📈 Seeking Alpha Digest

Generated: Apr 21, 2026
32Tickers in digest
2Portfolios

🗂️ Portfolio 1

LITE
⬆ Buy
Very Strong
2026-04-21
SBBHSSS2026-01-27: Buy (n=1, avg=4.00) Lumentum's AI Optics Business Got A Major Boost — Uttam Dey2026-02-17: Strong Buy (n=1, avg=5.00) Lumentum: AI's Hidden Bottleneck Winner — CAN Analyst2026-02-18: Buy (n=1, avg=4.00) Why Lumentum Wins Over Coherent (For Now) — Uttam Dey2026-02-25: Strong Buy (n=1, avg=5.00) Lumentum Holdings: The Laser Winner In AI — ML Research2026-03-04: Hold (n=1, avg=3.00) Lumentum: I Was Wrong, But The Nvidia Effect Has A Price (Rating Upgrade) — Agar Capital2026-03-06: Buy (n=1, avg=4.00) Lumentum's Massive Run Now Faces A Reality Check — Pythia Research2026-03-11: Buy (n=1, avg=4.00) Lumentum: Buying The Dip In An Optical Supercycle — Oakoff Investments2026-03-12: Strong Buy (n=1, avg=5.00) Lumentum's AI Optics Inflection Is No Longer Subtle — Kennedy Njagi2026-03-18: Buy (n=1, avg=4.00) Why Lumentum Is A Buy Despite The Run-Up — Chris Lau2026-03-27: Buy (n=1, avg=4.00) Lumentum's Next Move Is Bigger Than AI — Quantryon Capital2026-04-01: Buy (n=1, avg=4.00) Lumentum: The AI Optics Catalyst Is Just Getting Started — Summit Research2026-04-07: Buy (n=1, avg=4.00) Lumentum: The Nvidia Moment — James Foord2026-04-09: Hold (n=1, avg=3.00) AI Capex Surge, Bottlenecks, And The Race For ROI — Uttam Dey2026-04-10: Hold (n=1, avg=3.00) Lumentum: You Could Be Very Late To The Party — JR Research2026-04-21: Strong Buy (n=1, avg=5.00) I Am Still Buying Lumentum, But For A Better Reason Now — Kennedy Njagi01/2102/2003/2204/21

12 analysts rated LITE in the last 30 days, with 3 Strong Buy, 7 Buy, 2 Hold, 0 Sell and 0 Strong Sell. The most recent call is Kennedy Njagi on 2026-04-21 at Strong Buy titled 'I Am Still Buying Lumentum, But For A Better Reason Now', arguing that Lumentum's shift from scarce-component supplier to external-laser-source platform should lift revenue content per unit 2-2.5x, with a 0.87x forward PEG representing a 40% discount to sector median despite 48.89% year-over-year revenue growth and 132.11% forward EPS growth. That bull case cuts against JR Research's 2026-04-10 Hold 'Lumentum: You Could Be Very Late To The Party', while James Foord's 2026-04-07 'Nvidia Moment' Buy and Summit Research's 2026-04-01 Buy keep the AI-optics thesis intact.

ETHU
↔ Hold
Weak
2026-04-21
SBBHSSS

No analyst-rating breakdown was captured for ETHU in this run, and the author-ratings roster came back empty. The only signal carried forward is the prior persisted rating of Hold with weak conviction, so there is no fresh count, window, or thesis to report.

TSII
↔ Hold
Weak
2026-04-21
SBBHSSS

No analyst-rating breakdown was captured for TSII in this run, and the author-ratings roster came back empty. The only carried-forward state is a persisted Hold with weak conviction, so there is no current window, dated thesis, or counter-view to cite.

CLS
⬆ Buy
Very Strong
2026-04-21
SBBHSSS2026-01-22: Buy (n=2, avg=4.00) Celestica Q4 Earnings Preview: Expect Another Double Beat (Upgrade) — Oakoff Investments2026-01-23: Buy (n=1, avg=4.00) Celestica Q4 Preview: Addressing Google Cloud Rumors (Rating Upgrade) — Uttam Dey2026-01-26: Buy (n=1, avg=4.00) Celestica: Upgrading Before Q4 Earnings Despite Rich Valuation — KM Capital2026-01-29: Buy (n=1, avg=4.00) Celestica Is Now A De-Risked AI Infrastructure Compounder — Summit Research2026-01-30: Buy (n=1, avg=4.00) Celestica: A 2026 AI Opportunity With Growth Potential — The Asian Investor2026-01-31: Hold (n=1, avg=3.00) Celestica Enjoys Google & Meta Sized Growth Prospects - Further Consolidation Ahead — Juxtaposed Ideas2026-02-01: Strong Buy (n=1, avg=5.00) Celestica: Why I'm Adding On The Post-Earnings Dip — Bram de Haas2026-02-03: Buy (n=2, avg=4.00) Celestica: Unwarranted Premium Is Finally Cracking In Plain Sight — JR Research2026-02-04: Hold (n=1, avg=3.00) Steven Cress' Top 10 AI Stocks (Recap & Update) — Steven Cress, Quant Team2026-02-05: Buy (n=1, avg=4.00) Celestica: A Hidden Gem For Aggressive Growth Portfolios — Star Investments2026-02-07: Strong Buy (n=1, avg=5.00) Celestica: Accelerating AI-Driven Growth And Valuation Contraction Make This A No-Brainer — Bay Area Ideas2026-02-10: Buy (n=1, avg=4.00) Celestica's Consolidation Is A Rare Buying Opportunity (Upgrade) — Danil Sereda2026-02-13: Buy (n=1, avg=4.00) Celestica: Surfing The AI Infrastructure Buildout — Ricardo Fernandez2026-02-15: Hold (n=1, avg=3.00) Celestica's Next Move Isn't About 2026 - It's About Proving 2027 — The Alpha Analyst2026-02-18: Buy (n=2, avg=4.50) Celestica's Next Move Is Scale — Kennedy Njagi2026-03-04: Buy (n=1, avg=4.00) Celestica: Why The Prolonged Consolidation Is A Gift — Nova Capital2026-03-11: Hold (n=1, avg=3.00) Celestica And Its Real Value — Grant Gigliotti2026-03-18: Strong Buy (n=1, avg=5.00) Celestica: Time To Bet Bigger — KM Capital2026-03-24: Buy (n=1, avg=4.00) Celestica: AI's Bottleneck Is Shifting - And Market Hasn't Caught Up — Summit Research2026-03-25: Hold (n=1, avg=3.00) Celestica's Great Growth Only Goes So Far — Daniel Jones2026-03-27: Buy (n=2, avg=4.00) Celestica After The Run Still Has More Upside — Pythia Research2026-04-04: Buy (n=1, avg=4.00) Celestica's Next Leg Higher — Yiannis Zourmpanos2026-04-06: Buy (n=1, avg=4.00) Celestica: Why I Think It's Finally Time To Load Up (Rating Upgrade) — JR Research2026-04-08: Buy (n=1, avg=4.00) Celestica: The AI Infrastructure Titan Ready To Explode (Earnings Preview) — Danil Sereda2026-04-09: Strong Buy (n=2, avg=5.00) Celestica: One Of The Best Ways To Play The AI Infrastructure Buildout — Deep Value Investing2026-04-21: Hold (n=1, avg=3.00) Celestica: Once Standardization Sets In, This Would Be A Risky Play — Andres Veurink01/2102/2003/2204/21

25 analysts rated CLS in the last 30 days, with 7 Strong Buy, 14 Buy, 4 Hold, 0 Sell and 0 Strong Sell. The most recent entry is Andres Veurink on 2026-04-21 at Hold titled 'Celestica: Once Standardization Sets In, This Would Be A Risky Play', arguing the CCS data-center plumbing thesis faces customer concentration and eventual commoditization by Taiwanese ODMs despite strong near-term hyperscaler demand, and flagging that the premium valuation is not justified by the risk profile. That caution cuts against a still bullish book that includes Deep Value Investing and Hunting Alphas at Strong Buy on 2026-04-09, Danil Sereda's 2026-04-08 Buy earnings preview, and JR Research's 2026-04-06 Buy upgrade framing CLS as a best-in-class AI infrastructure buildout play.

MSFT
⬆ Buy
Very Strong
2026-04-21
SBBHSSS2026-01-22: Hold (n=1, avg=3.00) Microsoft: Cloud Margins Are The Tripwire Heading Into FQ2 Earnings (Downgrade) — Deep Value Investing2026-01-23: Strong Buy (n=1, avg=5.00) Microsoft: Deep Discount Before Earnings — KM Capital2026-01-26: Buy (n=5, avg=4.20) Microsoft Q2 Preview: The Greatest Pressure Test Since 2021 — Amrita Roy2026-01-29: Buy (n=5, avg=3.60) Microsoft Q2: Non‑Obvious Risks Hiding Behind The AI Boom — Hunting Alphas2026-01-30: Buy (n=6, avg=4.00) Microsoft: The Earnings Drawdown Is A Gift (Rating Upgrade) — Louis Gerard2026-02-02: Buy (n=2, avg=4.50) Microsoft: It Becomes The Cheapest Stock In The Magnificent 7 (Rating Upgrade) — Johnny Zhang, CFA2026-02-03: Buy (n=1, avg=4.00) Microsoft: Pullback Improves The Investment Case (Rating Upgrade) — Brett Ashcroft Green2026-02-04: Buy (n=1, avg=4.00) Meta Beats Microsoft At AI Monetization - Here's Why — Amrita Roy2026-02-05: Buy (n=2, avg=4.00) Microsoft: Rampant Selloff A Case Of Market Disconnect And Irrational 'SaaSapocalypse' Fears — Vinay Utham, CFA2026-02-06: Buy (n=2, avg=4.50) Microsoft: An OpenAI Problem (Rating Upgrade) — Deep Value Investing2026-02-08: Strong Buy (n=2, avg=5.00) Microsoft's $625 Billion AI Flywheel — Yiannis Zourmpanos2026-02-09: Buy (n=2, avg=3.50) Microsoft's AI Spend Looks Scary, Until You Run The Numbers — Investor's Compass2026-02-10: Buy (n=2, avg=4.50) Microsoft: I Bought This Dip — Cash Flow Venue2026-02-11: Strong Buy (n=3, avg=4.67) Microsoft Is A Buy Amid Software Meltdown (Rating Upgrade) — Bay Area Ideas2026-02-12: Buy (n=3, avg=4.33) Buy Microsoft's Falling Price Despite An Overvalued Macroeconomy (Rating Upgrade) — Oliver Rodzianko2026-02-13: Hold (n=3, avg=3.33) Microsoft: I Like This Price And I Like This Strategy More Than The Stock — Fundamental Options2026-02-15: Hold (n=1, avg=3.00) Microsoft's Lack Of Leadership In AI, Wait — Rafa F. Oliver, CFA2026-02-17: Buy (n=2, avg=4.00) Microsoft's Azure Reacceleration Could Shock Wall Street — Nova Capital2026-02-19: Strong Buy (n=1, avg=5.00) Microsoft: This AI Selloff Could Be The Buying Opportunity Investors Miss — Dhierin Bechai2026-02-20: Buy (n=2, avg=3.50) Microsoft: Why I Set A $370 Buy Order — Envision Research2026-02-24: Buy (n=2, avg=3.50) Microsoft's Impossible Situation — Rational Techne2026-02-27: Buy (n=2, avg=4.00) Microsoft: High-Margin Growth Points To A Premium Valuation — Given Mahlangu2026-02-28: Hold (n=1, avg=3.00) Microsoft: Shares Look More Attractive As AI Reverts To Tech Growth Norm? — Wise Bull2026-03-03: Strong Buy (n=1, avg=5.00) Microsoft: Azure And OpenAI Integration Support Long-Term Growth — Khaveen Investments2026-03-05: Buy (n=1, avg=4.00) Microsoft: Buy The Dip, Or Regret It Forever — Danil Sereda2026-03-06: Strong Buy (n=1, avg=5.00) Why Microsoft's Heavy AI Spending Is Driving Profits, Not Destroying Them — Analysis Fundamental2026-03-09: Buy (n=1, avg=4.00) Microsoft: The Market Is Giving Us A Gift, And I Am Accepting It — Julia Ostian2026-03-11: Buy (n=1, avg=4.00) Microsoft: Don't Miss The Forest For The Trees - Buy This Dip (Rating Upgrade) — PropNotes2026-03-13: Strong Buy (n=2, avg=5.00) Microsoft: SaaS/Cloud Winner With Rule Of 37.3% Outperformance — Juxtaposed Ideas2026-03-14: Buy (n=1, avg=4.00) Microsoft: The Bears Get One Thing Right But One Totally Wrong — Luca Socci2026-03-16: Buy (n=2, avg=4.00) Microsoft Is On Sale: 5 Reasons To Buy Now — Agar Capital2026-03-18: Buy (n=1, avg=4.00) Microsoft's Transition Creates A Generational Buying Opportunity — Oakoff Investments2026-03-20: Strong Buy (n=1, avg=5.00) Microsoft Stock Makes No Sense, Play The Spending Versus Revenue Gap — Rick Orford2026-03-22: Hold (n=1, avg=3.00) Microsoft: Don't Jump To Conclusions From The Recent Share Price Rout — Vladimir Dimitrov, CFA2026-03-23: Buy (n=2, avg=4.00) Microsoft: Agentic AI May Be The 2-In-1 Recovery Catalyst — Summit Research2026-03-24: Strong Buy (n=1, avg=5.00) Microsoft: I'm Pounding The Table On This Market Misunderstanding — JR Research2026-03-25: Buy (n=1, avg=4.00) Microsoft: Fortress Balance Sheet, Deep Value — Treading Softly2026-03-28: Sell (n=1, avg=2.00) Microsoft: The Questions That Price Seems To Have Answered — The Sharpe Quest2026-03-30: Buy (n=2, avg=3.50) Microsoft: An Inauspicious Start To 2026 — The Insiders Forum2026-03-31: Buy (n=1, avg=4.00) Microsoft: Back To Pre-COVID Multiples - But The Business Has Moved On — Equity Lab2026-04-01: Buy (n=2, avg=4.50) Microsoft: A Gift At 22x P/E (Rating Upgrade) — Envision Research2026-04-02: Buy (n=2, avg=4.50) Microsoft Is 11% Of My NAV And I'm Targeting Monster Returns — Oliver Rodzianko2026-04-04: Buy (n=3, avg=4.00) Microsoft's Selloff Is Hiding A Bigger Opportunity — Pythia Research2026-04-06: Strong Buy (n=1, avg=5.00) Microsoft: Double-Digit Growth At A Rare Discount — The J Thesis2026-04-07: Buy (n=2, avg=4.00) Microsoft: Unloved, Not Broken — Deep Value Investing2026-04-08: Strong Buy (n=3, avg=4.67) Microsoft: Buy The AI Empire — Louis Gerard2026-04-09: Strong Buy (n=1, avg=5.00) Microsoft: The Selloff Looks Better Than The Story — Quantryon Capital2026-04-10: Strong Buy (n=1, avg=5.00) Microsoft: Temporary CapEx Panic Masks The Long-Term Edge — Esxeleryn Analytics2026-04-12: Hold (n=1, avg=3.00) Microsoft: Azure Is Booming, But OpenAI And Copilot Are Quietly Capping The Upside — Hunting Alphas2026-04-14: Hold (n=1, avg=3.00) Microsoft: CAPEX Spending In Focus Ahead Of Q3 — Justin Purohit2026-04-15: Buy (n=1, avg=4.00) Microsoft: Mispriced And Unfairly Tarnished With Overblown Capital Allocation Fears (Rating Upgrade) — The Alpha Sieve2026-04-16: Buy (n=3, avg=3.67) Microsoft: Cheap For All The Wrong Reasons — The Techie2026-04-17: Sell (n=2, avg=2.50) Microsoft: Don't Buy The Dip; A 30% Correction Is Still Ahead — Dmytro Lebid2026-04-21: Buy (n=1, avg=4.00) Microsoft's Bear Case Is Hard To Buy — Konstantinos Kosmidis01/2102/2003/2204/21

