talking Markets#69 · 19k subs ShortCoreWeave, Inc.CRWVInformation Technology Newfirst bet on it The stock looks like if it settles below $60 that it's going to get walloped. It looks like it spent the entire last year and a half forming a big gigantic top.▶ 1 video · Tony Greer Since+11%vs S&P · 7 d
19 OctMon Morningstar, Inc.#70 · 148k subs LongBristol-Myers Squibb CompanyBMYHealth Care Backafter 8 months we think the market is just underestimating the strength of their pipeline of next generation drugs.▶ 1 video · Dave Sakara Since+0.3%vs S&P · 7 d
19 OctMon Morningstar, Inc.#70 · 148k subs LongL3Harris Technologies, Inc.LHXIndustrials Newfirst bet on it I think this is a company that is going to be well positioned to be able to benefit from that change in defense spending you know over the longer term.▶ 1 video · Dave Sakara Since+5.1%vs S&P · 7 d
19 OctMon Morningstar, Inc.#70 · 148k subs LongTaiwan Semiconductor Manufacturing Company LimitedTSMInformation Technology Backafter 8 months supports the theme that we've talked about as far as AI. You know still sticking with those that we consider to be the technology leaders in AI▶ 1 video · Dave Sakara Since+0.3%vs S&P · 7 d
19 OctMon Dividend Talks#71 · 128k subs LongAlphabet Inc.GOOGCommunication Services Flipshort since 24 Sep AI investments are going to continue. And that's good for your Microsoft, your Amazon, and Google because they're going to be the ones serving it.▶ 1 video · Gil Luria Since−6.2%vs S&P · 7 d
19 OctMon Dividend Talks#71 · 128k subs LongMicrosoft CorporationMSFTInformation Technology Flipshort since 21 Aug AI investments are going to continue. And that's good for your Microsoft, your Amazon, and Google because they're going to be the ones serving it.▶ 2 videos · Gil Luria Since+0.6%vs S&P · 7 d
19 OctMon Dividend Talks#71 · 128k subs LongSAP SESAPInformation Technology Backafter 6 months In second SAP cloud growth, existing cash generation and upside form a compelling combination. The next step is confirmation that demand translates into improving profits.▶ 1 video Since+4.6%vs S&P · 7 d
19 OctMon Dividend Talks#71 · 128k subs LongSoFi Technologies, Inc.SOFIFinancials Flipshort since 7 Oct At roughly 18 times next year's earnings, I see the appeal for investors comfortable with these risks.▶ 1 video Since−1.0%vs S&P · 7 d
19 OctMon Nanalyze#81 · 101k subs ShortStarfighter SpaceFJET Newfirst bet on it Basically, this is when a company management team turns to retail investors for funding instead of institutions. Starfighter space breaks three important rules that we never break.▶ 1 video · Joe Since+33%vs S&P · 7 d
19 OctMon Nanalyze#81 · 101k subs ShortFirefly Aerospace Inc.FLYIndustrials Backafter 15 months Until then, it's an unproven money pit that could lead to problems if all this easy capital dries up.▶ 1 video · Joe Since−12%vs S&P · 7 d
19 OctMon Nanalyze#81 · 101k subs ShortHawkEye 360HAWK Newfirst bet on it standard federal acquisition terms allow for US government customers to terminate major contracts at any time for convenience, right? So, you're highly vulnerable to things like budget stalemates or shifting national defense priorities▶ 1 video · Joe Since−7.7%vs S&P · 7 d
19 OctMon Nanalyze#81 · 101k subs ShortAstro DigitalPAAC Newfirst bet on it So, while this one doesn't look too bad, it's still something we'll be avoiding because we don't want to get involved with the satellite operator space, especially with the SpaceX elephant in the room.▶ 1 video · Wyatt Since−0.6%vs S&P · 7 d
19 OctMon Nanalyze#81 · 101k subs ShortVoyager Technologies, Inc.VOYGIndustrials Newfirst bet on it they had a negative gross margin. That means that you're selling something for less than it costs to produce. Essentially, you're subsidizing your customers. Not acceptable at all.▶ 1 video · Joe Since−2.6%vs S&P · 7 d
19 OctMon Nanalyze#81 · 101k subs ShortYSS Co., Ltd.YSSMaterials Newfirst bet on it And this is a pass and it's also an indicator of a huge risk many of these companies face, which is a heavy reliance on government.▶ 1 video · Joe Since−11%vs S&P · 7 d
19 OctMon Joseph Carlson After Hours#82 · 262k subs ShortTesla, Inc.TSLAConsumer Discretionary Backafter 9 months Tesla trades at a 154 Ford PE ratio, which is crazy considering that the company has a revenue that's been flat for about 2 years.▶ 1 video Since−5.2%vs S&P · 7 d
19 OctMon The Patient Investor#85 · 45k subs ShortRocket Lab CorporationRKLBIndustrials Flipwas long in Jun 2025 Now, my main problem with Rocket Lab and reason why I avoided Rocket Lab is because of the valuation. I could not make sense of the valuation.▶ 1 video Since−6.2%vs S&P · 7 d
19 OctMon Value Investing with Sven Carlin, Ph.D.#94 · 272k subs ShortCoreWeave, Inc.CRWVInformation Technology Newfirst bet on it Corewave is in trouble and showing how it's hard to borrow for new data centers as the 9.2 issued bond was around 1112 and now it peaked at 14 but 13.6%.▶ 2 videos Since+11%vs S&P · 7 d
19 OctMon Chris Sain#98 · 1.1M subs LongBitmine Immersion Technologies, Inc.BMNRInformation Technology Backafter 14 months I feel like this is a time to be loading up because at some random time Bitcoin, Ethereum, BMR, all of this stuff is going to wake up and take off▶ 1 video Since−7.7%vs S&P · 7 d
19 OctMon Chris Sain#98 · 1.1M subs LongNVIDIA CorporationNVDAInformation Technology Backafter 9 months This is the leader in the AI space, and the semiconductor space, and they're currently sitting at $213.75.▶ 1 video Since+0.2%vs S&P · 7 d
19 OctMon Steve Eisman#107 · 228k subs LongAmazon.com, Inc.AMZNConsumer Discretionary Backafter 17 months I love Alphabet, Amazon, Met and Microsoft on pullbacks. Why? Because they have an incredible business.▶ 1 video · Danny Moses Since−4.7%vs S&P · 7 d
19 OctMon The Motley Fool#110 · 470k subs LongCoherent Corp.COHRInformation Technology Newfirst bet on it revenue growth is significant. Their backlog is significant. I do think that they're broadly well insulated from a lot of the broader credit fallout uh that we've been seeing in the space.▶ 1 video Since−4.0%vs S&P · 7 d
19 OctMon The Motley Fool#110 · 470k subs LongLumentum Holdings Inc.LITEInformation Technology Newfirst bet on it It takes about 3 years to build and qualify a brand new semiconductor laser fabrication facility. So they are very much insulated in many ways from a lot of their fast following competitors.▶ 1 video Since−0.1%vs S&P · 7 d
18 OctSun 8Jose Najarro Stocks#10 · 93k subs LongApplied Optoelectronics, Inc.AAOIInformation Technology Newfirst bet on it our in-house laser capabilities continue to be a strategic advantage and helped avoid some industry component shortages. It also helps with margins▶ 1 video Since−7.8%vs S&P · 8 d
18 OctSun 8Jose Najarro Stocks#10 · 93k subs LongCerebras Systems Inc.CBRSCommunication Services Flipshort since 4 Oct Now with that, it allows them to expand into a global enterprise reach. That opportunity, that marketplace is something that could be extremely bullish for the company.▶ 1 video Since−10%vs S&P · 8 d
18 OctSun Asianometry#13 · 967k subs ShortInfosys LimitedINFYInformation Technology Newfirst bet on it The risk is that the LLMs eventually do all the things that the IT exporters can.▶ 1 video · Jon Y Since−2.1%vs S&P · 8 d
18 OctSun Asianometry#13 · 967k subs ShortTata Consultancy Services LimitedTCS.NSInformation Technology Newfirst bet on it Announcements from Anthropic of Claude plugins for legal, finance and sales tasks in early 2026 not only sledgehammered the SaaS stocks, but Infosys and TCS as well.▶ 1 video · Jon Y Since−3.2%vs S&P · 8 d
18 OctSun Learn to Invest - Investors Grow#25 · 292k subs LongUber Technologies, Inc.UBERIndustrials Newfirst bet on it It looks like it could be undervalued. And depending on their growth, think be a good long-term buy and hold.▶ 1 video · Jimmy Since−5.3%vs S&P · 8 d
18 OctSun Equity Mates#48 · 60k subs LongInteractive Brokers Group, Inc.IBKRFinancials Newfirst bet on it people underestimate it because I think oh, it's just like another broker. But it's probably the broker of choice amongst a lot of institutional investors as well.▶ 1 video · Owen Rask Since−0.8%vs S&P · 8 d
18 OctSun Equity Mates#48 · 60k subs ShortNovo Nordisk A/SNVOHealth Care New voiceTim Doyle was long Novo's next generation drug called CagriSema lost to Eli's current generation drug. If you look at the weight loss 23% for Novo versus 25 and a half percent in trials for Eli.▶ 1 video · Bryce Leske Since−2.0%vs S&P · 8 d
18 OctSun The Iced Coffee Hour#61 · 1.7M subs ShortCelsius Holdings, Inc.CELHConsumer Staples Newfirst bet on it I think Celsius is a legacy brand that had Pepsi distribution and that is the only reason why they are successful.▶ 1 video · Greg LaVecchia Since+5.1%vs S&P · 8 d
18 OctSun The Intrinsic Value Podcast#62 · 152k subs LongAritzia Inc.ATZ.TOConsumer Discretionary Newfirst bet on it I think they can continue increasing revenue in the mid to high teens over the next 5 years or so. And this is an attribute that's just really, really hard to come by.▶ 1 video · Kyle Grieve Since+1.0%vs S&P · 8 d
18 OctSun Let's Talk Money! with Joseph Hogue, CFA#68 · 759k subs ShortSuper Micro Computer, Inc.SMCIInformation Technology Fliplong since 15 Mar management has just done a piss-poor job of managing this company, managing expectations, as well as you know, just some accounting gimmicks that were pushed too far.▶ 1 video Since−2.0%vs S&P · 8 d
18 OctSun Dividend Talks#71 · 128k subs ShortNetflix, Inc.NFLXCommunication Services Fliplong since 22 Sep Netflix is in fifth because the large draw down doesn't yet create a clear discount in the base model. A more convincing, repeatable cash flow outlook could change that.▶ 2 videos Since+8.3%vs S&P · 8 d
18 OctSun Mark Roussin, CPA#83 · 165k subs ShortCoreWeave, Inc.CRWVInformation Technology Fliplong since 27 Jun Down below, you can see they have a net debt to IBIDA of 11.5, which is terrible. And I continue to say, and you will continue to hear me say it, focus on quality.▶ 2 videos Since+9.5%vs S&P · 8 d
18 OctSun BWB - Business With Brian#84 · 449k subs LongnVent Electric plcNVTIndustrials Flipshort since 6 Sep The signal ladder has invented price at buy a lot. But my investment system steps that down to a buy▶ 1 video Since−8.4%vs S&P · 8 d
18 OctSun BWB - Business With Brian#84 · 449k subs LongVertiv Holdings CoVRTIndustrials Flipshort since 6 Sep On my signal ladder, Verdives's price has dropped into by a lot, and my investment system agrees with that call.▶ 1 video Since−2.9%vs S&P · 8 d
18 OctSun Gareth Soloway#87 · 300k subs ShortAbbVie Inc.ABBVHealth Care Newfirst bet on it But I actually love this on the short side now, which makes sense. If tech is going to get a bid, maybe this one pulls back.▶ 1 video Since−1.6%vs S&P · 8 d
18 OctSun Gareth Soloway#87 · 300k subs LongCoreWeave, Inc.CRWVInformation Technology Newfirst bet on it I could see a gap down on coreweave maybe here to around 54, maybe even touching gap fill at 51. But I'll tell you this, I'll be a buyer down here.▶ 1 video Since−9.5%vs S&P · 8 d
18 OctSun Value Investing with Sven Carlin, Ph.D.#94 · 272k subs LongQfin Holdings, Inc.QFINFinancials Flipwas short in Jan 2026 My take is now that everyone has capitulated on it, that there is value. If you want to risk it, I have added it to the bets quadrant▶ 1 video Since0.0%vs S&P · 8 d
18 OctSun The Monetary Matters Network#108 · 59k subs ShortCoreWeave, Inc.CRWVInformation Technology Newfirst bet on it to your question, the worst problem child in that space. Would I buy that right now? Probably not. Yeah. Okay. I'm a seller of the worst problem child.▶ 2 videos · Jim Bianco Since+9.5%vs S&P · 8 d
17 OctSat 9All-In Podcast#4 · 1.2M subs LongCoreWeave, Inc.CRWVInformation Technology Newfirst bet on it as long as the payback periods are really short, I don't see how these companies can lose or at least you'd have to be really incompetent to screw it up▶ 1 video · David Sacks Since−9.5%vs S&P · 8 d
17 OctSat 10Excess Returns#9 · 77k subs LongSamsung Electronics Co., Ltd.005930.KSInformation Technology Backafter 17 months today it would it would be just under three. But again, if you believe the forecast, it comes down to about 1.2 in the next couple of years because it is literally printing money.▶ 1 video · Colin McQueen Since−2.1%vs S&P · 8 d
17 OctSat 10Excess Returns#9 · 77k subs LongAlibaba Group Holding LimitedBABAConsumer Discretionary Backafter 11 months you're probably getting the only other competitive tech stack for AI in the world and you're buying it at sort of 14 times earnings for companies like Alibaba.▶ 1 video · Colin McQueen Since−7.5%vs S&P · 8 d
17 OctSat Money of Mine#14 · 23k subs LongAmazon.com, Inc.AMZNConsumer Discretionary Newfirst bet on it with the hyperscalers you know, your Amazons, Googles, Microsofts, they go from negative cash flow and all this capex to throwing off crazy amounts of money▶ 1 video · Alex Turnbull Since−4.9%vs S&P · 8 d
17 OctSat Money of Mine#14 · 23k subs ShortCaterpillar Inc.CATIndustrials Newfirst bet on it Caterpillar has ripped on selling diesel gensets to data centers. Uh that that is really a last worst option for power supply.▶ 1 video · Alex Turnbull Since+4.2%vs S&P · 8 d
17 OctSat Money of Mine#14 · 23k subs LongAlphabet Inc.GOOGCommunication Services Newfirst bet on it with the hyperscalers you know, your Amazons, Googles, Microsofts, they go from negative cash flow and all this capex to throwing off crazy amounts of money▶ 1 video · Alex Turnbull Since−7.5%vs S&P · 8 d
17 OctSat Money of Mine#14 · 23k subs LongMicrosoft CorporationMSFTInformation Technology Newfirst bet on it with the hyperscalers you know, your Amazons, Googles, Microsofts, they go from negative cash flow and all this capex to throwing off crazy amounts of money▶ 1 video · Alex Turnbull Since0.0%vs S&P · 8 d
17 OctSat 7Planet MicroCap#16 · 15k subs LongSpotify Technology S.A.SPOTCommunication Services Newfirst bet on it Spotify could raise its price a lot lot more than it currently is before it even began to matter to me as an investor. I just see that as such a great value.▶ 1 video · Todd Wenning Since+10%vs S&P · 8 d
17 OctSat 20VC with Harry Stebbings#34 · 224k subs LongAmazon.com, Inc.AMZNConsumer Discretionary New voiceJason Lemkin was short And so, yeah, sure, Fireworks will work, AWS will work, Crusoe will work. I just think there's so much demand for it.▶ 1 video · Harrison Chase Since−4.9%vs S&P · 8 d
17 OctSat David Lin#46 · 337k subs LongBRS Resources Ltd.BRS.CNEnergy Newfirst bet on it Well, there's a lot of more upside with the stocks um with the market. The bigger the proven resource becomes, the more valuable the company becomes,▶ 1 video · Byron Colt Since−7.0%vs S&P · 8 d
17 OctSat Decoder with Nilay Patel#59 · 25k subs LongAT&T Inc.TCommunication Services Newfirst bet on it That's why the AT&T strategy is interesting, cuz at least they're trying to bundle that with a high-value fiber network. But, for the other guys, like, it's just commoditized wireless.▶ 1 video · Walter Piecyk Since−10.0%vs S&P · 8 d
17 OctSat Decoder with Nilay Patel#59 · 25k subs ShortVerizon Communications Inc.VZCommunication Services Newfirst bet on it What What is Verizon's, you know, differentiation in the market right now? They have none, right? So, they're the most, I think, in the crosshairs of where SpaceX▶ 1 video · Walter Piecyk Since+2.2%vs S&P · 8 d
17 OctSat The Intrinsic Value Podcast#62 · 152k subs LongAlphabet Inc.GOOGCommunication Services New voiceShawn O'Malley was short We think it's very well positioned for the long-term outlook.▶ 1 video · Daniel Since−7.5%vs S&P · 8 d
17 OctSat The Intrinsic Value Podcast#62 · 152k subs LongNu Holdings Ltd.NUFinancials Backafter 9 months There's so much room for them to just keep growing into the different countries in Latin America, get further penetration in the markets that they already dominate.▶ 1 video · Shawn Since−13%vs S&P · 8 d
17 OctSat Dividend Talks#71 · 128k subs LongArista Networks, Inc.ANETInformation Technology Flipshort since 4 Jul In third, Arista, strong growth, profitability, and balance sheet quality with the model. While the upside it is modest, I want selective re-entry.▶ 1 video Since−2.9%vs S&P · 8 d
17 OctSat Dividend Talks#71 · 128k subs ShortPalo Alto Networks, Inc.PANWInformation Technology Flipwas long in Apr 2026 Still, the central case offers no cushion, and the latest security issue, it adds a company-specific development to keep on monitoring.▶ 1 video Since−13%vs S&P · 8 d
17 OctSat StockCharts TV#105 · 145k subs LongChevron CorporationCVXEnergy Backafter 7 months Chevron up here closing at a new high. We can go ahead and ask for that daily view and see that it does have a nice 3.2% yield.▶ 1 video · Mary Ellen McGonicle Since+3.6%vs S&P · 8 d
17 OctSat StockCharts TV#105 · 145k subs LongExxonMobil Holdings CorporationXOMEnergy Backafter 9 months Of course, you want these companies to have high growth prospects and certainly that rise in oil prices is going to keep a number of these energy names elevated.▶ 1 video · Mary Ellen McGonicle Since+3.7%vs S&P · 8 d
17 OctSat The Julia La Roche Show#106 · 76k subs ShortCoreWeave, Inc.CRWVInformation Technology Newfirst bet on it there's a certain stage where you simply cannot support the valuations and I think that's why these stocks have been trading off things like Nvidia, Coreweave▶ 1 video · Chris Whalen Since+9.5%vs S&P · 8 d
17 OctSat The Motley Fool#110 · 470k subs LongAscendis Pharma A/SASNDHealth Care Newfirst bet on it that platform for releasing medicines gradually uh presents a great growth opportunity in the long term.▶ 1 video · Tom Gardner Since+6.8%vs S&P · 8 d
17 OctSat The Motley Fool#110 · 470k subs LongCarlsmed, Inc.CARLHealth Care Newfirst bet on it I think we can get a double from this company over the next 5 years.▶ 1 video · Tom Gardner Since+9.3%vs S&P · 8 d
17 OctSat The Motley Fool#110 · 470k subs LongForgent Power Solutions, Inc.FPSIndustrials Newfirst bet on it This is a company that is slated to generate revenues over 30% annually over the next handful of years. They have rising margins, rising rates of return.▶ 1 video · Tom Gardner Since−20%vs S&P · 8 d
17 OctSat The Motley Fool#110 · 470k subs LongMedline Inc.MDLNHealth Care Newfirst bet on it And here at its present valuation, I think you can get a good 11 to 15% annualized return from this company over the next 5 years.▶ 1 video · Tom Gardner Since−4.1%vs S&P · 8 d
17 OctSat The Motley Fool#110 · 470k subs LongPrimo Brands CorporationPRMBConsumer Staples Newfirst bet on it This is a company that could do as much as a billion dollars in free cash flow within five years.▶ 1 video · Tom Gardner Since−0.5%vs S&P · 8 d
17 OctSat Sasha Yanshin#115 · 215k subs ShortCoreWeave, Inc.CRWVInformation Technology Newfirst bet on it And the problem is the coreweave numbers right now are worse than Lehman Brothers immediately before they collapsed in 2008 and caused the financial crash, the biggest stock market collapse in living memory.▶ 2 videos Since+9.5%vs S&P · 8 d
17 OctSat Sasha Yanshin#115 · 215k subs ShortNVIDIA CorporationNVDAInformation Technology Backafter 12 months if Jensen goes and puts this promise on paper, then the debt of every big tech player and all of these AI companies building giant data centers becomes Nvidia's debt.▶ 2 videos Since+0.3%vs S&P · 8 d
17 OctSat Joseph Wang#129 · 33k subs ShortSK hynix Inc.000660.KSInformation Technology Newfirst bet on it They they seem to be catching up faster and that of course is going to be not good for say uh Micron, SK Hynix, Samsung, all these guys that have been reaping huge huge bonus profits on RAM.▶ 1 video Since0.0%vs S&P · 8 d
17 OctSat Joseph Wang#129 · 33k subs ShortCoreWeave, Inc.CRWVInformation Technology Newfirst bet on it Now, one of the big neo clouds is a company called Coreweave and they are super super highly levered.▶ 1 video Since+9.5%vs S&P · 8 d
17 OctSat Joseph Wang#129 · 33k subs ShortNVIDIA CorporationNVDAInformation Technology Backafter 13 months And of course, it will also impact uh GPU sellers like Nvidia as well.▶ 1 video Since+0.3%vs S&P · 8 d
16 OctFri 2Chip Stock Investor#7 · 257k subs ShortWix.com Ltd.WIXInformation Technology Flipwas long in Jan 2024 And so I think the competition is only going to get worse. And I'm not 100% convinced that building their own LLM is going to pay off.▶ 1 video · Kasey Rossolillo Since−4.6%vs S&P · 8 d
16 OctFri The AI Daily Brief: Artificial Intelligence News#11 · 588k subs LongASML Holding N.V.ASMLInformation Technology Newfirst bet on it For high-end technology like the EUV lithography required for AI GPUs production, they hold a complete monopoly.▶ 1 video · Nathaniel Whittemore Since−3.2%vs S&P · 8 d
16 OctFri The AI Daily Brief: Artificial Intelligence News#11 · 588k subs ShortCoreWeave, Inc.CRWVInformation Technology New voiceNathaniel Whittemore was long If CoreWeave is borrowing at 9% and the best return they can get off that is a 5% return, it doesn't matter how much they scale.▶ 1 video · Gil Luria Since+9.5%vs S&P · 8 d
16 OctFri UNRIVALED INVESTING#27 · 126k subs ShortCoreWeave, Inc.CRWVInformation Technology Backafter 19 months frankly I don't like the debt I don't like customer concentration I think there are easier plays out there▶ 1 video · Daniel Since+9.5%vs S&P · 8 d
16 OctFri Forward Guidance#56 · 193k subs ShortCore Scientific, Inc.CORZInformation Technology New voiceJosh Solesbury was long like long term, probably not a good business to be equity holder in, but buying the debt on huge, you know, going out of business scares is probably money good▶ 1 video · Quinn Thompson Since+1.4%vs S&P · 8 d
16 OctFri Forward Guidance#56 · 193k subs ShortCoreWeave, Inc.CRWVInformation Technology Newfirst bet on it like long term, probably not a good business to be equity holder in, but buying the debt on huge, you know, going out of business scares is probably money good▶ 1 video · Quinn Thompson Since+9.5%vs S&P · 8 d
16 OctFri Investor's Business Daily#66 · 185k subs ShortLam Research CorporationLRCXInformation Technology Fliplong since Aug 2025 I don't think this one is something that people will be looking to buy in the short term.▶ 1 video · Ed Carson Since+13%vs S&P · 8 d
