Investors / stance tracking
What Josh Brown is saying
FollowFollowingUnfollowCEO, Ritholtz Wealth Management
114 dated public stances tracked since 2022-01-06, most recently 2026-10-29. Each line carries the date and the venue it came from; quotation marks mean verbatim. Methodology.
The stances below are c8alpha's editorial distillation of Josh Brown's public commentary — television, podcasts, and interviews — compiled by automated transcript analysis and dated to the episode they came from. They may lag the speaker's current view and may contain extraction errors. Text in quotation marks is verbatim from the episode; everything else is our paraphrase. Josh Brown is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.
Think we got something wrong? Report a misattribution — we correct it or take it down.
114
tracked stances
80
themes
4
side flips
2026-10-29
last heard
Returns 90d +3.3% 58% correct · 67 calls · 180d +1.9% 55% correct · 51 calls · 1y +3.2% 56% correct · 43 calls
Raw direction-aware returns on public statements — long calls credited when the price rose, shorts when it fell, shorts capped at −100% — in a rising market this mostly measures who was long, not who has skill. Returns run from the stance date; calls are rarely closed publicly, so fixed 90-day / 180-day / 1-year horizons are used. A horizon shows only once it has fully matured, and only at 5+ scored stances. “% correct” is the share of those scored calls whose direction-aware return was positive at the horizon — in a rising market a bullish call is correct by default, so read it beside the market, not alone.
Scored calls
Every tracked call with at least one matured horizon: the rows behind the Returns line above. A dash is a horizon that has not matured yet.
| Date | Name | Call | 90d | 180d | 1y |
|---|---|---|---|---|---|
| 2026-07-31 | SNOW | bullish | +12.6% | — | — |
| 2026-07-31 | RDDT | bullish | -7.9% | — | — |
| 2026-07-29 | SHAK | owns | +2.4% | — | — |
| 2026-07-03 | long CME / long CBOE / long ICE / long NDAQ | basket | +12.1% | — | — |
| 2026-07-03 | IGV | bullish | +14.2% | — | — |
| 2026-07-03 | AAPL | bullish | +5.7% | — | — |
| 2026-06-25 | ONTO | bullish | -18.0% | — | — |
| 2026-06-25 | IWC | bullish | -2.2% | — | — |
| 2026-06-25 | CFG | bullish | -8.0% | — | — |
| 2026-06-25 | Big Tech | bearish | -3.6% | — | — |
| 2026-06-18 | BANKS | bullish | +2.2% | — | — |
| 2026-06-12 | TRV | bullish | +21.1% | — | — |
| 2026-05-20 | PANW | bullish | +51.7% | — | — |
| 2026-05-20 | NVDA | bullish | -1.6% | — | — |
| 2026-05-20 | CRWD | bullish | +31.0% | — | — |
| 2026-04-21 | SPX | bullish | +5.7% | +9.4% | — |
| 2026-04-21 | SKM | bullish | -18.2% | -15.3% | — |
| 2026-04-21 | NFLX | owns | -27.0% | -24.6% | — |
| 2026-01-22 | ENERGY | owns | +16.3% | +21.2% | — |
| 2026-01-20 | TOST | bullish | -10.9% | -5.8% | — |
| 2026-01-16 | BKR | bullish | +17.5% | +11.4% | — |
| 2026-01-08 | AMZN | bullish | -10.2% | -0.1% | — |
| 2025-12-11 | UBER | bullish | -12.3% | -17.6% | — |
| 2025-10-28 | NFLX | bullish | -22.3% | -17.1% | -43.8% |
| 2025-10-17 | NVDA | bullish | +2.1% | +8.6% | +18.8% |
| 2025-10-13 | RKT | owns | +40.8% | -6.9% | -34.2% |
| 2025-10-03 | ACHR | bullish | -29.7% | -55.0% | -59.2% |
| 2025-07-15 | SOL | owns | -5.2% | — | — |
| 2025-07-15 | NVDA | bullish | +10.3% | +8.4% | +24.7% |
| 2025-07-15 | IBKR | bullish | +18.4% | +19.0% | +64.1% |
| 2025-07-15 | CME | bullish | -0.9% | -2.7% | -7.4% |
| 2025-07-11 | WYNN | bullish | +11.4% | +5.1% | -11.8% |
| 2025-07-11 | MGM | bearish | +14.4% | +10.0% | -24.5% |
| 2025-07-11 | CZR | bearish | +23.4% | +23.4% | +1.2% |
| 2025-06-30 | VEEV | bullish | +1.7% | -21.9% | -38.4% |
| 2025-06-20 | UBER | owns | +13.0% | -5.5% | -14.7% |
| 2025-06-20 | AAPL | bearish | -18.5% | -35.5% | -48.4% |
| 2025-06-17 | IEO | owns | -3.2% | -0.4% | +19.6% |
| 2025-06-17 | AMZN | bullish | +7.7% | +3.6% | +10.6% |
| 2025-06-10 | MCD | bearish | -4.7% | -4.3% | +3.7% |
Showing the 40 most recent of 67 scored calls.