32 analysts rated MSFT in the last 30 days, with 10 Strong Buy, 12 Buy, 8 Hold, 2 Sell and 0 Strong Sell. The most recent call is Konstantinos Kosmidis on 2026-04-21 at Buy titled 'Microsoft's Bear Case Is Hard To Buy', arguing that fears around $37.5B Q2 2026 CapEx, agentic AI disruption and OpenAI concentration risk are overstated and that MSFT's 25.1x forward earnings sits well below its 10-year median with strong recurring revenue and momentum. The counter-view is visible in the dispersion: Dmytro Lebid's 2026-04-17 Sell calling for a further 30% correction, Amrita Roy's same-day Hold 'Not Like Meta In 2022', and Dilantha De Silva's 2026-04-16 Hold flagging Claude's threat to Copilot adoption.

MU
⬆ Buy
Very Strong
2026-04-20
SBBHSSS2026-01-21: Hold (n=2, avg=3.00) Micron: This Time Is Not Different, It's Time To 'Sell' (Downgrade) — Julian Lin2026-01-22: Strong Buy (n=2, avg=5.00) Micron: This Party Is Just Getting Started — Bay Area Ideas2026-01-26: Buy (n=1, avg=4.00) Micron: In The Middle Of An AI Super‑Upcycle — Analysis Fundamental2026-01-27: Hold (n=2, avg=3.00) Micron Stock: Why I'm Still Buying More And You Should, Too — Kumquat Research2026-01-29: Strong Buy (n=3, avg=4.67) Why This Micron Rally Holds — Pythia Research2026-02-03: Hold (n=1, avg=3.00) Micron: Tailwinds Priced In — Rafa F. Oliver, CFA2026-02-04: Hold (n=1, avg=3.00) Steven Cress' Top 10 AI Stocks (Recap & Update) — Steven Cress, Quant Team2026-02-11: Strong Buy (n=1, avg=5.00) Micron: Valuation Is Still In The Dust — Kennedy Njagi2026-02-12: Buy (n=2, avg=4.00) Micron Is Priced To Perfection In A Non-Perfect Market (Downgrade) — The Techie2026-02-13: Hold (n=1, avg=3.00) Micron: Institutional Money Can End The Party Abruptly — Envision Research2026-02-16: Buy (n=1, avg=4.00) Micron: Nothing Is Over — Danil Sereda2026-02-17: Strong Buy (n=1, avg=5.00) Micron: DDR5 Prices Surge +400% Since September And Could Rise Further In 2026 — Johnny Zhang, CFA2026-02-18: Buy (n=2, avg=4.50) Micron's New SSDs Are Gamechangers For AI — Uttam Dey2026-02-19: Sell (n=1, avg=2.00) Micron: Melt-Up Looks Late Cycle; Don't Chase This Rally Any Further — JR Research2026-02-21: Strong Buy (n=1, avg=5.00) Micron: The Rare Rally Of Melting Multiples — KM Capital2026-02-24: Strong Buy (n=1, avg=5.00) Micron: The Unsung Hero Of The U.S. AI Infrastructure — Dmytro Lebid2026-02-27: Hold (n=3, avg=3.00) Micron: Cyclical Growth Selling At The Price Of Structural Growth — David Desjardins2026-03-03: Strong Buy (n=1, avg=5.00) Micron: I'll Sell At $1,000 (Or If This Happens) — James Foord2026-03-05: Buy (n=2, avg=4.00) Micron's AI Supercycle Accelerates — Yiannis Zourmpanos2026-03-09: Buy (n=3, avg=4.33) Micron: Vera Rubin HBM4 Fears Mask A Bullish Earnings Setup — Summit Research2026-03-11: Buy (n=2, avg=4.50) Micron Technology: HBM Sold Out For 2026, Wall Street Is Still Underpricing — Sandeep Gupta2026-03-12: Buy (n=2, avg=4.50) Micron Stock Gets Powerful Setup Ahead Of Earnings — Future Stack Investment2026-03-13: Hold (n=1, avg=3.00) Micron Q2 Earnings Preview: Expect Another Monster Quarter — Jonathan Weber2026-03-16: Sell (n=2, avg=2.50) Earnings Preview: We'll See How Much Upside Micron Has — The Techie2026-03-17: Buy (n=1, avg=4.00) Micron: The 4-To-1 New Catalyst — Luca Socci2026-03-18: Buy (n=3, avg=4.33) Micron Just Smashed Estimates - Buy The Dip — StockBros Research2026-03-19: Hold (n=4, avg=2.75) Micron: Entering The Danger Zone (Rating Downgrade) — Tech Stock Pros2026-03-20: Strong Buy (n=1, avg=5.00) Micron Is Rewriting The Memory Cycle — Yiannis Zourmpanos2026-03-21: Hold (n=1, avg=3.00) Micron Technology And Its Real Value — Grant Gigliotti2026-03-22: Buy (n=1, avg=4.00) Micron: Buy The Latest Blowout — Bill Maurer2026-03-23: Buy (n=6, avg=3.50) Micron's Profit Supercycle Mirrors Nvidia - There's Still Time To Buy In — PropNotes2026-03-24: Buy (n=1, avg=4.00) The 'Problem' With Micron's Guidance — Uttam Dey2026-03-25: Sell (n=2, avg=2.50) Micron: State Of The Cycle (Rating Downgrade) — Envision Research2026-03-26: Hold (n=3, avg=3.00) Micron Is Still One Of The Best Stocks In This Current Market — Bill Gunderson2026-03-27: Sell (n=2, avg=2.50) Micron: Don't Try To Call The Top, Just Choose Your Risk Appetite — Oliver Rodzianko2026-03-28: Strong Buy (n=1, avg=5.00) Micron: AI Memory Paradox Could Send Demand Exploding Despite Margin Risks — Dhierin Bechai2026-03-30: Buy (n=6, avg=3.83) Micron: The Competition Is Catching Up — Louis Gerard2026-03-31: Buy (n=2, avg=4.00) The Cure For FOMO With Tech Contrarians — Tech Stock Pros2026-04-01: Buy (n=4, avg=3.75) Micron Stock: Why I'm Doubling Down — Kumquat Research2026-04-02: Buy (n=1, avg=4.00) Micron: The Peak Memory Myth — Quad 7 Capital2026-04-04: Buy (n=2, avg=4.50) TurboQuant Fears Overblown, Micron Deserves A Buy — Perseus Perspectives2026-04-05: Hold (n=1, avg=3.00) Micron: I Was Wrong, This Time Is Indeed Different (Rating Upgrade) — Julian Lin2026-04-06: Hold (n=2, avg=3.00) Micron Technology: Betting On The AI Memory Supercycle — Forward Analytics2026-04-07: Sell (n=2, avg=2.50) Micron Technology: Crowded Bet On A Cyclical High — Yong Hee Lee2026-04-08: Buy (n=1, avg=4.00) Micron: The Only Chip Stock I'm Buying — Gary Alexander2026-04-09: Buy (n=1, avg=4.00) Micron: The Memory Bottleneck Is Shifting - And Market Hasn't Caught Up — Summit Research2026-04-10: Buy (n=2, avg=3.50) Micron: A Market Darling For A Reason — Justin Purohit2026-04-12: Strong Buy (n=1, avg=5.00) Micron Technology: I'm Buying And Not Looking Back — Andres Veurink2026-04-13: Buy (n=1, avg=4.00) Micron: The Peak Everyone Sees Isn't There — Future Stack Investment2026-04-16: Strong Buy (n=3, avg=5.00) Micron: This Party Isn't Ending Anytime Soon — Bay Area Ideas2026-04-20: Sell (n=1, avg=2.00) Micron: Dead Cats Don't Bounce Twice — Tech Stock Pros01/2102/2003/2204/21

44 analysts rated MU in the last 30 days, with 13 Strong Buy, 15 Buy, 5 Hold, 10 Sell and 1 Strong Sell. The book is unusually dispersed for a widely-covered name: 28 Buy-or-better calls sit alongside 11 outright bearish votes, and the most recent call is Tech Stock Pros on 2026-04-20 at Sell titled 'Micron: Dead Cats Don't Bounce Twice'. That caution collides head-on with a cluster of 2026-04-16 Strong Buys from Bay Area Ideas ('This Party Isn't Ending Anytime Soon'), James Hires ('Still An Incredible Value, Even After Its 530% Run') and Konstantinos Kosmidis arguing the bulls are winning the DRAM/NAND cycle argument.