16 OctFri Investor's Business Daily#66 · 185k subs LongMeta Platforms, Inc.METACommunication Services Flipshort since 1 Oct there seems to be a shift that now AI is going to pay off for for Meta▶ 2 videos · Ed Carson Since−10%vs S&P · 8 d
16 OctFri Investor's Business Daily#66 · 185k subs LongTexas Instruments IncorporatedTXNInformation Technology Backafter 8 months some of the analog chip makers are doing pretty well. You can see that the revenue growth has accelerated expected to accelerate again.▶ 1 video · Ed Carson Since+8.1%vs S&P · 8 d
16 OctFri Dividend Talks#71 · 128k subs LongSandisk CorporationSNDKInformation Technology Flipshort since 6 Aug AI investment supports stronger storage demand alongside improved pricing. The risk is treating an unusually profitable part of the cycle as a stable base that can endure for decades.▶ 1 video Since−8.2%vs S&P · 8 d
16 OctFri Sourcery with Molly O'Shea#73 · 77k subs ShortBending Spoons S.p.A.BSPFinancials New voiceLuca Ferrari was long I don't believe in sort of aggregating piles and piles of software and in having what you could think of like lowest common denominator software. I believe in a future of personalized software.▶ 1 video · Guillermo Rauch Since−2.3%vs S&P · 8 d
16 OctFri Nanalyze#81 · 101k subs LongMicrosoft CorporationMSFTInformation Technology Backafter 13 months And you've got Microsoft, which is incredibly profitable, highly diversified. They're going to jump a notch.▶ 1 video · Joe Pivarunas Since0.0%vs S&P · 8 d
16 OctFri Nanalyze#81 · 101k subs ShortNVIDIA CorporationNVDAInformation Technology Fliplong since Dec 2025 90% of their revenues come from data centers. Until they sufficiently diversify, they're really at risk if there's any sort of a slowdown in AI.▶ 1 video · Joe Pivarunas Since+0.3%vs S&P · 8 d
16 OctFri Nanalyze#81 · 101k subs ShortTesla, Inc.TSLAConsumer Discretionary Backafter 20 months Tesla's seeing a lot of pricing pressure right now from the EV competition, so they're dropping a notch as well.▶ 1 video · Joe Pivarunas Since−6.6%vs S&P · 8 d
16 OctFri The Patient Investor#85 · 45k subs ShortVerizon Communications Inc.VZCommunication Services Flipwas long in Dec 2025 I think SpaceX could potentially cause a, you know, a lot of disruption and much lower prices for Verizon.▶ 1 video Since+2.2%vs S&P · 8 d
16 OctFri Hedgeye#91 · 79k subs ShortBrookfield CorporationBNFinancials Newfirst bet on it you look at some of these firms that big insurance arms Brookfield is one that comes to mind. Um and and I get pretty nervous. Um it's too opaque. Um there's too much risk of self-dealing.▶ 1 video · Dan Rasmussen Since−4.3%vs S&P · 8 d
16 OctFri Daniel Pronk#96 · 279k subs ShortCoreWeave, Inc.CRWVInformation Technology Backafter 11 months I continue to believe that Cororeweave is a very risky business that is again full of red flags.▶ 1 video Since+9.5%vs S&P · 8 d
16 OctFri Daniel Pronk#96 · 279k subs ShortIREN LimitedIRENInformation Technology Backafter 12 months Iron has a much better balance sheet, but it is still a very expensive stock today.▶ 1 video Since+8.1%vs S&P · 8 d
16 OctFri Daniel Pronk#96 · 279k subs ShortNebius Group N.V.NBISInformation Technology Backafter 12 months But for myself, I am not interested in owning any of these businesses because personally, I don't think that they are necessarily highquality businesses with long-term modes.▶ 1 video Since+9.8%vs S&P · 8 d
16 OctFri Steve Eisman#107 · 228k subs ShortCoreWeave, Inc.CRWVInformation Technology Backafter 12 months This is not a company with a great balance sheet to say the least.▶ 2 videos Since+9.5%vs S&P · 8 d
16 OctFri Steve Eisman#107 · 228k subs ShortWells Fargo & CompanyWFCFinancials Backafter 15 months If you are interested investing in a large bank, this is not the one I would look at.▶ 1 video Since−1.2%vs S&P · 8 d
16 OctFri The Motley Fool#110 · 470k subs LongMicrosoft CorporationMSFTInformation Technology New voiceJohn Quast was short These are companies for whom these high bond yields are not a lethal threat. They're actually a bit of a competitive advantage.▶ 1 video · Rachel Since0.0%vs S&P · 8 d
16 OctFri The Motley Fool#110 · 470k subs LongVisa Inc.VFinancials Newfirst bet on it It is the payments toll road. They earn a small cut on an enormous transaction volume while not taking on the credit risk.▶ 1 video · Lou Whiteman Since+0.5%vs S&P · 8 d
16 OctFri The Motley Fool#110 · 470k subs LongVeeva Systems Inc.VEEVInformation Technology Backafter 19 months The question with Viva early on was is AI disrupting this company and I think what we're seeing is that really AI is enabling Viva to do even more.▶ 1 video · Jason Moser Since+0.6%vs S&P · 8 d
15 OctThu 5Wall Street Millennial#2 · 371k subs ShortSoftBank Group Corp.SFTBYFinancials Newfirst bet on it This puts SoftBank in a precarious financial position and they need a big liquidity event fast.▶ 1 video Since+5.8%vs S&P · 11 d
15 OctThu Adam Taggart | Thoughtful Money®#3 · 191k subs Longlululemon athletica inc.LULUConsumer Discretionary New voiceLance Roberts was short you look at stocks like Lululemon and and Nike And you know, these are great brands that are so deeply out of favor and trading at the cheapest valuations they've maybe ever traded at.▶ 1 video · Jesse Felder Since+5.8%vs S&P · 11 d
15 OctThu Adam Taggart | Thoughtful Money®#3 · 191k subs LongNIKE, Inc.NKEConsumer Discretionary Newfirst bet on it and and Nike And you know, these are great brands that are so deeply out of favor and trading at the cheapest valuations they've maybe ever traded at.▶ 1 video · Jesse Felder Since+1.9%vs S&P · 11 d
15 OctThu 2Chip Stock Investor#7 · 257k subs ShortCoreWeave, Inc.CRWVInformation Technology Backafter 17 months A lot of its infrastructure that it provides is not differentiated and so all these smaller neo clouds can come in, take a cut of that revenue▶ 2 videos · Nick Rossolillo Since+10%vs S&P · 11 d
15 OctThu 2Chip Stock Investor#7 · 257k subs ShortNebius Group N.V.NBISInformation Technology Flipwas long in Aug 2025 Nebius, those metrics are also going to increase. Basically the worse these ratios are, the higher it gets. It's gonna increase for Nebius as they scale up.▶ 1 video · Nick Rossolillo Since+7.6%vs S&P · 11 d
15 OctThu 2Chip Stock Investor#7 · 257k subs LongTaiwan Semiconductor Manufacturing Company LimitedTSMInformation Technology Backafter 9 months The runway of growth for the next two years appears to be pretty straight and wide open.▶ 1 video · Nick Rossolillo Since+2.6%vs S&P · 11 d
15 OctThu 7Planet MicroCap#16 · 15k subs LongCalifornia Nanotechnologies Corp.CNO.VMaterials Backafter 11 months we're going to be, you know, selling the the picks and shovels that are going into those things. So, it's not that we're tied to any one company.▶ 1 video · Eric Eyerman Since+4.9%vs S&P · 11 d
15 OctThu 7Planet MicroCap#16 · 15k subs LongOrganigram Holdings Inc.OGIConsumer Staples Newfirst bet on it So I think the profile of the group is a solid base in Canada that we can uh improve the profitability over time. Uh and then a big growth driver in Europe▶ 1 video · James Yamanaka Since+1.1%vs S&P · 11 d
15 OctThu a16z#26 · 305k subs LongMastercard IncorporatedMAFinancials Newfirst bet on it one of the reasons why Visa and MasterCard have such impregnable positions is because they intermediate everything, and they set the rules, and chargebacks are very important.▶ 1 video · Alex Rampell Since−0.9%vs S&P · 11 d
15 OctThu a16z#26 · 305k subs LongVisa Inc.VFinancials Newfirst bet on it one of the reasons why Visa and MasterCard have such impregnable positions is because they intermediate everything, and they set the rules, and chargebacks are very important.▶ 1 video · Alex Rampell Since+0.1%vs S&P · 11 d
15 OctThu UNRIVALED INVESTING#27 · 126k subs ShortRocket Lab CorporationRKLBIndustrials Newfirst bet on it And so, even though Rocket Lab has sold off, it's still way too speculative for me personally.▶ 1 video · Daniel Since−5.6%vs S&P · 11 d
15 OctThu Bg2 Pod#30 · 105k subs LongTaiwan Semiconductor Manufacturing Company LimitedTSMInformation Technology Backafter 21 months The reason why we give 100% of our business to TSMC is because they're the only company in the world that I can plan five years out▶ 1 video · Jensen Huang Since+2.6%vs S&P · 11 d
15 OctThu 20VC with Harry Stebbings#34 · 224k subs LongBumble Inc.BMBLCommunication Services New voiceGeorge Arison was short Anchor high and quintiple or 10x the value of this business. That that would be the bullcase to me.▶ 1 video · Jason Lemkin Since+0.3%vs S&P · 11 d
15 OctThu The Acquirers Podcast#49 · 17k subs LongMGM Resorts InternationalMGMConsumer Discretionary Newfirst bet on it MGM generates a ton of free cash flow and they've got, you know, Macau. Uh Macau's been down a little bit. Uh they also have uh the development coming in Japan▶ 1 video · Tim Travis Since−0.4%vs S&P · 11 d
15 OctThu The Acquirers Podcast#49 · 17k subs LongMorgan Stanley Direct Lending FundMSDLFinancials Newfirst bet on it it's trading at like 67 cents on the dollar and you look at like their uh non-performing loans are like 1.8% 8% at fair value▶ 1 video · Tim Travis Since+2.1%vs S&P · 11 d
15 OctThu Investor's Business Daily#66 · 185k subs LongThe Walt Disney CompanyDISCommunication Services Backafter 14 months Breaking out of a double bottom, clearing the 110 price level. And this is a turnaround stock.▶ 1 video · Alissa Coram Since−0.4%vs S&P · 11 d
15 OctThu Investor's Business Daily#66 · 185k subs LongPaycom Software, Inc.PAYCInformation Technology Newfirst bet on it This was a day that you could have bought this name. There is some resistance, but a lot of that is further back now at this point▶ 1 video · Ed Carson Since+6.4%vs S&P · 11 d
15 OctThu Investor's Business Daily#66 · 185k subs LongSpace Exploration Technologies Corp.SPCXFinancials Newfirst bet on it So, you know, I'm not saying chase it here, but um you know, any weakness is an opportunity. I didn't want to I don't want to miss out on his next big thing.▶ 2 videos · Jeffrey Hirsch Since+0.4%vs S&P · 11 d
15 OctThu Investor's Business Daily#66 · 185k subs LongUrban Outfitters, Inc.URBNConsumer Discretionary New voiceKen Shreve was short RS line is strong. There's been pretty decent, you know, growth on on this one.▶ 1 video · Ed Carson Since+4.4%vs S&P · 11 d
15 OctThu Morningstar, Inc.#70 · 148k subs LongBioMarin Pharmaceutical Inc.BMRNHealth Care Newfirst bet on it generally I think the market is really under valuing you know, a lot of their hormone and their enzyme replacement therapies.▶ 1 video · Dave Sekera Since+1.7%vs S&P · 11 d
15 OctThu Everything Money#72 · 418k subs LongLennar CorporationLENConsumer Discretionary Backafter 7 months America still badly needs more homes. Lenar is getting leaner and more efficient and if rates eventually ease its profits could come roaring back.▶ 1 video · Paul Gabrail Since+8.7%vs S&P · 11 d
15 OctThu Dividendology#76 · 263k subs LongNational Retail Properties, Inc.NNNReal Estate Newfirst bet on it right now they're only using 67% of their AFO to actually pay out dividends. So, it's a very well- covered dividend, very predictable, and has grown for 37 years in a row.▶ 1 video Since+0.9%vs S&P · 11 d
15 OctThu Value Investing with Sven Carlin, Ph.D.#94 · 272k subs ShortAdvance Auto Parts, Inc.AAPConsumer Discretionary Newfirst bet on it This is a clear turnaround, not attractive to me, especially given the debt levels, I think. Okay, interesting to see how things can go wrong, but not for me.▶ 1 video Since−4.6%vs S&P · 11 d
15 OctThu Value Investing with Sven Carlin, Ph.D.#94 · 272k subs ShortAutoZone, Inc.AZOConsumer Discretionary Newfirst bet on it Therefore, it is pricey for just 2 billion in free cash flows. Perhaps at a P/E ratio of 15, you would be at 40 billion, which is significantly lower, 40% below current market cap.▶ 1 video Since−2.0%vs S&P · 11 d
15 OctThu Value Investing with Sven Carlin, Ph.D.#94 · 272k subs LongGenuine Parts CompanyGPCConsumer Discretionary Newfirst bet on it So, to conclude GPC looks cheap from a relative perspective when the industrial business separates if compared to peers as we'll discuss now.▶ 1 video Since−8.2%vs S&P · 11 d
15 OctThu Value Investing with Sven Carlin, Ph.D.#94 · 272k subs ShortO'Reilly Automotive, Inc.ORLYConsumer Discretionary Newfirst bet on it 1.5 billion in free cash flow, 2.4 billion in repurchases, and these are aggressive share repurchases. I would call it financial engineering.▶ 1 video Since−1.8%vs S&P · 11 d
15 OctThu Livewire Markets#101 · 67k subs ShortData#3DTL.AX New voiceAndrey Mironenko was long it does look as if the company was trying to tell people, you know, this is this is great, but we can't rely on this in the second half as well.▶ 1 video · Henry Jennings Since+1.2%vs S&P · 11 d
15 OctThu Livewire Markets#101 · 67k subs LongMader Group LimitedMAD.AXIndustrials Newfirst bet on it It's got a a strong history of of hitting their targets, which is good. They got high-quality cash flow and a good balance sheet and, you know, it's it's in the right sector▶ 1 video · Henry Jennings Since+0.9%vs S&P · 11 d
15 OctThu Macro Voices#104 · 60k subs LongCentrus Energy Corp.LEUEnergy Newfirst bet on it That creates a long-term investment thesis around nuclear growth and the strategic importance of secure fuel supply.▶ 3 videos · Patrick Ceresna Since−15%vs S&P · 11 d
15 OctThu StockCharts TV#105 · 145k subs ShortU.S. BancorpUSBFinancials New voiceMary Ellen McGonagle was long some of the weaker names like US Bank, Bank of America may start to see some further downside.▶ 1 video · Tony Zhang Since−1.4%vs S&P · 11 d
15 OctThu The Julia La Roche Show#106 · 76k subs LongNIKE, Inc.NKEConsumer Discretionary Backafter 3 years the probability that something like a Nike is by the summer Olympics in 2028 is up 100, 150, 200% from here, I wouldn't be surprised.▶ 1 video · Larry McDonald Since+1.9%vs S&P · 11 d
15 OctThu The Motley Fool#110 · 470k subs ShortApplied Digital CorporationAPLDInformation Technology Newfirst bet on it Their interest on their debts approaching their entire annual revenue run rate... but if it doesn't, then that's a becomes a problem very fast.▶ 1 video · Matt Frankel Since+1.5%vs S&P · 11 d
15 OctThu The Motley Fool#110 · 470k subs LongBending Spoons S.p.A.BSPFinancials Newfirst bet on it there's a lot to like about the numbers. They're turning all these businesses in the right direction. And you know, that like I I've said before with other stocks, the proof is in the performance▶ 1 video · Matt Frankel Since−1.2%vs S&P · 11 d
15 OctThu The Motley Fool#110 · 470k subs LongDigitalOcean Holdings, Inc.DOCNInformation Technology Backafter 4 years So, this is a company that man, is in a position of potential financial strength and that is in particularly important if some of these neo clouds start to crumble.▶ 1 video · John Quast Since+0.6%vs S&P · 11 d
15 OctThu The Motley Fool#110 · 470k subs LongTripadvisor, Inc.TRIPConsumer Discretionary Newfirst bet on it I think that Bending Spoons could go in, overhaul what needs to be overhauled, and actually turn this into a company that creates a lot of value for shareholders.▶ 1 video · John Quast Since−1.1%vs S&P · 11 d
15 OctThu The Motley Fool#110 · 470k subs LongYelp Inc.YELPCommunication Services Newfirst bet on it And it's just it's an iconic brand that isn't priced like one.▶ 1 video · Matt Frankel Since−2.5%vs S&P · 11 d
15 OctThu Mr. FIRED Up Wealth#123 · 101k subs ShortCoreWeave, Inc.CRWVInformation Technology Newfirst bet on it When you think of the long-term model and having to constantly spend CapEx, you know, could some of these companies go belly up later? Absolutely possible. And I'm not buying these stocks▶ 1 video · Eric Cuka Since+10%vs S&P · 11 d
14 OctWed 3The Circuit#1 · 30k subs LongAdvanced Micro Devices, Inc.AMDInformation Technology Flipshort since 5 Oct they expect to get greater than expected capacity from TSMC next year, right? Which is which is good news for them. U right? Because obviously TSMC capacity is very tight.▶ 1 video · Jay Goldberg Since−4.7%vs S&P · 12 d
14 OctWed Prof G Markets#22 · 131k subs LongSK hynix Inc.000660.KSInformation Technology Newfirst bet on it Because if the cycle continues to 2030, those four companies will grab most of the profit. Not not just will continue to grow, they'll get most of the profit.▶ 1 video · Gil Luria Since+1.9%vs S&P · 12 d
14 OctWed Prof G Markets#22 · 131k subs LongDatadog, Inc.DDOGInformation Technology Backafter 7 months all benefiting from AI tools getting better. They're adding more and more value. They have accelerating growth. They performed well recently, but they are going to be much bigger companies down the road.▶ 1 video · Gil Luria Since+6.1%vs S&P · 12 d
14 OctWed Prof G Markets#22 · 131k subs LongPalantir Technologies Inc.PLTRInformation Technology New voiceScott Galloway was short all benefiting from AI tools getting better. They're adding more and more value. They have accelerating growth. They performed well recently, but they are going to be much bigger companies down the road.▶ 1 video · Gil Luria Since0.0%vs S&P · 12 d
14 OctWed Prof G Markets#22 · 131k subs LongShopify Inc.SHOPInformation Technology Backafter 23 months all benefiting from AI tools getting better. They're adding more and more value. They have accelerating growth. They performed well recently, but they are going to be much bigger companies down the road.▶ 2 videos · Gil Luria Since−4.7%vs S&P · 12 d
14 OctWed Prof G Markets#22 · 131k subs LongSnowflake Inc.SNOWInformation Technology Backafter 7 months all benefiting from AI tools getting better. They're adding more and more value. They have accelerating growth. They performed well recently, but they are going to be much bigger companies down the road.▶ 1 video · Gil Luria Since+0.8%vs S&P · 12 d
14 OctWed Yet Another Value Podcast#24 · 12k subs ShortFair Isaac CorporationFICOInformation Technology Newfirst bet on it the combination of high PE plus competition and maybe government induced competition coming in is not a great combo.▶ 1 video · Andrew Walker Since+7.2%vs S&P · 12 d
14 OctWed Yet Another Value Podcast#24 · 12k subs ShortIMAX CorporationIMAXCommunication Services Newfirst bet on it with IMAX, hey, you you piss off somebody big and they're going to spin off their own technology and try to get it going▶ 1 video · Andrew Walker Since−1.9%vs S&P · 12 d
14 OctWed Yet Another Value Podcast#24 · 12k subs ShortNetflix, Inc.NFLXCommunication Services New voiceSimeon McMillan was long everywhere I look for Netflix, you know, I I I see competition looming, whether it's YouTube hours continue to grow or these quick bites on the small end.▶ 1 video · Andrew Walker Since+11%vs S&P · 12 d
14 OctWed Learn to Invest - Investors Grow#25 · 292k subs LongSprouts Farmers Market, Inc.SFMConsumer Staples Newfirst bet on it But, there is enough of a margin of safety here that I think over the long run this company could do fairly well.▶ 1 video · Jimmy Since−0.2%vs S&P · 12 d
14 OctWed RiskReversal Media#29 · 142k subs LongApple Inc.AAPLInformation Technology New voiceGuy Adami was short I just can't wait until Apple has its version. And it feels like it's going to take the market, right? They have the distribution, they have the trust.▶ 1 video · Deirdre Bosa Since+1.4%vs S&P · 12 d
14 OctWed RiskReversal Media#29 · 142k subs LongNorthrop Grumman CorporationNOCIndustrials Newfirst bet on it You know, you have Northrup and these stocks... you should be buying defense stocks because our munitions have been drawn down... they look like a buy... we are going to need to restock▶ 1 video · Dan Nathan Since+14%vs S&P · 12 d
14 OctWed RiskReversal Media#29 · 142k subs LongRTX CorporationRTXIndustrials Backafter 11 months I look at like a Rathon that is the major builder of Patriots... you should be buying defense stocks because our munitions have been drawn down... they look like a buy.▶ 1 video · Dan Nathan Since+6.5%vs S&P · 12 d
14 OctWed Future Investing#32 · 84k subs LongRocket Lab CorporationRKLBIndustrials New voiceSteve was short make sure that the first launch is as good as possible so that 2, three, four can happen pretty quickly one after the other▶ 3 videos · Neil Since−1.7%vs S&P · 12 d
14 OctWed Future Investing#32 · 84k subs LongSoFi Technologies, Inc.SOFIFinancials Flipshort since 8 Oct SoFi is growing very quickly and adding on new users. And I think that they are going to have essentially a multi-deade tailwind of people going from traditional b branch banking▶ 1 video · Tanner Since−3.3%vs S&P · 12 d
14 OctWed Adam Khoo#36 · 1.1M subs ShortAngi Inc.ANGI Newfirst bet on it other players that may not have their mode or resources could get hit a lot worse. like for example uh Trip Advisor or NG or cars.com▶ 1 video Since+0.1%vs S&P · 12 d
14 OctWed Adam Khoo#36 · 1.1M subs LongBroadcom Inc.AVGOInformation Technology Backafter 9 months compute and infrastructure who will benefit a lot your Nvidia okay your Broadcom your TSM why because you need a lot more of compute power to run these AI agents▶ 1 video Since−3.5%vs S&P · 12 d
14 OctWed Adam Khoo#36 · 1.1M subs LongBooking Holdings Inc.BKNGConsumer Discretionary Backafter 13 months booking still owns a lot of the inventory where the agent still has to go through booking in order to get the discounted inventory. So booking still retains that mode▶ 1 video Since−6.8%vs S&P · 12 d
14 OctWed Adam Khoo#36 · 1.1M subs ShortCars.com Inc.CARS Newfirst bet on it other players that may not have their mode or resources could get hit a lot worse. like for example uh Trip Advisor or NG or cars.com▶ 1 video Since−6.1%vs S&P · 12 d
14 OctWed Adam Khoo#36 · 1.1M subs LongCrowdStrike Holdings, Inc.CRWDInformation Technology Backafter 8 months in the long run I think cyber security is a very very strong secular investment theme because you know with with advanced AI and hacking all companies need advanced cyber security.▶ 1 video Since+7.9%vs S&P · 12 d
14 OctWed Adam Khoo#36 · 1.1M subs LongFortinet, Inc.FTNTInformation Technology Backafter 9 months in the long run I think cyber security is a very very strong secular investment theme because you know with with advanced AI and hacking all companies need advanced cyber security.▶ 1 video Since+1.6%vs S&P · 12 d