View flips
Where the tracked view on a theme reversed between appearances — bullish to bearish or back. Dates are the episodes on each side of the turn.
Most-argued themes
| Theme | Stances | Lean | Mix | Last |
|---|---|---|---|---|
| NVDA | 5 | 5 bullish | 2026-09-22 | |
| UBER | 5 | 5 bullish | 2026-09-10 | |
| NFLX | 4 | 3 bullish / 1 bearish | 2026-10-20 | |
| AMZN | 3 | 3 bullish | 2026-01-08 | |
| CRWD | 3 | 3 bullish | 2026-10-26 | |
| ENERGY | 3 | 3 bullish | 2026-10-13 |
Tracked stances
bullish / bearish is a view they argued; owns / short is a position they said they hold.
Google faces real search competition for the first time in 25 years from AI assistants cannibalizing the ad model, but the company has already proven it can adapt and investors should stick it out through the ebbs and flows rather than exit
“you're going to get ebbs and flows in these things, you got to be prepared to stick it out”
CNBC uncut 2026-10-29 12:02 ET (5 min)
Agentic AI forces enterprises to solve identity/permissions at scale, and Okta is the incumbent pure-play owning that space with 20,000 customers including 2/3 of Fortune 100, while its $39B EV is tiny vs Palo Alto/CrowdStrike, setting up a potential breakout…
“agentic safety is the trade. Okta is the name of the stock”
CNBC uncut 2026-10-29 12:42 ET (5 min)
Hotel room inventory is operationally hard to replicate, making agentic AI services more likely to integrate with established booking platforms than displace them, and this is the best part of consumer spending
“it's really hard to secure hotel room inventory”
CNBC uncut 2026-10-29 12:27 ET (5 min)
Microsoft is reading the room on CapEx by not escalating spend further while guiding to remain free cash flow positive, and the Azure growth number is the real headline validating the AI infrastructure investment thesis.
“they're saying all the right things, and I'm thrilled with the report”
CNBC uncut 2026-10-29 12:17 ET (5 min)
Cloudflare's integrated security and developer platform is producing explosive growth, increasingly driven by agentic AI activity.
“The other one is still on the list and I like it.”
CNBC uncut 2026-10-27 12:35 ET (5 min)
2026-10-27
AI SAFETY AND SECURITY
bullish
CNBC (uncut) · uncut_tv
Rapid growth in AI and agentic systems will create substantial multi-year demand for the safety and security work needed to deploy them.
“It does not require a ton of mental gymnastics to understand how that happens.”
CNBC uncut 2026-10-27 12:10 ET (5 min)
AI agents exponentially expand the attack surface and accelerate vulnerability exploitation, making a consolidated security platform like CrowdStrike structurally more critical—not less—for enterprise AI deployment, with decades of compounding TAM growth ahead
“cyber security as one of the only guaranteed bull markets on Earth”
How CrowdStrike Could Double ARR by 2030 | LFTC
Spotify's accelerating paid-subscriber growth, 14% revenue growth, expanding gross margins, strong forward guidance, and improving performance relative to Netflix strengthened his conviction.
