15 analysts · 117 calls · currently 112 long / 4 short / 1 exit on latest signals
| Analyst | Calls | Latest | Accuracy Overall |
|---|---|---|---|
@paradislabs Paradis Labs | 2 | LONGaccumulating6 Jul 2026 | 52% +9.6% SPY |
@investmentguru_ InvestmentGuru | 1 | LONGaccumulating9 Jul 2026 | 27% -8.3% SPY |
@thelonginvest The Long Investor | 1 | SHORTholding7 Jul 2026 | 47% -5.0% SPY |
The analyst expresses a bullish stance on AI semiconductor stocks including MU, SNDK, AMD, AVGO, and NVDA.
The analyst expects SNDK to decline about 50% from its high, warning of a significant downward move after a parabolic rise.
The analyst prefers the new memory ETF $DISK over $DRAM due to its more diversified composition and would construct a memory ETF closer to $DISK with higher concentration in NAND names like Kioxia and Sandisk.
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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