14 OctWed Adam Khoo#36 · 1.1M subs ShortFiverr International Ltd.FVRRCommunication Services Newfirst bet on it like Upwork Fiverr it's all disrupted because you know why would you need them when you can get you know AI agents to do all this work for you▶ 1 video Since+5.3%vs S&P · 12 d
14 OctWed Adam Khoo#36 · 1.1M subs ShortPinterest, Inc.PINSCommunication Services Newfirst bet on it those that are not so diversified, they could be hit uh really badly like Snapchat or or Pinterest or even Reddit. So I wouldn't touch those that are not as diversified▶ 1 video Since+5.7%vs S&P · 12 d
14 OctWed Adam Khoo#36 · 1.1M subs ShortReddit, Inc.RDDTCommunication Services Newfirst bet on it those that are not so diversified, they could be hit uh really badly like Snapchat or or Pinterest or even Reddit. So I wouldn't touch those that are not as diversified▶ 1 video Since+12%vs S&P · 12 d
14 OctWed Adam Khoo#36 · 1.1M subs ShortSnap Inc.SNAPCommunication Services Backafter 2 years those that are not so diversified, they could be hit uh really badly like Snapchat or or Pinterest or even Reddit. So I wouldn't touch those that are not as diversified▶ 1 video Since+0.7%vs S&P · 12 d
14 OctWed Adam Khoo#36 · 1.1M subs ShortTripadvisor, Inc.TRIPConsumer Discretionary Newfirst bet on it other players that may not have their mode or resources could get hit a lot worse. like for example uh Trip Advisor or NG or cars.com▶ 1 video Since+0.7%vs S&P · 12 d
14 OctWed Adam Khoo#36 · 1.1M subs LongTaiwan Semiconductor Manufacturing Company LimitedTSMInformation Technology Newfirst bet on it compute and infrastructure who will benefit a lot your Nvidia okay your Broadcom your TSM why because you need a lot more of compute power to run these AI agents▶ 1 video Since+1.4%vs S&P · 12 d
14 OctWed Adam Khoo#36 · 1.1M subs ShortUpwork Inc.UPWKIndustrials Newfirst bet on it like Upwork Fiverr it's all disrupted because you know why would you need them when you can get you know AI agents to do all this work for you▶ 1 video Since−9.7%vs S&P · 12 d
14 OctWed David Lin#46 · 337k subs LongASML Holding N.V.ASMLInformation Technology Backafter 22 months ASML is an is a monopoly business that makes lithography machines that nobody else can make▶ 1 video · Cameron Dawson Since−3.2%vs S&P · 12 d
14 OctWed David Lin#46 · 337k subs LongCrown Castle Inc.CCIReal Estate Newfirst bet on it Starlink can't work. Starlink Mobile can't work inside buildings without cell towers. And when Musk went out and bought 8 billion of Spectrum last week, everyone figured it out.▶ 1 video · Thomas Hayes Since+10%vs S&P · 12 d
14 OctWed David Lin#46 · 337k subs LongComstock Resources, Inc.CRKEnergy Backafter 12 months They are the lowest cost natural gas producer in the country by 50%. It's trading at 3.7 or 33 $3.8 billion. Proved and unproved reserves we estimate is worth about 2020 20 billion.▶ 1 video · Thomas Hayes Since+7.0%vs S&P · 12 d
14 OctWed David Lin#46 · 337k subs LongGXO Logistics, Inc.GXOIndustrials Backafter 14 months GXO Logistics uh which is uh the largest pure play warehousing and logistics company. They're already using robots and a AI in their and humanoids in their warehouses to to dramatically increase margins.▶ 1 video · Thomas Hayes Since+6.8%vs S&P · 12 d
14 OctWed David Lin#46 · 337k subs LongQXO, Inc.QXOIndustrials Backafter 9 months When housing stays down, Brad G Jacobs does cheap deals because he raises money at 10 to 20 times. buys businesses at 5 to 10 times IBIDA. Every deal is a creative.▶ 1 video · Thomas Hayes Since−5.4%vs S&P · 12 d
14 OctWed Equity Mates#48 · 60k subs ShortMcDonald's CorporationMCDConsumer Discretionary Newfirst bet on it I think it's struggling to find its place in the new dawn of health food.▶ 1 video · Bryce Leske Since−4.3%vs S&P · 12 d
14 OctWed The Acquirers Podcast#49 · 17k subs LongGOLFZON HOLDINGS Co., Ltd.121440.KQ Newfirst bet on it I felt that value was at least 30,000 Korean one per share. The tender offer price was uh close was was at 6,700.▶ 1 video · Ryan Albert Since+0.3%vs S&P · 12 d
14 OctWed Investor's Business Daily#66 · 185k subs ShortCoreWeave, Inc.CRWVInformation Technology Backafter 8 months There's a lot of debt out there and and and coreweave carries a lot of debt for the size that it is▶ 1 video · Ken Shreve Since+20%vs S&P · 12 d
14 OctWed Investor's Business Daily#66 · 185k subs ShortDell Technologies Inc.DELLInformation Technology New voiceMike Webster was long a break on the weekly chart, a break of that 10-week moving average is uh is just a classic uh classic sell signal.▶ 1 video · Ken Shreve Since+0.3%vs S&P · 12 d
14 OctWed Investor's Business Daily#66 · 185k subs LongGilead Sciences, Inc.GILDHealth Care Backafter 18 months So, good setup here. Um, you know, from a company that has a just a great a great track record of of outperformance. So, and a good a good pipeline to to boot here.▶ 1 video · Ken Shreve Since+1.7%vs S&P · 12 d
14 OctWed Investor's Business Daily#66 · 185k subs LongTenet Healthcare CorporationTHCHealth Care Backafter 8 months THC and the hospital uh group is that's another top ranked group in the market. So the hospital operators are still uh outperforming here and nice nice base uh setting up here▶ 1 video · Ken Shreve Since−1.4%vs S&P · 12 d
14 OctWed Norges Bank Investment Management#67 · 134k subs LongMatch Group, Inc.MTCHCommunication Services Newfirst bet on it Tinder in particular will have really turned a corner in terms of regaining product market fit with Gen Z because of this social roadmap▶ 1 video · Spencer Rascoff Since+3.4%vs S&P · 12 d
14 OctWed Let's Talk Money! with Joseph Hogue, CFA#68 · 759k subs ShortGenBioPro, Inc.GENBHealth Care Newfirst bet on it These biotechs could hit the holy grail of drug discovery, but it's really hit or miss. So, I usually try avoiding them.▶ 1 video Since+4.6%vs S&P · 12 d
14 OctWed Let's Talk Money! with Joseph Hogue, CFA#68 · 759k subs LongGE Vernova Inc.GEVIndustrials Backafter 10 months GE Vernova ticker GEV is also collaborating with Nvidia in this power infrastructure theme for gigawatt scale data centers.▶ 1 video Since−6.8%vs S&P · 12 d
14 OctWed Let's Talk Money! with Joseph Hogue, CFA#68 · 759k subs ShortIntel CorporationINTCInformation Technology Fliplong since 19 Aug Intel is another one I'm avoiding for right now. Nvidia's partnerships gives it an opportunity, but I'm still not convinced Intel can compete with Taiwan semiconductor in that advanced manufacturing.▶ 1 video Since+4.3%vs S&P · 12 d
14 OctWed Let's Talk Money! with Joseph Hogue, CFA#68 · 759k subs LongMicrosoft CorporationMSFTInformation Technology Flipshort since 5 Jul The safest bets here are in the cash flow monsters, Microsoft, Alphabet, and Amazon. These companies have the cash flow, the infrastructure, and the customer relationships to finance their own AI growth.▶ 1 video Since−0.4%vs S&P · 12 d
14 OctWed Let's Talk Money! with Joseph Hogue, CFA#68 · 759k subs ShortNebius Group N.V.NBISInformation Technology Fliplong since 27 Sep Now, both are building enormous AI cloud infrastructure businesses. Both require billions in capital expenditures and both face significant cash flow pressures as they expand.▶ 1 video Since+18%vs S&P · 12 d
14 OctWed Let's Talk Money! with Joseph Hogue, CFA#68 · 759k subs ShortNokia OyjNOKInformation Technology Flipwas long in Mar 2023 Now for me though, Nokia is still too much of a legacy telecom company. And that 4 to 7% annual revenue growth just isn't the kind of upside I'm looking for in these AI names.▶ 1 video Since+8.9%vs S&P · 12 d
14 OctWed Dividend Talks#71 · 128k subs ShortFair Isaac CorporationFICOInformation Technology Fliplong since 29 Sep In fourth place, we've got FICO offering the largest apparent valuation discount, but mortgage scoring competition and higher leverage makes its future cash flows less dependable.▶ 1 video Since+7.2%vs S&P · 12 d
14 OctWed Sourcery with Molly O'Shea#73 · 77k subs LongEli Lilly and CompanyLLYHealth Care Newfirst bet on it That's actually why they've been able to be so successful and be the trillion dollar drug is because they're like, "We're not just going to focus on the science.▶ 1 video · Dr. Nworah Ayogu Since+3.1%vs S&P · 12 d
14 OctWed Sourcery with Molly O'Shea#73 · 77k subs LongOscar Health, Inc.OSCRHealth Care Newfirst bet on it they built it with a tech first infrastructure and this infrastructure that they built kind of a a decade ago has really been the thing that's enabled them to move so fast with AI today▶ 1 video · Dr. Nworah Ayogu Since−6.2%vs S&P · 12 d
14 OctWed Livewire Markets#101 · 67k subs LongMOVE Logistics Group LimitedMOV.AXIndustrials Newfirst bet on it that New Zealand market is looking for a number two player to compete against Main for it. Um so we think that's probably the most undervalued stock in in the portfolio▶ 1 video · Sebastian Evans Since+0.9%vs S&P · 12 d
14 OctWed Livewire Markets#101 · 67k subs LongMaxiPARTS LimitedMXI.AXConsumer Discretionary Newfirst bet on it for us, it's a fantastic thematic. It's only a small business. Uh but it had a record record profit after tax last year, net cash, building out a broader network.▶ 1 video · Sebastian Evans Since+8.5%vs S&P · 12 d
14 OctWed Livewire Markets#101 · 67k subs LongSomnoMed LimitedSOM.AXHealth Care Newfirst bet on it And now sort of they're moving moving out globally. they do all their own manufacturing. So, it's really all about profitability for that business.▶ 1 video · Sebastian Evans Since+17%vs S&P · 12 d
14 OctWed Livewire Markets#101 · 67k subs LongXRF Scientific LimitedXRF.AXIndustrials Backafter 7 months ticks a lot of the boxes you know founder uh founder involvement moving globally has been able to do some M&A very aware of capital management▶ 1 video · Sebastian Evans Since+3.0%vs S&P · 12 d
14 OctWed The Monetary Matters Network#108 · 59k subs ShortMicron Technology, Inc.MUInformation Technology New voiceJeff Keller was long Historically, this would be a bad time to buy a company like the memory makers. They are commodity producers, right? They are complete price takers▶ 2 videos · Ben Inker Since+2.1%vs S&P · 12 d
14 OctWed Brian Feroldi#109 · 322k subs LongMercadoLibre, Inc.MELIConsumer Discretionary Backafter 10 months And if I did not own stock today, I would happily buy the company um at the at at these levels. But if forced to choose, I would pick Marcato Libre.▶ 1 video Since−9.3%vs S&P · 12 d
14 OctWed Brian Feroldi#109 · 322k subs LongSea LimitedSEConsumer Discretionary Backafter 9 months To review, this is a business that we both like a lot. Three-legged stool in the operating leverage phase. The moat is narrow but getting wider. The growth here is very high.▶ 1 video Since−23%vs S&P · 12 d
14 OctWed The Motley Fool#110 · 470k subs ShortBurberry Group plcBRBY.LConsumer Discretionary Newfirst bet on it Then you've got some of the mid-tier and aspirational brands like Burberry. They're fairing even worse. They are seeing major profit slumps.▶ 1 video · Rachel Warren Since+4.8%vs S&P · 12 d
14 OctWed The Motley Fool#110 · 470k subs ShortEmpire State Realty Trust, Inc.ESRTReal Estate New voiceMatt Frankel was long It's tough for me to see this as a long-term consistent market beater. Dividend yield under three, you need a lot of growth. I'll pass.▶ 1 video · Lou Whiteman Since−7.4%vs S&P · 12 d
14 OctWed The Motley Fool#110 · 470k subs LongGXO Logistics, Inc.GXOIndustrials Backafter 19 months I also I love GXO as kind of a different way to go about this.▶ 1 video · Lou Whiteman Since+6.8%vs S&P · 12 d
14 OctWed The Motley Fool#110 · 470k subs LongHermès International Société en commandite par actionsRMS.PAConsumer Discretionary Newfirst bet on it They are still broadly immune from what we're seeing. They have the multi-year weight list and also broadly speaking a recessionp proof clientele.▶ 1 video · Rachel Warren Since−6.6%vs S&P · 12 d
14 OctWed The Motley Fool#110 · 470k subs LongWalmart Inc.WMTConsumer Staples New voiceLou Whiteman was short Walmart actually might be one of my favorite ways to invest in in the automation trend if I had to name a stock.▶ 1 video · Matt Frankel Since+2.9%vs S&P · 12 d
13 OctTue The AI Daily Brief: Artificial Intelligence News#11 · 588k subs LongMeta Platforms, Inc.METACommunication Services Flipshort since 3 Oct What timeline are we in where Zuck is mogging Astra and Fable now? Infinite money plus infinite distribution and now Frontier Intelligence. Long meta.▶ 1 video · Nathaniel Whittemore Since−14%vs S&P · 13 d
13 OctTue Antonio Linares#20 · 37k subs LongNetflix, Inc.NFLXCommunication Services Backafter 7 months Netflix is making content faster and cheaper. And by the way, that company is doing totally fine. It might be on the stock price is discounted quite heavily▶ 1 video Since−8.9%vs S&P · 13 d
13 OctTue UNRIVALED INVESTING#27 · 126k subs ShortSoFi Technologies, Inc.SOFIFinancials Fliplong since 13 Oct I think that could be priced into the stock in the quarters ahead. I don't think it's fully priced in right now, especially how fast and how much treasuries have moved so far.▶ 1 video · Daniel Since−2.2%vs S&P · 13 d
13 OctTue TBPN#41 · 144k subs LongBumble Inc.BMBLCommunication Services Newfirst bet on it The reason that we think Bumble is unique is we do fundamentally believe and we believe this with all of our hearts that like humans want relationships with humans.▶ 1 video · Robby Gupta Since+0.5%vs S&P · 13 d
13 OctTue Seeking Alpha#63 · 37k subs LongVictorias Secret & Co.VSXYConsumer Discretionary Backafter 15 months But I believe investors are beginning to see now that the company is doing quite well. And we're just on the eve of going into November and Black Friday and Christmas sales▶ 2 videos · Steven Cress Since+8.0%vs S&P · 13 d
13 OctTue Maggie Lake Talking Markets#69 · 19k subs ShortSandisk CorporationSNDKInformation Technology Newfirst bet on it Anybody who's long western digital and uh SanDisk should familiarize themselves with Yangy memory technology uh the company in China that makes uh NAND flash um memory▶ 1 video · Peter Boockvar Since+10%vs S&P · 13 d
13 OctTue Maggie Lake Talking Markets#69 · 19k subs ShortWestern Digital CorporationWDCInformation Technology Backafter 10 months Anybody who's long western digital and uh SanDisk should familiarize themselves with Yangy memory technology uh the company in China that makes uh NAND flash um memory▶ 1 video · Peter Boockvar Since+1.7%vs S&P · 13 d
13 OctTue Dividend Talks#71 · 128k subs LongAdyen N.V.ADYEN.ASInformation Technology Backafter 2 years Aiden offering the strongest overall combination of growth, established profitability, and valuation with around 41% model upside using a 10% discount rate is my preferred buy from the 7.▶ 1 video Since+2.9%vs S&P · 13 d
13 OctTue Dividend Talks#71 · 128k subs LongDutch Bros Inc.BROSConsumer Discretionary Newfirst bet on it Strong revenue and earnings growth makes this an interesting expansion story. My model offers around 24% upside, but achieving the forecast cash flow growth that remains crucial.▶ 1 video Since+7.8%vs S&P · 13 d
13 OctTue Dividend Talks#71 · 128k subs LongLVMH Moët Hennessy - Louis Vuitton, Société EuropéenneLVMUYConsumer Discretionary Backafter 10 months Strong luxury brands and a depressed valuation creates an attractive recovery opportunity. My blended model offers around 45% upside, but weak Chinese demand means patience could be required.▶ 1 video Since+0.5%vs S&P · 13 d
13 OctTue Dividend Talks#71 · 128k subs ShortMercadoLibre, Inc.MELIConsumer Discretionary Fliplong since 29 Sep My verdict is wait for a better entry. Melly ranks seventh for fresh money because the buying cushion is missing despite the substantial long-term opportunity within the business.▶ 1 video Since+8.7%vs S&P · 13 d
13 OctTue Dividend Talks#71 · 128k subs LongZeta Global Holdings Corp.ZETAInformation Technology Newfirst bet on it Growing revenue, improving profitability, and positive cash generation supports the investment case. My valuation offers around 23% upside, although sustained growth is needed to justify buying.▶ 1 video Since+5.0%vs S&P · 13 d
13 OctTue Everything Money#72 · 418k subs LongNVIDIA CorporationNVDAInformation Technology Flipshort since 6 Oct Nvidia is cheaper even though it's growing fast and earning way larger profits. And it's true on almost every measure.▶ 2 videos · Paul Gabrail Since−1.9%vs S&P · 13 d
13 OctTue The Compound#75 · 249k subs ShortCitigroup Inc.CFinancials New voiceMichael Batnick was long This is a clear violation. First off, it's a failure at the uh 50-day and then it's a violation below the 200 day... I I'm not a dip buyer here.▶ 1 video · Josh Brown Since+0.5%vs S&P · 13 d
13 OctTue Asymmetric Investing by Travis Hoium#78 · 48k subs ShortBumble Inc.BMBLCommunication Services Flipwas long in Jan 2026 I'm going to take this buyout because the business has got not going in the direction that I thought it potentially would when I start started acquiring shares.▶ 1 video Since−0.5%vs S&P · 13 d
13 OctTue Invest Like The Best#92 · 113k subs LongNu Holdings Ltd.NUFinancials Newfirst bet on it So our cost to serve a customer is about 3% of what a traditional incumbent bank is. That means we have so much margin to give back to the customer▶ 1 video · David Vélez Since−15%vs S&P · 13 d
13 OctTue Value Investing with Sven Carlin, Ph.D.#94 · 272k subs ShortCoupang, Inc.CPNGConsumer Discretionary Newfirst bet on it it's a big deficit, growing deficit, and they need additional paid in capital to survive. And this is perhaps the best summary of the e-commerce super app investing trap▶ 1 video Since+4.0%vs S&P · 13 d
13 OctTue Value Investing with Sven Carlin, Ph.D.#94 · 272k subs ShortSea LimitedSEConsumer Discretionary Newfirst bet on it See a limited as soon as the growth stops attach a P ratio of eight to those things. Then it gets ugly.▶ 1 video Since+22%vs S&P · 13 d
13 OctTue Livewire Markets#101 · 67k subs ShortLendlease GroupLLC.AXReal Estate Backafter 2 years It's always looked like an enticing yield, but it's had a big negative capital growth profile. So, their dividends are just not sustainable.▶ 2 videos · Charles Casey Since−2.6%vs S&P · 13 d
13 OctTue Livewire Markets#101 · 67k subs LongTelstra Group LimitedTLS.AXCommunication Services New voiceNick Griffin was short in the equity universe, we like telcos because they are relatively defensive. We're looking at Telstra 6% gross up yield▶ 1 video · Damien Boey Since+5.4%vs S&P · 13 d
12 OctMon Stratechery#15 · 19k subs ShortApple Inc.AAPLInformation Technology Fliplong since 17 Jun And it's Apple with its dependency on developers plugging into APIs who is at a disadvantage.▶ 1 video · Ben Thompson Since−2.4%vs S&P · 14 d
12 OctMon 7Planet MicroCap#16 · 15k subs LongIntouch Insight Ltd.INX.VInformation Technology Backafter 11 months We're trading at like less than 0.3 times revenue as a historically profitable company and one that could be more profitable just by, you know, slowing investments down.▶ 1 video · Cameron Watt Since+5.0%vs S&P · 14 d
12 OctMon Future Investing#32 · 84k subs ShortSharkNinja, Inc.SNHealth Care Fliplong since 16 Jul I think that Shark Ninja looks more expensive though. You know, trailing PE of 39 times. It's pretty expensive.▶ 1 video · Tanner Since−6.8%vs S&P · 14 d
12 OctMon 20VC with Harry Stebbings#34 · 224k subs LongAtlassian CorporationTEAMInformation Technology New voiceJason Lemkin was short What has made Atlassian successful for two decades and hopefully will for many decades to come is to continue to invest in upleveling every part of our software experience.▶ 1 video · Mike Cannon-Brookes Since+9.0%vs S&P · 14 d
12 OctMon This Week in Startups#35 · 354k subs ShortADT Inc.ADTIndustrials Newfirst bet on it They want to go to bed at night and just make massive margins and not innovate anymore. They're lazy. ADT is lazy. You're going to eat their lunch.▶ 1 video · Jason Calacanis Since−5.7%vs S&P · 14 d
12 OctMon David Lin#46 · 337k subs LongFirst Phosphate Corp.FRSPFMaterials Newfirst bet on it Ignous Phosphate just doesn't exist in North America. So, when you look at the alternatives beyond China, that's one of three companies you can buy.▶ 1 video · John Feneck Since−18%vs S&P · 14 d
12 OctMon David Lin#46 · 337k subs LongSkyline Builders Group Holding LimitedKAZRIndustrials Newfirst bet on it Why are the Trumps investing in Kaz? It's it's a Kazakhstani tungsten play. Why? It's a 50-year mine life. It's a monster deposit.▶ 1 video · John Feneck Since−26%vs S&P · 14 d
12 OctMon Financial Education#57 · 953k subs LongCarnival Corporation Ltd.CCLConsumer Discretionary Backafter 7 months they benefit all the way around from like the families that are looking to go on a budget vacation that the kids will think is awesome but also from the retirees that you know got money▶ 1 video · Jeremy Lefebvre Since+2.1%vs S&P · 14 d
12 OctMon Financial Education#57 · 953k subs LongPepsiCo, Inc.PEPConsumer Staples Backafter 23 months it's actually a great opportunity as a buy right now. So Pepsi, this stock's forward P is 14. Dividend yield 4% plus on this baby, right?▶ 1 video · Jeremy Lefebvre Since+8.0%vs S&P · 14 d
12 OctMon Investor's Business Daily#66 · 185k subs LongKohl's CorporationKSSConsumer Discretionary Flipwas short in Jan 2022 Uh this is, I think, an area to watch. And again, it's a way to get kind of outside of just tech.▶ 1 video · Justin Nielsen Since+14%vs S&P · 14 d
12 OctMon Morningstar, Inc.#70 · 148k subs ShortDutch Bros Inc.BROSConsumer Discretionary Newfirst bet on it I mean a lot of these other restaurant chains have a lot of downward potential based on our fair values. Shake Shack, uh, Dutch Brothers, you know, two others that I would highlight▶ 1 video · Dave Sekera Since−12%vs S&P · 14 d
12 OctMon Morningstar, Inc.#70 · 148k subs ShortCAVA Group, Inc.CAVAConsumer Discretionary Newfirst bet on it Well, not only one star, but it's actually one of the most overvalued stocks, you know, under coverage.▶ 1 video · Dave Sekera Since+1.1%vs S&P · 14 d
12 OctMon Morningstar, Inc.#70 · 148k subs ShortRoblox CorporationRBLXCommunication Services Backafter 16 months I do think that there could be, you know, a lot of downside left to come.▶ 1 video · Dave Sekera Since−11%vs S&P · 14 d