“What they had to say, what their guidance was going forward, I think strengthened my conviction.”
CNBC uncut 2026-10-22 12:22 ET (5 min)
LRCX's 9% sell-off reflects a supply constraint — not a demand miss — while the company posted record revenues and 74% YoY EPS growth, so the risk-off move is macro-driven, not a fundamental deterioration worth selling into
“their revenue was a record. Their EPS grew 74% year on year. These are epic numbers.”
CNBC uncut 2026-10-22 12:12 ET (5 min)
Said again: 2026-10-27 (CNBC (uncut))
IQVIA's irreplaceable private healthcare dataset becomes more valuable—not less—in the AI era, and 20% R&D bookings growth signals it is emerging as the go-to platform for AI-driven drug discovery
“the data becomes more important than ever. And that's what's happening here”
CNBC uncut 2026-10-22 12:32 ET (5 min)
Still holding a position entered December 2023 because BABA has a growing cloud business and dominant market position that offsets near-term capital intensity concerns
“we bought it in December of 23, it's up 50%, still it's given a lot back obviously, but it's still up 50%”
CNBC uncut 2026-10-22 12:47 ET (5 min)
Four consecutive quarters of decelerating revenue, a $300M ad revenue guidance cut, ongoing engagement erosion to YouTube and short-form platforms, and pre-earnings management restructuring (head of content and studio head fired, 1,000 layoffs) indicate the…
“I'm a seller of the stock. That's the way people act.”
A Market Full of Doubt, but Very Little Fear | WAYT?
2026-10-20
Ai Infra
bullish
Josh Brown (newest) · video
SpaceX's AI/data-center revenue surging from $2.5B to $7.5B quarter-over-quarter, combined with Anthropic's S1 disclosing $250B+ in committed cloud-compute spend, confirms the AI capex cycle is intact and supports a year-end rally in tech and data center…
“the fact that this stock is not $80, it's 150, I think bodess really well for a year-end rally”
A Market Full of Doubt, but Very Little Fear | WAYT?
Said again: 2026-10-27 (CNBC (uncut))
2026-10-15
short Ai Infra / long HEALTHCARE
pair
CNBC Halftime Committee · video
AI capex bond supply has been the primary rate driver, so any slowdown in AI infrastructure spending relieves rate pressure and triggers a catch-up rally in rate-sensitive non-AI sectors
“instead of adding the fifth semiconductor name to your portfolio, look elsewhere”
The AI trade in focus: Altimeter's Brad Gerstner joins 'Halftime Report' live in San Francisco
2026-10-15
Long Dur Treasuries
bullish
CNBC Halftime Final Trades · video
AI capex 'reverse crowding out' — excess corporate bonds from CoreWeave and Neo Clouds — has been the primary driver of rising rates since June, and declining stock prices of those issuers signal capex slowdown, removing that bond supply pressure and…
“What looks like a blow-off top in the 5-year, in the 10-year”
JOSH BROWN'S AI WARNING — What the Charts Really Show (10/15)
Revenue growth has accelerated for nine straight quarters (27%→93%), US commercial business is exploding, and the technical setup shows double support at 166 with RSI not overextended
“166 is the line. That's where both September lows came in.”
CNBC uncut 2026-10-15 12:31 ET (30 min)
Energy shrunk from 12% to just 2% of the S&P 500 over 15 years, making it so small that any rally could run further and longer than most investors expect
“this could go way further and way longer than you might actually think is possible”
Millionaire Households Doubled in Fifteen Years | WAYT?
JPMorgan is presenting a rare pullback dip from its August highs (363 to 335) against a backdrop of solid bank earnings fundamentals, creating a favorable risk/reward entry.
“You have a fairly rare dip in the stock. This was 363 in August. Now it's 335. I like it here.”
HALF TIME REPORT STOCK PICKS: What the Technical Charts Are Saying (10/13)
Midterm election year seasonality shows 100% positive S&P returns from election day through the following June over 25+ years, and Fidelity's century of data shows weak market breadth has historically preceded stronger-than-average forward returns rather than…
“given the setup of everything washed out of the midterm seasonality, I don't think now is the time to get bearish”
Millionaire Households Doubled in Fifteen Years | WAYT?