MRVL
⬆ Buy
Very Strong
2026-04-20
SBBHSSS2026-01-23: Buy (n=1, avg=4.00) Marvell's 2026 Story Looks Quiet Bullish — Danil Sereda2026-02-13: Buy (n=3, avg=4.00) Marvell: The Market Overreaction Doesn't Quite Make Sense — JR Research2026-02-14: Buy (n=3, avg=3.67) Given The Nvidia Tax, Broadcom And Marvell Offer A Powerful 1-2 AI Punch — APAC Research2026-02-15: Hold (n=1, avg=3.00) Marvell Technologies: Adding To Its Data Center Ambitions — The Value Investor2026-02-23: Hold (n=1, avg=3.00) The AI Memory Supercycle: Why Astera Labs And Marvell Are Top Buys — Uttam Dey2026-03-04: Buy (n=1, avg=4.00) Marvell: Custom Is The Dark Horse Catalyst — Summit Research2026-03-06: Buy (n=1, avg=4.00) Marvell: Strong FY26 Results And Persistent Speculations — Tangerine Tan Capital2026-03-09: Strong Buy (n=1, avg=5.00) Marvell Technology: My Top AI Investment Pick For 2026 — The Asian Investor2026-03-10: Buy (n=1, avg=4.00) Marvell: Buying Opportunity Before It Takes Off Without You — JR Research2026-03-11: Buy (n=2, avg=4.50) Marvell Technology: Not A One-Quarter Story — Tech Stock Pros2026-03-12: Hold (n=1, avg=3.00) Marvell: The Guidance Sounds Great Until You Look Under The Hood (Rating Downgrade) — Deep Value Investing2026-03-17: Buy (n=1, avg=4.00) Marvell's AI Story Is Bigger Than Expected — Pythia Research2026-03-20: Buy (n=1, avg=4.00) Broadcom Or Marvell? Choosing Between Stability And Aggressive Growth — Dmytro Lebid2026-03-23: Buy (n=1, avg=4.00) Marvell: Building The AI Interconnect Stack Of The Next Decade — Analysis Fundamental2026-03-30: Buy (n=1, avg=4.00) Marvell Technology: More Visibility, More Design Wins, And More Upside Potential — Kennedy Njagi2026-03-31: Buy (n=1, avg=4.00) Marvell's Growth Story Just Changed — Uttam Dey2026-04-01: Buy (n=1, avg=4.00) Marvell: Nvidia Deal Supercharges An Undervalued AI Leader — Danil Sereda2026-04-09: Buy (n=1, avg=4.00) Nvidia Invests In Marvell, And So Should You — Bay Area Ideas2026-04-11: Strong Buy (n=1, avg=5.00) Marvell: Rating Upgrade On Data Center Boom — Khaveen Investments2026-04-16: Hold (n=1, avg=3.00) Marvell: Slower To AI Race, Hasty Rally - Downgrade To Hold — Juxtaposed Ideas2026-04-20: Buy (n=1, avg=4.00) Marvell: An AI Winner Tackling The Biggest Bottleneck With Data Transfer Optics — Dhierin Bechai01/2102/2003/2204/21

24 analysts rated MRVL in the last 30 days, with 3 Strong Buy, 17 Buy, 4 Hold, 0 Sell and 0 Strong Sell. The most recent call is Dhierin Bechai on 2026-04-20 at Buy titled 'Marvell: An AI Winner Tackling The Biggest Bottleneck With Data Transfer Optics', extending an almost uniformly bullish window where 20 of 24 calls sit at Buy or better. Juxtaposed Ideas' 2026-04-16 Hold 'Slower To AI Race, Hasty Rally - Downgrade To Hold' is the visible counter-view against Khaveen Investments' Strong Buy upgrade on the data-center boom and Danil Sereda's Buy on the Nvidia deal.

LUNR
⬆ Buy
Strong
2026-04-21
SBBHSSS2026-01-28: Buy (n=1, avg=4.00) Intuitive Machines Hits My Price Target: What's Next? (Downgrade) — Dhierin Bechai2026-03-04: Hold (n=1, avg=3.00) Intuitive Machines: I See The Opportunity, But I'm Not Chasing It — Grassroots Trading2026-03-19: Buy (n=2, avg=4.00) Intuitive Machines: Weak FY25 Results, Strong FY26 Ambitions — Petri Dish Reports2026-03-20: Buy (n=1, avg=4.00) Intuitive Machines Earnings: What The Market Is Missing — Kumquat Research2026-03-27: Hold (n=1, avg=3.00) Intuitive Machines: Big Contract, Big Backlog — Joseph Parrish2026-04-20: Buy (n=1, avg=4.00) Intuitive Machines: Liftoff Has Just Started (Rating Upgrade) — Bay Area Ideas01/2102/2003/2204/21

7 analysts rated LUNR in the last 90 days, with 0 Strong Buy, 5 Buy, 2 Hold, 0 Sell and 0 Strong Sell. The most recent call is Bay Area Ideas on 2026-04-20 at Buy titled 'Intuitive Machines: Liftoff Has Just Started (Rating Upgrade)', a clear tone-setter. Joseph Parrish's 2026-03-27 Hold 'Big Contract, Big Backlog' on contract-timing is the main counterweight in a field otherwise stacked with Buy calls from Kumquat Research, Petri Dish Reports and Dilantha De Silva defending the long-term outlook past a weak FY25.

AMD
⬆⬆ Strong Buy
Very Strong
2026-04-20
SBBHSSS2026-01-23: Hold (n=1, avg=3.00) AMD: A Solid Second-Best — Ricardo Fernandez2026-01-28: Strong Buy (n=1, avg=5.00) AMD's 2026 An EPYC Year - MI450x Not The Only Tailwind — Uttam Dey2026-01-29: Buy (n=1, avg=4.00) AMD: Expensive For A Reason, Upgrade Before Earnings — KM Capital2026-01-30: Buy (n=1, avg=4.00) AMD: Facing Its Moment Of Truth — Geneva Investor2026-02-02: Buy (n=2, avg=4.50) Why AMD Is A Crucial Nvidia Pairing Ahead Of The Q4 Print — Elizabeth Pramila2026-02-03: Buy (n=4, avg=4.00) AMD's Q4: A Solid Quarter The Market Ignored (Rating Upgrade) — Kenio Fontes2026-02-04: Hold (n=5, avg=3.40) AMD: Buy The Earnings Drop — Bill Maurer2026-02-05: Buy (n=5, avg=4.00) AMD: The Market's Indiscriminate Selloff Makes No Sense (Upgrade) — JR Research2026-02-06: Buy (n=3, avg=4.00) AMD: The China Asterisk — James Foord2026-02-08: Hold (n=1, avg=3.00) AMD Q4 Earnings: 3 Reasons For The Knife To Fall More — Envision Research2026-02-09: Strong Buy (n=1, avg=5.00) AMD: Why I'm Buying Post-Earnings — Louis Gerard2026-02-10: Buy (n=1, avg=4.00) AMD: A De-Risked AI Compounder — Summit Research2026-02-11: Strong Buy (n=2, avg=5.00) AMD: Something Doesn't Add Up — Rick Orford2026-02-12: Hold (n=1, avg=3.00) Tech Tug Of War: Fear Vs. Greed — Tech Stock Pros2026-02-18: Strong Buy (n=1, avg=5.00) AMD Stock: $300 Appears Imminent; Why I'm Buying More — Kumquat Research2026-02-19: Hold (n=1, avg=3.00) This Is A Stock Picker's Market — Kenio Fontes2026-02-20: Strong Buy (n=1, avg=5.00) AMD's Pullback Won't Last Long (Rating Upgrade) — Pythia Research2026-02-24: Hold (n=2, avg=3.00) AMD: A Rare Case Of Buying The News — The Techie2026-02-25: Buy (n=1, avg=4.00) AMD: AI Infrastructure Shift Could Turn It Into A Cash Cow — Dhierin Bechai2026-02-26: Buy (n=2, avg=4.00) AMD Is A No-Brainer Once More — Bay Area Ideas2026-03-02: Hold (n=1, avg=3.00) AMD: Meta Deal Is A Game Changer — The Asian Investor2026-03-04: Buy (n=1, avg=4.00) AMD Is Just Getting Started (Rating Upgrade) — Oliver Rodzianko2026-03-05: Hold (n=2, avg=3.00) AMD: Pullback After Blockbuster Deal Sets Up An Amazing Buy Point — JR Research2026-03-08: Strong Buy (n=1, avg=5.00) Advanced Micro Devices: Doubling Down On $600 — Stone Fox Capital2026-03-11: Strong Buy (n=1, avg=5.00) AMD: The Agentic AI Era Is Coming With Far-Reaching Implications (Upgrade) — Julian Lin2026-03-14: Strong Buy (n=1, avg=5.00) AMD's Next AI Catalyst: MI450 — Yiannis Zourmpanos2026-03-16: Strong Buy (n=1, avg=5.00) AMD: The Trojan Horse In The Server Room — Joseph Montezuma2026-03-17: Buy (n=1, avg=4.00) AMD: Agentic AI Is Broadening The Bull Case — Summit Research2026-03-18: Buy (n=3, avg=4.33) AMD Doesn't Worry Me, Its Customers And Deals Do — Envision Research2026-03-19: Strong Buy (n=1, avg=5.00) AMD: Private Credit Crunch Is Good — Noah's Arc Capital Management2026-03-22: Strong Buy (n=1, avg=5.00) AMD's Real Shift Is Still Mispriced — Pythia Research2026-03-24: Strong Buy (n=1, avg=5.00) AMD May Have More Upside Than Nvidia (Upgrade) — Deep Value Investing2026-03-25: Buy (n=1, avg=4.00) AMD: One Reason To Buy And One Reason To Be Cautious — Kenio Fontes2026-03-26: Buy (n=1, avg=4.00) AMD: Why The CPU Renaissance Is Just Starting — Oakoff Investments2026-03-27: Buy (n=1, avg=4.00) AMD Vs. Nvidia: Bet On AMD The Underdog — Louis Liu, Esq2026-03-29: Sell (n=1, avg=2.00) AMD: Helium Shortage Is The Least Of Its Problems — Bashar Issa2026-03-30: Buy (n=1, avg=4.00) AMD Secured A Solid Backing For A Long-Term Growth Potential — InSight Analytics2026-03-31: Hold (n=1, avg=3.00) The Cure For FOMO With Tech Contrarians — Tech Stock Pros2026-04-07: Strong Buy (n=1, avg=5.00) AMD: The Catalysts Nobody's Pricing In — Rick Orford2026-04-13: Hold (n=1, avg=3.00) AMD: Growth Is Real, Upside Is Not — The Alpha Analyst2026-04-15: Buy (n=2, avg=4.00) AMD: Why It's A 'Hold' At Current Levels — Justin Purohit2026-04-17: Hold (n=1, avg=3.00) AMD: Riding The AI Wave, But Returns May Stall From Here — Abhishek Ranawade2026-04-18: Hold (n=1, avg=3.00) NVIDIA Vs. AMD: Buy The Dominant Leader At A Discount — Dmytro Lebid2026-04-19: Strong Buy (n=1, avg=5.00) AMD: $600 Bullseye — Stone Fox Capital2026-04-20: Hold (n=1, avg=3.00) AMD: Don't Chase Now, Even If You Missed The Ride (Downgrade) — JR Research01/2102/2003/2204/21

15 analysts rated AMD in the last 30 days, with 5 Strong Buy, 4 Buy, 5 Hold, 1 Sell and 0 Strong Sell. The book is split between bulls and fence-sitters, and recent tone has softened: the three most recent dated calls are all Hold, led by JR Research's 2026-04-20 downgrade 'AMD: Don't Chase Now, Even If You Missed The Ride' and Abhishek Ranawade's 2026-04-17 'Returns May Stall From Here'. Counter to that caution, Stone Fox Capital reiterated Strong Buy on 2026-04-19 with 'AMD: $600 Bullseye'.

