Research only. Aggregates public statements from canonical investors (podcasts, interviews, 13F filings). Not a trading signal, not a recommendation.
Four managers—John Armitage ●, Cameron Dawson, Erin Gibbs, and Jim Cramer—took independent long positions in ASML Holding (ASML) within ten days of each other, the week's only four-voice name convergence and the strongest single-stock signal on the board. Banks crossed the consensus threshold for the first time this issue, with eleven voices now aligned on the sector — a position that held no standing in last week's memo — while artificial intelligence infrastructure opened its first genuine split, ten bulls against eight skeptics, even as twelve voices held firm on Nvidia (NVDA · reports Tue Nov 17 (after close)).
A separate three-voice alignment closed on Johnson & Johnson (JNJ), where CEO Joaquin Duato and CFO Joe Wolk were joined by analyst Jared Holz, a rare coincidence of two senior executives and an outside voice arriving at the same name inside the same observation window.
Names link to what each person has said on the record. Bullish and bearish are stated views; a name with ● also said they hold the position this week. Counts below show both.
Independent managers landing on the same stock, same side, within ten days of each other. Names they said themselves — not a sector or an index we mapped them to. The facts, and what followed setups like it; what you do with that is yours.
3 VOICES 4th manager in 10 days went long ASML · ASML Holding NV · next report Jan 27
John Armitage (In Good Company), Cameron Dawson (Bloomberg Surveillance), Erin Gibbs (CNBC (uncut)), Jim Cramer (Cnbc) (CNBC (uncut))
The last 81 setups like this: 65% higher 20 sessions later, median +0.7%.
3 VOICES 3rd manager in 10 days went long MSFT · Microsoft · reports Wed Oct 28
Ed Elson (The Compound), Nancy Tengler (Bloomberg Open Interest), Bryn Talkington (Requisite) (CNBC Halftime Final Trades)
The last 81 setups like this: 65% higher 20 sessions later, median +0.7%.
3 VOICES 3rd manager in 10 days went long MS · Morgan Stanley · next report Jan 14
Bill (CNBC Fast Money Final Trade), Nancy Tengler (Bloomberg Open Interest), Kenneth M Leon (Bloomberg The Close)
The last 81 setups like this: 65% higher 20 sessions later, median +0.7%.
3 VOICES 3rd manager in 10 days went long GS · Goldman Sachs Group
Nancy Tengler (Bloomberg Open Interest), Aadil Zaman (Fox Making Money (playlist)), Kenneth M Leon (Bloomberg The Close)
The last 81 setups like this: 65% higher 20 sessions later, median +0.7%.
3 VOICES 3rd manager in 10 days went long WFC · Wells Fargo & · next report Jan 14
Stephanie Link (Hightower) (Stephanie Link (newest)), Unknown Portfolio Manager Squawk Box Guest (CNBC (uncut)), Jim Cramer (Cnbc) (CNBC (uncut))
The last 81 setups like this: 65% higher 20 sessions later, median +0.7%.
3 VOICES 3rd manager in 10 days went long JNJ · Johnson & Johnson
Joaquin Duato (David Rubenstein (newest)), Joe Wolk (Fox Claman Countdown (playlist)), Jared Holz (CNBC (uncut))
The last 81 setups like this: 65% higher 20 sessions later, median +0.7%.
3 VOICES 3rd manager in 10 days went long BLK · Blackrock · next report Jan 13
Alex Blostein (Bloomberg The Close), Neil Sipes (Bloomberg TV (uncut)), Jim Cramer (Cnbc) (CNBC (uncut))
The last 81 setups like this: 65% higher 20 sessions later, median +0.7%.
3 VOICES 3rd manager in 10 days went long TSM · Taiwan Semiconductor Manufacturing · next report Jan 14
Sarah Kunz (Bloomberg TV (uncut)), Sarah Kunst (Bloomberg Surveillance), Derek Yan (CNBC (uncut))
The last 81 setups like this: 65% higher 20 sessions later, median +0.7%.
3 VOICES 3rd manager in 10 days went long CRWV · CoreWeave · reports Wed Nov 11
Melvin Matthew (Fox Business (uncut)), Paul Meeks (CNBC (uncut)), Paul Neeks (CNBC (uncut))
The last 81 setups like this: 65% higher 20 sessions later, median +0.7%.