Citigroup broke below both its 50-day and 200-day moving averages with RSI falling to 36, compounded by the largest sequential decline in investment banking fees among peers and a rising reserve build signaling credit stress
“This is a clear violation... I'm not a dip buyer here”
Millionaire Households Doubled in Fifteen Years | WAYT?
2026-10-13
EXPD
bullish
CNBC Halftime Final Trades · video
Air freight revenues surged 57% on higher tonnage from shipping chips and servers to hyperscalers, tariff complexity drives higher customs brokerage fees, and 5 of 17 analysts have sell ratings while the stock makes new highs near a technical breakout at 196.
“You very rarely see that in a stock making new highs day after day”
HALF TIME REPORT STOCK PICKS: What the Technical Charts Are Saying (10/13)
Johnson Controls has been repriced as an AI-adjacent data center cooling play — a non-tech stock that became one — and has already broken out, currently in a low-volume pullback test of that breakout.
“This was not an AI or a tech stock and then all of a sudden it was.”
HALF TIME REPORT STOCK PICKS: What the Technical Charts Are Saying (10/13)
2026-10-06
long VLO / long MPC / long PSX
basket
The Compound · video
US petroleum refiners hold a de facto oligopoly (no new refinery built since the 1970s) and diesel demand is driving outperformance that has completely decoupled from the broader XLE energy sector
“these are three stocks that are absolutely doing their own thing regardless of what's happening in the rest of the sector”
One Step Away From Sell | WAYT?
VIX has been in a coma at 16 for months while FX and fixed income volatility are meaningfully elevated — a divergence that historically resolves via a vol spike, with October seasonality as a catalyst
“I think we're going to get a VIX spike this month. I think we're going to get an October surprise.”
One Step Away From Sell | WAYT?
Mag-7 stocks are defensive rotational assets during rate uncertainty because their earnings reliability draws asset-manager flows when macro deteriorates, and several names (AAPL, META, MSFT, NVDA) are within single digits of all-time highs positioned to…
“that's why people use these as a safety trade”
The Investment Committee's Q4 strategy
Nvidia's 98% earnings growth narrative has fully returned after a 20%-plus drawdown and a brief 'boring' label; the stock is back at highs and likely breaking out
“98% earnings growth is boring. Well that's back now at the highs probably about to break out”
The Nasdaq surge: The Investment Committee's strategy
Meta's narrative has fully shifted from 'wasted $200B on AI' to dominant free AI monetization across WhatsApp and Facebook, driving analyst multiple expansion from 20x to 25x with estimates rising
“Nobody on the planet better at monetizing AI than Meta”
The Nasdaq surge: The Investment Committee's strategy
Still on best-stocks list as operational improvements under Nickel are durable — partner turnover at record lows under 50% and global comps swung from -7% to +8%, suggesting the turnaround narrative has transitioned to structural improvement
“we could stop calling it a turnaround and really start talking about the different focuses he's put in different areas”
CNBC HALFTIME REPORT SEPTEMBER 10 2026 | FEATURING JOSH BROWN'S BEST STOCKS IN THE MARKET
CEO Dara Khosrowshahi's personal purchase of 141,000 shares signals conviction in strategy, and ongoing autonomous vehicle partnerships (including Wayve in Spain) position Uber to become the platform with the most AVs, which the market hasn't yet priced in
“ultimately people will realize they will end up being the platform with the most AVs on it”
CNBC HALFTIME REPORT SEPTEMBER 10 2026 | FEATURING JOSH BROWN'S BEST STOCKS IN THE MARKET
ServiceTitan's EBITDA miss was a deliberate investment — the company is migrating customers to its proprietary AI platform (Max) at no charge to maximize future adoption, with 700 locations already transitioned; 21% revenue growth shows the core business is…
“this is about setting themselves up for the future and the more users they have on their AI platform the better going forward”
CNBC HALFTIME REPORT SEPTEMBER 10 2026 | FEATURING JOSH BROWN'S BEST STOCKS IN THE MARKET
2026-08-21
long DELL / long HPE / long ANET / long MRVL (+6 legs)
basket
CNBC Fast Money Final Trade · video
Nvidia's guidance on 2027-2028 AI capex on the earnings call will move hundreds of AI infrastructure stocks regardless of NVDA's own muted price reaction, because Jensen Wang functions as the de-facto AI Fed chair for the entire ecosystem
“Jensen Wang is the AI Fed chair… those remarks are going to affect vast swaths of the S&P 500”
Trading the major week ahead: The Investment Committee's strategy
Netflix trades at 20x forward earnings with 42% projected earnings growth, near-zero churn, a growing ad tier, and a dominant streaming moat that makes the stock too cheap at 39% below its highs
“How many stocks can you find in the S&P 500 that can grow earnings 40% and trade it at 20 multiple? I can think of two.”