12 OctMon Morningstar, Inc.#70 · 148k subs ShortShake Shack Inc.SHAKConsumer Discretionary Newfirst bet on it I mean a lot of these other restaurant chains have a lot of downward potential based on our fair values. Shake Shack, uh, Dutch Brothers, you know, two others that I would highlight▶ 1 video · Dave Sekera Since+7.0%vs S&P · 14 d
12 OctMon Nanalyze#81 · 101k subs LongCrowdStrike Holdings, Inc.CRWDInformation Technology Backafter 12 months The largest vendors have the most breath and they're going to benefit the most from this trend.▶ 1 video · Joe Pivarunas Since+1.9%vs S&P · 14 d
12 OctMon Nanalyze#81 · 101k subs LongFortinet, Inc.FTNTInformation Technology Newfirst bet on it CTOs want one vendor to point a finger at. And that is a continuing trend. The largest vendors have the most breath and they're going to benefit the most from this trend.▶ 1 video · Joe Pivarunas Since−2.3%vs S&P · 14 d
12 OctMon Nanalyze#81 · 101k subs LongPalo Alto Networks, Inc.PANWInformation Technology Backafter 12 months Here's why I think that is and why I think this trend is going to persist. We often talk about how today's CTO's are looking to consolidate vendors.▶ 1 video · Joe Pivarunas Since0.0%vs S&P · 14 d
12 OctMon Joseph Carlson After Hours#82 · 262k subs ShortDomino's Pizza, Inc.DPZConsumer Discretionary Flipwas long in Nov 2024 In the era of Door Dash and Uber Eatats, it doesn't make me quite as excited to own a company like Domino's where their whole thing is delivery.▶ 1 video Since−7.4%vs S&P · 14 d
12 OctMon Joseph Carlson After Hours#82 · 262k subs ShortUnitedHealth Group IncorporatedUNHHealth Care Flipwas long in Sep 2025 it's not an industry that I'm interested in going into. For me, there's just too many customer bad vibes with that one and too much regulatory concern.▶ 1 video Since−10%vs S&P · 14 d
12 OctMon The Patient Investor#85 · 45k subs LongConstruction Partners, Inc.ROADIndustrials Newfirst bet on it so I'm getting excited about this one I think the stock is getting too cheap to ignore▶ 1 video Since−2.8%vs S&P · 14 d
12 OctMon Value Investing with Sven Carlin, Ph.D.#94 · 272k subs ShortWhirlpool CorporationWHRConsumer Discretionary Backafter 9 months It's simply not a positive risk and reward situation. They have refinanced their finances, but at a huge cost compared to the past, which simply changes the investment thesis.▶ 1 video Since+8.0%vs S&P · 14 d
12 OctMon The Monetary Matters Network#108 · 59k subs LongThe Boeing CompanyBAIndustrials New voiceJim Bianco was short They're only going to be two big big producers of big aircraft in the world for a long time... and they seem to be getting their house in order and the valuation is super cheap▶ 1 video · Charles Lemonides Since+2.6%vs S&P · 14 d
12 OctMon The Monetary Matters Network#108 · 59k subs LongMaplebear Inc.CARTConsumer Discretionary Newfirst bet on it we're long Instacart which um is is perceived as second to Door Dash and again it's trading at one quarter the valuation▶ 1 video · Charles Lemonides Since+24%vs S&P · 14 d
12 OctMon The Monetary Matters Network#108 · 59k subs ShortCasey's General Stores, Inc.CASYConsumer Staples Newfirst bet on it they're trading at basically three or four times that um, from a valuation perspective, and that's just not going to last. The multiple to earnings is something like 35 40 times.▶ 1 video · Charles Lemonides Since−11%vs S&P · 14 d
12 OctMon The Monetary Matters Network#108 · 59k subs ShortCaterpillar Inc.CATIndustrials New voiceChris Semenuk was long we're short Caterpillar. Like, I'm sorry, the stocks at 40 times, they may not be peak earnings, but they ain't trough earnings. Um, and you know, you talk about a cyclical business.▶ 1 video · Charles Lemonides Since+8.6%vs S&P · 14 d
12 OctMon The Monetary Matters Network#108 · 59k subs LongHoneywell International Inc.HONIndustrials Newfirst bet on it one of the leading companies there that just went public, Quantinium, is is 50% owned by Honeywell, and we own Honeywell. So, we're getting at that stock for for nothing.▶ 1 video · Charles Lemonides Since+7.4%vs S&P · 14 d
12 OctMon The Monetary Matters Network#108 · 59k subs LongHornbeck Offshore Services, IncHOSIndustrials Newfirst bet on it they'll come out with their first operating quarterly results as a combined company soon and I I think people will will be quite surprised with how they're doing.▶ 1 video · Charles Lemonides Since−2.1%vs S&P · 14 d
12 OctMon The Monetary Matters Network#108 · 59k subs LongLyft, Inc.LYFTIndustrials Newfirst bet on it we're long Lyft which you know is second to Uber in terms of valuation but it's roughly a quarter of Uber's valuation.▶ 1 video · Charles Lemonides Since+5.8%vs S&P · 14 d
12 OctMon The Monetary Matters Network#108 · 59k subs LongMesabi TrustMSBMaterials Newfirst bet on it Listen, one of my favorite investments is Msabi Trust... they own royalty rights to an iron ore range in the middle of America... that's a great opportunity for us because it's at a fair price.▶ 1 video · Charles Lemonides Since+3.5%vs S&P · 14 d
12 OctMon The Monetary Matters Network#108 · 59k subs LongRivian Automotive, Inc.RIVNConsumer Discretionary Newfirst bet on it both Instacart and Lift and to a lesser degree, Rivian have that investor fatigue in the share price... it'll end in the next two to five years.▶ 1 video · Charles Lemonides Since−13%vs S&P · 14 d
12 OctMon The Monetary Matters Network#108 · 59k subs LongTidewater Inc.TDWEnergy Backafter 6 months that fleet of ships is going to generate massive cash flows because supply and demand has gotten completely tight. uh the number of the Valeris drill ships out there is going up▶ 1 video · Charles Lemonides Since−1.2%vs S&P · 14 d
12 OctMon The Monetary Matters Network#108 · 59k subs ShortTexas Pacific Land CorporationTPLEnergy New voiceJack Farley was long the reason we're we're short is because we think ultimately the thing this company has is a million acres of land. And those million acres are worth something like $2,500 an acre▶ 1 video · Charles Lemonides Since+8.0%vs S&P · 14 d
12 OctMon The Monetary Matters Network#108 · 59k subs ShortWeis MarketsWMK Newfirst bet on it Weiss Markets which is a supermarket chain in the Pennsylvania area. Um that trades at something like 35 40 times earnings in our estimation based on run rate... competition in grocery is just brutal▶ 1 video · Charles Lemonides Since−6.4%vs S&P · 14 d
12 OctMon The Motley Fool#110 · 470k subs LongPepsiCo, Inc.PEPConsumer Staples Newfirst bet on it I think they are a survivor and long-term winner here and a lot of the negativity seems to be priced in at this point▶ 1 video · Lou Whiteman Since+8.0%vs S&P · 14 d
11 OctSun 4Jordi Visser#6 · 77k subs ShortFord Motor CompanyFConsumer Discretionary Backafter 12 months Literally, think Ford. It's it's a company that you see lots of trucks on the road. It's not a stock. You don't want to invest in it.▶ 1 video Since+1.8%vs S&P · 15 d
11 OctSun 4Jordi Visser#6 · 77k subs ShortMeta Platforms, Inc.METACommunication Services Fliplong since 12 Jul when everyone talks about Meta and calls me up and says, "Is that to trade for agents?" No. No. No. Compute. do not play the game of trying to figure out▶ 1 video Since+13%vs S&P · 15 d
11 OctSun Future Investing#32 · 84k subs LongPepsiCo, Inc.PEPConsumer Staples New voiceChris Patel was short you can't beat their distribution. You can't beat the amount, unless you're Coca-Cola, the amount of territories and countries that you can find their product in. Can't beat their brand recognition.▶ 1 video · Steven Since+8.6%vs S&P · 15 d
11 OctSun The Intrinsic Value Podcast#62 · 152k subs ShortMoelis & CompanyMCFinancials Newfirst bet on it I think LVMH is more or less out of question for me personally.▶ 1 video · Daniel Mahncke Since+2.4%vs S&P · 15 d
11 OctSun The Intrinsic Value Podcast#62 · 152k subs LongHermès International Société en commandite par actionsRMS.VIConsumer Discretionary Newfirst bet on it So long story short, I think MS just proves to be a better company in the long term and it has been growing for the longest time.▶ 1 video · Daniel Mahncke Since−3.0%vs S&P · 15 d
11 OctSun Let's Talk Money! with Joseph Hogue, CFA#68 · 759k subs LongAstera Labs, Inc.ALABInformation Technology Backafter 8 months And while the stock has traded sideways since June, this is one of the biggest bottlenecks in that AI supply chain. So, I like Astera on that theme.▶ 1 video Since−18%vs S&P · 15 d
11 OctSun Let's Talk Money! with Joseph Hogue, CFA#68 · 759k subs LongSynopsys, Inc.SNPSInformation Technology Backafter 9 months I'm starting to really like this stock, and I'm preparing a video for Wednesday on its tie-up with Nvidia as well, highlighting the company's benefit from increasingly complex chip designs▶ 2 videos Since−7.9%vs S&P · 15 d
11 OctSun Dividend Talks#71 · 128k subs LongExpedia Group, Inc.EXPEConsumer Discretionary Newfirst bet on it My conclusion with a 26% margin of safety, 23% implied Wall Street upside is that this gives the best price versus assumptions balance of the seven today.▶ 1 video Since+7.4%vs S&P · 15 d
11 OctSun Dividend Talks#71 · 128k subs LongJPMorgan Chase & Co.JPMFinancials Flipshort since 3 Jul My conclusion, strong business, reasonable valuation, modest estimated upside. JP Morgan ranks above the previous three with less heroic growth required.▶ 1 video Since+1.6%vs S&P · 15 d
11 OctSun Dividend Talks#71 · 128k subs LongUnitedHealth Group IncorporatedUNHHealth Care Flipshort since 19 Jun My conclusion, attractive recovery potential.▶ 1 video Since+10%vs S&P · 15 d
11 OctSun BWB - Business With Brian#84 · 449k subs LongAmazon.com, Inc.AMZNConsumer Discretionary Backafter 7 months And of course, once those data centers come online, that's when the spring is going to let go.▶ 2 videos Since−2.4%vs S&P · 15 d
11 OctSun The Motley Fool#110 · 470k subs LongSolaris Energy Infrastructure, Inc.SEIFinancials Newfirst bet on it But Solaris Energy Infrastructure also a beneficiary there. Running that behind the meter kind of building out your own power plant right where you need it for what you need it for.▶ 1 video · John Since−20%vs S&P · 15 d
11 OctSun The Motley Fool#110 · 470k subs LongVistra Corp.VSTUtilities Newfirst bet on it So, it can actually upgrade existing facilities and use the grid infrastructure that it already has in place.▶ 1 video · John Since−8.7%vs S&P · 15 d
11 OctSun The Motley Fool#110 · 470k subs LongXcel Energy Inc.XELUtilities Newfirst bet on it This is the kind of company whether you're looking at the AI buildout as a small tailwind or a big tailwind, I think it's just going to be positioned extremely well.▶ 1 video Since+6.6%vs S&P · 15 d
10 OctSat 9All-In Podcast#4 · 1.2M subs ShortAdobe Inc.ADBEInformation Technology Backafter 15 months These are like profound products that have existed and have had moes for years and now they're just open source versions.▶ 1 video · Chamath Palihapitiya Since−10%vs S&P · 15 d
10 OctSat 2Chip Stock Investor#7 · 257k subs LongBooking Holdings Inc.BKNGConsumer Discretionary Backafter 17 months They have responded in the past by creating their own connected ecosystem and travel planning super app, and I have no doubt Booking will do it again with its own vertical AI agent.▶ 1 video · Nick Rossolillo Since−1.7%vs S&P · 15 d
10 OctSat Money of Mine#14 · 23k subs ShortAtlantic LithiumA11.AX Newfirst bet on it to be honest, I'm I'm not all that intrigued because I think the downside is pretty rough. It leaves you with a company that has pretty minimal cash.▶ 2 videos Since−13%vs S&P · 15 d
10 OctSat Money of Mine#14 · 23k subs LongCuFe LtdCUF.AXMaterials Newfirst bet on it I think the inference there is is they're for sale and stship is hired to presumably seek a corporate outcome with the great Panaffrican.▶ 2 videos · JD Since+14%vs S&P · 15 d
10 OctSat Money of Mine#14 · 23k subs ShortFar East GoldFEG.AX Newfirst bet on it if Jing has like, you know, just a few friends here and there on the register, um, they're pretty close to being able to get control without paying a premium here.▶ 1 video · JD Since+5.8%vs S&P · 15 d
10 OctSat Money of Mine#14 · 23k subs LongGlobal Lithium Resources LimitedGL1.AXMaterials Newfirst bet on it I don't think F will block this one. I think there's I think there's value there.▶ 1 video · JD Since−11%vs S&P · 15 d
10 OctSat Money of Mine#14 · 23k subs LongJupiter Mines LimitedJMS.AXMaterials Backafter 14 months They've already paid 32 cents per share for a 19.9% stake in JMS. And all they've got to do is buy the other 80% for presumably the same price or higher.▶ 1 video · JD Since−6.2%vs S&P · 15 d
10 OctSat Money of Mine#14 · 23k subs LongMaronan Metals LimitedMMA.AXMaterials Newfirst bet on it this is a private equity fund. They've brought 19.99% of two ASX juniors and um then taken both over now that now they own 19.99% of Marin.▶ 1 video · JD Since−9.1%vs S&P · 15 d
10 OctSat Money of Mine#14 · 23k subs LongRand Mining LimitedRND.AXMaterials Backafter 16 months together that's 127,000 ounces of gold worth 750 million at spot the market values Tribune plus Rand's outside holders at 327 million.▶ 1 video · JD Since−5.5%vs S&P · 15 d
10 OctSat Money of Mine#14 · 23k subs LongTribune Resources LimitedTBR.AXMaterials Backafter 16 months 20 years of gold bars in the Perth Mint carried at cost after tax tribun share of them is worth about $960 per share. Tribune share price is $5 today.▶ 1 video · JD Since+0.5%vs S&P · 15 d
10 OctSat 7Planet MicroCap#16 · 15k subs LongEMERGE Commerce Ltd.ECOM.VConsumer Discretionary Backafter 11 months looking out for the market to really connect the dots on a much cleaner balance sheet that's much lighter on the debt, much cheaper interest rates and savings.▶ 1 video · Gassan Halazan Since−11%vs S&P · 14 d
10 OctSat Jerry Romine Stocks#50 · 193k subs LongWestern Digital CorporationWDCInformation Technology Flipshort since 30 Jul SanDisk and Western Digital control the memory and storage bottlenecks required to hold the massive data sets.▶ 1 video Since−6.3%vs S&P · 15 d
10 OctSat Dividend Talks#71 · 128k subs ShortAT&T Inc.TCommunication Services Fliplong since 22 Jun My verdict would be to watch rather than rush in for the yield. A mature income stock can still lose value if investors have underestimated the cost of maintaining their earnings.▶ 1 video Since+5.6%vs S&P · 15 d
10 OctSat StockCharts TV#105 · 145k subs LongThe Coca-Cola CompanyKOConsumer Staples Flipwas short in Mar 2026 you can potentially look at names that give you that defensive, but also a view into consumer spending. This is Coca-Cola KO. You can see what I'm looking at here▶ 1 video · Mary Ellen McGonicle Since+4.9%vs S&P · 15 d
10 OctSat The Julia La Roche Show#106 · 76k subs LongThe Williams Companies, Inc.WMBEnergy Newfirst bet on it Williams, which is a pipeline company for natural gas. And all of them are pretty pricey, but they could go higher simply because there's going to be a continued need for energy.▶ 1 video · Chris Whalen Since−1.6%vs S&P · 15 d
10 OctSat The Julia La Roche Show#106 · 76k subs LongExxonMobil Holdings CorporationXOMEnergy Backafter 3 years And all of them are pretty pricey, but they could go higher simply because there's going to be a continued need for energy.▶ 1 video · Chris Whalen Since+8.8%vs S&P · 15 d
10 OctSat Sasha Yanshin#115 · 215k subs ShortOracle CorporationORCLInformation Technology Backafter 8 months investors are pricing in a risk level of around 20% that Oracle defaults on its debts in the next 5 years. That's a 1 in5 chance.▶ 1 video Since+6.6%vs S&P · 15 d
9 OctFri 2Chip Stock Investor#7 · 257k subs LongMonolithic Power Systems, Inc.MPWRInformation Technology Backafter 8 months In the meantime, Monolithic Power has become our top position. It's earned that spot and we'll do more updates on that, probably before year-end▶ 1 video · Nick Rossolillo Since−9.9%vs S&P · 15 d
9 OctFri 2Chip Stock Investor#7 · 257k subs ShortON Semiconductor CorporationONInformation Technology Flipwas long in Jan 2026 we think On Semiconductor could remain basically range bound for a while as they kind of work through the deal, work off some of the debt, the leverage that they're taking on▶ 1 video · Nick Rossolillo Since+0.9%vs S&P · 15 d
9 OctFri 7Planet MicroCap#16 · 15k subs LongDrax Group plcDRXUtilities Newfirst bet on it we expect the earnings to really and margins to pick up this time next year, but we'd like to accumulate for that earnings jump up uh this time next year.▶ 1 video · Ryan Irvin, Matthew Martin Since−16%vs S&P · 15 d
9 OctFri 7Planet MicroCap#16 · 15k subs LongNew Horizon Aircraft Ltd.HOVRIndustrials Backafter 11 months Uh and just look at the market cap of some of the major companies compared to uh our market cap. And so, a huge upside potential um that I think has gone underappreciated.▶ 1 video · Brandon Robinson Since−14%vs S&P · 15 d
9 OctFri 7Planet MicroCap#16 · 15k subs LongProgressive Planet Solutions Inc.PLAN.VMaterials Backafter 11 months We've made all of the investments we need to to grow the business much larger than it is today effective the end of our fiscal year, April 30th.▶ 1 video · Steve Harper Since+4.8%vs S&P · 14 d
9 OctFri 7Planet MicroCap#16 · 15k subs LongTribe Property Technologies Inc.TRBE.VInformation Technology Backafter 2 years Our business actually is incredibly solid because we are the company that actually manages all the these communities that already been built. Uh it's a green field.▶ 1 video · Joe Nakla Since−12%vs S&P · 14 d
9 OctFri 7Planet MicroCap#16 · 15k subs LongVersaBankVBNKFinancials Backafter 11 months they have a structured receivable purchase plan entered the US market. That's where the growth is for this business. Uh we continue to like them.▶ 1 video · Ryan Irvin Since+4.2%vs S&P · 15 d
9 OctFri Future Investing#32 · 84k subs ShortAT&T Inc.TCommunication Services Newfirst bet on it people who are calling for uh AT&T and Verizon and all of these companies saying they're going to be perfectly fine. It's like we don't even know what the offer is.▶ 1 video · Tanner Since+5.6%vs S&P · 15 d
9 OctFri Couch Investor#38 · 143k subs ShortAdvanced Micro Devices, Inc.AMDInformation Technology Fliplong since 9 Oct The only problem is that as of right now, just like with Rubric, as of right now, the price that we're paying for it, if you want to buy more shares, is quite high.▶ 1 video Since+8.9%vs S&P · 15 d
9 OctFri Couch Investor#38 · 143k subs ShortRubrik, Inc.RBRKInformation Technology Fliplong since Sep 2025 Is it priced to perfection and then some? That's the question you should be asking.▶ 1 video Since−13%vs S&P · 15 d
9 OctFri Alex Kantrowitz#40 · 70k subs LongNebius Group N.V.NBISInformation Technology New voiceAlex Kantrowitz was short they have the shortest average contract length of the top clouds in cluster max. Um, and so Nebius has been able to turn around and really jack up pricing and take advantage of this▶ 1 video · Dylan Patel Since−25%vs S&P · 15 d
9 OctFri Fundstrat#60 · 125k subs LongSK hynix Inc.000660.KSInformation Technology Newfirst bet on it places to put there because memory is something that they're going to keep demanding.▶ 1 video · Mark Newton Since−19%vs S&P · 15 d
9 OctFri Fundstrat#60 · 125k subs LongDell Technologies Inc.DELLInformation Technology Newfirst bet on it Dell is a amazing recipient of all of these do all of these dollars▶ 1 video · Brynn Talkington Since−17%vs S&P · 15 d
9 OctFri Fundstrat#60 · 125k subs LongMicron Technology, Inc.MUInformation Technology Backafter 15 months places to put there because memory is something that they're going to keep demanding.▶ 1 video · Mark Newton Since−7.0%vs S&P · 15 d
9 OctFri Investor's Business Daily#66 · 185k subs ShortBank of America CorporationBACFinancials Newfirst bet on it this is I think the bank that really set things off a few weeks ago because they warned on some of their uh the Wall Street part of their banking side.▶ 1 video · Ed Carson Since+5.8%vs S&P · 15 d
9 OctFri Investor's Business Daily#66 · 185k subs ShortJPMorgan Chase & Co.JPMFinancials New voiceDavid Saito Chung was long so there are reasons maybe banks are just going to sit out for a little while. Uh and um they're Yeah, because they're not acting well right now.▶ 1 video · Ed Carson Since−1.6%vs S&P · 15 d
9 OctFri Investor's Business Daily#66 · 185k subs ShortUnitedHealth Group IncorporatedUNHHealth Care Backafter 15 months you know what they have to say about cost pressures because I think that's something is like uh admission you know like Medicare advantage uh you know enrollments and other things▶ 1 video · Ed Carson Since−10%vs S&P · 15 d
9 OctFri Dividend Talks#71 · 128k subs LongTaiwan Semiconductor Manufacturing Company LimitedTSMInformation Technology Flipshort since 27 Sep TSM has generated strong returns from invested money. It matters when building capacity requires major spending before the new facilities can begin producing revenue and profits.▶ 3 videos Since−2.9%vs S&P · 15 d
9 OctFri Lightspeed Venture Partners#95 · 61k subs LongDoorDash, Inc.DASHConsumer Discretionary Newfirst bet on it Door Dash's edge is their network. You know, they're a true marketplace business. they have a very strong flywheel where more consumers bring on more restaurants that create sort of a compounding advantage▶ 1 video · Shaurya Aggarwal Since−12%vs S&P · 15 d
9 OctFri Chris Sain#98 · 1.1M subs ShortAT&T Inc.TCommunication Services Flipwas long in Jan 2022 Now, don't look at um AT&T, T-Mobile. Coach, don't mess with them kind of plays okay? Starlink is going to start getting some satellites and they're going to probably take over the Wi-Fi game▶ 1 video Since+5.6%vs S&P · 15 d
9 OctFri Chris Sain#98 · 1.1M subs ShortT-Mobile US, Inc.TMUSCommunication Services Newfirst bet on it Now, don't look at um AT&T, T-Mobile. Coach, don't mess with them kind of plays okay? Starlink is going to start getting some satellites and they're going to probably take over the Wi-Fi game▶ 1 video Since+1.6%vs S&P · 15 d
9 OctFri Steve Eisman#107 · 228k subs ShortGlass House Brands Inc.GLASIndustrials New voiceVincent Daniel was long Why would a CFO plan to resign at the height of a growth story? Something is wrong.▶ 1 video Since+46%vs S&P · 15 d
9 OctFri Better Offline#128 · 106k subs ShortCoreWeave, Inc.CRWVInformation Technology Backafter 9 months Ferras is as bad as Coreweave was and is as bad as Lambda. Perhaps they have a little bit more infrastructure, but their problems are identical.▶ 2 videos · Ed Zitron Since+30%vs S&P · 15 d