3 VOICES 3rd manager in 10 days went long AMZN · Amazon.Com · reports Thu Oct 29 (after close)
Bob Iaccino (Fox Making Money (playlist)), Michael Batnick (Josh Brown (newest)), Mark Mahaney (CNBC (uncut))
The last 81 setups like this: 65% higher 20 sessions later, median +0.7%.
3 VOICES 3rd manager in 10 days went long PLTR · Palantir Technologies · reports Mon Nov 2
Carter Worth (CNBC Fast Money Final Trade), Dan Ives (Dan Ives (newest)), Josh Brown (Ritholtz) (CNBC (uncut))
The last 81 setups like this: 65% higher 20 sessions later, median +0.7%.
3 VOICES 3rd manager in 10 days went long CRWD · CrowdStrike Holdings · next report Nov 30
Robert Herjavec (Fox Varney & Co (playlist)), Dan Ives (Dan Ives (newest)), Malcolm Ethridge (Cic Wealth) (CNBC (uncut))
The last 81 setups like this: 65% higher 20 sessions later, median +0.7%.
3 VOICES 3rd manager in 10 days went long WMT · Walmart · next report Nov 19
Steve Panelist Full Name Unknown (CNBC (uncut)), Jim Cramer (Cnbc) (CNBC (uncut)), Savita Subramanian (CNBC (uncut))
The last 81 setups like this: 65% higher 20 sessions later, median +0.7%.
3 VOICES 3rd manager in 10 days went long NOW · SERVICENOW · reports Wed Oct 28 (after close)
Stephen Chivarone (Fox Business (uncut)), Malcolm Ethridge (Cic Wealth) (CNBC (uncut)), Stephanie Link (Hightower) (CNBC (uncut))
The last 81 setups like this: 65% higher 20 sessions later, median +0.7%.
3 VOICES 3rd manager in 10 days went long AVGO · Broadcom · next report Dec 9
Melvin Matthew (Fox Business (uncut)), Melvin Mathew (Fox Making Money (playlist)), Stephanie Link (Hightower) (CNBC (uncut))
The last 81 setups like this: 65% higher 20 sessions later, median +0.7%.
SECOND VOICE 2nd manager in 10 days went long DIS · Walt Disney · reports Tue Nov 17 (after close)
Tom Hayes (Fox Varney & Co), Bryn Talkington (Requisite) (CNBC Halftime Final Trades)
The last 237 second-voice setups: 51% higher 20 sessions later, median +0.0%.
SECOND VOICE 2nd manager in 10 days went long V · VISA · reports Tue Oct 27 (after close)
Steve Eisman (Michael Burry), John Armitage (In Good Company)
The last 237 second-voice setups: 51% higher 20 sessions later, median +0.0%.
SECOND VOICE 2nd manager in 10 days went long GEV · GE Vernova · reports Wed Oct 28
Steve Eisman (Michael Burry), Justin Huhn (Wealthion)
The last 237 second-voice setups: 51% higher 20 sessions later, median +0.0%.
SECOND VOICE 2nd manager in 10 days went long MELI · Mercado Libre · reports Wed Nov 4
Everything Money Host (Michael Burry), Evan Vanderveer (The Business Brew)
The last 237 second-voice setups: 51% higher 20 sessions later, median +0.0%.
SECOND VOICE 2nd manager in 10 days went short C · Citigroup · next report Jan 14
Kenneth M Leon (Bloomberg The Close), Josh Brown (Ritholtz) (Josh Brown (newest))
The last 237 second-voice setups: 51% moved the speakers' way over 20 sessions, median +0.0% in their favor.
Agreement among the voices over the last 14 days, against last week’s edition. A consensus is at least 3 voices on one side with no more than one against; a split is at least 3 on each side. crowded 90d: the 90-day map was already near-unanimous, so new voices are joining a crowd rather than starting one.
Also held, no new voices: USD; still split: BIG_TECH, LONG_DUR_TREASURIES, SPX, USTS.
not priced means there is no single listed instrument that honestly expresses the theme — the speakers and the direction are real, but we do not attach a return to it. A proxy is our choice of how to trade a theme; it is never something a speaker said.
Every name above has a receipt — the interview, the date, the quote. Those ride in The Prime, the members’ daily edition.
The desk’s themes over the last 14 days: where the stated views sit (one per person), what changed since last week, and the single names that drew views — with their next report. Views, not positions.
The full 90-day standing map is below.
