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Fresh calls from the creators we track
“Revenue growth is accelerating, with sales more than tripling since 2017 and market share gains in energy drinks.”
“Risk versus return is more attractive than Monster for investors interested in the energy drink category.”
“Revenue has more than doubled in just a couple of years, driven by weight-loss treatments and the new pill version gaining adoption.”
“Bond yields spiking above 15% signal rising default/liquidity risk and higher future borrowing costs.”
“Neocloud stocks like Nebius tanked on credit/bankruptcy risk fears, and the creator has been de-risking Neocloud exposure.”
“Moe states he is a big believer in what the CEO is doing and has invested in Gigastar.”
“Rising junk bond yields (to ~15%) undermine the investment thesis and make borrowing costly.”
“Nvidia's ~10-11% stake and deals with CoreWeave are part of sustaining the AI narrative rather than reflecting risk-adjusted value.”
“Trades at ~13x sales versus 0.5-1x for a typical car business, and ~400x last year's earnings, pricing in future robotaxi and robot businesses that barely exist yet.”
“Selling for ~116x sales with negative $14B free cash flow and negative $5B net income, far more expensive than Tesla's 13x sales.”
“Meta's plan for a 1 million+ GPU supercluster provides strong clarity on AI demand, countering fears of idle GPUs.”
“Broadcom's Jericho switches are used in Arista 7800 for Meta's networking, benefiting from AI scale-out.”
“Arista's 7800 switches are part of Meta's networking aggregation, benefiting from AI infrastructure buildout.”
“Expects 58% YoY revenue growth next quarter and faster growth through 2029.”
“Revenue grew 34% YoY and expects 52% growth next quarter.”
“Record revenues up 379% YoY, expects $61.5B next quarter.”
“Makes about half the world's high-bandwidth memory.”
“Record revenues up 25% YoY, expects 51% growth this quarter.”
“AI chip revenue up 221% YoY, expects 236% growth this quarter.”
“Owns ~25% of global AI compute; Google Cloud revenue grew 82% YoY.”
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Updated October 20, 2026 · Tracking 30 finance creators
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