8 OctThu Sequoia Capital#23 · 256k subs LongBending Spoons S.p.A.BSPFinancials Newfirst bet on it if we can build a machine a system whereby we can operate digital technology businesses better than almost anybody else then we are pretty much guaranteed to be able to compound capital efficiently▶ 1 video · Luca Ferrari Since+24%vs S&P · 18 d
8 OctThu RiskReversal Media#29 · 142k subs LongThe Kraft Heinz CompanyKHCConsumer Staples New voiceGuy Adami was short So I have a beaten-down stock that it's cheap, nice dividend yield, I believe a major change in the underlying fundamentals, a CEO that put his money where his mouth is.▶ 1 video · Peter Boockvar Since+13%vs S&P · 18 d
8 OctThu RiskReversal Media#29 · 142k subs LongNoble Corporation plcNEEnergy Newfirst bet on it So, I still think that it it's it's still a bull market for energy and these stocks can still be bought.▶ 1 video · Peter Boockvar Since+15%vs S&P · 18 d
8 OctThu Future Investing#32 · 84k subs LongPalantir Technologies Inc.PLTRInformation Technology New voiceChris Patel was short Yet Wall Street thinks that this is the top of their growth that that now we're going to start decelerating in terms of their growth rate. I just don't see it.▶ 8 videos · Tanner Since−3.2%vs S&P · 18 d
8 OctThu Future Investing#32 · 84k subs ShortVerizon Communications Inc.VZCommunication Services New voiceChris was long What's the likelihood that SpaceX ends up putting a dent into that? I think the likelihood is decent considering, you know, the stock is down 6% right now▶ 2 videos · Tanner Since−5.2%vs S&P · 18 d
8 OctThu TBPN#41 · 144k subs LongMeta Platforms, Inc.METACommunication Services New voiceJordi Hays was short The only one that has broken out of Twitter is Muse by Meta. I mean, they own the distribution platform, so difficult to compete.▶ 4 videos · Zach Yadegari Since−11%vs S&P · 18 d
8 OctThu David Lin#46 · 337k subs LongFranco-Nevada CorporationFNVMaterials Backafter 7 months So, we're looking idiosyncratically for news or developments, you know, that hit stocks maybe harder than the fundamentals suggest. We added to our Franco a couple of weeks ago▶ 1 video · Adrian Day Since−4.1%vs S&P · 18 d
8 OctThu David Lin#46 · 337k subs LongGoGold Resources Inc.GGD.TOMaterials Newfirst bet on it A great return on the value of your gold, gold, shares from here is execution. We want flawless execution.▶ 1 video · Brad Langille Since−10%vs S&P · 18 d
8 OctThu Equity Mates#48 · 60k subs LongSamsung Electronics Co., Ltd.005930.KSInformation Technology Backafter 7 months I think Samsung is sort of on track to possibly be the most profitable company in the world this year. Uh, certainly in the top three.▶ 1 video · Cameron Robertson Since−13%vs S&P · 15 d
8 OctThu Equity Mates#48 · 60k subs LongTencent Holdings Limited0700.HKCommunication Services Backafter 20 months actually the markets treated them a little bit as an AI loser and so the stocks on about 12 times earnings... ecosystem is a phenomenal asset for them to bring AI into▶ 1 video · Cameron Robertson Since−7.3%vs S&P · 18 d
8 OctThu Equity Mates#48 · 60k subs LongGuangzhou Haoyang Electronic Co.,Ltd.300833.SZIndustrials Newfirst bet on it they're I would argue the best manufacturer of stage lighting globally... these guys have by far the largest R&D team in the industry... Again, low PE, you know, sort of low teens price earnings multiple▶ 1 video · Cameron Robertson Since−4.2%vs S&P · 18 d
8 OctThu Equity Mates#48 · 60k subs LongPT Astra International TbkASII.JKIndustrials Newfirst bet on it They've got about half of... the local auto market. So they're the partner for all your Japanese brands... It's trading on six times earnings, six and a half times earnings.▶ 1 video · Cameron Robertson Since−1.7%vs S&P · 18 d
8 OctThu Equity Mates#48 · 60k subs LongMobile World Investment CorporationMWG.VNConsumer Discretionary Newfirst bet on it there's a really strong trend towards modern retail and you can buy a mobile world group for a teens PE. Um, which is pretty remarkable.▶ 1 video · Cameron Robertson Since+0.2%vs S&P · 18 d
8 OctThu Equity Mates#48 · 60k subs LongPT Mayora Indah TbkMYOR.JKConsumer Staples Newfirst bet on it Mayora again in Indonesia, these guys do like they're a confectionary company, chocolate wafer biscuits and really strong in Vietnam, Philippines as well. Again, great business. It's on 13 times earnings.▶ 1 video · Cameron Robertson Since+0.2%vs S&P · 18 d
8 OctThu Equity Mates#48 · 60k subs LongYatharth Hospital & Trauma Care Services LimitedYATHARTH.NSHealth Care Newfirst bet on it we think that they're set to basically increase profits about 4 and a.5 fold over the next 5 years... 30 times earnings still looks pretty reasonable to us.▶ 1 video · Cameron Robertson Since−7.1%vs S&P · 18 d
8 OctThu Y Combinator#55 · 2.4M subs LongCisco Systems, Inc.CSCOInformation Technology Newfirst bet on it we have made one of the most successful turnarounds that you've seen from a product perspective. Um I think we are now squarely in the AI infrastructure game.▶ 1 video · Jeetu Patel Since−5.2%vs S&P · 18 d
8 OctThu Aswath Damodaran#65 · 1.0M subs LongBroadcom Inc.AVGOInformation Technology Newfirst bet on it there you get companies like Broadcom that are playing a role. My point is capex to the builders becomes revenues to the suppliers of architecture▶ 1 video Since−7.2%vs S&P · 18 d
8 OctThu Aswath Damodaran#65 · 1.0M subs LongNVIDIA CorporationNVDAInformation Technology Flipwas short in Dec 2025 Nvidia obviously is the biggest beneficiary.▶ 1 video Since−4.1%vs S&P · 18 d
8 OctThu Aswath Damodaran#65 · 1.0M subs LongTaiwan Semiconductor Manufacturing Company LimitedTSMInformation Technology Newfirst bet on it Taiwan semiconductors followed by equipment networking equipment and there you get companies like Broadcom that are playing a role. My point is capex to the builders becomes revenues to the suppliers of architecture▶ 1 video Since−4.7%vs S&P · 18 d
8 OctThu Investor's Business Daily#66 · 185k subs LongGigaCloud Technology Inc.GCTConsumer Discretionary Flipwas short in Feb 2024 This is just a lot of things that are very very attractive uh technical action some strong fundamentals as well.▶ 1 video · Ed Carson Since+5.4%vs S&P · 18 d
8 OctThu Dividend Talks#71 · 128k subs LongWaste Management, Inc.WMIndustrials Flipshort since 29 Sep So, waste management is my strongest overall buy. Broadcom offers faster growth. Lowe's offers recovery potential. WM wins the balance of cash flow predictability, operating improvement, and a more reasonable valuation.▶ 1 video Since+17%vs S&P · 18 d
8 OctThu Livewire Markets#101 · 67k subs LongDuratec LimitedDUR.AXIndustrials Backafter 10 months So yes it's a buy but I think there are better alternatives out there in the sector.▶ 1 video · Rudy Philip Van Djk Since−10%vs S&P · 18 d
8 OctThu The Monetary Matters Network#108 · 59k subs LongApplied Materials, Inc.AMATInformation Technology Newfirst bet on it Like, if I had to lean a little toward maybe it's AAT a little bit just because they have more DRAM exposure. We need a lot of DRAM to make the HBM on it▶ 1 video · Stacy Rasgon Since−22%vs S&P · 18 d
8 OctThu The Monetary Matters Network#108 · 59k subs LongAdvanced Micro Devices, Inc.AMDInformation Technology New voiceBen Pouladian was short on the CPU side. We've liked AMD. So, I mean, those are, you know, Nvidia Broadcom, Semicap, AMD is kind of where I've been spending most of my time at least.▶ 1 video · Stacy Rasgon Since−11%vs S&P · 18 d
8 OctThu The Monetary Matters Network#108 · 59k subs LongBroadcom Inc.AVGOInformation Technology New voiceEd Zitron was short Broadcom says they're going to grow revenues 100% next year and 100% the year after. And they've got demand for more.▶ 1 video · Stacy Rasgon Since−7.2%vs S&P · 18 d
8 OctThu The Monetary Matters Network#108 · 59k subs LongIntel CorporationINTCInformation Technology New voiceJim Chanos was short I feel better about Intel right now than I have maybe ever which is a very very low bar because I've literally made my career being negative on it.▶ 2 videos · Stacy Rasgon Since−12%vs S&P · 18 d
8 OctThu The Monetary Matters Network#108 · 59k subs LongKLA CorporationKLACInformation Technology Newfirst bet on it but I cover AAT, LAM, and KLAC. See, I like we like them all.▶ 1 video · Stacy Rasgon Since−22%vs S&P · 18 d
8 OctThu Brian Feroldi#109 · 322k subs ShortGrab Holdings LimitedGRABIndustrials Newfirst bet on it However, when I think through these recent developments, I think that the company's moat is under attack. Competition is heating up, pricing is under attack, and growth is under attack.▶ 1 video Since+13%vs S&P · 18 d
8 OctThu The Motley Fool#110 · 470k subs LongAppLovin CorporationAPPCommunication Services Newfirst bet on it There is some data now suggesting that act two is about to come into fruition for apploven.▶ 1 video · John Quast Since−4.2%vs S&P · 18 d
8 OctThu The Motley Fool#110 · 470k subs LongSprouts Farmers Market, Inc.SFMConsumer Staples Newfirst bet on it We're roughly doubling earnings then every five years on that pace, trading at only 12 times forward earnings right now. This is a stock that could potentially beat the market on that modest growth.▶ 1 video · John Quast Since+2.9%vs S&P · 18 d
8 OctThu ZipTrader#111 · 899k subs LongChurchill Capital Corp XICCXIFinancials Newfirst bet on it That would make it the first USlisted humanoid pure play. So CCXI is definitely one that you want to pay attention to.▶ 2 videos Since−4.5%vs S&P · 18 d
8 OctThu ZipTrader#111 · 899k subs LongVishay Precision Group, Inc.VPGInformation Technology Newfirst bet on it They make four sensors for robot joints. It booked about $1 million in humanoid orders and the stock was up some 269% on the year by July.▶ 1 video Since−24%vs S&P · 18 d
7 OctWed Money of Mine#14 · 23k subs LongSprott Inc.SIIInformation Technology Backafter 12 months it's a really great business. It's a very unique business. It has scale. It has very good profitability. These are attributes that everyone's looking for.▶ 1 video · John Ciampaglia Since−7.0%vs S&P · 19 d
7 OctWed UNRIVALED INVESTING#27 · 126k subs LongOscar Health, Inc.OSCRHealth Care Backafter 8 months I do think Oscar is well positioned for this future. And that's part of the reason why I would like to align myself with them yet again.▶ 1 video Since−4.9%vs S&P · 19 d
7 OctWed RiskReversal Media#29 · 142k subs ShortCoinbase Global, Inc.COINFinancials New voiceDan Nathan was long 50 billion market cap that doesn't make money that Robin Hood's kicking their butt.▶ 1 video · Porter Collins Since+6.1%vs S&P · 19 d
7 OctWed RiskReversal Media#29 · 142k subs ShortCircle Internet GroupCRCLFinancials Newfirst bet on it I don't know when the stock should be cut more in half. in half. Just to let you know, there's no mode here. There's nothing here, right? There's competition coming▶ 1 video · Vincent Daniel Since+0.1%vs S&P · 19 d
7 OctWed RiskReversal Media#29 · 142k subs LongThe Home Depot, Inc.HDConsumer Discretionary New voiceGuy Adami was short My hunch is you buy a little bit. You put a little bit of a Home Depot into a a portfolio.▶ 1 video · Carter Braxton-Worth Since+9.2%vs S&P · 19 d
7 OctWed RiskReversal Media#29 · 142k subs ShortTesla, Inc.TSLAConsumer Discretionary New voiceGene Munster was long we think it's a car company which it is a car company. It's not these robots come and stop, but it but it right now it's a 1% operating margin business▶ 1 video · Vincent Daniel Since−5.5%vs S&P · 19 d
7 OctWed RiskReversal Media#29 · 142k subs ShortValero Energy CorporationVLOEnergy New voiceGuy Adami was long I'm a seller. If one has been so fortunate to have Valero as a long or PSX or MPC and then for short sellers I'd I'd go after them.▶ 1 video · Carter Braxton-Worth Since+2.7%vs S&P · 19 d
7 OctWed Future Investing#32 · 84k subs LongOracle CorporationORCLInformation Technology New voiceTanner was short Oracle same thing. I mean they are the I mean essentially a hyperscaler at this point.▶ 6 videos · Tannor Since−5.7%vs S&P · 19 d
7 OctWed TBPN#41 · 144k subs LongDr. Ing. h.c. F. Porsche AGP911.DEConsumer Discretionary Flipwas short in Jan 2026 it's probably not the right bet for the heritage of the of the brand. And I think we'll see much more excitement around their flat age.▶ 1 video · John Coogan Since+2.7%vs S&P · 19 d
7 OctWed Equity Mates#48 · 60k subs LongIREN LimitedIRENInformation Technology Backafter 12 months if I compare Iron and Fermus, it's like trading at half the market cap. It's got a heap more revenue, more compute. It feels like iron over thermos.▶ 1 video · Ren Rafferty Since−28%vs S&P · 19 d
7 OctWed The Acquirers Podcast#49 · 17k subs LongAlexandria Real Estate Equities, Inc.AREReal Estate Backafter 16 months Investment grade balance sheet. Still has an investment grade uh very long debt maturities uh which is great in a in a higher rate environment.▶ 1 video · Tim Travis Since−3.7%vs S&P · 19 d
7 OctWed The Acquirers Podcast#49 · 17k subs LongFiserv, Inc.FISVInformation Technology Newfirst bet on it A lot of times you'll see that short-term headwinds are the reason why the stocks are cheap, why there's a lot of volatility, but the long-term prognosis is very attractive.▶ 1 video · Tim Travis Since+6.3%vs S&P · 19 d
7 OctWed The Intrinsic Value Podcast#62 · 152k subs LongASML Holding N.V.ASMLInformation Technology Backafter 16 months Nobody can build the type of machine that ASML can build. So it's incredibly hard to disrupt that mode.▶ 1 video · Daniel Mahncke Since−9.0%vs S&P · 19 d
7 OctWed The Intrinsic Value Podcast#62 · 152k subs LongGE AerospaceGEIndustrials Newfirst bet on it your engine has to be on every single airplane for that fleet for 30 years time. You've locked in 30 years of selling those engines to that fleet▶ 2 videos · Daniel Mahncke Since−4.5%vs S&P · 19 d
7 OctWed The Intrinsic Value Podcast#62 · 152k subs ShortTransDigm Group IncorporatedTDGIndustrials New voiceKyle Grieve was long TransDigm ranks pretty high. And so for me, yeah, it makes me makes me pretty nervous and it doesn't make me all that inspired by, if you want to call it a mode.▶ 1 video · Shawn O'Malley Since−4.8%vs S&P · 19 d
7 OctWed The Intrinsic Value Podcast#62 · 152k subs ShortVisa Inc.VFinancials New voiceDaniel Mahncke was long I think technology pushes the the incremental cost of processing payments closer and closer to zero and that forces down their take rate.▶ 1 video · Shawn O'Malley Since−8.9%vs S&P · 19 d
7 OctWed Norges Bank Investment Management#67 · 134k subs LongAmphenol CorporationAPHInformation Technology Newfirst bet on it We own Nvidia and a brilliant company which supplies into it Amphenol.▶ 1 video · John Armitage Since−11%vs S&P · 19 d
7 OctWed Norges Bank Investment Management#67 · 134k subs LongNVIDIA CorporationNVDAInformation Technology Backafter 7 months I'd like to try and feel that I can understand why Nvidia might be successful and what's very important for us is to understand the inherent operating leverage in a business▶ 1 video · John Armitage Since−5.2%vs S&P · 19 d
7 OctWed Norges Bank Investment Management#67 · 134k subs LongVisa Inc.VFinancials Newfirst bet on it we happen to own visa where they make 67% margins you kind of know roughly what drives the top line and the costs are pretty clear▶ 1 video · John Armitage Since+8.9%vs S&P · 19 d
7 OctWed Let's Talk Money! with Joseph Hogue, CFA#68 · 759k subs ShortCitigroup Inc.CFinancials Backafter 9 months Investors aren't willing to pay much more than one times price to book for Croup because the bank just doesn't grow that fast.▶ 1 video Since+4.4%vs S&P · 19 d
7 OctWed Let's Talk Money! with Joseph Hogue, CFA#68 · 759k subs ShortJPMorgan Chase & Co.JPMFinancials Fliplong since 24 Aug JP Morgan definitely very expensive here. I would not be buying it at that point.▶ 1 video Since−1.9%vs S&P · 19 d
7 OctWed Let's Talk Money! with Joseph Hogue, CFA#68 · 759k subs ShortU.S. BancorpUSBFinancials Flipwas long in Nov 2024 I'd probably avoid these alto gether, but it helps to see kind of the difference in growth rates between these stocks and the fintech players▶ 1 video Since−5.8%vs S&P · 19 d
7 OctWed Let's Talk Money! with Joseph Hogue, CFA#68 · 759k subs ShortWells Fargo & CompanyWFCFinancials Flipwas long in Jul 2025 For others though, like JP Morgan Chase and Wells Fargo, they could be looking at the loss in the tens of billions of income.▶ 1 video Since−1.9%vs S&P · 19 d
7 OctWed The Patient Investor#85 · 45k subs LongNetflix, Inc.NFLXCommunication Services Flipwas short in Dec 2025 So even on a base to worst case scenario, 10% revenue growth or earnings per share growth, I believe Netflix is a buy. I think the stock is clearly undervalued.▶ 2 videos Since−9.6%vs S&P · 19 d
7 OctWed Value Investing with Sven Carlin, Ph.D.#94 · 272k subs Shortlululemon athletica inc.LULUConsumer Discretionary Fliplong since 24 Jun Maybe there will be more tax laws selling by others that will push the stock lower till end of December. Let's follow and see.▶ 1 video Since−12%vs S&P · 19 d
7 OctWed Value Investing with Sven Carlin, Ph.D.#94 · 272k subs ShortUber Technologies, Inc.UBERIndustrials Fliplong since 18 Aug Therefore, you don't have a profitable competitive advantage. No mode, no profits, no growth, no scalability because everybody is doing. So, no Uber for me.▶ 1 video Since+4.7%vs S&P · 19 d
7 OctWed Brian Feroldi#109 · 322k subs LongDoorDash, Inc.DASHConsumer Discretionary Newfirst bet on it If I was forced to choose, to me, it's it's very clearly Door Dash. That's the kind of investor that I am. I would want more upside.▶ 1 video Since−11%vs S&P · 19 d
7 OctWed Brian Feroldi#109 · 322k subs LongAlphabet Inc.GOOGCommunication Services Backafter 10 months to me that's another reason why Google is just such a great investment because you get all that other great stuff and then you get Whimo.▶ 1 video · Dave Ahern Since−7.8%vs S&P · 19 d
7 OctWed Brian Feroldi#109 · 322k subs ShortUber Technologies, Inc.UBERIndustrials Backafter 10 months Although on an absolute basis I'm not putting capital behind either of these businesses right now. I would want a way bigger margin of safety▶ 1 video Since+4.7%vs S&P · 19 d
7 OctWed The Motley Fool#110 · 470k subs LongAST SpaceMobile, Inc.ASTSCommunication Services Flipwas short in Mar 2025 this is a business that has turned a genuinely novel idea, ordinary phones connecting directly to satellites, into what we're seeing, which is signed partnerships covering billions of potential subscribers▶ 1 video Since−30%vs S&P · 19 d
7 OctWed The Motley Fool#110 · 470k subs LongPlanet Labs PBCPLIndustrials Newfirst bet on it there's going to continue to be significant long-term demand for what Planet Labs has to offer. And again, you're looking at a backlog that's nearly three times annual revenue.▶ 1 video Since−19%vs S&P · 19 d
7 OctWed The Motley Fool#110 · 470k subs LongVoyager Technologies, Inc.VOYGIndustrials Newfirst bet on it I had to put here Voyager on the list because it is small enough of a company that plays in a huge total addressable market that already has quite a lot of strategic partnerships.▶ 1 video · Neil Since−11%vs S&P · 19 d
7 OctWed ZipTrader#111 · 899k subs LongBroadcom Inc.AVGOInformation Technology Backafter 9 months The stock barely moved, but the business nearly doubled. So, why hasn't the stock price kept up? Well, your guess is as good as mine.▶ 1 video · Charlie Plattus Since−7.5%vs S&P · 19 d
6 OctTue Adam Taggart | Thoughtful Money®#3 · 191k subs ShortBank of America CorporationBACFinancials Newfirst bet on it Bank America, Schwab is another one. Uh there's several banks out there that have not restructured their book and they're going to be showing some pretty ugly numbers in the third quarter▶ 1 video · Chris Whalen Since+4.0%vs S&P · 20 d
6 OctTue Adam Taggart | Thoughtful Money®#3 · 191k subs LongAnnaly Capital Management, Inc.NLYReal Estate Backafter 14 months I'm a big owner of Annalie, for example, the uh mortgage re. And I like them because they're a well-managed firm.▶ 1 video · Chris Whalen Since+3.4%vs S&P · 20 d
6 OctTue Adam Taggart | Thoughtful Money®#3 · 191k subs ShortThe Charles Schwab CorporationSCHWFinancials Newfirst bet on it If you sat down and calculated how much the shareholders of Schwab and Bank America have missed because management couldn't figure out duration, it's it it's billions and billions of dollars.▶ 1 video · Chris Whalen Since+4.5%vs S&P · 20 d
6 OctTue 2Chip Stock Investor#7 · 257k subs ShortSmartbird, IncBIRDConsumer Discretionary Newfirst bet on it like a startup shoe company that failed, Allbirds, deciding, 'Hey, we want to revive our business.' You can't blame them for wanting to do that, but that kind of marks peak hype.▶ 1 video · Nick Rossolillo Since+28%vs S&P · 20 d
6 OctTue 2Chip Stock Investor#7 · 257k subs ShortCleanSpark, Inc.CLSKInformation Technology Newfirst bet on it Multiple pivots in a very short period of time. Suspicious.▶ 1 video · Nick Rossolillo Since+31%vs S&P · 20 d
6 OctTue 2Chip Stock Investor#7 · 257k subs LongDigitalOcean Holdings, Inc.DOCNInformation Technology Backafter 2 years Digital Ocean, an emerging mid-cap that is being quite disciplined. So we have the money allocated there, and we still think that's important to leave that money allocated there▶ 1 video · Nick Rossolillo Since−20%vs S&P · 20 d
6 OctTue 8Jose Najarro Stocks#10 · 93k subs LongBroadcom Inc.AVGOInformation Technology Flipshort since 25 Aug if Marll right the player that's not leading in ASIC is seeing strong demand what is the real leader seeing▶ 2 videos Since−11%vs S&P · 20 d
6 OctTue Stratechery#15 · 19k subs ShortSalesforce, Inc.CRMInformation Technology Newfirst bet on it I salute the audacity of the cash grab in the face of computer use that will ensure the Salesforce UI is never interacted with by a human again.▶ 1 video · Ben Thompson Since−12%vs S&P · 20 d
6 OctTue Stratechery#15 · 19k subs LongMicrosoft CorporationMSFTInformation Technology Flipshort since 26 Mar The point has always been to own the interface and to force everyone else to integrate into that interface on your terms.▶ 1 video · Ben Thompson Since+2.1%vs S&P · 20 d
6 OctTue ChinaTalk#18 · 17k subs LongAccenture plcACNInformation Technology Newfirst bet on it I feel like asenture is at the cusp of blasting off.▶ 1 video · Bharat Patel Since+28%vs S&P · 20 d