A single manager arguing for a single stock — not a crowd, and not part of any convergence above. The most specific pitches of the week, each with the reason they gave.
| Stock | Who | Their case |
|---|---|---|
| BKTI Long | Chris Colvin no record yet (Sunday's Idea Brunch) | New CEO transformed BK Technologies from a no-growth business into a high-growth one with 20% EBITDA margins via the BKR 9000 handheld LMR; the upcoming BKR 9500 in-vehicle launch provides a second gr |
| NKE Long Nike | Larry Mcdonald 90d +3.4% · 54% hit · n=28 (Julia La Roche Show) | Nike is triggering a seven-factor Category 5 capitulation signal — historically preceding 150%+ recoveries in Intel and Alibaba — while year-end tax-loss selling artificially deepens the dislocation; |
| WULF Long TeraWulf | Paul Prager no record yet (CNBC (uncut)) | TeraWolf is a powered real estate co-location landlord with investment-grade credit backstops (Google at Lake Mariner, Kentucky Power in Hawesville), 20-year predictable revenue streams, and on-time o |
| GLEN Long | Rupert Mitchell no record yet (Wealthion) | Glencore delivers copper structural demand exposure at reasonable valuation versus pure-play copper peers, while the seaborn coal business provides durable free cash flow and the commodities trading d |
| RYSAS Long | Mohnish Pabrai 90d +1.5% · 50% hit · n=40 (Mohnish Pabrai) | Reysas, Turkey's largest warehouse operator with inflation-indexed leases and a near-zero debt balance sheet, has compounded 100x in seven years yet is still undervalued as management has grown the un |
| KSPI Long Joint Stock | Evan Vanderveer no record yet (The Business Brew) | Kaspi is a Kazakhstan super app with 65% e-commerce market share, a payments/BNPL flywheel that bypasses Visa/Mastercard rails, ~25% founder ownership, and a mispriced expansion into Turkey's Hepsibur |
| PRG Long PROG Holdings | Chris Colvin no record yet (Sunday's Idea Brunch) | PROG Holdings trades at ~7x FY26 UFCF despite an unappreciated transformation: Progressive Leasing is returning to growth while subsidiary Four Technologies (BNPL) is growing ~100% y/y at 20% EBITDA m |
| GEV Long GE Vernova | Michael Sanzaterra no record yet (CNBC (uncut)) | GE Vernova has years of bookings visibility into secular power demand (data centers plus broad US infrastructure), low market expectations leave room to beat on margins and earnings, and the recent se |
| HHH Long Howard Hughes | Pershing Square / Ackman (13F) 90d -2.3% · 41% hit · n=17 (Bill Ackman) | Howard Hughes is mispriced as a real-estate company while Pershing is actively converting it into a Berkshire-style insurance compounder, deploying real-estate cash flows into a capital-light high-ROE |
| PEP Short PepsiCo | Lauren Lieberman no record yet (Bloomberg The Close) | PepsiCo's US food business faces structural demand headwinds from changing consumer snacking habits while its beverage brand equity erodes — Dr. Pepper has surpassed brand Pepsi in US CSD share — limi |
| HUT Long Hut 8 | Eric Jackson no record yet (Fox Making Money (playlist)) | HUT8 is a misunderstood neo-cloud name focused on land permitting and sustainable data center development rather than chip buying, with a 650-acre Louisiana site that alone could generate $15B from $1 |
| ORCL Long Oracle | Jackson Nader no record yet (CNBC (uncut)) | Below $150, Oracle's stock is pricing either OCI (its fast-growing neocloud business on track to be half of revenue by FY2027) or its legacy software business at a steep discount, while longer-dated c |
| SBUX Long Starbucks | Stephanie Link 90d +0.4% · 41% hit · n=22 (CNBC (uncut)) | CEO Brian Nickel is driving a Chipotle-style turnaround with same-store sales turning from negative mid-single digits to +7.8% last quarter, while operating margins at 10.5% remain well below the 18% |
| DIS Long Walt Disney | Bryn Talkington 90d +5.6% · 70% hit · n=10 (CNBC Halftime Final Trades) | Disney trades at 14x earnings with a 6.1% FCF yield and 17% EPS growth this year; tangible theme park businesses are less AI-threatened than other entertainment, and consistent execution sets it apart |
| SPCX Long Space Exploration Technologies | Kyle Reidhead no record yet (Fox Making Money (playlist)) | SpaceX compute division selling capacity at $60M/megawatt vs prior $26M average implies ~$450M+ annual revenue at 7-10 gigawatts online by end of 2027, with Starship daily launches as additional upsid |