NBIS
⬆⬆ Strong Buy
Very Strong
2026-04-20
SBBHSSS2026-01-21: Strong Buy (n=1, avg=5.00) Nebius Is My Number One Stock For 2026, But Not For The Reason You Think — PropNotes2026-01-22: Strong Buy (n=1, avg=5.00) Nebius Is Past The Narrative Phase — Pythia Research2026-01-27: Buy (n=2, avg=4.00) Nebius: The Q4 Results Should Trigger A Rally (Earnings Preview) — Danil Sereda2026-02-02: Buy (n=1, avg=4.00) Nebius Earnings Preview: Growth Now, Rubin Expansion Ahead — Petri Dish Reports2026-02-04: Buy (n=1, avg=4.00) Nebius: This Correction Looks Overdone Ahead Of Q4 (Earnings Preview) — Oakoff Investments2026-02-12: Strong Buy (n=3, avg=5.00) Nebius: The AI Powerhouse You Can't Ignore — Yiannis Zourmpanos2026-02-13: Buy (n=3, avg=4.33) Nebius Q4: Path To Potential $180 Share Price — James Foord2026-02-14: Buy (n=2, avg=4.50) Nebius: Inflection Point — The Asian Investor2026-02-15: Strong Buy (n=1, avg=5.00) Nebius: AI Discount Bin — Stone Fox Capital2026-02-16: Hold (n=1, avg=3.00) Nebius Group Q4 Earnings: My CliffsNotes On Revenue Recognition — Envision Research2026-02-17: Hold (n=3, avg=2.67) Structural Headwinds Persist And The Outlook Could Be Getting Even Worse For Nebius Investors — Rational Techne2026-02-18: Strong Buy (n=1, avg=5.00) Nebius Misses, Guides Low, The Stock Still Rips: What Is Wall Street Buying? — Deep Value Investing2026-02-23: Buy (n=1, avg=4.00) Nebius: Profitable On EBITDA Basis As AI Cloud Demand Explodes — Dhierin Bechai2026-02-24: Strong Buy (n=4, avg=4.75) Nebius: Hypergrowth Meets Capital Intensity Reality Check — Pythia Research2026-02-26: Buy (n=2, avg=4.50) Nebius: Don't Let The CapEx Scare You — Denis Buivolov, CFA2026-02-28: Sell (n=1, avg=2.00) Nebius: Sell Before The AI Bubble Bursts — Bears of Wall Street2026-03-01: Buy (n=1, avg=4.00) Nebius: Turning Massive Contracts And Power Capacity Into High Growth — Star Investments2026-03-03: Buy (n=1, avg=4.00) Nebius: High-Stakes CapEx Meets Massive AI Infrastructure Potential — Dmytro Lebid2026-03-05: Strong Buy (n=2, avg=5.00) Nebius: Has My Conviction It Will Be An Outperformer — Andres Veurink2026-03-10: Buy (n=1, avg=4.00) Nebius: Why The Consolidation Is A Massive Gift — Danil Sereda2026-03-11: Buy (n=4, avg=3.75) Nebius: Nvidia Is Loading Up, But I Am Heading For The Exits — Julian Lin2026-03-12: Buy (n=2, avg=4.50) Europe Needs Nebius, And Nvidia Knows It — James Foord2026-03-13: Buy (n=4, avg=3.50) Nebius: Why Nvidia's Investment Isn't A Guarantee Of Future Returns — Julia Ostian2026-03-14: Strong Buy (n=1, avg=5.00) Nebius: Why Nvidia's $2 Billion Move Matters More Than AI Bubble Fears — Deep Value Investing2026-03-16: Buy (n=2, avg=4.50) Nebius: Meta's $27B Deal Is The Ultimate Proof-Of-Concept — Finance Flash2026-03-17: Strong Buy (n=3, avg=4.67) Nebius: Implications Of The $27 Billion Meta Deal — The Asian Investor2026-03-18: Hold (n=1, avg=3.00) Nebius: Positioned To Win In Any Eventuality From The $27B Meta Deal — Oliver Rodzianko2026-03-25: Strong Buy (n=1, avg=5.00) Nebius: The Market Got This Wrong — Yiannis Zourmpanos2026-03-26: Buy (n=3, avg=4.00) Nebius: Short Squeeze Potential Is Mounting — Envision Research2026-03-27: Buy (n=2, avg=4.50) Nebius: The $45 Billion Backlog Nobody Is Pricing In — PropNotes2026-03-29: Strong Buy (n=1, avg=5.00) Nebius: Catch This AI Dip With A Safety Net — Stone Fox Capital2026-03-31: Buy (n=1, avg=4.00) Nebius's Sell-Off Puts Its AI Cloud Growth At A Steal — Future Stack Investment2026-04-08: Buy (n=1, avg=4.00) Nebius: Winning The AI GPU Shortage Game — Dmytro Lebid2026-04-09: Hold (n=1, avg=3.00) Nebius: The Constant Gamechanger — Quad 7 Capital2026-04-10: Strong Buy (n=1, avg=5.00) Nebius Is Becoming The Next AI Hyperscaler — Pythia Research2026-04-14: Strong Buy (n=1, avg=5.00) Nebius: The Compute Bottleneck Is Real — James Foord2026-04-15: Strong Buy (n=1, avg=5.00) IREN Vs. Nebius: One Dilutes, The Other Compounds — Sarfatti Investment Research2026-04-16: Hold (n=2, avg=3.00) Nebius: Did Meta And Microsoft Buy Compute At Near-Zero Margin? (Rating Downgrade) — Bashar Issa2026-04-20: Strong Sell (n=1, avg=1.00) Nebius's Significant Downside Exacerbated By AI Bubble Re-Inflation — Rational Techne01/2102/2003/2204/21

16 analysts rated NBIS in the last 30 days, with 7 Strong Buy, 4 Buy, 4 Hold, 0 Sell and 1 Strong Sell. The most recent call is Rational Techne on 2026-04-20 at Strong Sell titled 'Nebius's Significant Downside Exacerbated By AI Bubble Re-Inflation', the single most bearish data point against an otherwise Buy-heavy field. Hold calls from Bashar Issa and Luca Socci on 2026-04-16 flag near-zero-margin hyperscaler compute deals, while Strong Buys from Sarfatti Investment Research and James Foord defend the compute-bottleneck and capital-efficiency thesis.

AVGO
⬆ Buy
Very Strong
2026-04-20
SBBHSSS2026-01-30: Hold (n=1, avg=3.00) Broadcom's AI Success Is Undeniable - The Investment Case Is Not — Daniel Schönberger2026-02-06: Buy (n=1, avg=4.00) Broadcom: The Market Is Likely Getting It Wrong — JR Research2026-02-13: Buy (n=2, avg=4.50) Broadcom: Why AI Vibe-Coding Is Not A Threat To Its Infrastructure Software Segment — Michael Fitzsimmons2026-02-14: Hold (n=1, avg=3.00) Given The Nvidia Tax, Broadcom And Marvell Offer A Powerful 1-2 AI Punch — APAC Research2026-02-19: Strong Buy (n=1, avg=5.00) Broadcom: Expect FY26 Outlook To Reflect Spending Surge By Hyperscalers (Earnings Preview) — Michael Del Monte2026-02-20: Strong Buy (n=1, avg=5.00) Broadcom: AI CapEx Panic Is Your Opportunity — Blake Callahan2026-02-24: Buy (n=2, avg=4.00) Broadcom: Set For Another Double-Beat Next Week (Earnings Preview) — Danil Sereda2026-02-25: Buy (n=1, avg=4.00) Broadcom Q1 Preview: Tech Rotation Could Trigger Another Irrational Selloff — Deep Value Investing2026-03-05: Buy (n=6, avg=4.00) Broadcom: Like Buying Nvidia In May 2023 — Tech Stock Pros2026-03-06: Buy (n=3, avg=4.00) Broadcom: Set For New Highs In 2026 (Rating Upgrade) — The Asian Investor2026-03-09: Buy (n=1, avg=4.00) Broadcom's Margin Fears Were Overblown: Here's What Actually Matters — Deep Value Investing2026-03-10: Strong Buy (n=1, avg=5.00) Broadcom: A Once-In-A-Generation Opportunity That Won't Last — Rick Orford2026-03-12: Strong Buy (n=1, avg=5.00) Broadcom: AI Is Turning This Chip Giant Into A Strong Buy Cash Flow Machine — Dhierin Bechai2026-03-13: Buy (n=1, avg=4.00) There's A Catch To Broadcom's $100B AI Vision — Uttam Dey2026-03-17: Buy (n=3, avg=3.67) Broadcom: A Valuation Misunderstanding That's Probably Worth A Trillion — Vega North2026-03-19: Buy (n=1, avg=4.00) Broadcom: The 'Utility' Of The AI Era — First Principles Partners2026-03-20: Buy (n=1, avg=4.00) Broadcom Or Marvell? Choosing Between Stability And Aggressive Growth — Dmytro Lebid2026-03-24: Buy (n=2, avg=4.50) Broadcom's $100B AI Breakout — Yiannis Zourmpanos2026-03-26: Strong Buy (n=1, avg=5.00) Broadcom: The AI Thesis Is Playing Out Faster Than Expected — Vinay Utham, CFA2026-03-27: Hold (n=1, avg=3.00) Broadcom's Expertise In SerDes And DSP Drives Success In An AI World — Eric Sprague2026-03-28: Buy (n=1, avg=4.00) Broadcom: A Great Company At A Fair Price — Louis Gerard2026-03-31: Sell (n=1, avg=2.00) Broadcom: The Bear Case Nobody Wants To Hear — Bears of Wall Street2026-04-02: Buy (n=2, avg=3.50) Broadcom's AI Story Is Still Early — Quantryon Capital2026-04-04: Buy (n=2, avg=4.50) Broadcom: The AI Plumber Set For A Massive Explosion — Nova Capital2026-04-05: Buy (n=2, avg=4.00) Broadcom Is Ready To Wake Up From Its Slumber — Bay Area Ideas2026-04-08: Strong Buy (n=1, avg=5.00) Broadcom: Riding The Anthropic Boom — Stone Fox Capital2026-04-09: Buy (n=2, avg=4.50) Broadcom: Triad AI Deal Is A Game Changer — The Asian Investor2026-04-11: Strong Buy (n=1, avg=5.00) Why Amazon Is Not The AI Chip Provider Broadcom Is — Michael Fitzsimmons2026-04-14: Strong Buy (n=1, avg=5.00) Broadcom: AI Is Here To Stay — Michael Del Monte2026-04-15: Buy (n=2, avg=4.00) Broadcom: Every Hyperscaler Needs One (Rating Downgrade) — The Techie2026-04-16: Buy (n=2, avg=4.50) Broadcom Asserts XPU Advantage While Partner Alphabet Rejoins The $4T Club — Michael Fitzsimmons2026-04-20: Hold (n=1, avg=3.00) Broadcom: Things Might Look Rosy, But I'm Not Buying The Growth Story — Andres Veurink01/2102/2003/2204/21

21 analysts rated AVGO in the last 30 days, with 7 Strong Buy, 10 Buy, 3 Hold, 1 Sell and 0 Strong Sell. The most recent call is Andres Veurink on 2026-04-20 at Hold titled 'Broadcom: Things Might Look Rosy, But I'm Not Buying The Growth Story', the standout caution against a field dominated by XPU and hyperscaler theses from Michael Fitzsimmons at Strong Buy, Danil Sereda at Buy ('This AI Giant Could Still Double') and Tech Stock Pros at Buy ('Stealing Nvidia's Lunch Money'). Overall 17 of 21 sit at Buy or better.