6 OctTue a16z#26 · 305k subs ShortQualys, Inc.QLYSInformation Technology Newfirst bet on it at least the old versions of pentesting, you know, the tenable the rapid 7 the qualice was more a hygiene sort of thing▶ 1 video · Kevin Mandia Since−17%vs S&P · 20 d
6 OctTue a16z#26 · 305k subs ShortRapid7, Inc.RPDInformation Technology Newfirst bet on it at least the old versions of pentesting, you know, the tenable the rapid 7 the qualice was more a hygiene sort of thing▶ 1 video · Kevin Mandia Since−45%vs S&P · 20 d
6 OctTue a16z#26 · 305k subs ShortTenable Holdings, Inc.TENBInformation Technology Newfirst bet on it at least the old versions of pentesting, you know, the tenable the rapid 7 the qualice was more a hygiene sort of thing▶ 1 video · Kevin Mandia Since−25%vs S&P · 20 d
6 OctTue Future Investing#32 · 84k subs ShortAdvanced Micro Devices, Inc.AMDInformation Technology New voiceNeil was long you're paying 28 times 2028 earnings for 206% EPS growth when you can pay 12.3 times for Broadcom's earnings in 2028, which is 100 basically 163% growth.▶ 1 video · Steve Since+16%vs S&P · 20 d
6 OctTue Stansberry Research#33 · 569k subs LongRio Tinto GroupRIOMaterials Backafter 3 years Rio Tinto owns the it controls the resolution copper mine in in Arizona. And that's that would be a reasonable target... Also, it's just a big again, it's a big profitable company.▶ 1 video · Dan Ferris Since−8.6%vs S&P · 20 d
6 OctTue Stansberry Research#33 · 569k subs LongTidewater Inc.TDWEnergy Backafter 3 years They've got the largest fleet in the world. It's over 200 vessels and they're buying them at less than 40% of replacement cost. And the stock is trading at like 40% of replacement cost.▶ 1 video · Dan Ferris Since+2.9%vs S&P · 20 d
6 OctTue Adriconomics#44 · 36k subs ShortHims & Hers Health, Inc.HIMSHealth Care Fliplong since 16 May healthcare should theoretically be defensive like Novo up there, but the market trades tellalth as speculative tech. I don't see him doing well on a bare market.▶ 1 video Since+5.0%vs S&P · 20 d
6 OctTue Adriconomics#44 · 36k subs ShortMicron Technology, Inc.MUInformation Technology Newfirst bet on it However, I'm not investing because I find it too risky. What happen if the AI build out slow down? Is memory still a cyclical sector?▶ 1 video Since+15%vs S&P · 20 d
6 OctTue Adriconomics#44 · 36k subs ShortNIKE, Inc.NKEConsumer Discretionary Newfirst bet on it Now I'm lowering my assumption to 9 10%. The result is that Nike looks cheap but is not an irresistible must buy.▶ 1 video Since−12%vs S&P · 20 d
6 OctTue Adriconomics#44 · 36k subs ShortSoFi Technologies, Inc.SOFIFinancials Fliplong since 17 Jan So, it gets penalized if rates stay higher for longer. Higher rates, higher credit fraud, higher risk for SoFi lending. It is cheap, but I might trim▶ 1 video Since+6.1%vs S&P · 20 d
6 OctTue Jerry Romine Stocks#50 · 193k subs ShortAmphenol CorporationAPHInformation Technology Newfirst bet on it Amphanol is a great company with a phenomenal product footprint in data centers, but that heavy debt load is a real drag on capital efficiency in a high interest rate environment.▶ 1 video Since+12%vs S&P · 20 d
6 OctTue Jerry Romine Stocks#50 · 193k subs LongKeysight Technologies, Inc.KEYSInformation Technology Newfirst bet on it Ksite is quietly generating incredible free cash flow under the radar.▶ 1 video Since−13%vs S&P · 20 d
6 OctTue Jerry Romine Stocks#50 · 193k subs LongLam Research CorporationLRCXInformation Technology Flipshort since 30 Jul Lamb research dominated because it combines massive gross margins with highly disciplined capital allocation.▶ 2 videos Since−26%vs S&P · 20 d
6 OctTue Jerry Romine Stocks#50 · 193k subs ShortNavitas Semiconductor CorporationNVTSInformation Technology Newfirst bet on it Nvidas is strictly a speculative gamble, drowning in massive cash burn.▶ 1 video Since+24%vs S&P · 20 d
6 OctTue Jerry Romine Stocks#50 · 193k subs LongTeradyne, Inc.TERInformation Technology Newfirst bet on it Pterodine is the mandatory testing toll booth for advanced chip production.▶ 1 video Since−23%vs S&P · 20 d
6 OctTue Seeking Alpha#63 · 37k subs LongMicrochip Technology IncorporatedMCHPInformation Technology Newfirst bet on it I would say this is a really strong contender for being within the AI sector indirectly through semiconductors. So this is a good choice.▶ 1 video · Steven Cress Since−1.1%vs S&P · 20 d
6 OctTue Seeking Alpha#63 · 37k subs LongMarathon Petroleum CorporationMPCEnergy Newfirst bet on it The EPS growth rate is seventy-three percent versus the sector at eight point six percent, and the EPS forward long-term growth rate with a three to five-year CAGR is thirty-two percent▶ 2 videos · Steven Cress Since+8.0%vs S&P · 20 d
6 OctTue Seeking Alpha#63 · 37k subs LongPBF Energy Inc.PBFEnergy Newfirst bet on it PBF is an independent US refiner with six plants across Delaware, New Jersey, Ohio, Louisiana, and California, processing roughly one million barrels per day into gasoline, diesel, and jet fuel.▶ 1 video · Steven Cress Since−2.2%vs S&P · 20 d
6 OctTue Seeking Alpha#63 · 37k subs LongValero Energy CorporationVLOEnergy Backafter 8 months Valero delivered three point seven billion of Q2 net income on strong refining, renewable d-diesel, and ethanol execution as well.▶ 1 video · Steven Cress Since+2.2%vs S&P · 20 d
6 OctTue Investor's Business Daily#66 · 185k subs LongEaton Corporation plcETNIndustrials Newfirst bet on it So I thought that this was an interesting setup. Um really looking for it to kind of cross that um that recross, I should say, that high of the handle.▶ 1 video · Justin Nielsen Since−12%vs S&P · 20 d
6 OctTue Investor's Business Daily#66 · 185k subs LongWESCO International, Inc.WCCIndustrials Newfirst bet on it the earnings growth was red and now it's kind of turned green and and seems to be accelerating a little bit. Uh strong revenue growth and uh the relative strength, we got a blue dot.▶ 1 video · Justin Nielsen Since−8.4%vs S&P · 20 d
6 OctTue Investor's Business Daily#66 · 185k subs LongZebra Technologies CorporationZBRAInformation Technology Backafter 3 years when it can hold those gains, it means that truly something different has happened. Something special has happened that really kind of changed the way people view this.▶ 1 video · Justin Nielsen Since+1.1%vs S&P · 20 d
6 OctTue Let's Talk Money! with Joseph Hogue, CFA#68 · 759k subs LongRobostrategy, Inc.BOTFinancials Newfirst bet on it You get private company access with public market liquidity, while the team handles all the technical research, the due diligence, and ongoing monitoring behind those investments.▶ 2 videos Since−17%vs S&P · 20 d
6 OctTue Maggie Lake Talking Markets#69 · 19k subs LongAmazon.com, Inc.AMZNConsumer Discretionary New voicePeter Boockvar was short If it can get over 83 and hold, then I think Amazon here at around 250 is probably not a bad buy.▶ 1 video · Mish Schneider Since−2.6%vs S&P · 20 d
6 OctTue Maggie Lake Talking Markets#69 · 19k subs LongKinder Morgan, Inc.KMIEnergy Newfirst bet on it So in order to create them I'm looking at companies like Kinder Morgan and companies like Williams... And these are all so cheap compared to obviously the big flying stocks▶ 1 video · Mish Schneider Since+8.2%vs S&P · 20 d
6 OctTue Maggie Lake Talking Markets#69 · 19k subs LongMoog Inc.MOG-AIndustrials Newfirst bet on it Another one is Moog. The symbol is M OGA. They make it. That actually just took a nice big run and had a little bit of a selloff today.▶ 1 video · Mish Schneider Since+1.0%vs S&P · 20 d
6 OctTue Maggie Lake Talking Markets#69 · 19k subs LongNuScale Power CorporationSMRIndustrials Newfirst bet on it how nuclear energy as a clean energy and as a technology and getting rid of the waste is is the is the future and I think it is the future.▶ 1 video · Mish Schneider Since−30%vs S&P · 20 d
6 OctTue Maggie Lake Talking Markets#69 · 19k subs LongThe Timken CompanyTKRIndustrials Newfirst bet on it one of the parts of the robotics, particularly human sort of robotics, is actuators. The things that make the arms and move the arms... Timkin is one that the symbol there is take TKR.▶ 1 video · Mish Schneider Since−2.3%vs S&P · 20 d
6 OctTue Maggie Lake Talking Markets#69 · 19k subs LongUSA Rare Earth, Inc.USARMaterials Newfirst bet on it I'm looking at USR now and that also looks like it could potentially double bottoming. And you can't do any of this stuff without these rare earth minerals.▶ 1 video · Mish Schneider Since−31%vs S&P · 20 d
6 OctTue Maggie Lake Talking Markets#69 · 19k subs LongThe Williams Companies, Inc.WMBEnergy Newfirst bet on it So in order to create them I'm looking at companies like Kinder Morgan and companies like Williams. Uh and that's really kind of what I'm thinking about right now.▶ 1 video · Mish Schneider Since+2.0%vs S&P · 20 d
6 OctTue Morningstar, Inc.#70 · 148k subs ShortGarmin Ltd.GRMNConsumer Discretionary Newfirst bet on it this would be one I think it would be very subject to a significant multiple contraction if that growth doesn't meet those investor expectations over the next few years.▶ 1 video · Dave Sakara Since−7.6%vs S&P · 20 d
6 OctTue Morningstar, Inc.#70 · 148k subs ShortRobinhood Markets, Inc.HOODFinancials Newfirst bet on it When I look at the underlying business, you know, well over half of the business, half the revenue is coming from, you know, individual investor stock trading.▶ 2 videos · Dave Sakara Since+14%vs S&P · 20 d
6 OctTue Morningstar, Inc.#70 · 148k subs LongNorwegian Cruise Line Holdings Ltd.NCLHConsumer Discretionary Backafter 7 months What I like about that is their demographics, you know, of their client base skew higher to income households. So, I think those would hold up better in any kind of downturn.▶ 1 video · Dave Sakara Since+2.9%vs S&P · 20 d
6 OctTue Morningstar, Inc.#70 · 148k subs LongConstellation Brands, Inc.STZConsumer Staples Backafter 8 months I think that just shows you how little growth you need at this point for the stock to look, you know, attractive.▶ 2 videos · Dave Sakara Since+16%vs S&P · 20 d
6 OctTue Everything Money#72 · 418k subs LongDraftKings Inc.DKNGConsumer Discretionary Backafter 9 months He also bought Flutter Entertainment and DraftKings together as one position, betting that prediction markets are going to get harder regulation than people expect, and that will benefit the ones who are already there doing well.▶ 1 video · Paul Gabrail Since+12%vs S&P · 20 d
6 OctTue Everything Money#72 · 418k subs LongFlutter Entertainment plcFLUTConsumer Discretionary Newfirst bet on it He also bought Flutter Entertainment and DraftKings together as one position, betting that prediction markets are going to get harder regulation than people expect, and that will benefit the ones who are already there doing well.▶ 1 video · Paul Gabrail Since+7.3%vs S&P · 20 d
6 OctTue Everything Money#72 · 418k subs LongGameStop Corp.GMEConsumer Discretionary Newfirst bet on it He said that he expects he's buying near tangible book value. He believes in Ryan Cohen, the guy who said, 'Have cash, have stock.' And that he's willing to hold▶ 1 video · Paul Gabrail Since−1.2%vs S&P · 20 d
6 OctTue Mark Roussin, CPA#83 · 165k subs LongCameco CorporationCCJEnergy Newfirst bet on it What connects a 500 megawatt or a 1 gawatt data center to the electrical grid? That's where companies like Eaton, Quanton Services, Genova, Verdive, Constellation, Kamiko, and Bloom Energy become really interesting.▶ 1 video Since−9.7%vs S&P · 20 d
6 OctTue Mark Roussin, CPA#83 · 165k subs LongConstellation Energy CorporationCEGUtilities Backafter 7 months What connects a 500 megawatt or a 1 gawatt data center to the electrical grid? That's where companies like Eaton, Quanton Services, Genova, Verdive, Constellation, Kamiko, and Bloom Energy become really interesting.▶ 1 video Since−14%vs S&P · 20 d
6 OctTue Mark Roussin, CPA#83 · 165k subs LongGE Vernova Inc.GEVIndustrials Backafter 13 months What connects a 500 megawatt or a 1 gawatt data center to the electrical grid? That's where companies like Eaton, Quanton Services, Genova, Verdive, Constellation, Kamiko, and Bloom Energy become really interesting.▶ 1 video Since−13%vs S&P · 20 d
6 OctTue Mark Roussin, CPA#83 · 165k subs LongQuanta Services, Inc.PWRIndustrials Newfirst bet on it What connects a 500 megawatt or a 1 gawatt data center to the electrical grid? That's where companies like Eaton, Quanton Services, Genova, Verdive, Constellation, Kamiko, and Bloom Energy become really interesting.▶ 1 video Since−18%vs S&P · 20 d
6 OctTue Mark Roussin, CPA#83 · 165k subs LongVertiv Holdings CoVRTIndustrials Newfirst bet on it What connects a 500 megawatt or a 1 gawatt data center to the electrical grid? That's where companies like Eaton, Quanton Services, Genova, Verdive, Constellation, Kamiko, and Bloom Energy become really interesting.▶ 2 videos Since−17%vs S&P · 20 d
6 OctTue Livewire Markets#101 · 67k subs LongBYD Company Limited1211.HKConsumer Discretionary Backafter 2 years And when the Europeans put up the green wall uh to try and slow that impact, BYD just said, 'That's fine. Don't care. No change in price.'▶ 2 videos Since−3.5%vs S&P · 20 d
6 OctTue Livewire Markets#101 · 67k subs ShortEcho IQEIQ.AX Newfirst bet on it One of the uh a name we were short recently was Echoiq. They had 18 red flags, the most out of any C company in Australia.▶ 1 video · David Allen Since+7.3%vs S&P · 20 d
6 OctTue Livewire Markets#101 · 67k subs LongMastercard IncorporatedMAFinancials Backafter 13 months you can't actually disrupt Visa and Mastercard because you need the 5 million merchants to move.▶ 2 videos · Nick Griffin Since+9.3%vs S&P · 20 d
6 OctTue Livewire Markets#101 · 67k subs ShortVolkswagen AGVOW3.DEConsumer Discretionary Newfirst bet on it VW is closing they're going to wipe out 50% of their models just because they don't know how to handle all the complexity. They're going to shut factories.▶ 2 videos Since−0.7%vs S&P · 20 d
6 OctTue The Monetary Matters Network#108 · 59k subs LongCmb.Tech NVCMBTEnergy Newfirst bet on it We are very bullish that company even at current prices around $19 a share... the valuations in our opinion are still attractive and we believe there's definitely potential for 25 to 30 by next year▶ 1 video · J Mintzmyer Since−6.4%vs S&P · 20 d
6 OctTue The Monetary Matters Network#108 · 59k subs ShortNordic American Tankers LimitedNATIndustrials Backafter 6 months One that I'll throw out here that's in our opinion is a clear avoid is Nordic American tankers NAT and that in our opinion that was massively overextended from its peers.▶ 1 video · J Mintzmyer Since+2.1%vs S&P · 20 d
6 OctTue The Monetary Matters Network#108 · 59k subs LongTORM plcTRMDIndustrials Backafter 6 months our favorite company there Jack is Torm plc the stock symbol is TRMD... we're a big fan of their distribution policy we're a big fan of the corporate governance management savviness the fleet profile▶ 1 video · J Mintzmyer Since+7.1%vs S&P · 20 d
6 OctTue The Motley Fool#110 · 470k subs ShortComcast CorporationCMCSACommunication Services New voiceTravis Hoium was long They're they're just kind of a losing streaming service in general. And not just losing as in they're not successful. They're losing money. Uh they have 46 million paid subscribers,▶ 1 video · Matt Frankel Since−6.9%vs S&P · 20 d
6 OctTue Blackstone#127 · 85k subs LongThe RealReal, Inc.REALConsumer Discretionary Newfirst bet on it I'd say that, you know, one of the things is we've now, gosh, four quarters plus in double-digit growth, over 20% growth. Our EBITDA margins are expanding, we're doubling again this year.▶ 1 video · Rati Sahi Levesque Since+16%vs S&P · 20 d
5 OctMon 3The Circuit#1 · 30k subs ShortHewlett Packard Enterprise CompanyHPEInformation Technology New voiceBen Bajarin was long I covered Juniper for a very long time. And, how do I put this politely? I do not like their technology. I do not agree with the, many, many points of the, HP investor thesis.▶ 1 video · Jay Goldberg Since+15%vs S&P · 21 d
5 OctMon Prof G Markets#22 · 131k subs LongApple Inc.AAPLInformation Technology New voiceEd Elson was short Amazon built the house. Apple's going to move in and charge rent. And Alexa is a cash register pretending to be a butler.▶ 1 video · Scott Galloway Since+4.9%vs S&P · 21 d
5 OctMon TBPN#41 · 144k subs ShortNIKE, Inc.NKEConsumer Discretionary Backafter 16 months New Balance will do $10 billion this year. So they're they're mobbing the other shoe companies. Nikey's going down.▶ 1 video · Sean Frank Since−11%vs S&P · 21 d
5 OctMon The Intrinsic Value Podcast#62 · 152k subs ShortWalmart Inc.WMTConsumer Staples Newfirst bet on it in my view, Walmart is a wonderful business, but at its current price, I'm just not interested in being a shareholder.▶ 1 video · Kyle Grieve Since−14%vs S&P · 21 d
5 OctMon Investor's Business Daily#66 · 185k subs ShortCredo Technology Group Holding LtdCRDOInformation Technology New voiceKen Shreve was long SEC products challenge credo. Now Credo is well off the highs below the 50 and I I think there could be a transition here.▶ 1 video · Jim Roppel Since+30%vs S&P · 21 d
5 OctMon Dividend Talks#71 · 128k subs LongMeta Platforms, Inc.METACommunication Services Flipshort since 26 Sep Meta comes in fourth. Powerful growth and some valuation room, but the buying case depends on a substantial cash flow recovery that keeps my enthusiasm measured.▶ 4 videos Since−13%vs S&P · 21 d
5 OctMon Dividend Talks#71 · 128k subs ShortNextEra Energy, Inc.NEEUtilities Fliplong since 30 Aug Next era is seventh. An interesting discount, but high leverage and uncertainty around the Dominion deal makes it my weakest opportunity for fresh money today.▶ 1 video Since−7.1%vs S&P · 21 d
5 OctMon Nanalyze#81 · 101k subs ShortMeta Platforms, Inc.METACommunication Services Flipwas long in Jun 2025 Meta's biggest growth opportunity just feels like it carries a lot of risk, and the recent bump in share price means a lot of future growth has just been priced into the stock▶ 2 videos Since+13%vs S&P · 21 d
5 OctMon Value Investing with Sven Carlin, Ph.D.#94 · 272k subs ShortNIKE, Inc.NKEConsumer Discretionary Fliplong since 11 Jul A dividend cut is never priced in. So the stock might go even lower.▶ 1 video Since−11%vs S&P · 21 d
5 OctMon The Motley Fool#110 · 470k subs LongBrookfield CorporationBNFinancials Backafter 19 months Its fee bearing capital grew by 19% year-over-year, which is a great indicator of future revenue, and it's raising money at a a faster pace than ever.▶ 1 video · Matt Frankel Since+3.5%vs S&P · 21 d
5 OctMon The Motley Fool#110 · 470k subs LongRealty Income CorporationOReal Estate Backafter 17 months The business is doing great. They own about a little under 16,000 properties now, mostly freestanding retail that's recession resistant.▶ 1 video · Matt Frankel Since+7.1%vs S&P · 21 d
5 OctMon The Motley Fool#110 · 470k subs LongRegeneron Pharmaceuticals, Inc.REGNHealth Care Newfirst bet on it These are very heavily invested in treasuries. These are also very cashrich and they will over the long run probably benefit from what we're seeing right now.▶ 1 video · Rachel Warren Since+11%vs S&P · 21 d
4 OctSun 4Jordi Visser#6 · 77k subs LongRogers CorporationROGHealth Care Newfirst bet on it Another part of the 100 thematic infrastructure portfolio is a company called Rogers in the chemical side. I think it's a really important one.▶ 1 video Since−19%vs S&P · 22 d
4 OctSun Mark Roussin, CPA#83 · 165k subs LongLumentum Holdings Inc.LITEInformation Technology Newfirst bet on it AI clusters are becoming so large that optical connectivity is becoming another critical infrastructure bottleneck and Lum is positioned directly in front of that trend.▶ 1 video Since−24%vs S&P · 22 d
4 OctSun BWB - Business With Brian#84 · 449k subs LongSalesforce, Inc.CRMInformation Technology Backafter 2 years Without a doubt, the business is holding up. So, this is one where I might start a small position because its 50-day moving average just crossed back over the 200 day▶ 1 video Since+9.0%vs S&P · 22 d
4 OctSun BWB - Business With Brian#84 · 449k subs LongHewlett Packard Enterprise CompanyHPEInformation Technology Newfirst bet on it So the business and the forecast and the price happen to all be moving in the same direction. And my signal ladder has HPE as by a little.▶ 1 video Since−13%vs S&P · 22 d
4 OctSun The Patient Investor#85 · 45k subs LongAmerican Express CompanyAXPFinancials Newfirst bet on it For me personally, if I had to rank American Express, I would put it in the buy category, I would not put it in the screaming buy▶ 1 video Since+5.2%vs S&P · 22 d
4 OctSun Value Investing with Sven Carlin, Ph.D.#94 · 272k subs ShortBerkshire Hathaway Inc.BRK-BFinancials Fliplong since 10 Sep Berkshire is now a sell because when you look at the net income of 45 billion, the likely growth of 6% going ahead and an average still positive P ratio▶ 1 video Since−10.0%vs S&P · 22 d
3 OctSat Ticker Symbol: YOU#19 · 667k subs ShortAdvanced Micro Devices, Inc.AMDInformation Technology Fliplong since 18 Aug At more than 45 times forward earnings and up to 16% dilution on the horizon, I think it's already priced basically to perfection. So, I would only buy AMD stock after a big pullback.▶ 1 video · Alex Since+15%vs S&P · 22 d
3 OctSat TBPN#41 · 144k subs ShortSirius XM Holdings Inc.SIRICommunication Services Backafter 14 months the business is uh generally on the way out but uh relatively robust in the meantime.▶ 1 video · Jordi Hays Since−5.4%vs S&P · 22 d
3 OctSat David Lin#46 · 337k subs LongFreeport-McMoRan Inc.FCXMaterials Backafter 10 months we think at least you want to own this for the next uh 5 to 10 years because we think we're going back into a period where you need to own hard assets▶ 1 video · Ted Oakley Since−8.8%vs S&P · 22 d
3 OctSat David Lin#46 · 337k subs LongSouthern Copper CorporationSCCOMaterials Backafter 8 months if you think about copper, first of all, it takes a long time to to get it out. But if if you think about copper, you need it in so many other things▶ 1 video · Ted Oakley Since−8.2%vs S&P · 22 d
3 OctSat Dividend Talks#71 · 128k subs LongS&P Global Inc.SPGIFinancials Flipshort since 23 Sep So my verdict is an attractive business worth considering in stages with greater conviction around $360.▶ 1 video Since+16%vs S&P · 22 d