| DAL Long Delta Air Lines | Sheila Kahyaoglu no record yet (Bloomberg TV (uncut)) | Delta's EPS cut is fully embedded in consensus while underlying demand metrics remain strong (main cabin +12%, premium +18%, loyalty +18%) and refinery ownership provides a ~$1B fuel cost buffer unava |
| BRK Long | Mohnish Pabrai 90d +1.5% · 50% hit · n=40 (Mohnish Pabrai) | Berkshire Hathaway, as a diversified collection of businesses with significant cash and no egregious valuation, is a superior alternative to both an overconcentrated KOSPI and an overvalued S&P 500 fo |
| UNH Long UNITEDHEALTH GROUP INCORPORATED (Delaware) | Stephanie Link 90d +0.4% · 41% hit · n=22 (CNBC (uncut)) | UnitedHealth beat earnings by 16% with 21% revenue growth, led by a returning CEO who put $25M of his own capital in, and the stock remains well below its highs despite a 37% recovery leaving meaningf |
| NFLX Long NetFlix | Kevin Simpson 90d -3.2% · 40% hit · n=5 (CNBC Halftime Final Trades) | Content challenges are fully priced in at depressed valuations with low expectations, and a push into sports and live entertainment could be the turnaround catalyst; Goldman's target implies meaningfu |
| CLX Long Clorox | Gareth Soloway no record yet (Wealthion) | Clorox has hit major long-term technical support after an uncharacteristic drop from $109 to $79 and pays a dividend; if rates moderate, money should rotate out of AI stocks into beaten-down names lik |
| NKE Long Nike | Larry Mcdonald 90d +3.4% · 54% hit · n=28 (Wealthion) | Category 5 capitulation signal with 360M shares traded in one week against a 1.1B share float, 75-80% off highs, $3B annual free cash flow, 2028 Olympics catalyst, trading 30% below 200-month moving a |
| D Long Dominion Energy | Jenny Harrington 90d +5.7% · 59% hit · n=17 (CNBC Halftime Final Trades) | Dominion Energy is down 15% from its high on a broad-brush bond-equivalent rate selloff that treated it like a fixed-income substitute, ignoring its earnings growth; bumped up the position this mornin |
| SLB Long SLB | Stephanie Link 90d +0.4% · 41% hit · n=22 (CNBC (uncut)) | SLB directly benefits from higher oil prices while its technology initiatives lower customer drilling costs, making it the preferred way to play oil services over a market-weight energy allocation |
| GPIQ Long Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF | Bryn Talkington 90d +5.6% · 70% hit · n=10 (CNBC Halftime Final Trades) | Goldman Sachs NASDAQ-100 covered-call ETF delivers 10.5%+ income while retaining Nasdaq upside participation, combining income and growth in a single instrument for portfolio yield enhancement |
The weekly view shows what changed; this shows where the crowd stands. Every speaker's most recent statement in the last 90 days, one stance per person. The fault lines here run deeper than any single week.
| Theme | Split | Leans | Bullish | Bearish |
|---|---|---|---|---|
| SPX | 46–40 positioned 1–3 | BULLISH | Jim Bianco, Warren Pies, Rob Heyworth, Julian Emanuel +42 | Larry Mcdonald, Mohamed El-Erian, Drew Matus, John Colovis +36 |
| USTS | 45–37 positioned 3–3 | BULLISH | Mohamed El-Erian, Andres Skiba, B N Nguyen, Greg Fleming +41 | Quinn Thompson, Joe Lavorgna, Mark Newton, Joachim Klement +33 |
| LONG_DUR_TREASURIES | 31–44 positioned 6–1 | BEARISH | Jim Bianco, Larry Mcdonald, Guy Adami, Jon Hirtle +27 | Kate Moore, Jeff Sherman, Rob Sockin, Paul Tudor Jones +40 |
| BIG_TECH | 12–14 positioned 0–1 | BEARISH | Dave Mazza, Keith Lerner, Grace Lee, Ed Yardeni +8 | Richard Bernstein, Omar Aguilar, David Kelly, Jeremy Grantham +10 |
| USD | 10–12 positioned 1–1 | BEARISH | Patrick Ceresna, Brent Johnson, Jayati Bharadwaj, Cathie Wood +6 | Jeffrey Gundlach, Raoul Pal, Stefan Hoops, David Rosenberg +8 |
| NVDA | 30–8 positioned 3–0 | BULLISH | Stephanie Link, Michael Sanzaterra, Brad Gerstner, Jensen Huang +26 | Larry Mcdonald, Jim Chanos, Aswath Damodaran, Chris Whalen +4 |
Where the crowd already stands, measured over the full 90 days — not this week’s news. A theme tagged + new this week is still drawing fresh voices; the untagged ones have been settled for a while and added nobody in the last 14 days.