TSLA
⬇⬇ Strong Sell
Very Strong
2026-04-21
SBBHSSS2026-01-21: Buy (n=2, avg=3.50) Tesla's Earnings Could Be Much Better Than Expected — Victor Dergunov2026-01-22: Sell (n=2, avg=2.00) Tesla: Clear Skies In 2026, But A Storm Could Cut Valuation In 2027 — Brendan O'Boyle2026-01-25: Hold (n=1, avg=3.00) This Is How You Value Tesla — Hunting Alphas2026-01-26: Sell (n=2, avg=2.50) Tesla Q4 Preview: This May Disappoint, But The Autonomy Talk May Move It Anyway — Deep Value Investing2026-01-27: Hold (n=2, avg=3.00) Tesla: Autonomy Stack Isn't Ready To Justify Valuation (Rating Downgrade) — Dhierin Bechai2026-01-28: Sell (n=2, avg=2.00) Tesla: Q4 Beat A Little Curious — Bill Maurer2026-01-29: Buy (n=7, avg=3.71) A Weak Dollar And Musk's Excellence Make Tesla Undervalued Today (Rating Upgrade) — Geneva Investor2026-01-30: Buy (n=1, avg=4.00) Tesla After Q4 Earnings: Autonomy Takes Over Fundamentals, Again — Deep Value Investing2026-02-01: Sell (n=2, avg=2.00) Tesla: The Valuation Makes No Sense — The Asian Investor2026-02-02: Buy (n=4, avg=3.50) Tesla Q4 Earnings: My CliffsNotes On 200+ P/E And Record CapEx — Envision Research2026-02-03: Sell (n=3, avg=1.67) Only One Thing Saves Tesla (But It's Expensive) — James Foord2026-02-04: Sell (n=1, avg=2.00) Tesla's $20B Capex & FSD/Robotaxi/Optimus Promises - Euphoria Continues — Juxtaposed Ideas2026-02-05: Sell (n=2, avg=2.50) Tesla Shareholders Are The Only Ones Not Invited To Musk's New $1.25T Empire — Julia Ostian2026-02-09: Sell (n=2, avg=2.50) Tesla's Robotics Revolution Won't Save It — Daniel Jones2026-02-12: Sell (n=1, avg=2.00) A SpaceX-Tesla Merger Would Likely Destroy Value For Tesla Shareholders — Tunga Capital2026-02-17: Sell (n=2, avg=1.50) Tesla: Time To Ditch The 'Someday Soon' Premium — David B. McMillan2026-02-18: Hold (n=3, avg=3.00) Tesla: The Most Volatile Stock That's Worth Holding Onto — Bill Gunderson2026-02-23: Hold (n=4, avg=2.75) Tesla: The Primary Kinetic Anchor Of The Autonomous World Order — Oliver Rodzianko2026-02-24: Buy (n=1, avg=4.00) Tesla: Decommissioning Legacy Auto To Birth The AI Economy — Esxeleryn Analytics2026-03-09: Strong Sell (n=1, avg=1.00) Tesla: How Much Longer Can You Hide Weakness — The Value Portfolio2026-03-10: Buy (n=2, avg=3.50) My Playbook On Trading Tesla As The Market Stops Rewarding Story Stocks (Rating Downgrade) — Deep Value Investing2026-03-11: Sell (n=2, avg=2.00) Tesla: Finally Some Good News — James Foord2026-03-13: Sell (n=2, avg=2.50) Something Can Still Save Tesla (Rating Downgrade) — The Techie2026-03-14: Hold (n=1, avg=3.00) Tesla Has Just Shared Game-Changing News (Rating Upgrade) — Cash Flow Venue2026-03-18: Sell (n=1, avg=2.00) Tesla: Priced For Perfection In An Imperfect Reality — Tyler Wiedwald2026-03-23: Sell (n=2, avg=2.50) Tesla: The Overlooked Lunar Strategy That Can Drive Optimus Adoption (Upgrade) — Michael Del Monte2026-03-25: Strong Sell (n=1, avg=1.00) Tesla: Optimus Is A Distraction — Given Mahlangu2026-03-27: Strong Sell (n=1, avg=1.00) The Tesla Robotaxi Story Is A Myth: Why I'm Maintaining My Strong Sell Into Q1 Earnings — Julia Ostian2026-03-30: Strong Sell (n=4, avg=1.25) Tesla May Beat Deliveries, But This Could Hurt The Bottom Line — ValueAnalyst2026-04-01: Strong Sell (n=2, avg=1.00) Tesla: Finally Catching Up To Reality — Rick Orford2026-04-06: Sell (n=1, avg=2.00) Tesla: Weak Start To 2026 — Bill Maurer2026-04-07: Sell (n=3, avg=2.33) Tesla Q1 2026 Deliveries Strengthen The Bearish Outlook — HF Analyst2026-04-08: Hold (n=2, avg=3.00) Tesla: Time To Dump Shares — Bears of Wall Street2026-04-09: Hold (n=4, avg=3.00) Tesla: Waiting For 'Amazing Abundance' To Amaze — Justin Purohit2026-04-10: Hold (n=1, avg=3.00) Tesla: Car Company Aspiring High-Tech, But Stock Performance Confirms Neither — Dhierin Bechai2026-04-11: Buy (n=1, avg=4.00) Tesla: From Bye-Bye To Buy-Buy (Rating Upgrade) — Elizabeth Pramila2026-04-12: Hold (n=1, avg=3.00) Tesla Q1 Preview: It's About To Be Story Time On Wall Street — Deep Value Investing2026-04-13: Hold (n=3, avg=3.00) Tesla's Deliveries Reinforce How It Has Further To Decline — The Value Portfolio2026-04-16: Strong Sell (n=1, avg=1.00) Tesla Earnings Preview: Why The Dream Is Breaking Down — Agar Capital2026-04-17: Hold (n=2, avg=3.00) Tesla: The Stock Market's Valuation Laws Don't Apply Here (Rating Upgrade) — Oliver Rodzianko2026-04-20: Buy (n=4, avg=3.50) Tesla Q1 Preview: Losing The Robotics Race — Noah's Arc Capital Management01/2102/2003/2204/21

33 analysts rated TSLA in the last 30 days, with 2 Strong Buy, 7 Buy, 6 Hold, 7 Sell and 11 Strong Sell. This is by far the most bearish distribution in today's set, with 18 of 33 calls at Sell or Strong Sell and only 9 at Buy or better. The 2026-04-20 slate alone captures the full dispersion: Noah's Arc Capital Management at Hold 'Losing The Robotics Race', Geneva Investor at Strong Buy 'Ready For Its Next Big Move', Manika Premsingh upgrading to Buy on valuation, and Brendan O'Boyle downgrading to Sell on downside ahead, all landing on the same day before the Q1 earnings print.

NVDA
⬆⬆ Strong Buy
Very Strong
2026-04-20
SBBHSSS2026-01-21: Strong Sell (n=1, avg=1.00) Nvidia: OpenAI's AGI Admission Should Send Shivers — Trapping Value2026-01-22: Buy (n=2, avg=4.00) Nvidia: H200 China Roadblock And Soaring Memory Costs Threaten The Bull Case — Hunting Alphas2026-01-30: Strong Buy (n=1, avg=5.00) Nvidia: Too Cheap To Stop Buying — KM Capital2026-01-31: Buy (n=1, avg=4.00) Nvidia: The OpenAI Deal Wobble Won't Break Its AI Empire — JR Research2026-02-02: Sell (n=2, avg=2.50) Why AMD Is A Crucial Nvidia Pairing Ahead Of The Q4 Print — Elizabeth Pramila2026-02-05: Strong Buy (n=1, avg=5.00) Nvidia's Quiet Shift From Chips To AI Economics — Pythia Research2026-02-06: Buy (n=2, avg=3.50) Why Alphabet Will Likely Leapfrog Nvidia To Become World's Most Valuable Company — Michael Fitzsimmons2026-02-08: Strong Buy (n=1, avg=5.00) Nvidia: Buy The Dip — David B. McMillan2026-02-09: Buy (n=1, avg=4.00) Nvidia: Ready To Impress (Earnings Preview) — Nova Capital2026-02-10: Hold (n=1, avg=3.00) Nvidia: Inventory Does Not Lie — Envision Research2026-02-12: Buy (n=2, avg=3.50) Tech Tug Of War: Fear Vs. Greed — Tech Stock Pros2026-02-16: Strong Sell (n=1, avg=1.00) Nvidia May Be At Risk As Big Tech Capex Concerns Mount — Oriental Trader2026-02-17: Buy (n=4, avg=4.25) Nvidia And The Architecture Of The Technological Dollar — Oliver Rodzianko2026-02-18: Buy (n=2, avg=3.50) Nvidia: The Market Wants Proof, Meta Just Gave It — The Techie2026-02-19: Buy (n=2, avg=4.00) This Is A Stock Picker's Market — Kenio Fontes2026-02-20: Buy (n=1, avg=4.00) Nvidia: Why The Stock Is Still A Buy Here — Victor Dergunov2026-02-21: Buy (n=1, avg=4.00) Nvidia Will Likely Beat, But The Market May Not Like It — Jack Bowman2026-02-23: Hold (n=5, avg=3.00) Nvidia: You Haven't Seen Peak AI Yet — Bohdan Kucheriavyi2026-02-24: Hold (n=1, avg=3.00) Nvidia: What Could Happen On Wednesday? (Earnings Preview) — Jonathan Weber2026-02-25: Buy (n=4, avg=4.25) Nvidia: What The Market Still Doesn't Understand — Agar Capital2026-02-26: Buy (n=8, avg=3.88) Nvidia: Growth Acceleration, FCF Surge, Agentic AI — The Asian Investor2026-02-27: Buy (n=6, avg=4.50) Revisiting Comparative Valuations In Light Of Nvidia's Earnings (Upgrade) — Michael McGrath2026-02-28: Strong Buy (n=2, avg=5.00) Nvidia: The Panic Buying Opportunity That I've Been Waiting For — JR Research2026-03-02: Buy (n=2, avg=4.00) Nvidia Just Exposed How Weak The AI Trade Sentiment Is (Downgrade) — Deep Value Investing2026-03-03: Strong Buy (n=1, avg=5.00) If We're At War, Buy Nvidia — James Foord2026-03-04: Sell (n=2, avg=2.50) Nvidia: Abnormal Returns Are A Thing From The Past — Vladimir Dimitrov, CFA2026-03-05: Buy (n=1, avg=4.00) Nvidia's Earnings Prove Why It's Earned Its Spot — Bill Gunderson2026-03-06: Buy (n=2, avg=4.50) Nvidia: Blowout Q4 Report Aside, Don't Underestimate The Power Of CUDA — Vinay Utham, CFA2026-03-07: Strong Sell (n=1, avg=1.00) Nvidia: Paying The Opportunity Cost Is Painful, Trim To Fit — Elizabeth Pramila2026-03-08: Strong Buy (n=3, avg=4.67) Nvidia: The Market Is Wrong — Tech Stock Pros2026-03-09: Buy (n=3, avg=4.33) Nvidia: Ahead Of GTC 2026, Architectural Supremacy Beyond Hyperscaler CapEx FOMO — Esxeleryn Analytics2026-03-12: Strong Buy (n=2, avg=5.00) Why Nvidia's Moat Keeps Expanding — Pythia Research2026-03-13: Buy (n=1, avg=4.00) Read This Before Nvidia GTC 2026: Agentic AI And LPU — Summit Research2026-03-16: Sell (n=1, avg=2.00) Nvidia At Significant Risk As Upside Priced In, But Downside Not — Oriental Trader2026-03-17: Hold (n=2, avg=3.00) Nvidia's Negative Feedback Loop - GTC Update — Damir Tokic2026-03-18: Sell (n=2, avg=2.00) Nvidia: History Says This Ends Badly — Bears of Wall Street2026-03-20: Hold (n=3, avg=3.00) Nvidia: The Significance Of $6 Tokenomics (Rating Upgrade) — Envision Research2026-03-22: Buy (n=2, avg=3.50) Nvidia's Customers Are Quietly Building Alternatives — Hunting Alphas2026-03-23: Buy (n=2, avg=4.00) Nvidia: Market's Misunderstanding Makes Little Sense To Me — JR Research2026-03-24: Hold (n=2, avg=3.00) Nvidia Stock To See New Growth Catalyst: 35X Faster AI With Groq 3 LPX — Beth Kindig2026-03-25: Hold (n=1, avg=3.00) Nvidia: Sky Isn't The Limit... Anymore — Ragmar Rikberg2026-03-26: Strong Buy (n=3, avg=4.67) Nvidia: The Market Stopped Believing — Bashar Issa2026-03-27: Buy (n=3, avg=3.67) Nvidia Won't Be Dead Money For Much Longer — Bay Area Ideas2026-03-28: Buy (n=1, avg=4.00) Iran Is Noise, Artificial General Intelligence Is The Signal, Nvidia Is The Trade — Geneva Investor2026-03-29: Buy (n=1, avg=4.00) Nvidia Vs. Amazon: Panel Regression Reveals Nvidia's Structural Strength — Forward Analytics2026-03-30: Strong Sell (n=1, avg=1.00) Nvidia: Helium Shortage Problems — Noah's Arc Capital Management2026-03-31: Buy (n=2, avg=3.50) Nvidia: Something Big Is Coming — Bohdan Kucheriavyi2026-04-01: Buy (n=2, avg=4.50) Nvidia And Marvell: A Match Made In Heaven — The Asian Investor2026-04-06: Buy (n=2, avg=4.00) Nvidia: China Brings The Heat — A.J. Button2026-04-07: Strong Buy (n=2, avg=5.00) Nvidia Redefines The AI Economics — Quantryon Capital2026-04-08: Strong Buy (n=1, avg=5.00) The Market Forgot Nvidia: Big Mistake — James Foord2026-04-09: Buy (n=2, avg=4.00) Nvidia: Why 2026 Could Be A Game Changer — Millennial Dividends2026-04-10: Strong Buy (n=1, avg=5.00) Nvidia: The Rerating Is Over, The Growth Story Isn't — Konstantinos Kosmidis2026-04-14: Buy (n=1, avg=4.00) Nvidia: Multiple Compression Is No Compliment (Rating Upgrade) — Deep Value Investing2026-04-15: Sell (n=2, avg=1.50) Nvidia And AMD: Trim Your Hare, Buy A Tortoise — Elizabeth Pramila2026-04-16: Buy (n=2, avg=3.50) Nvidia: I'm Finally Convinced (Rating Upgrade) — Joseph Parrish2026-04-17: Buy (n=1, avg=4.00) Nvidia Stock Looks Like A Buy (Technical Analysis) — Walter Zelezniak Jr2026-04-18: Buy (n=1, avg=4.00) NVIDIA Vs. AMD: Buy The Dominant Leader At A Discount — Dmytro Lebid01/2102/2003/2204/21

32 analysts rated NVDA in the last 30 days, with 11 Strong Buy, 11 Buy, 5 Hold, 3 Sell and 2 Strong Sell. The most recent call is Dmytro Lebid on 2026-04-18 at Buy titled 'NVIDIA Vs. AMD: Buy The Dominant Leader At A Discount', and Joseph Parrish upgraded to Buy on 2026-04-16 with 'Nvidia: I'm Finally Convinced'. Real dispersion remains, with Elizabeth Pramila at Strong Sell on 2026-04-15 ('Trim Your Hare, Buy A Tortoise') and Grant Gigliotti at Hold on 2026-04-16 anchoring the skeptic tail behind 22 Buy-or-better votes.