CNBC halftime report August 13, 2026 | Nvidia, Micron, Amazon, Microsoft, Cerebras Systems & more
Said again: 2026-10-15 (CNBC (uncut)), 2026-10-15 (CNBC Halftime Final Trades)
IMAX's brand recognition and influence as the essential format for blockbuster releases is drastically undervalued relative to its market cap, with growing revenue levers including merchandising, filmmaker integration into the greenlight process, and a…
“the amount of influence and brand recognition that you have compared to your market cap was a joke”
Is IMAX a Screaming Buy? | LFTC
2026-08-04
INSIGHT (TICKER AS CAPTIONED — LIKELY TRANSCRIPTION ERROR; BIOTECH, ~$24B MARKET CAP)
bullish
CNBC Halftime Final Trades · video
Biotech formerly viewed as a one-drug company has expanded to a 9-10 drug pipeline across multiple trial stages, crushed earnings versus $2.12 EPS consensus, and raised full-year sales guidance
“This is a company that was thought of as a one drug company that now has a pipeline with 9 or 10 drugs”
Josh Brown's "Best Stocks in the Market": Biotech
Snowflake is becoming ground zero for enterprise AI workflows by letting customers run AI directly inside the data warehouse without moving data, causing the market to reprice it from a software company to AI infrastructure
“they sort of are becoming a ground zero for AI workflows for the enterprise”
90d +12.6%
Why Demand for Compute Is About to Explode | TCAF 253
Said again: 2026-09-10 (CNBC Halftime Final Trades), 2026-10-15 (CNBC (uncut)), 2026-10-15 (CNBC Halftime Final Trades)
Reddit is a backdoor AI play combining social media advertising with data licensing revenues, as AI labs must pay to train on Reddit's 18-year archive of human-generated content or face being blocked from crawling it
“Reddit is like an 18-year-old platform with trillions of user interactions and tons of information on it”
90d -7.9%
Why Demand for Compute Is About to Explode | TCAF 253
Shake Shack's $2B market cap is tiny relative to its 15% unit CAGR target over the next decade and still-intact brand premium, with current cost headwinds (food/paper inflation, Middle East licensing drag) being transient operational issues rather than…
“I still like the long-term growth story here... I've bought every one of these pullbacks, including the most recent one”
90d +2.4%
When Should You Turn Bearish on the Stock Market?
2026-07-13
SEMICONDUCTOR CAPITAL EQUIPMENT STOCKS
bullish
The Compound · video
Hyperscalers' concerted push to build their own chips sustains capital equipment demand regardless of which chip designer wins the end-market, making the equipment layer less dependent on individual chip-vendor outcomes
“it almost doesn't matter who's selling chips at that point for that group so long as someone is”
We Answer the Number One Question Facing Investors Right Now | WDWL
2026-07-03
long CME / long CBOE / long ICE / long NDAQ
basket
The Compound · video
US exchange operators sold off sharply on Coinbase perpetual listing news, but the competitive threat is grossly overstated relative to the scale and network advantages of incumbent exchanges, making the selloff a buying opportunity
“I bought CME today... are they that big of a threat to suddenly start crashing? No.”