GOLD BULLISH (57 for, 16 positioned, 4 against) + new this week · ENERGY BULLISH (46 for, 3 positioned, 0 against) + new this week · META BULLISH (21 for, 4 positioned, 3 against) + new this week · MU BULLISH (16 for, 4 against) · INVESTMENT_GRADE_CREDIT BULLISH (16 for, 4 against) + new this week · INDUSTRIALS BULLISH (17 for, 1 positioned, 1 against) + new this week · GOOGL BULLISH (16 for, 2 positioned, 2 against) + new this week · HEALTHCARE BULLISH (17 for, 1 positioned, 0 against) + new this week
The hardest signal to fake: a public reversal. Direction changes that landed in the last 90 days, with how long the prior view stood.
| Speaker | Theme | Was | Now | Held prior view |
|---|---|---|---|---|
| Raoul Pal | USD | BULLISH (2022-05-02) | BEARISH (2026-09-25) | 4,263d |
| David Rosenberg | LONG_DUR_TREASURIES | BULLISH (2026-06-19) | BEARISH (2026-08-21) | 3,349d |
| Terry Smith | ULVR | BULLISH (2024-04-10) | BEARISH (2026-07-27) | 2,670d |
| Keith Mccullough | GOLD | BULLISH (2019-08-23) | BEARISH (2026-10-14) | 2,609d |
| Harley Bassman | MORTGAGE_REITS | BULLISH (2023-09-14) | BEARISH (2026-09-17) | 2,266d |
| Cathie Wood | ILMN | BEARISH (2021-05-07) | BULLISH (2026-09-16) | 2,033d |
| Harley Bassman | USTS | BEARISH (2023-09-14) | BULLISH (2026-09-17) | 1,938d |
| Patrick Ceresna | USD | BULLISH (2026-07-23) | BEARISH (2026-08-25) | 1,781d |
Multi-leg views — pairs, hedges, spreads, baskets — each from ONE speaker. A relationship or hedged trade rather than a naked direction, so these are tracked separately from the consensus tallies above. Research only.
| Speaker | Type | Structure | Horizon | Thesis |
|---|---|---|---|---|
| Ben Horowitz | BASKET | LONG OPENAI PRE-IPO / IPO / LONG ANTHROPIC PRE-IPO / IPO | multi-year | OpenAI and Anthropic are a must-own basket because as general sellers of intelligence they are an existential competitive threat to virtually every existing equity holding across healthcare, SaaS, fin (All-In Podcast) |
| Colin Mcqueen | PAIR | LONG INTERNATIONAL_DEV (VXUS) / SHORT SPX (SPY) | multi-year | International value equities offer a cheaper earnings stream with a materially narrowed growth gap versus the US, while S&P 500 concentration in a single industry (tech now 40% of index) has risen to (Excess Returns (feed)) |
| Patrick Ceresna | OTHER | LONG GOOGL calls / LONG GOOGL puts | months | Google has coiled in a 4-month horizontal triangle with unusually low implied volatility, setting up a $100-$150 directional break — cheap options favor a ratio straddle biased to the downside given b (The Market Huddle) |
| Kevin Muir | PAIR | LONG SMALL_CAPS (IWM) / SHORT BIG_TECH (QQQ) | weeks | COT positioning at decade extremes — Nasdaq large specs at 100th percentile on 1/3/5-year lookbacks while Russell 2000 gross shorts hit a 10-year high — creates a mean-reversion pair trade favoring sm (The Market Huddle) |
| Lance Roberts | PAIR | SHORT BIG_TECH (QQQ) / LONG HEALTHCARE (XLV) | weeks | AI/tech repricing and a value rotation are actively underway; semiconductors and mega-cap tech face earnings-multiple compression while financials and healthcare are outperforming on the rotation (Thoughtful Money (Adam Taggart)) |
| Quinn Thompson | PAIR | LONG USTS (IEF) / SHORT AI_INFRA | months | AI infrastructure companies like CoreWeave and CoreScientific are too small relative to hyperscaler balance sheets to be allowed to fail, making their bonds money good on a backstop, but equity holder (Forward Guidance) |