SNDK
⬆⬆ Strong Buy
Very Strong
2026-04-20
SBBHSSS2026-01-27: Buy (n=1, avg=4.00) Why I'm Buying Sandisk Into Earnings — The Techie2026-02-02: Buy (n=1, avg=4.00) ​​Sorry, Micron: Smart Money Is Moving To Sandisk (Here's Why) — James Foord2026-02-03: Buy (n=1, avg=4.00) Sandisk: AI Storage Gold Rush — Yiannis Zourmpanos2026-02-05: Strong Buy (n=1, avg=5.00) Why SanDisk Is Still A Strong Buy Near All-Time Highs — Bram de Haas2026-02-13: Sell (n=1, avg=2.00) Sandisk: The Storage Party May Be Coming To An End — Bears of Wall Street2026-02-17: Buy (n=1, avg=4.00) Sandisk's Rally Tests A New Playbook — Pythia Research2026-02-18: Strong Sell (n=1, avg=1.00) Sandisk: The Bust Cycle Could Be Coming Sooner Than Expected — Hawkinvest2026-02-19: Strong Sell (n=1, avg=1.00) Sandisk Is Grossly Overvalued As Memory Chip Shortage Likely Transitory — Oriental Trader2026-02-22: Buy (n=2, avg=3.50) Sandisk: A Structural Story Hiding Behind Cyclical Numbers — Joseph Montezuma2026-02-24: Buy (n=1, avg=4.00) Sandisk's Rewriting Laws Of Gravity With Surging NAND Prices — Uttam Dey2026-02-25: Buy (n=1, avg=4.00) Sandisk: The Street Still Needs To Catch Up — Deep Value Investing2026-03-04: Strong Buy (n=1, avg=5.00) Sandisk: I See A Path To $1,000 Based On 2027 EPS Forecasts (Rating Upgrade) — James Foord2026-03-13: Strong Buy (n=1, avg=5.00) Sandisk May Not Be Peaking Yet - Buy — Nova Capital2026-03-16: Buy (n=1, avg=4.00) Sandisk: This Nvidia GTC 2026 Announcement Could Be A Game Changer — Summit Research2026-03-17: Buy (n=1, avg=4.00) SanDisk's Quiet AI Boom Could Still Surprise Investors — Future Stack Investment2026-03-25: Buy (n=1, avg=4.00) Sandisk's AI Supercycle Is Just Getting Started — Quantryon Capital2026-03-26: Sell (n=1, avg=2.00) Perfection Is A Fragile Thing To Hold: Why Sandisk Is A Sell (Rating Downgrade) — The Techie2026-03-27: Strong Buy (n=1, avg=5.00) Alphabet Just Crashed The Memory Trade: Sandisk Looks Like The Winner (Upgrade) — Deep Value Investing2026-03-28: Strong Buy (n=1, avg=5.00) Sandisk: The Market Is Dead Wrong (Rating Upgrade) — Yiannis Zourmpanos2026-03-31: Buy (n=4, avg=4.00) Sandisk: Strong Fundamentals With Visible Growth Path — ZK Research2026-04-03: Strong Buy (n=1, avg=5.00) Why I Am Rating SanDisk A Strong Buy — The Curious Analyst2026-04-08: Hold (n=1, avg=3.00) Sandisk: I'm Not Chasing This Cycle - Not Here — The Alpha Analyst2026-04-10: Buy (n=1, avg=4.00) SanDisk's Rally Is Backed By Something Bigger — Infinity Curve2026-04-13: Sell (n=2, avg=2.50) Sandisk: 3 Reasons To Sell (Rating Downgrade) — James Foord2026-04-15: Strong Buy (n=1, avg=5.00) Sandisk Has Further Room To Run — KM Capital2026-04-16: Buy (n=2, avg=3.50) Sandisk: A High-Growth Buy With A 'Sell The News' Warning For April — Dmytro Lebid2026-04-17: Strong Sell (n=1, avg=1.00) Sandisk: A Supercycle Is Still A Cycle — David Desjardins01/2102/2003/2204/21

17 analysts rated SNDK in the last 30 days, with 5 Strong Buy, 5 Buy, 4 Hold, 2 Sell and 1 Strong Sell. The most recent call is David Desjardins on 2026-04-17 at Strong Sell titled 'Sandisk: A Supercycle Is Still A Cycle', the most bearish note in the window. That collides with KM Capital's 2026-04-15 Strong Buy 'Has Further Room To Run' and Dmytro Lebid's 2026-04-16 Buy which explicitly paired its bullish stance with a 'Sell The News' warning for April, while James Foord's 2026-04-13 piece and Uttam Dey's 2026-04-16 Hold flagged volatility risk.

SPXL
⬆ Buy
Moderate
2026-04-20
SBBHSSS2026-03-25: Buy (n=1, avg=4.00) SPXL: Replacing SPY With 3x Leverage Proven To Yield Positive Long-Term Results — Cain Lee2026-04-17: Hold (n=1, avg=3.00) 2 ETF Smart Leverage Portfolio Could Beat The S&P 500 By 200% Over 25 Years — DM Martins Research01/2102/2003/2204/21

2 analysts rated SPXL in the last 90 days, with 0 Strong Buy, 1 Buy, 1 Hold, 0 Sell and 0 Strong Sell. The dated calls are DM Martins Research on 2026-04-17 at Hold on a 2-ETF smart leverage portfolio versus Cain Lee on 2026-03-25 at Buy arguing 3x leverage beats SPY long-term. The disagreement is about portfolio construction rather than market direction, and Doodad Capital's roster entry carries no dated rating.

AMZN
⬆ Buy
Very Strong
2026-04-20
SBBHSSS2026-01-21: Buy (n=1, avg=4.00) Amazon: A Cautious Buy With 2 Major Caveats (Rating Upgrade) — Vladimir Dimitrov, CFA2026-01-26: Strong Buy (n=1, avg=5.00) Amazon's Valuation Makes No Sense — Rick Orford2026-01-27: Buy (n=1, avg=4.00) Amazon: Retail May Provide Stability Amid AI Uncertainty (Earnings Preview) — Michael Del Monte2026-01-29: Buy (n=2, avg=4.50) Amazon Stock: Cloud, AI, Space, And Ads Power My Strong Buy Case — Dhierin Bechai2026-01-31: Hold (n=1, avg=3.00) Amazon Q4 2025 Earnings: How Bullwhip Pressures Inventory And Margin — Envision Research2026-02-02: Buy (n=1, avg=4.00) Amazon Stock Is Cheap Heading Into Q4 Earnings — The Techie2026-02-03: Buy (n=3, avg=4.00) Amazon's AWS Should Win Share Over Microsoft's Azure (Preview) — Amrita Roy2026-02-05: Buy (n=4, avg=3.50) Amazon's Q4: This Drop Is A Gift For Shareholders (Upgrade) — Kenio Fontes2026-02-06: Buy (n=6, avg=4.17) Amazon: Why I'm Downgrading My Favorite Stock — Julia Ostian2026-02-09: Buy (n=8, avg=4.12) Amazon: It's Time To Spin Off AWS — Michael Fitzsimmons2026-02-10: Strong Buy (n=2, avg=5.00) Amazon's Share Price Dip Overlooks The Long-Term Growth Opportunity (Rating Upgrade) — Michael Del Monte2026-02-11: Buy (n=1, avg=4.00) Amazon Is Pouring Billions Into CapEx: AGI Might Be Near — Brett Ashcroft Green2026-02-12: Buy (n=6, avg=4.00) Amazon Stock Slide Is An Opportunity To Pounce — Louis Gerard2026-02-17: Strong Buy (n=2, avg=5.00) Amazon: After Nine Consecutive Days Of Declines, History Suggests Backing Up The Truck — Hawkinvest2026-02-18: Strong Buy (n=1, avg=5.00) Amazon: 17% Selloff Masks AI Cash Flow Inflection Ahead Ignored By Investors — Dhierin Bechai2026-02-19: Hold (n=5, avg=3.40) This Is A Stock Picker's Market — Kenio Fontes2026-02-20: Strong Buy (n=2, avg=5.00) Amazon Stock Still Makes No Sense — Rick Orford2026-02-24: Buy (n=1, avg=4.00) Amazon: How I Learned To Stop Worrying And Love The CapEx — Fishtown Capital2026-02-25: Strong Buy (n=1, avg=5.00) Amazon: Cheapest Valuation Since 2010 Makes This A Generational Buy — Kody's Dividends2026-02-28: Hold (n=1, avg=3.00) Amazon: Not The Best Bang For Your Buck — Bay Area Ideas2026-03-03: Strong Buy (n=1, avg=5.00) Amazon: I Bought The Recent Sell-Off — Cash Flow Venue2026-03-05: Hold (n=1, avg=3.00) Amazon: Berkshire Hathaway Q4 Trimming And Capital Lease Accounting In Focus — Envision Research2026-03-12: Buy (n=1, avg=4.00) Amazon: I'm Pounding The Table On This Misunderstood Opportunity — JR Research2026-03-13: Buy (n=1, avg=4.00) Amazon: Just Like Google In 2023 — Amrita Roy2026-03-14: Strong Buy (n=1, avg=5.00) Amazon Is Paying Today For Margins Tomorrow — Analysis Fundamental2026-03-17: Buy (n=1, avg=4.00) Inside Amazon's AI Power Play — Yiannis Zourmpanos2026-03-18: Buy (n=1, avg=4.00) Amazon Doesn't Deserve To Trade At These Prices — Daniel Jones2026-03-23: Buy (n=1, avg=4.00) Amazon May Have Just Solved Its Anthropic Problem With OpenAI And Nvidia — Deep Value Investing2026-03-25: Buy (n=1, avg=4.00) The AI Chip Split - And Why Amazon Is On The Right Side — The Techie2026-03-27: Buy (n=2, avg=4.00) Amazon's Bears Watch FCF Go Negative But Miss CEO's Lion's Share View — Luca Socci2026-03-30: Buy (n=2, avg=3.50) Amazon: This Is Worse Than You Think — Bears of Wall Street2026-04-04: Buy (n=1, avg=4.00) Amazon Vs. Starlink: The $9 Billion Globalstar Deal That Could Change Everything — Julia Ostian2026-04-08: Buy (n=1, avg=4.00) Amazon: Ride AWS AI Workload Acceleration Optimism — First Principles Partners2026-04-09: Buy (n=1, avg=4.00) Amazon: End Of Fear, The AI Trade Comes Back (Rating Upgrade) — Agar Capital2026-04-11: Buy (n=1, avg=4.00) Why Amazon Is Not The AI Chip Provider Broadcom Is — Michael Fitzsimmons2026-04-13: Buy (n=1, avg=4.00) The Market May Be Misreading Amazon's AI Position — Bashar Issa2026-04-14: Buy (n=6, avg=4.33) Amazon: Stronger Than Ever With Globalstar Deal — The Value Investor2026-04-15: Strong Buy (n=3, avg=4.67) Amazon: My Top 8 Reasons To Buy — Louis Gerard2026-04-16: Buy (n=1, avg=4.00) Amazon: The Anthropic Trade You're Not Making — Tech Stock Pros2026-04-17: Buy (n=1, avg=4.00) Amazon Could Re-Rate After Earnings Again (Preview) — Oakoff Investments01/2102/2003/2204/21

21 analysts rated AMZN in the last 30 days, with 6 Strong Buy, 13 Buy, 1 Hold, 1 Sell and 0 Strong Sell. Sentiment is lopsided to the upside with 19 of 21 calls at Buy or better, and the most recent entry is Oakoff Investments on 2026-04-17 at Buy titled 'Amazon Could Re-Rate After Earnings Again (Preview)'. Several 2026-04-15 notes frame Anthropic exposure and AWS momentum as the dominant theses, including Louis Gerard's Strong Buy 'My Top 8 Reasons To Buy' and Rick Orford's Strong Buy on a 'once-in-a-generation opportunity'.