3 OctSat StockCharts TV#105 · 145k subs LongDell Technologies Inc.DELLInformation Technology New voiceMary Ellen McGonagle was short So relative to that, we have these areas within the first zero to three months that are beneficiaries of this move. Certainly Dell is in here, HPE, AMD▶ 1 video · Mary Ellen McGonicle Since−14%vs S&P · 22 d
3 OctSat StockCharts TV#105 · 145k subs LongQuanta Services, Inc.PWRIndustrials Backafter 3 years Quant services we were able to capture this move into May and more recently we are potentially regaining this upside momentum.▶ 1 video · Mary Ellen McGonicle Since−16%vs S&P · 22 d
3 OctSat StockCharts TV#105 · 145k subs LongTwist Bioscience CorporationTWSTHealth Care Newfirst bet on it there are some areas again it is going to be AI related where we are seeing vibrancy. These are companies that are utilizing AI to their advantage. TWWST, another big winner▶ 1 video · Mary Ellen McGonicle Since−28%vs S&P · 22 d
2 OctFri Prof G Markets#22 · 131k subs ShortFair Isaac CorporationFICOInformation Technology Newfirst bet on it basically, what's the the short thesis is you had a monopoly and you're not going to have a monopoly.▶ 1 video · Steve Eisman Since−3.9%vs S&P · 22 d
2 OctFri UNRIVALED INVESTING#27 · 126k subs ShortNIKE, Inc.NKEConsumer Discretionary Fliplong since 17 Aug it is important to recognize it will likely get worse before it gets better. And they're guiding to the rest of the year looking worse.▶ 1 video · Daniel Since−13%vs S&P · 22 d
2 OctFri RiskReversal Media#29 · 142k subs LongB3 S.A. - Brasil, Bolsa, BalcãoB3SA3.SAFinancials Newfirst bet on it it's B3 they're the Brazilian exchange they they they kind of have a monopoly in in many respects uh EBID dot margins are 60 70%.▶ 1 video · Vincent Daniel Since−34%vs S&P · 22 d
2 OctFri RiskReversal Media#29 · 142k subs LongPalo Alto Networks, Inc.PANWInformation Technology Flipshort since 27 Aug if you look at the cyber security names, PaloAlto, Zcaler, which is lagged but bouncing now, Crowd Strike, there's a reason why those names trade at the valuation that they do.▶ 2 videos · Guy Adami Since−2.8%vs S&P · 22 d
2 OctFri RiskReversal Media#29 · 142k subs LongXP Inc.XPFinancials Newfirst bet on it a name like XP that we recently bought, which is kind of like the Brazilian Charles Schwab, right?▶ 1 video · Vincent Daniel Since−43%vs S&P · 22 d
2 OctFri RiskReversal Media#29 · 142k subs LongZscaler, Inc.ZSInformation Technology Flipwas short in Dec 2024 if you're looking just for a strict trade which I know is not sort of the intent of your question but you know I still continue to go back to those names▶ 1 video · Guy Adami Since+30%vs S&P · 22 d
2 OctFri Latent Space#31 · 364k subs ShortAlphabet Inc.GOOGCommunication Services New voiceDoug O'Laughlin was long Google Google is definitely falling behind at this point. Open andropic have as much compute if not a little bit more.▶ 1 video · Dylan Patel Since+7.4%vs S&P · 22 d
2 OctFri Latent Space#31 · 364k subs LongIREN LimitedIRENInformation Technology Newfirst bet on it Iris energy has this massive data center that's going to come online. and we think it's going to get leased and we would put a report out about that▶ 1 video · Dylan Patel Since−36%vs S&P · 22 d
2 OctFri Latent Space#31 · 364k subs LongNebius Group N.V.NBISInformation Technology Newfirst bet on it Nebius's contracts are shorter term and so with prices of GPU spiking, Nebius gets to take the upside better, right?▶ 1 video · Dylan Patel Since−33%vs S&P · 22 d
2 OctFri Future Investing#32 · 84k subs LongCredo Technology Group Holding LtdCRDOInformation Technology Newfirst bet on it Forward PE ratio was around 20 during their earnings thing. And at the moment, they mentioned they were still expecting 70% growth for the upcoming year... lot of growth opportunity there▶ 1 video · Jose Najarro Since−28%vs S&P · 22 d
2 OctFri Future Investing#32 · 84k subs ShortDelta Air Lines, Inc.DALIndustrials Newfirst bet on it CEO of Delta trashed Elon Musk in explaining why they have been rejecting Starlink... Delta's doing that to themselves right now. They're shooting themselves in the foot... I shop for flights based on... Wi-Fi access.▶ 1 video · Tanner Since+3.2%vs S&P · 22 d
2 OctFri Future Investing#32 · 84k subs LongSynopsys, Inc.SNPSInformation Technology Backafter 7 months Synopsys, your Cadence, your Unitys. I think those are ones that can benefit dramatically from AI agent use cases because they're most likely going to have high data on their side▶ 1 video · Jose Najarro Since−5.8%vs S&P · 22 d
2 OctFri More or Less Podcast#42 · 59k subs LongDoorDash, Inc.DASHConsumer Discretionary Newfirst bet on it Some of these things do very real things like Door Dash is a very serious marketplace business that coordinates enormous amounts of commerce.▶ 1 video · Sam Lessin Since−11%vs S&P · 22 d
2 OctFri New Money#45 · 1.1M subs LongArista Networks, Inc.ANETInformation Technology Newfirst bet on it So, you know, that would be Nvidia. you know, maybe you you'd want to own Micron, GE, Verova, um, Arista Network, Cisco▶ 1 video · Steve Eisman Since−13%vs S&P · 22 d
2 OctFri New Money#45 · 1.1M subs ShortBooking Holdings Inc.BKNGConsumer Discretionary New voiceBrandon van der Kolk was long So now I don't go on the bookings website. I my agentic AI finds just the best deal. So that kind of makes the the travel online companies worth less.▶ 1 video · Steve Eisman Since+2.1%vs S&P · 22 d
2 OctFri New Money#45 · 1.1M subs LongCisco Systems, Inc.CSCOInformation Technology Newfirst bet on it So, you know, that would be Nvidia. you know, maybe you you'd want to own Micron, GE, Verova, um, Arista Network, Cisco▶ 1 video · Steve Eisman Since−1.1%vs S&P · 22 d
2 OctFri New Money#45 · 1.1M subs LongEaton Corporation plcETNIndustrials Newfirst bet on it and then if you want to get into the industrial side, you could talk about like an Eaton, which could is electrification company.▶ 1 video · Steve Eisman Since−13%vs S&P · 22 d
2 OctFri New Money#45 · 1.1M subs LongGE Vernova Inc.GEVIndustrials Newfirst bet on it a company like GE Vernova has backlogged like two 20 35 that that's how crazy things are because this is how these data centers are being powered. It's with these gas turbines▶ 1 video · Steve Eisman Since−12%vs S&P · 22 d
2 OctFri New Money#45 · 1.1M subs LongMicron Technology, Inc.MUInformation Technology Newfirst bet on it I would be looking at the companies that are getting that cash flow, right? So, you know, that would be Nvidia. you know, maybe you you'd want to own Micron▶ 1 video · Steve Eisman Since−14%vs S&P · 22 d
2 OctFri New Money#45 · 1.1M subs LongNVIDIA CorporationNVDAInformation Technology New voiceMichael Burry was short like Nvidia makes GPUs. Well, nobody else really makes GPUs. That's a moat.▶ 1 video · Steve Eisman Since−8.4%vs S&P · 22 d
2 OctFri New Money#45 · 1.1M subs ShortOracle CorporationORCLInformation Technology Backafter 11 months Basically 50% of future revenue of Oracle is from a company that loses money like crazy.▶ 1 video · Steve Eisman Since+10.0%vs S&P · 22 d
2 OctFri David Lin#46 · 337k subs LongEnterprise Products Partners L.P.EPDEnergy Backafter 13 months You could buy an EPD which is the class act in the midstream area which is another way to play the natural gas boom that we've got in this country and that's yielding 6.2.▶ 1 video · David Hay Since+1.8%vs S&P · 22 d
2 OctFri David Lin#46 · 337k subs LongHalliburton CompanyHALEnergy Newfirst bet on it I think Hallebertton is a terrific buy at this point and I own a lot personally and bought more recently.▶ 1 video · David Hay Since+9.3%vs S&P · 22 d
2 OctFri Investor's Business Daily#66 · 185k subs LongArrow Electronics, Inc.ARWInformation Technology Newfirst bet on it most importantly, this is something that has the relative strength line with a blue dot at new highs. That's something that especially at inflection points, I'm very interested in seeing▶ 1 video · Justin Nielsen Since−9.5%vs S&P · 22 d
2 OctFri Investor's Business Daily#66 · 185k subs LongAdvantest CorporationATEYYInformation Technology Newfirst bet on it what was really sticking out was that relative strength and it just got stronger. So now we've got the blue dot on the relative strength. We've got it coming to new highs.▶ 1 video · Justin Nielsen Since−19%vs S&P · 22 d
2 OctFri Dividend Talks#71 · 128k subs LongMicron Technology, Inc.MUInformation Technology Flipshort since 3 Aug My verdict, a higher risk growth buying candidate ranked fifth. The challenge is buying after that rally without assuming today's extraordinary conditions will continue indefinitely.▶ 4 videos Since−14%vs S&P · 22 d
2 OctFri Dividend Talks#71 · 128k subs LongPepsiCo, Inc.PEPConsumer Staples Flipshort since 28 Sep PepsiCo is a reasonable income focused buying candid at this valuation. Familiar brands don't guarantee a quick turnaround. It offers an attractive distribution but less growth potential than the companies ranked above it.▶ 3 videos Since+9.0%vs S&P · 22 d
2 OctFri The Compound#75 · 249k subs LongAlphabet Inc.GOOGCommunication Services New voiceEd Zitron was short Google Gemini will accept as a given? They won cuz they have the installed base. They don't need new customers. They just need to get their AI in use by existing customers.▶ 1 video · Josh Brown Since−7.4%vs S&P · 22 d
2 OctFri The Compound#75 · 249k subs ShortTesla, Inc.TSLAConsumer Discretionary New voiceDan Ives was long I think that the valuation of Tesla is ridiculous... this guy has been promising this thing for over a decade and he keeps on kicking the can down the road.▶ 1 video · Ed Elson Since−4.6%vs S&P · 22 d
2 OctFri SaaStr AI#88 · 243k subs ShortSalesforce, Inc.CRMInformation Technology Fliplong since Dec 2025 I doubt an agent would recommend picking any system of record that materially charges for API access at at the way we're talking about. I just I just don't think they would want it▶ 1 video · Jason Lemkin Since−9.0%vs S&P · 22 d
2 OctFri SaaStr AI#88 · 243k subs ShortHubSpot, Inc.HUBSInformation Technology Fliplong since 13 May sell just per seat and don't sell anything agentic any anything AR related are still being crushed the Mondays and hubspots are are are struggling▶ 1 video · Jason Lemkin Since−21%vs S&P · 22 d
2 OctFri SaaStr AI#88 · 243k subs Shortmonday.com Ltd.MNDYInformation Technology Flipwas long in Feb 2025 sell just per seat and don't sell anything agentic any anything AR related are still being crushed the Mondays and hubspots are are are struggling▶ 1 video · Jason Lemkin Since−27%vs S&P · 22 d
2 OctFri SaaStr AI#88 · 243k subs LongCloudflare, Inc.NETInformation Technology Newfirst bet on it the octas and even Atlassians and Cloudflares are on fire because these are very AI and agent friendly applications.▶ 1 video · Jason Lemkin Since−6.5%vs S&P · 22 d
2 OctFri SaaStr AI#88 · 243k subs LongOkta, Inc.OKTAInformation Technology Backafter 3 years the octas and even Atlassians and Cloudflares are on fire because these are very AI and agent friendly applications.▶ 1 video · Jason Lemkin Since+2.0%vs S&P · 22 d
2 OctFri No Priors: AI, Machine Learning, Tech, & Startups#89 · 99k subs LongCadence Design Systems, Inc.CDNSInformation Technology Backafter 23 months It's incredibly valuable to have Cadence and Synopsis who've been working with TSMC and the other foundries for decades to build the sort of you know the final check mark▶ 1 video · Walter Goodwin Since−7.6%vs S&P · 22 d
2 OctFri No Priors: AI, Machine Learning, Tech, & Startups#89 · 99k subs LongSynopsys, Inc.SNPSInformation Technology Backafter 23 months It's incredibly valuable to have Cadence and Synopsis who've been working with TSMC and the other foundries for decades to build the sort of you know the final check mark▶ 1 video · Walter Goodwin Since−5.8%vs S&P · 22 d
1 OctThu 2Chip Stock Investor#7 · 257k subs LongSynopsys, Inc.SNPSInformation Technology Backafter 9 months It would appear, based on historical results, Synopsys is indeed cheap if you're looking at a software component to your portfolio for the next five to 10 years.▶ 1 video · Nick Rossolillo Since−6.7%vs S&P · 25 d
1 OctThu 10Excess Returns#9 · 77k subs LongFactSet Research Systems Inc.FDSFinancials Newfirst bet on it These are companies that are faxet mi a whole bunch of companies have this proprietary data that cannot be uh disintermediated because you just think AI can do it all for you.▶ 2 videos · Michael Baron Since+22%vs S&P · 25 d
1 OctThu 10Excess Returns#9 · 77k subs LongGuidewire Software, Inc.GWREInformation Technology Newfirst bet on it They need to utilize it through one of these other mechanisms. They need to utilize it through a guidewire or through a Shopify.▶ 2 videos · Michael Baron Since+21%vs S&P · 25 d
1 OctThu 10Excess Returns#9 · 77k subs LongGartner, Inc.ITInformation Technology Newfirst bet on it An entire area of our portfolio have been, you know, beaten up and and and are on sale even though the fundamentals remain strong and we think that it's starting to reverse.▶ 2 videos · Michael Baron Since+26%vs S&P · 25 d
1 OctThu 10Excess Returns#9 · 77k subs LongMSCI Inc.MSCIFinancials Newfirst bet on it These are companies that are faxet mi a whole bunch of companies have this proprietary data that cannot be uh disintermediated because you just think AI can do it all for you.▶ 2 videos · Michael Baron Since+16%vs S&P · 25 d
1 OctThu 10Excess Returns#9 · 77k subs LongShopify Inc.SHOPInformation Technology New voiceRobert Cantwell was short They're enabling companies to use AI, not being disrupted by it.▶ 2 videos · Michael Baron Since+12%vs S&P · 25 d
1 OctThu 10Excess Returns#9 · 77k subs LongTesla, Inc.TSLAConsumer Discretionary New voiceDavid Giroux was short We're now seeing the second leg as going from a hardware business to a software business. And this is where AI kind of fits into things.▶ 2 videos · Michael Baron Since+6.2%vs S&P · 25 d
1 OctThu UNRIVALED INVESTING#27 · 126k subs ShortHoward Hughes Holdings Inc.HHHReal Estate Newfirst bet on it I think there are just better plays, better investments out there for now at, you know, looking at current prices.▶ 1 video · Daniel Since−3.7%vs S&P · 25 d
1 OctThu Future Investing#32 · 84k subs LongDutch Bros Inc.BROSConsumer Discretionary Backafter 16 months at fiscal year 27, um, if you get to 500 million, well, the company's valued at less than $7 billion. So, if you think about it... price of ops cash doesn't look too horrible.▶ 1 video · Matt Money Since+9.2%vs S&P · 25 d
1 OctThu Future Investing#32 · 84k subs LongQXO, Inc.QXOIndustrials Flipshort since 16 Sep You need to time where will this company be over the next 5 years respectively to where you can buy into now. And so QXO is looking like it's having some unbelievable sell-offs.▶ 1 video · Tanner Since−13%vs S&P · 25 d
1 OctThu Future Investing#32 · 84k subs LongVenture Global, Inc.VGEnergy Backafter 9 months if you're in it for the long term, I think right now is a decent time to put money into it because European gas prices have been out of control.▶ 1 video · Matt Money Since+5.3%vs S&P · 25 d
1 OctThu The Intrinsic Value Podcast#62 · 152k subs ShortAdobe Inc.ADBEInformation Technology New voiceShawn O'Malley was long AI is getting better so so quickly that I'm just I don't think if I want to bet on that.▶ 2 videos · Daniel Mahncke Since−9.4%vs S&P · 25 d
1 OctThu The Intrinsic Value Podcast#62 · 152k subs ShortBooking Holdings Inc.BKNGConsumer Discretionary Backafter 10 months you look at Booking. Um a huge amount of their traffic they have to pay for. Uh paid leads from uh from marketing.▶ 1 video · Shawn O'Malley Since+3.1%vs S&P · 25 d
1 OctThu Seeking Alpha#63 · 37k subs LongWestern Digital CorporationWDCInformation Technology Newfirst bet on it So it puts anybody now in a really opportunistic point in this stock's trading history to acquire the shares. It's currently a quant strong buy.▶ 1 video · Steven Cress Since−14%vs S&P · 25 d
1 OctThu Everything Money#72 · 418k subs ShortCAVA Group, Inc.CAVAConsumer Discretionary Newfirst bet on it going from under 500 stores to over a thousand is very very difficult to pull off without stumbles and its restaurant profit margin already slipped to about 26% on higher food and higher labor costs.▶ 1 video · Paul Gabrail Since+4.7%vs S&P · 25 d
1 OctThu Everything Money#72 · 418k subs ShortDarden Restaurants, Inc.DRIConsumer Discretionary New voiceMo was long full service sit-down restaurants are one of the first things that families cut when money gets tight. And some of Darden's fancier brands are already stalling with its fine dining sales barely up 1%▶ 1 video · Paul Gabrail Since−7.9%vs S&P · 25 d
1 OctThu Everything Money#72 · 418k subs LongKLA CorporationKLACInformation Technology Newfirst bet on it as chips get more and more complicated for AI, which they will, they need even more of this inspection. KLA also earns recurring money servicing all the machines it's already sold.▶ 1 video · Paul Gabrail Since−27%vs S&P · 25 d
1 OctThu Everything Money#72 · 418k subs ShortSandisk CorporationSNDKInformation Technology Backafter 7 months This kind of memory is a commodity and based on history, it screams that when supply catches up, the prices and fast fat margins can collapse shockingly fast.▶ 2 videos · Paul Gabrail Since+26%vs S&P · 25 d
1 OctThu Everything Money#72 · 418k subs LongWestinghouse Air Brake Technologies CorporationWABIndustrials Newfirst bet on it its backlog of future orders just hit a record $31 billion, up almost 42% spread across new locomotives, upgrades, parts, and long-term service deals. So, it can see years of work coming down the tracks.▶ 1 video · Paul Gabrail Since−2.9%vs S&P · 25 d
1 OctThu ARK Invest#93 · 641k subs LongX-Energy, Inc.XEIndustrials Newfirst bet on it we think we have the best technology, the best team, and the best partners to crack that nut.▶ 1 video · Clay Sell Since−25%vs S&P · 25 d
1 OctThu Uncapped with Jack Altman#97 · 29k subs LongPalantir Technologies Inc.PLTRInformation Technology Newfirst bet on it لقد حققوا تسارعًا هائلاً في الجانب التجاري، وأصبحوا الآن يُنظر إليهم، كما تعلم، بين الرؤساء التنفيذيين كمكان موثوق لتطبيق الذكاء الاصطناعي.▶ 1 video · David George Since+5.9%vs S&P · 25 d
1 OctThu The Monetary Matters Network#108 · 59k subs ShortArm Holdings plcARMInformation Technology Newfirst bet on it 80% of ARM is owned by SoftBank. Yes. So if ARM crashes those margin loans that SoftBank has are going to get called or SoftBank will have to start selling off ARM▶ 1 video · Ed Zitron Since+27%vs S&P · 25 d
1 OctThu The Monetary Matters Network#108 · 59k subs ShortOracle CorporationORCLInformation Technology Backafter 8 months The other problem that Oracle has is that they are dangerously close to being downgraded. So if Moody's and S&P downgrade them from their one notch, they're still investment grade but barely hanging on.▶ 2 videos · Ed Zitron Since+11%vs S&P · 25 d
1 OctThu The Monetary Matters Network#108 · 59k subs ShortBlue Owl Capital Inc.OWLFinancials Newfirst bet on it I don't think private credit is collateralized well enough to weather that, especially not Blue Owl. Blue Owl is in pretty much every Stargate data center for Oracle.▶ 1 video · Ed Zitron Since−3.4%vs S&P · 25 d
1 OctThu The Monetary Matters Network#108 · 59k subs ShortSoftBank Group Corp.SFTBYFinancials Newfirst bet on it Soft Bank I think has $40 billion maybe more of debt that needs to be refinanced in the next year. Chunks of it from 2020 and 2021 or interest rates were lower.▶ 1 video · Ed Zitron Since+32%vs S&P · 25 d
30 SepWed 9All-In Podcast#4 · 1.2M subs LongRobinhood Markets, Inc.HOODFinancials Backafter 9 months Robin Hood is a very special company because now you have two generations of people on it and Vlad keeps launching the next vertical, the next vertical, the next vertical▶ 1 video · Jason Calacanis Since−17%vs S&P · 26 d
30 SepWed Antonio Linares#20 · 37k subs LongButterfly Network, Inc.BFLYHealth Care Newfirst bet on it Butterfly network seems to have extraordinary technology that can tell the state of specific organs at present and this is actually quite unique in the market via ultrasound essentially chips that run ultrasound in C2▶ 2 videos Since−22%vs S&P · 26 d
30 SepWed Learn to Invest - Investors Grow#25 · 292k subs LongCostco Wholesale CorporationCOSTConsumer Staples Newfirst bet on it And this is a company that I think is an interesting company from a long-term buy and hold perspective.▶ 1 video · Jimmy Since+9.7%vs S&P · 26 d
30 SepWed a16z#26 · 305k subs LongMaplebear Inc.CARTConsumer Discretionary Newfirst bet on it Instacart online penetration of grocery, still relatively early, a lot more orders to go get. And so the optimistic possibility here is that there's going to be a lot more orders coming [32:52-33:05]▶ 1 video · Alex Emerman Since+38%vs S&P · 26 d
30 SepWed a16z#26 · 305k subs LongCrowdStrike Holdings, Inc.CRWDInformation Technology Newfirst bet on it as you think about more software and agents creating new security and new monitoring needs, this is creating greater demand honestly for the incumbents in these markets. [40:10-40:19]▶ 1 video · Sarah Wang Since−1.8%vs S&P · 26 d
30 SepWed Alex Kantrowitz#40 · 70k subs LongSAP SESAPInformation Technology Newfirst bet on it an LLM alone will not cut it so we will need the software the app the rights the context the governance and then the LLMs are of course the key you know to unlock this value▶ 1 video · Christian Klein Since+13%vs S&P · 26 d
30 SepWed The Acquirers Podcast#49 · 17k subs LongAirbnb, Inc.ABNBConsumer Discretionary Newfirst bet on it Airbnb has supply. How is Muse going to go out and, you know, are they going to individually ask every homeowner, will you rent out your home for you?▶ 1 video · Jonathan Boyar Since+6.4%vs S&P · 26 d
30 SepWed The Acquirers Podcast#49 · 17k subs LongAssured Guaranty Ltd.AGOFinancials Backafter 6 months the fundamentals are are really good like really strong and one of their they the biggest credits that they were worried about kind of they just had a restructuring▶ 1 video · Tim Travis Since+2.5%vs S&P · 26 d