| Larry Mcdonald | HEDGE | LONG NKE / SHORT SPX (SPY) | months | S&P 500 AI concentration creates a year-end opportunity to buy beaten-down Hall of Fame brands (down 35-80%) during tax-loss selling while hedging through the overpriced cap-weighted index, targeting (Wealthion) |
| Larry Mcdonald | HEDGE | LONG USTS (IEF) / SHORT AAPL puts | multi-year | Apple bonds at 47 cents and 2-year equity puts create a seesaw where the only scenario the bonds lose value (rates rise further) is also the scenario the equity puts win, providing asymmetric protecti (Wealthion) |
| Malcolm Ethridge | BASKET | LONG NVDA / LONG AMD / LONG ASML / LONG TSM | months | Capital flows and purchase orders concentrate in the four supply-chain-critical semiconductor names where commitments are last to be cancelled even if AI spending comes under pressure, making them the (CNBC (uncut)) |
| Malcolm Ethridge | BASKET | LONG GS / LONG MS / LONG BANKS (KBE) | multi-year | Diversified Wall Street banks deploying AI across hundreds of internal projects will generate compounding efficiency gains and margin improvement over five years that the market is missing by fixating (CNBC (uncut)) |
| Michael Sanzaterra | BASKET | LONG GOOGL / LONG MSFT / LONG AMZN / LONG META | multi-year | The big-four hyperscalers (Alphabet, Microsoft, Amazon, Meta) control the dominant balance sheets, installed base, and CapEx firepower for AI infrastructure, positioning them to capture the lion's sha (CNBC (uncut)) |
| Tom Lee | BASKET | LONG SMH / LONG MU / LONG NEO-CLOUD STOCKS (COREWEAVE, NEBIUS) / LONG CRYPTO_OTHER | weeks | AI demand fundamentals remain intact while semis, memory, neo-clouds, tech, and crypto have all pulled back to technical support levels, making fear-driven selling a buying opportunity rather than a s (CNBC (uncut)) |
Ranked by points, the same score as the investor board: each name an investor called scores +1 if it paid and −1 if it didn’t, plus 10 points per 100% of signed return (capped at ±50%), 90 days on; repeated calls on the same name count once.
| Investor | Score | Names | Best calls |
|---|---|---|---|
| Bill Nygren | 58.2 | 29/36 green | WBD +55%, ACN +50%, REGN +32% |
| Jonathan Wellum | 50.0 | 27/40 green | GROY +76%, CCO +67%, PAAS +66% |
| Tom Hayes | 44.3 | 16/20 green | BA +44%, SCHW +44%, DIS +44% |
| Adam Johnson | 41.1 | 19/25 green | CLS +50%, SYM +44%, TSLA +39% |
| Rick Rule | 29.0 | 13/19 green | IA +95%, PAAS +49%, GOLD_MINERS +47% |
| Stanley Druckenmiller | 27.1 | 15/19 green | NVDA +55%, BANKS +43%, BITCOIN +43% |
| Warren Buffett | 26.7 | 12/15 green | PARA +42%, BYD +32%, GE +30% |
| Nick Lawson | 22.5 | 5/5 green | UEC +82%, GCL +35%, CCJ +33% |
| Whitney Tilson | 21.9 | 11/16 green | CHS +60%, SPX +33%, TSLA +25% |
| Shay Boloor | 20.2 | 7/11 green | MU +53%, TSLA +48%, PLTR +34% |
| Josh Brown | 18.3 | 28/48 green | RKT +41%, BITCOIN +38%, PANW +37% |
| Jim Lebenthal | 18.2 | 13/24 green | LNG +53%, GOOGL +42%, RIG +25% |
| Chris Bloomstran | 18.1 | 10/20 green | HOOD +51%, ARKK +43%, SHOP +40% |
| Carl Icahn | 18.1 | 9/11 green | AAPL +25%, CLDR +24%, GME +21% |
| Michael Batnick | 17.9 | 19/29 green | MSFT +33%, IMAX +28%, NVDA +25% |
From the daily brief, session 2026-10-15. The paid edition carries the full feed every market morning — this is one row of it.
One free email a week: who's recommending what, where they agree, and who just changed their mind.
Double opt-in · unsubscribe in one click · we never share your address.