8 analysts · 94 calls · currently 87 long / 5 short / 1 exit on latest signals
| Analyst | Calls | Latest | Accuracy Overall |
|---|---|---|---|
@investmentguru_ InvestmentGuru | 3 | LONGaccumulating9 Jul 2026 | 27% -8.3% SPY |
@paradislabs Paradis Labs | 1 | LONGaccumulating2 Jul 2026 | 52% +9.6% SPY |
The analyst expresses a bullish stance on AI semiconductor stocks including MU, SNDK, AMD, AVGO, and NVDA.
Broadcom is being re-rated positively due to an extended ASIC deal and a $30B+ RF commitment from Apple, providing a durable revenue floor and dual growth drivers in mobile RF and AI silicon.
The analyst lists 10 AI infrastructure-related stocks as a long-term accumulation watchlist, highlighting PLTR as a long-term core anchor position.
The analyst expresses a bullish view on AI-related stocks despite recent market downturns, emphasizing strong demand and cash-generative hyperscaler capex funding, and suggests rotating into higher quality AI names rather than random upstream companies.
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