30 SepWed The Acquirers Podcast#49 · 17k subs LongAlly Financial Inc.ALLYFinancials Backafter 3 years you look at like an Ally Financial, it's trading at a significant discount to to book value and and the the actual earnings and the the margins have been really good and going up.▶ 1 video · Tim Travis Since+2.9%vs S&P · 26 d
30 SepWed The Acquirers Podcast#49 · 17k subs LongAtlanta Braves Holdings, Inc.BATRKCommunication Services Newfirst bet on it If you take what the angels just went for... BATRK, which is the symbol for Atlanta Braves Holdings, which is a $50 stock, it would be an $88 stock.▶ 1 video · Jonathan Boyar Since−6.4%vs S&P · 26 d
30 SepWed The Acquirers Podcast#49 · 17k subs LongBooking Holdings Inc.BKNGConsumer Discretionary Backafter 7 months Booking is competitively advantaged and it would be very difficult for someone to replicate what they've done.▶ 1 video · Jonathan Boyar Since−4.6%vs S&P · 26 d
30 SepWed The Acquirers Podcast#49 · 17k subs LongMarkel Group Inc.MKLFinancials New voiceDerek Pilecki was short They're turning it around. They have a new person who's doing this, and so far the early results are quite promising.▶ 1 video · Jonathan Boyar Since+8.4%vs S&P · 26 d
30 SepWed The Acquirers Podcast#49 · 17k subs LongMadison Square Garden Sports Corp.MSGSCommunication Services Backafter 10 months It makes absolutely no sense that you can buy both the Knicks and the Rangers for $10 billion.▶ 1 video · Jonathan Boyar Since−3.9%vs S&P · 26 d
30 SepWed The Acquirers Podcast#49 · 17k subs LongPool CorporationPOOLIndustrials Backafter 2 years Now it's $162, selling at 15 or 16 times earnings, very little leverage, um, very good management team, very good board, um, in a in a good business.▶ 1 video · Jonathan Boyar Since+21%vs S&P · 26 d
30 SepWed The Acquirers Podcast#49 · 17k subs LongRestaurant Brands International Inc.QSRConsumer Discretionary Newfirst bet on it Over the next couple of years those stores are going to be reffranchised and it's going to be fully capital light.▶ 1 video · Jonathan Boyar Since+6.6%vs S&P · 26 d
30 SepWed The Acquirers Podcast#49 · 17k subs LongUber Technologies, Inc.UBERIndustrials Backafter 10 months The thesis on Uber is as long as there's not just one autonomous vehicle company, they're going to do quite well. People are not going to want six different apps▶ 1 video · Jonathan Boyar Since−2.8%vs S&P · 26 d
30 SepWed Norges Bank Investment Management#67 · 134k subs LongHorizon Robotics9660.HKInformation Technology Newfirst bet on it in my view sometimes terrible business means a great business because that's the entry barrier for all the other newcomers is extremely high▶ 1 video · Kai Yu Since−4.9%vs S&P · 25 d
30 SepWed Sourcery with Molly O'Shea#73 · 77k subs LongSK hynix Inc.000660.KSInformation Technology Newfirst bet on it The shortage in memory, I mean, if we look at there's only three companies in the world that produce memory, which is 95% of the market. Micron, SK Highix and Samsung.▶ 1 video · Adam Since−31%vs S&P · 26 d
30 SepWed Sourcery with Molly O'Shea#73 · 77k subs LongSamsung Electronics Co., Ltd.005930.KSInformation Technology Newfirst bet on it The shortage in memory, I mean, if we look at there's only three companies in the world that produce memory, which is 95% of the market. Micron, SK Highix and Samsung.▶ 1 video · Adam Since−23%vs S&P · 26 d
30 SepWed Sourcery with Molly O'Shea#73 · 77k subs LongMicron Technology, Inc.MUInformation Technology Newfirst bet on it The shortage in memory, I mean, if we look at there's only three companies in the world that produce memory, which is 95% of the market. Micron, SK Highix and Samsung.▶ 1 video · Adam Since−18%vs S&P · 26 d
30 SepWed Asymmetric Investing by Travis Hoium#78 · 48k subs LongDoorDash, Inc.DASHConsumer Discretionary Newfirst bet on it কিন্তু আবারও, যখন আপনি খাবার অর্ডার করেন এবং আপনার এজেন্ট বেরিয়ে পড়ে এবং বলে, "আমি কীভাবে রেস্তোরাঁ থেকে এই খাবারটি পাব?" তখন ডোরড্যাশ সম্ভবত সেই ইকোসিস্টেমের একটি অংশ হবে।▶ 1 video Since−7.7%vs S&P · 26 d
30 SepWed Value Investing with Sven Carlin, Ph.D.#94 · 272k subs ShortMeituan3690.HKConsumer Discretionary Backafter 10 months they're going to invest heavily in the food, beverage industry, delivery, things like that, highly competing with JD, which lowers margins and that turns into losses.▶ 1 video Since−6.0%vs S&P · 25 d
30 SepWed Value Investing with Sven Carlin, Ph.D.#94 · 272k subs ShortKE HoldingsBEKE Newfirst bet on it they are going more into rent as the real estate transaction market is a little bit frozen they are profitable but when I calculate things I see a P ratio of 26 with no miracles ahead▶ 1 video Since−5.6%vs S&P · 26 d
30 SepWed Value Investing with Sven Carlin, Ph.D.#94 · 272k subs LongBaidu, Inc.BIDUCommunication Services Flipwas short in Sep 2022 So you're practically buying cash at book value plus on top all the bets that might work. Bu was always more of a bet situation, but given the cash, given the market cap▶ 1 video Since−9.2%vs S&P · 26 d
30 SepWed Value Investing with Sven Carlin, Ph.D.#94 · 272k subs ShortBilibili Inc.BILICommunication Services Newfirst bet on it Tik Tok came, everything changed. The government pushed on those rewards, things like that. So, I'm not seeing it. They might have a nice presentation, but I'm not seeing it.▶ 1 video Since+9.9%vs S&P · 26 d
30 SepWed Value Investing with Sven Carlin, Ph.D.#94 · 272k subs LongTrip.com Group LimitedTCOMConsumer Discretionary Newfirst bet on it growing as travel in China is growing mainlined outside the country. It has a monopoly... nothing changed much on their mode and that's the margin compression penality.▶ 1 video Since+2.8%vs S&P · 26 d
30 SepWed The Monetary Matters Network#108 · 59k subs LongTwist Bioscience CorporationTWSTHealth Care Newfirst bet on it you can go on their website and program like a cell of how you want it to like come out. Like it's programmable biology... they have this partnership where they're working with Anthropic▶ 1 video · Ben Pouladian Since−23%vs S&P · 26 d
30 SepWed Brian Feroldi#109 · 322k subs ShortThe Walt Disney CompanyDISCommunication Services Newfirst bet on it They're they're in the middle of rejigging their entire model around Disney Plus. They have a dying business.▶ 1 video Since−8.8%vs S&P · 26 d
30 SepWed Brian Feroldi#109 · 322k subs LongNetflix, Inc.NFLXCommunication Services Backafter 9 months tremendous money maker over the over the long term. Really just a fabulous business.▶ 1 video Since−6.0%vs S&P · 26 d
30 SepWed ZipTrader#111 · 899k subs LongOndas Inc.ONDSInformation Technology Backafter 6 months Short sellers will tell you this company is running out of money. They're going to be dead in a year. Well, it's kind of hard to run out of money when you got that much in the bank.▶ 1 video · Charlie Since−14%vs S&P · 26 d
30 SepWed The Prof G Pod – Scott Galloway#125 · 829k subs ShortPlanet Fitness, Inc.PLNTConsumer Discretionary Newfirst bet on it They make it really easy to sign up, but then you have to like send them a letter or show up in person to cancel it.▶ 1 video · Jack Raines Since−25%vs S&P · 26 d
30 SepWed The Prof G Pod – Scott Galloway#125 · 829k subs LongPayPal Holdings, Inc.PYPLFinancials Newfirst bet on it PayPal and Shopify they don't care like they make money as long as money flows. So if an agent does it or a human does it, it doesn't matter.▶ 1 video · JC Bar Stefano Since+3.5%vs S&P · 26 d
30 SepWed The Prof G Pod – Scott Galloway#125 · 829k subs LongShopify Inc.SHOPInformation Technology Newfirst bet on it PayPal and Shopify they don't care like they make money as long as money flows. So if an agent does it or a human does it, it doesn't matter.▶ 1 video · JC Bar Stefano Since+13%vs S&P · 26 d
29 SepTue 2Chip Stock Investor#7 · 257k subs LongMotorola Solutions, Inc.MSIInformation Technology Newfirst bet on it Let's call this a good value stock, alternative to Axon or part of a public safety basket of stocks.▶ 1 video · Nick Rossolillo Since+8.5%vs S&P · 27 d
29 SepTue Dumb Money Live#12 · 216k subs LongReddit, Inc.RDDTCommunication Services Newfirst bet on it I see them eventually having dozens and dozens and dozens of massively large tech entities that are going to be paying them for their data.▶ 2 videos · Chris Camillo Since−3.2%vs S&P · 27 d
29 SepTue Dumb Money Live#12 · 216k subs ShortYelp Inc.YELPCommunication Services Newfirst bet on it I don't like the company and I also don't like their data. Like, I don't think the people on Yelp are reliable. I think that Google reviews are much better for restaurants▶ 1 video · Dave Hanson Since−4.7%vs S&P · 27 d
29 SepTue Prof G Markets#22 · 131k subs ShortCoreWeave, Inc.CRWVInformation Technology Backafter 15 months They borrow at 9% to generate 1% returns. That's that's bad anyway you cut it. and you don't scale out of that.▶ 5 videos · Gil Luria Since+37%vs S&P · 27 d
29 SepTue a16z#26 · 305k subs LongShopify Inc.SHOPInformation Technology Backafter 8 months Shopify that is empowering the everyday individual to sell as much as possible and agents democratize the space even further. So it's it's just unbelievably advantageous.▶ 2 videos · David Poland Since+13%vs S&P · 27 d
29 SepTue UNRIVALED INVESTING#27 · 126k subs ShortFair Isaac CorporationFICOInformation Technology Newfirst bet on it My conclusion is that FICO stock, the risk of it going to zero has jumped significantly due to poor choices by management.▶ 1 video · Daniel Since−19%vs S&P · 27 d
29 SepTue Future Investing#32 · 84k subs LongSK hynix Inc.000660.KSInformation Technology Newfirst bet on it SKH Highix will will be a major beneficiary. I also think they are the company out of the big three that are closest to Nvidia.▶ 1 video · Tanner Since−29%vs S&P · 27 d
29 SepTue Stansberry Research#33 · 569k subs LongMeta Platforms, Inc.METACommunication Services New voiceDavid Cervantes was short those companies going negative free cash flow and becoming net debtors was the right thing and is the right thing for them to do because if you have high return businesses▶ 1 video · Rob Spivey Since−13%vs S&P · 27 d
29 SepTue Stansberry Research#33 · 569k subs LongMicrosoft CorporationMSFTInformation Technology Backafter 9 months when Microsoft tells you when Satina tells you I literally am sold out for Azure for years even with my capacity expansion that has nothing to do with whether or not you've got Chachi BT6 versus seven▶ 1 video · Rob Spivey Since+3.5%vs S&P · 27 d
29 SepTue Stansberry Research#33 · 569k subs ShortRheinmetall AGRNMBYIndustrials Newfirst bet on it Because literally all they do is make tank shell. They make and make artillery shells and tanks. That is not the place that you want to invest in right now.▶ 1 video · Rob Spivey Since−7.1%vs S&P · 27 d
29 SepTue Stansberry Research#33 · 569k subs LongTransDigm Group IncorporatedTDGIndustrials Backafter 10 months once you basically get a piece that is designed into a defense contract that thing's locked in for 20 to 30 years... And so they can't switch out these parts.▶ 1 video · Rob Spivey Since+4.0%vs S&P · 27 d
29 SepTue The Compound#75 · 249k subs ShortEntergy CorporationETRUtilities Newfirst bet on it This is the best looking utility in the market... And since it got into the strategy that we run, it's looked like [ __ ] ever since.▶ 1 video · Josh Brown Since−7.9%vs S&P · 27 d
29 SepTue The Compound#75 · 249k subs ShortLife360, Inc.LIFMaterials Newfirst bet on it I spent all this time looking at the stock. I just there's no escape from the idea that Apple just says what what is this [ __ ] We could do that.▶ 1 video · Josh Brown Since−8.9%vs S&P · 27 d
29 SepTue Asymmetric Investing by Travis Hoium#78 · 48k subs ShortCoreWeave, Inc.CRWVInformation Technology Backafter 10 months If this continues in this direction for both Oracle and Core, it's going to be harder for them to make money on the capital expenditures they're building.▶ 2 videos Since+37%vs S&P · 27 d
29 SepTue ARK Invest#93 · 641k subs LongDoorDash, Inc.DASHConsumer Discretionary Newfirst bet on it It's really um an amazing business model that the Door Dash and others have proven here. Um, so I think, you know, very notable that they are choosing to verticalize here in drones▶ 1 video · Tasha Keeney Since−8.6%vs S&P · 27 d
29 SepTue ARK Invest#93 · 641k subs LongSpace Exploration Technologies Corp.SPCXFinancials Newfirst bet on it we believe SpaceX has a 10-year lead on the industry. They landed an orbital class booster in 2015. The closest competitor Jeff Bezos's Blue Origin completed the same feat in 2025.▶ 1 video · Daniel Maguire Since−3.0%vs S&P · 27 d
29 SepTue Value Investing with Sven Carlin, Ph.D.#94 · 272k subs LongRealty Income CorporationOReal Estate Backafter 16 months now it's starting to get interesting. Building a position, being ready to double down if it gets even cheaper. And then when and if interest rates go lower, stabilize, and things improve▶ 1 video Since+4.9%vs S&P · 27 d
29 SepTue Livewire Markets#101 · 67k subs LongAPi Group CorporationAPGIndustrials Newfirst bet on it because of that geographic spread they've got, they're the only guys who can do the job in town with huge market share. So, we think that they're going to grow their way through any trouble▶ 1 video · Andrew Mitchell Since+3.9%vs S&P · 27 d
29 SepTue Livewire Markets#101 · 67k subs LongCareDx, Inc.CDNAHealth Care Newfirst bet on it they've been able to use AI to get better reimbursement from the private health insurers knowing how to what codes to type in and how to tackle the different private health insurers▶ 1 video · Andrew Mitchell Since+5.9%vs S&P · 27 d
29 SepTue Livewire Markets#101 · 67k subs LongRed Violet, Inc.RDVTInformation Technology Newfirst bet on it It works in software for debt collection and it's going to continue to take share because the biggest players in this market are businesses that they've sold effectively and they're having their last go▶ 1 video · Andrew Mitchell Since+1.0%vs S&P · 27 d
29 SepTue Livewire Markets#101 · 67k subs LongSilicon Motion Technology CorporationSIMOInformation Technology Newfirst bet on it This has gone up not because of semiconductor euphoria. It's gone up because of earnings in market share and where they operate... and it's still trading on 16 times price to earnings▶ 1 video · Andrew Mitchell Since−33%vs S&P · 27 d
29 SepTue Livewire Markets#101 · 67k subs LongWeir PLCWEIR.LIndustrials Newfirst bet on it they are exposed to the you know that capex cycle that's playing out because copper prices are high and iron oil prices are high and gold prices are high▶ 1 video · Vihari Ross Since−7.8%vs S&P · 27 d
29 SepTue The Motley Fool#110 · 470k subs LongSoFi Technologies, Inc.SOFIFinancials New voiceLou Whiteman was short even starting to build a position today is definitely a good price uh for SoFi. So, I'm going to put it in the buy category.▶ 2 videos · Travis Hoium Since−8.4%vs S&P · 27 d
28 SepMon 3The Circuit#1 · 30k subs LongApple Inc.AAPLInformation Technology Flipshort since 29 Jun One of the areas where security and privacy is going to play out really well for them is in a Siri agent like Muse.▶ 1 video · Ben Bajarin Since+4.3%vs S&P · 28 d
28 SepMon 3The Circuit#1 · 30k subs LongAkamai Technologies, Inc.AKAMInformation Technology Newfirst bet on it Anthropic needs CPUs in particular to do inference. They probably haven't been getting a lot of those in the deals they've signed. They really need those now to do more inference.▶ 1 video · Jay Goldberg Since−9.3%vs S&P · 28 d
28 SepMon Prof G Markets#22 · 131k subs ShortNIKE, Inc.NKEConsumer Discretionary Fliplong since 30 Mar I think Nike is still in turnaround purgatory and they're still paying the price for opting for DTC over being in touch with their retail stores and brands.▶ 1 video · Scott Galloway Since−5.6%vs S&P · 28 d
28 SepMon RiskReversal Media#29 · 142k subs LongPalantir Technologies Inc.PLTRInformation Technology New voiceGuy Adami was short A catch-up move like this with day-to-day relative strength that's good, I think has room to run.▶ 1 video · Carter Worth Since+6.2%vs S&P · 28 d
28 SepMon Future Investing#32 · 84k subs LongSemtech CorporationSMTCInformation Technology Newfirst bet on it It's a new CEO. They've really focused the company on the growth opportunity in front of them, which is AI. And they have really tremendous exposure to growth in AI data center.▶ 1 video · Jay Goldberg Since−24%vs S&P · 28 d
28 SepMon 20VC with Harry Stebbings#34 · 224k subs LongHubSpot, Inc.HUBSInformation Technology New voiceJason Lemkin was short just having HubSpot as a system of records being able if if there is any mismatch going able to just understand where the data flow went wrong. I think that's just still very valuable▶ 1 video · Alex Mashrabov Since+33%vs S&P · 28 d
28 SepMon Alex Kantrowitz#40 · 70k subs ShortExpedia Group, Inc.EXPEConsumer Discretionary Newfirst bet on it Expedia does not actually own the inventory. Expedia is a price comparison engine... I actually think this disintermediates a lot of existing businesses.▶ 1 video · Ranjan Roy Since−6.5%vs S&P · 28 d
28 SepMon Alex Kantrowitz#40 · 70k subs LongMeta Platforms, Inc.METACommunication Services New voiceReed Albergotti was short If Meta's products fail, Meta is going to have a boatload of data centers... to lease out to OpenAI and Anthropic... If this succeeds, Meta has a crazy business▶ 2 videos Since−15%vs S&P · 28 d
28 SepMon Jerry Romine Stocks#50 · 193k subs ShortMarvell Technology, Inc.MRVLInformation Technology Fliplong since 26 May Because the stock trades at such a massive premium, any slowdown in revenue will violently compress that valuation multiple back to Earth.▶ 1 video Since+11%vs S&P · 28 d
28 SepMon Decoder with Nilay Patel#59 · 25k subs LongAtlassian CorporationTEAMInformation Technology Newfirst bet on it They grow their ARR at twice the rate of customers who don't use our our CLI and MCP servers. So the customers using these things are growing their Atlassian spend faster▶ 1 video · Mike Cannon-Brookes Since+27%vs S&P · 28 d
28 SepMon Investor's Business Daily#66 · 185k subs LongOkta, Inc.OKTAInformation Technology Backafter 18 months you are seeing a lot of budgets going towards identity, but you are seeing it shift towards Octa and Octa I think is best positioned at least on the identity side.▶ 1 video · Peter Lavine Since+7.2%vs S&P · 28 d
28 SepMon Morningstar, Inc.#70 · 148k subs LongAlbemarle CorporationALBMaterials Backafter 8 months this company owns two of the lowest cost and highest quality lithium production sites out there.▶ 1 video · Dave Sakara Since−13%vs S&P · 28 d
28 SepMon Morningstar, Inc.#70 · 148k subs LongBecton, Dickinson and CompanyBDXHealth Care Backafter 12 months we're really just looking for you know the business here which is life sciences and diagnostic equipment to really stabilize and looking for kind of the longer term growth to come back.▶ 1 video · Dave Sakara Since+7.8%vs S&P · 28 d
28 SepMon Morningstar, Inc.#70 · 148k subs LongCNH Industrial N.V.CNHI.VIIndustrials Backafter 14 months So if you look at a PEG ratio, that price to earnings growth, it's trading well under one. In this case, it's only .7.▶ 1 video · Dave Sakara Since−12%vs S&P · 28 d
28 SepMon Dividend Talks#71 · 128k subs ShortMcDonald's CorporationMCDConsumer Discretionary Fliplong since 24 Sep Third, McDonald's. Its brand and margins are outstanding, but a model assuming 9% cash flow growth gives only around 4% upside.▶ 1 video Since−7.1%vs S&P · 28 d
28 SepMon Everything Money#72 · 418k subs ShortAon plcAONFinancials Newfirst bet on it But this debt level is very, very large, guys. I naturally just don't like looking at companies that have a lot of debt, especially this level.▶ 1 video · Paul Gabrail Since−9.3%vs S&P · 28 d
28 SepMon Everything Money#72 · 418k subs LongAmerican Express CompanyAXPFinancials Backafter 7 months American Express owns something very rare, a closed loop. It's the card, the payment network, and the bank allin-one.▶ 1 video · Paul Gabrail Since+3.3%vs S&P · 28 d
28 SepMon Everything Money#72 · 418k subs LongMcDonald's CorporationMCDConsumer Discretionary Backafter 8 months Is McDonald's better than the average company, the S&P? Well, it's got high returns on capital, way higher than the S&P, and it's got a great brand and a great reach.▶ 1 video · Paul Gabrail Since+7.1%vs S&P · 28 d
28 SepMon The Compound#75 · 249k subs LongHamilton Lane IncorporatedHLNEFinancials Flipshort since 29 Apr long-term, the growth is continuing for good firms like ourselves, and that's not going to stop.▶ 1 video · Erik Hirsch Since−5.4%vs S&P · 28 d
28 SepMon Nanalyze#81 · 101k subs ShortJoint Stock Company Kaspi.kzKSPIFinancials Newfirst bet on it It's Turkey, and that's not a geography that we find very appealing for obvious reasons we've discussed today.▶ 1 video Since+6.0%vs S&P · 28 d
28 SepMon Joseph Carlson After Hours#82 · 262k subs ShortThe Walt Disney CompanyDISCommunication Services Flipwas long in Dec 2025 And the stock is completely flat for the past 10 years. It's up 14% in a decade and this is Disney under Bob Iger. This is his doing.▶ 1 video Since−4.6%vs S&P · 28 d
28 SepMon Steve Eisman#107 · 228k subs LongCisco Systems, Inc.CSCOInformation Technology New voiceSteve Eisman was short In fiscal year 26 which is the last 12 months that we've reported um we had record revenue record operating margin and record earnings per employee. So the DNA of the company has changed▶ 1 video · Sam Badri Since+3.3%vs S&P · 28 d
28 SepMon The Motley Fool#110 · 470k subs LongAirbnb, Inc.ABNBConsumer Discretionary Flipwas short in Mar 2025 I do think it's still a quality business that's trading at a discount, and I still think there's an intriguing growth story there.▶ 2 videos Since+8.8%vs S&P · 28 d
28 SepMon The Motley Fool#110 · 470k subs LongKlarna Group plcKLARFinancials Backafter 10 months Now, if management stabilizes those operations and continues to expand in the US, I think buying at these levels could be, you know, a compelling choice for long-term investors personally.▶ 1 video · Rachel Warren Since+2.0%vs S&P · 28 d
28 SepMon The Motley Fool#110 · 470k subs ShortNVIDIA CorporationNVDAInformation Technology New voiceNeil was long I think there's a pretty not extreme straightforward case to say that the best is now behind them for the AI cycle.▶ 2 videos · Lou Whiteman Since+5.1%vs S&P · 28 d

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