90d +12.1%
Brian Belski Returns! | TCAF 249
IGV bottomed the same day as the Mag7 but has since outperformed (+11% vs +7%), and the value component of software — Adobe at ~8x, Oracle at ~13x — is far cheaper than overextended semis and Mag7 names, making IGV a better tech value entry
“if you want to buy value in tech, maybe you want to look at the IGV names more so than you want to look at the Mag 7”
90d +14.2%
CNBC HOST PUTS TOM LEE ON THE HOT SEAT + Josh Brown's Top picks in 1st segment(07/02)
Apple is the only Mag7 name within 5% of all-time highs and carries multiple upcoming catalysts — five new iPhones through 2027, a foldable, and an AI refresh cycle not yet demonstrated to consumers — that should drive it to new highs in H2
“Apple's the one to watch in the second half given product”
90d +5.7%
CNBC HOST PUTS TOM LEE ON THE HOT SEAT + Josh Brown's Top picks in 1st segment(07/02)
Said again: 2026-07-31 (The Compound), 2026-09-22 (CNBC Halftime Committee)
2026-06-25
IWC
bullish
Tom Lee · video
Micro-cap ETF (mix of tech, industrials, biotech) is catching fire as investors who acknowledge the next 10-15% above benchmark will not come from Microsoft or Tesla rotate into small, nimble names; composition aligns with the AI buildout and healthcare…
“the next fifteen hundred basis points above the benchmark... probably ain't coming from Microsoft and Tesla”
90d -2.2%
CNBC HOST GRILLS TOM LEE (06/25) Stock Market Analysis by Blue Cloud Trading
Citizens Financial has the 'holy trinity' — sector tailwind (KRE at new highs), bullish chart breakout above prior resistance at $68.79, and a fundamental story of a wealth management division growing faster than any other business line; 35% earnings growth…
“I live for this... sector being in favor, chart on your side, and fundamental story — all three working at once”
90d -8.0%
CNBC HOST GRILLS TOM LEE (06/25) Stock Market Analysis by Blue Cloud Trading
2026-06-25
Big Tech
bearish
Tom Lee · video
Mag 7 stocks are in a heavy investment cycle with no operating leverage accruing to shareholders yet — three of the seven are in outright bear markets, the group has derated from 35x to 25x PE, and free cash flow generation is down 70-100%+; they are net…
“The Mag 7 as a group are dragging down the returns of the S&P 500 year-to-date”
90d -3.6%
CNBC HOST GRILLS TOM LEE (06/25) Stock Market Analysis by Blue Cloud Trading
Onto Innovation is a memory-oriented semiconductor equipment name with a sub-triple-digit valuation and 121% YTD gain, participating in the AI buildout cycle as a less-crowded alternative to the hyperscalers with a more reasonable entry
“memory oriented semiconductor equipment name, less than a triple digit valuation”
90d -18.0%
CNBC HOST GRILLS TOM LEE (06/25) Stock Market Analysis by Blue Cloud Trading
Strong financial sector tailwinds from the first full capital markets cycle since 2021 — higher quality than 2021 — support JPM breaking to new all-time highs after pulling back from 315
“I wanted to restore a position if it got back above 330”
90d +2.2%
How to trade the SpaceX dip
Said again: 2026-06-26 (The Compound), 2026-07-03 (CNBC Halftime Final Trades)
Travelers is generating tangible AI-driven underwriting profit improvement — 21% YoY jump in underwriting profit that management attributed explicitly to AI on the conference call — making it an early proven beneficiary of AI productivity outside of the…
“they announced a 21% year-over-year jump in underwriting profit... It's the AI”
90d +21.1%
Why the Knockout Punch Never Comes | TCAF 246
2026-06-12
RUSSELL 2000 / SMALL CAPS
bullish
The Compound · video
Oil prices and inflation expectations peaking should re-enable Fed easing, lifting the rate-sensitive and cyclical names that have been shut out of the AI-only bull market, with the Russell 2000 / S&P 500 ratio showing a major technical breakout in progress
“This thing looks like a major major breakout is coming”
Why the Knockout Punch Never Comes | TCAF 246
Nvidia's 80% YoY revenue growth from an all-time high base, 75% gross margins, and a defensible CUDA ecosystem moat justify continued ownership; road to $250 is easier than road to $200