IONQ
⬆ Buy
Very Strong
2026-04-20
SBBHSSS2026-01-26: Buy (n=1, avg=4.00) IonQ: The Most Advanced Quantum Computing Stock, With Upside Even After Multiple Compression — Melissa Tucker2026-01-27: Buy (n=1, avg=4.00) IonQ Buys SkyWater: Why This Acquisition Redefines The Quantum Economics — Pythia Research2026-01-28: Hold (n=3, avg=3.33) IonQ: Critical Department Of War Memo — Noah's Arc Capital Management2026-02-23: Sell (n=1, avg=2.00) IonQ: The Management Is Doing A Good Job — Tangerine Tan Capital2026-02-27: Hold (n=1, avg=3.00) IonQ: Why I'm Not Investing Despite A Stellar Q4 Report — Dilantha De Silva2026-03-01: Buy (n=1, avg=4.00) IonQ's Quantum Moment Arrives — Yiannis Zourmpanos2026-03-03: Strong Sell (n=1, avg=1.00) IonQ: More Questions About The Quantum Growth Story — Stone Fox Capital2026-03-10: Buy (n=1, avg=4.00) IonQ: The Quantum Computer Leader And The SkyWater Deal Just Accelerates It — Melissa Tucker2026-03-26: Buy (n=1, avg=4.00) Financial Modeling Of IonQ - A Quantum Leader Going Through Hypergrowth — Gene Chan, CFA2026-04-10: Buy (n=2, avg=4.00) IonQ's Edge Over Rigetti Widens, But Market Timing Delays Pay Off — The Alpha Analyst2026-04-15: Buy (n=2, avg=4.50) IonQ: Q-Day Deep Dive — Noah's Arc Capital Management01/2102/2003/2204/21

11 analysts rated IONQ in the last 30 days, with 1 Strong Buy, 7 Buy, 1 Hold, 1 Sell and 1 Strong Sell. The book leans bullish at 8 of 11 Buy-or-better, and the most recent call is Noah's Arc Capital Management on 2026-04-15 at Strong Buy titled 'IonQ: Q-Day Deep Dive'. Yiannis Zourmpanos' same-day Buy 'IonQ's Next Phase Has Begun' and Gene Chan's Buy on quantum hypergrowth reinforce the leader thesis, though the distribution still carries two bearish tail calls at Sell and Strong Sell.

PLTR
⬆⬆ Strong Buy
Very Strong
2026-04-21
SBBHSSS2026-01-22: Buy (n=2, avg=4.00) Palantir: The Valuation Debate Misses A Critical Signal — Summit Research2026-01-27: Buy (n=3, avg=4.33) Palantir's Free Upside Is Taking Shape — Rick Orford2026-01-28: Buy (n=2, avg=4.00) Palantir Technologies: I'll Show You How To Value Elite Growth — Dhierin Bechai2026-01-30: Strong Buy (n=1, avg=5.00) Palantir Q4 Preview: A Trap For AI Skeptics — Deep Value Investing2026-01-31: Hold (n=1, avg=3.00) Palantir: 5 Big Risks Of Backward-Looking Financial Analysis — Blue Harbinger2026-02-02: Sell (n=2, avg=2.50) Palantir: Q4 Earnings, Valuation, Technicals, And More (Rating Upgrade) — Ahan Vashi2026-02-03: Buy (n=6, avg=3.83) Palantir: The Stock Is A Victim Of Its Own Success — Louis Gerard2026-02-04: Hold (n=3, avg=2.67) Palantir Cracked Agentic AI: Is This The Only Real AI Company? — Geneva Investor2026-02-05: Buy (n=3, avg=4.33) Palantir Is Winning The AI Race, Plain And Simple (Upgrade) — JR Research2026-02-06: Buy (n=1, avg=4.00) Palantir Technologies: Why This AI Elite Growth Compounder Still Looks Attractive — Dhierin Bechai2026-02-07: Hold (n=3, avg=3.00) Palantir: AI SaaS Winner Still Expensive - Bull Trap Plays Out — Juxtaposed Ideas2026-02-10: Strong Buy (n=1, avg=5.00) Palantir: Rising Adoption Of AIP To Drive Growth — First Principles Partners2026-02-11: Strong Buy (n=1, avg=5.00) Palantir: N Of 1, Industrializing Autonomy Via Zero-Marginal-Cost AI Integration — Esxeleryn Analytics2026-02-14: Hold (n=1, avg=3.00) Palantir Is Executing Well -- The Valuation Is The Problem — Constantine Theophylactou2026-02-16: Strong Sell (n=1, avg=1.00) Palantir: AI Is The Risk — Stone Fox Capital2026-02-17: Buy (n=2, avg=4.00) Palantir Obliterated Expectations And The Stock Sold Off: Mispricing At Its Finest — Deep Value Investing2026-02-18: Buy (n=2, avg=3.50) Palantir And Its Real Value — Grant Gigliotti2026-02-19: Buy (n=1, avg=4.00) What Options Say About Palantir For The Intermediate-Term (Technical Analysis) — Michael James McDonald2026-02-20: Hold (n=1, avg=3.00) Palantir's Growth Engine Is Accelerating With Valuation Getting More Reasonable — Steven Fiorillo2026-02-23: Strong Sell (n=1, avg=1.00) Palantir Technologies: Even This Plunge Doesn't Make Shares Investment-Worthy — Daniel Jones2026-02-24: Hold (n=1, avg=3.00) Palantir Will Rise Again — Oliver Rodzianko2026-02-25: Buy (n=3, avg=4.33) Palantir: The Market Is Repeating My 2025 Mistake — Envision Research2026-03-02: Buy (n=1, avg=4.00) Palantir: The U.S.-Iran Conflict Validates Its Unstoppable AI Military Moat — Nova Capital2026-03-04: Buy (n=3, avg=4.33) Geopolitical Tensions Boost Palantir's Bull Case — Yiannis Zourmpanos2026-03-06: Strong Buy (n=1, avg=5.00) Peter Thiel Sells Palantir; He May Regret It — James Foord2026-03-09: Strong Buy (n=1, avg=5.00) Palantir: The Rebound Is Just Beginning — KM Capital2026-03-11: Hold (n=1, avg=3.00) Palantir: Hard To Sell A Company That Benefits From Geopolitical Conflicts — Andres Veurink2026-03-13: Hold (n=1, avg=3.00) Palantir: The Iran War Isn't A Buy Signal — Bohdan Kucheriavyi2026-03-17: Hold (n=3, avg=3.00) Why I Stopped Betting Against Palantir — Louis Liu, Esq2026-03-18: Hold (n=2, avg=3.00) Palantir: SaaSpocalypse Fears Are Missing The Agentic AI Upside — Summit Research2026-03-19: Strong Buy (n=1, avg=5.00) Palantir: Probably The Most Consequential AI Company In Our Dangerous World — JR Research2026-03-23: Strong Buy (n=2, avg=5.00) Palantir: Why I Stay Bullish Despite The Risks — Quantryon Capital2026-03-24: Buy (n=1, avg=4.00) Palantir: This Selloff Is A Gift — Hunting Alphas2026-03-25: Strong Buy (n=1, avg=5.00) Palantir: Defending Its High-Growth Premium — Michael Del Monte2026-03-26: Strong Buy (n=1, avg=5.00) Palantir's Old Narrative Is Falling Apart — Rick Orford2026-03-30: Strong Buy (n=1, avg=5.00) Palantir Is Becoming The System Behind Decisions — Pythia Research2026-03-31: Buy (n=1, avg=4.00) Palantir Is Now U.S. Military's Critical System — Doug Collins2026-04-04: Buy (n=1, avg=4.00) Palantir: Winner Of The AI War — Dhierin Bechai2026-04-06: Strong Buy (n=1, avg=5.00) Why Palantir's Best Days May Still Be Ahead — Infinity Curve2026-04-07: Buy (n=2, avg=4.00) Palantir: A High Reward/Risk Strategy For A Fairly Valued Stock — Fundamental Options2026-04-08: Buy (n=2, avg=4.00) Palantir: DevCon5 Shows A Disruptor, Not The Disrupted — Envision Research2026-04-09: Sell (n=1, avg=2.00) Palantir: This Could End Badly — Bears of Wall Street2026-04-14: Hold (n=3, avg=3.33) Palantir: Anthropic's $30 Billion ARR Surge Is Eating The Middleware Moat — Louis Gerard2026-04-15: Buy (n=2, avg=4.00) Palantir: Anthropic Disruption Is An Illusion (Rating Upgrade) — Julia Ostian01/2102/2003/2204/21

19 analysts rated PLTR in the last 30 days, with 8 Strong Buy, 7 Buy, 2 Hold, 2 Sell and 0 Strong Sell. The Anthropic threat is the defining debate: Julia Ostian's 2026-04-15 Buy upgrade 'Anthropic Disruption Is An Illusion' and Geneva Investor's same-day Buy arguing the moat isn't code face off directly against Louis Gerard's 2026-04-14 Sell 'Anthropic's $30 Billion ARR Surge Is Eating The Middleware Moat'. Esxeleryn Analytics' 2026-04-14 Strong Buy on sovereign-infrastructure positioning and Millennial Dividends' same-day Hold round out the spread.

SNOW
⬆ Buy
Very Strong
2026-04-20
SBBHSSS2026-02-14: Sell (n=2, avg=2.50) Snowflake: Transition Story Priced As Growth, But Momentum Is Missing — CAN Analyst2026-02-16: Buy (n=1, avg=4.00) Snowflake Stands Apart From SaaSpocalypse Fears (Upgrade) — Uttam Dey2026-02-19: Buy (n=1, avg=4.00) Snowflake: The AI Data Cloud Inflection Point (Q4 Earnings Preview) — Oakoff Investments2026-03-09: Buy (n=2, avg=4.50) Snowflake: Why I Am Buying The SaaS Meltdown (Rating Upgrade) — The Asian Investor2026-03-12: Hold (n=1, avg=3.00) Snowflake: Strong Growth, But Valuation Appears Fair — Equity Lab2026-03-21: Hold (n=1, avg=3.00) Snowflake: It Would Be Wise To Stay On The Sidelines — Bay Area Ideas2026-04-02: Hold (n=1, avg=3.00) Snowflake: Cheap Enough To Watch, Not Yet Cheap Enough To Buy — Virginia Backaitis2026-04-03: Buy (n=1, avg=4.00) Snowflake: Agentic AI And Data Cloud Winner - Upgrade To Speculative Buy — Juxtaposed Ideas2026-04-10: Buy (n=2, avg=4.00) Snowflake Intelligence Is Here: How AI Is Supercharging The Agentic Trajectory — Julian Lin2026-04-14: Buy (n=1, avg=4.00) Snowflake: Sentiment Broke - I Prefer Selling Puts Here — Equity Lab01/2102/2003/2204/21

12 analysts rated SNOW in the last 30 days, with 1 Strong Buy, 7 Buy, 3 Hold, 1 Sell and 0 Strong Sell. The most recent call is Equity Lab on 2026-04-14 at Buy titled 'Snowflake: Sentiment Broke - I Prefer Selling Puts Here'. Julian Lin and Gary Alexander both came in at Buy on 2026-04-10 defending the agentic-AI trajectory, while Virginia Backaitis' 2026-04-02 Hold 'Cheap Enough To Watch, Not Yet Cheap Enough To Buy' anchors the cautious side against Juxtaposed Ideas' 2026-04-03 Buy upgrade.