“I think the road to 250 is easier than the road to 200”
90d -1.6%
Josh Brown and guests share their final trades on today's Half Time Report
Said again: 2026-05-21 (CNBC Halftime Final Trades), 2026-07-03 (CNBC Halftime Final Trades), 2026-07-17 (The Compound), 2026-08-13 (CNBC Halftime Final Trades)
CrowdStrike rebounded from SASpocalypse lows near $300 to near $650 on the thesis that more AI adoption means more cyber threats, which is net positive for security vendors
“It got into the low 300s during the SASpocalypse... it is now knocking on 650, probably on its way higher”
90d +31.0%
Josh Brown and guests share their final trades on today's Half Time Report
Palo Alto's platform consolidation is gaining traction with 1,550 customers spending 19% more YoY and subscription revenue growing 33%, supported by the same AI-drives-cyber-demand tailwind
“1,550 customers on their platform spending 19% more this year than last year, subscription business growing 33%”
90d +51.7%
Josh Brown and guests share their final trades on today's Half Time Report
2026-05-15
PUBLICLY TRADED SOFTWARE STOCKS
bearish
The Compound · video
AI tools like Claude Code make code essentially free, destroying the only moat legacy software companies had, meaning their products can be replicated by anyone and many names will never recover their prior values
“I think they're going to zero. I really do... a lot of publicly traded software companies are going to be zeros”
Nasdaq Euphoria is Hitting its Limit | TCAF 242
Post-earnings selloff is overdone given Netflix generates $16.2B EBIT exceeding all of Disney's combined operations, ad revenue platform at a $3B run rate growing from near-zero, and live sports expansion still ahead
“I had buy limit orders in at 94 and at 92... I am I think investing in this one”
90d -27.0% · 180d -24.6%
Said again: 2026-06-25 (Tom Lee)
30% gains over 18-24 months are historically consistent with prior rally patterns and current FOMO dynamics, with earnings accelerating and retail still under-invested
“I could see S&P 10,000... we can't rally 30% in 2 years? You kidding me? We've been doing that”
90d +5.7% · 180d +9.4%
SK Telecom is the public equity proxy for Anthropic, and as US-Anthropic tensions ease — Trump calling them 'shaping up' after White House talks — the geopolitical risk overhang is lifting
“SK Telecom is the public proxy. It's SKM. And it's still going higher.”
90d -18.2% · 180d -15.3%
2026-04-21
RUSSELL 2000 / SMALL-CAP STOCKS
bullish
video
Small caps broke out of a multi-year base, the Russell 2000 vs S&P 500 relative chart is snapping a downtrend, and they are more rate-sensitive so will disproportionately benefit from eventual Fed cuts
“You would want to be long this. It actually looks like it's snapping a downtrend”
2026-04-21
SMALL-CAP TECHNOLOGY STOCKS / AI BENEFICIARIES
bullish
video
Small cap tech is the AI beneficiary handoff trade — these are the companies spending on compute, tokens, and AI services that hyperscalers built, and the Invesco S&P Small Cap Tech Fund is already breaking out relative to XLK
“This is the handoff from the AI hyperscaler CapEx theme to the beneficiary theme”
Exxon broke out from a best-stocks watchlist in November and December and has moved materially higher, with a $150 price target for the year
“I remain long personally. I think we could see 150 this year.”
90d +16.3% · 180d +21.2%
Final Trades: Vertex Pharma, Kimberly-Clark, S&P Global and Exxon Mobil
Price action is constructive today, reinforcing an existing bullish conviction on the stock
“Reiterate toast. I like the price action today.”
90d -10.9% · 180d -5.8%
Final Trades: Toast, Southern Company, the IGV and the TBT
Baker Hughes has broken out above 50 after weeks of building, and today's low-volume pullback is a buying opportunity for investors with no sector exposure
“Baker above 50 is in breakout”
90d +17.5% · 180d +11.4%
Final Trades: Baker Hughes, Honda Motor, Wells Fargo and the KRE
Showing the 60 most recent of 114 tracked stances.
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