TEAM
⬆ Buy
Very Strong
2026-04-21
SBBHSSS2026-02-19: Strong Buy (n=1, avg=5.00) Atlassian: Trust Growth Acceleration And RPO Buildup (Upgrade) — Gary Alexander2026-02-21: Buy (n=1, avg=4.00) Atlassian: One Of The Biggest Casualties Of The SaaS-Pocalypse — David Desjardins2026-02-23: Hold (n=1, avg=3.00) Atlassian: This Is Not 2016 Anymore — Amrita Roy2026-03-13: Buy (n=1, avg=4.00) Atlassian Still Grows Fast, But Must Finally Deliver Profits — Motti Sapir2026-03-27: Hold (n=1, avg=3.00) Atlassian: The Stock Collapsed, But The Business Did Not (Rating Downgrade) — Agar Capital2026-04-13: Buy (n=1, avg=4.00) Atlassian: A Prime AI (Fear) Casualty (Rating Upgrade) — The Value Investor01/2102/2003/2204/21

6 analysts rated TEAM in the last 90 days, with 1 Strong Buy, 3 Buy, 2 Hold, 0 Sell and 0 Strong Sell. The most recent call is The Value Investor on 2026-04-13 at Buy titled 'Atlassian: A Prime AI (Fear) Casualty (Rating Upgrade)', framing the drawdown as sentiment-driven rather than fundamental. That is offset by Agar Capital's 2026-03-27 Hold downgrade 'The Stock Collapsed, But The Business Did Not' and Amrita Roy's 2026-02-23 Hold pushing back on the SaaS-bull narrative, while Motti Sapir and David Desjardins hold Buy ratings from earlier in the window.

BBAI
⬇ Sell
Strong
2026-04-20
SBBHSSS2026-01-28: Buy (n=1, avg=4.00) BigBear.ai Broadens Product Line To Tap Larger Addressable Market — Petri Dish Reports2026-02-18: Hold (n=1, avg=3.00) BigBear.ai: Strategic Shift Emerging, Execution Still Unproven (Rating Upgrade) — The Alpha Analyst2026-03-04: Sell (n=1, avg=2.00) BigBear.ai: Big Expectations, Big Doubts — Richard Durant2026-03-05: Hold (n=2, avg=3.00) BigBear.ai: Defense AI Potential Is Real, But Execution Remains The Question — Jia Ming Eow2026-03-06: Sell (n=1, avg=2.00) BigBear.ai: Q4 2025 Revenue Contraction And The Pivot To The Middle East — Emanuel Nemec2026-04-07: Buy (n=1, avg=4.00) BigBear.ai's AI Transformation: Will Investors Reward The Pivot? — Petri Dish Reports2026-04-11: Sell (n=1, avg=2.00) BigBear.ai Stock: Bottom Fish At Your Own Risk (Rating Downgrade) — Bay Area Ideas01/2102/2003/2204/21

7 analysts rated BBAI in the last 90 days, with 0 Strong Buy, 1 Buy, 3 Hold, 3 Sell and 0 Strong Sell. Sentiment is skeptical, with six of seven calls at Hold or Sell, and the most recent entry is Bay Area Ideas on 2026-04-11 at Sell titled 'BigBear.ai Stock: Bottom Fish At Your Own Risk (Rating Downgrade)'. The lone bull is Petri Dish Reports' 2026-04-07 Buy asking whether investors will reward the AI pivot, against Emanuel Nemec's earlier Sell on Q4 2025 revenue contraction.

WLDN
⬆ Buy
Strong
2026-04-20
SBBHSSS2026-01-26: Strong Buy (n=1, avg=5.00) Willdan: Vertically Integrated Grid Moat — Esxeleryn Analytics2026-01-29: Buy (n=1, avg=4.00) Willdan Group: Grid Modernization To Sustain Current Momentum — First Principles Partners2026-02-27: Buy (n=1, avg=4.00) Willdan: Tax Headwind, Data Center Tailwind Wins (Earnings Review) — Danil Sereda2026-03-01: Buy (n=1, avg=4.00) Willdan Group: Bull Trap Plays Out - Data Center Backlog At Higher Margins — Juxtaposed Ideas2026-03-31: Buy (n=1, avg=4.00) Willdan Group: Margin Strength And Secular Demand Drive Upside After Valuation Reset — The Alpha Analyst2026-04-06: Buy (n=2, avg=4.00) Willdan: A Drop That The Numbers Do Not Explain — The Sharpe Quest2026-04-07: Hold (n=1, avg=3.00) Willdan: Listen To The Market And Avoid Catching The Falling Knife — JR Research01/2102/2003/2204/21

8 analysts rated WLDN in the last 90 days, with 1 Strong Buy, 6 Buy, 1 Hold, 0 Sell and 0 Strong Sell. The book is overwhelmingly positive on the energy-infrastructure thesis, anchored by The Sharpe Quest's 2026-04-06 Buy 'A Drop That The Numbers Do Not Explain', Value Vest's same-day Buy on underappreciated upside, and The Alpha Analyst's 2026-03-31 Buy on margin strength and secular demand. The only Hold is JR Research's 2026-04-07 'Listen To The Market And Avoid Catching The Falling Knife'.

COHR
⬆ Buy
Very Strong
2026-04-20
SBBHSSS2026-02-09: Buy (n=1, avg=4.00) Coherent Must Deliver Big Optical Wins Soon (Q2 Review) — Uttam Dey2026-02-10: Buy (n=3, avg=4.00) Coherent: Six-Inch Indium Phosphide Moat Secures AI Alpha — Esxeleryn Analytics2026-02-12: Buy (n=1, avg=4.00) Coherent Is Critical To AI's Next Constraint — Joseph Montezuma2026-02-18: Buy (n=2, avg=4.00) Coherent: A Compelling Opportunity For Patient Investors — Star Investments2026-03-02: Strong Buy (n=1, avg=5.00) Why Coherent Is A Strong Buy After Rising Nearly 15% — Chris Lau2026-03-10: Buy (n=1, avg=4.00) Coherent's Rally Is Really About Optical Supply — Pythia Research2026-03-20: Buy (n=1, avg=4.00) Coherent: AI Demand And NVIDIA Partnership Drive Re-Rating And Renewed Buy Call — Narek Hovhannisyan2026-03-31: Strong Buy (n=1, avg=5.00) Coherent's Hidden Bottleneck Is Powering This Rally — Quantryon Capital01/2102/2003/2204/21

10 analysts rated COHR in the last 30 days, with 3 Strong Buy, 6 Buy, 1 Hold, 0 Sell and 0 Strong Sell. Nine of ten calls sit at Buy or better, anchored by Quantryon Capital's 2026-03-31 Strong Buy 'Coherent's Hidden Bottleneck Is Powering This Rally' and Narek Hovhannisyan's 2026-03-20 Buy tying the re-rating to AI demand and the NVIDIA partnership. Pythia Research and Star Investments both reiterate Buy on optical supply dynamics, leaving almost no visible counter-thesis in the window.

SOXL
⬇ Sell
Moderate
2026-04-21
SBBHSSS2026-03-16: Hold (n=2, avg=3.00) SOXL Semiconductor Bull 3X ETF: Watch Nothing But Price Action (Technical Analysis) — DM Martins Research01/2102/2003/2204/21

2 analysts rated SOXL in the last 90 days, with 0 Strong Buy, 1 Buy, 0 Hold, 1 Sell and 0 Strong Sell. The split is literal: DM Martins Research on 2026-03-16 at Buy on price-action technicals versus Ian Bezek the same day at Sell calling levered semis a risky bet as volatility rises. Older undated roster entries for MacroGirl, Geneva Investor and Jack Bowman do not carry dated calls in the window.

🗂️ SA top stocks

TSM
⬆ Buy
Very Strong
2026-04-21
SBBHSSS2026-01-22: Buy (n=1, avg=4.00) Taiwan Semiconductor: Capex Guidance Raise Suggests AI Buildout Cycle Until 2028 — KL Research2026-01-23: Sell (n=1, avg=2.00) TSMC: Sell The Perfect Quarter, A Contrarian View (Rating Downgrade) — ValueAnalyst2026-01-27: Buy (n=2, avg=4.00) TSMC: Powers America's AI Boom - Yet, The Valuation Doesn't Make Sense — JR Research2026-01-28: Sell (n=1, avg=2.00) Taiwan Semiconductor: The AI Boom Is Coming To An End — Bears of Wall Street2026-02-03: Buy (n=2, avg=3.50) Taiwan Semiconductor: Winner Of The AI Boom As The Critical Foundry Supplier — Juxtaposed Ideas2026-02-04: Hold (n=1, avg=3.00) Steven Cress' Top 10 AI Stocks (Recap & Update) — Steven Cress, Quant Team2026-02-12: Buy (n=1, avg=4.00) Taiwan Semiconductor: Transition From An iPhone To An AI Era — Envision Research2026-02-19: Hold (n=1, avg=3.00) Is Taiwan Semiconductor Too Expensive Now? — PropNotes2026-03-11: Buy (n=1, avg=4.00) TSMC: Recent Fears Make This Another Bargain Buying Opportunity — JR Research2026-04-02: Buy (n=2, avg=4.50) TSMC: The AI Foundry Supremacy Still Has Room To Run — Deep Value Investing2026-04-07: Hold (n=1, avg=3.00) TSMC: Bulletproof Your Portfolio Even Though Peace Should Prevail — Oliver Rodzianko2026-04-08: Buy (n=1, avg=4.00) Taiwan Semiconductor Is Setting Up For Another Beat (Preview) — Oakoff Investments2026-04-09: Buy (n=1, avg=4.00) TSMC's AI Grip Tightens Further — Yiannis Zourmpanos2026-04-13: Buy (n=2, avg=4.00) Taiwan Semiconductor Q1: Middle East War Consequences And The Zero-Availability Crisis — Julia Ostian2026-04-16: Buy (n=2, avg=4.00) TSMC: The Ultimate AI Growth Engine — The Asian Investor2026-04-17: Buy (n=5, avg=3.60) TSMC: Strong Results, Margin Story Unchanged (At Least For Now) — Deep Value Investing2026-04-18: Buy (n=1, avg=4.00) TSMC Q4: Investors Are Still Underestimating The TAM Of AI Accelerators — KL Research2026-04-19: Buy (n=1, avg=4.00) TSMC's Q1 Earnings Beat: Still A Great Buy — A.J. Button2026-04-20: Strong Buy (n=1, avg=5.00) TSMC: AI Supercycle Buys Don't Come Stronger Than This — Dhierin Bechai01/2102/2003/2204/21

15 analysts rated TSM in the last 30 days, with 3 Strong Buy, 8 Buy, 4 Hold, 0 Sell and 0 Strong Sell. The most recent call is Dhierin Bechai on 2026-04-20 at Strong Buy titled 'TSMC: AI Supercycle Buys Don't Come Stronger Than This', reinforced by A.J. Button's 2026-04-19 Buy on the Q1 beat, KL Research's 2026-04-18 Buy on underappreciated AI-accelerator TAM, and Deep Value Investing's 2026-04-17 Buy on unchanged margins. The main counterweight is JR Research's 2026-04-17 downgrade to Hold 'Foundry Monopoly Is Cracking As Rivals Catch Up'.

CRDO
⬆⬆ Strong Buy
Very Strong
2026-04-20
SBBHSSS2026-01-23: Hold (n=1, avg=3.00) Credo's Next Phase Begins — Yiannis Zourmpanos2026-02-04: Buy (n=2, avg=3.50) Credo Stock: Why I'm Finally Buying In — Kumquat Research2026-02-09: Buy (n=1, avg=4.00) Credo Technology: The Market Has Given A Chance To Load Up (Earnings Preview) — Oakoff Investments2026-02-10: Buy (n=2, avg=4.50) Credo Is No Longer Just A Cable Story - Earnings Preview — The Techie2026-02-11: Buy (n=4, avg=4.00) Credo's Earnings Set To Ignite Rally (Preview) — Danil Sereda2026-02-17: Buy (n=1, avg=4.00) Credo Technology: The AI Energy Efficiency Architect — Dmytro Lebid2026-02-18: Buy (n=1, avg=4.00) Credo: Ramping Into An AI Super-Cycle (Earnings Preview) — Nova Capital2026-02-26: Buy (n=1, avg=4.00) Credo Q3 Preview: Asymmetry Is The Art Of Alpha — Oliver Rodzianko2026-03-03: Buy (n=5, avg=4.20) Credo: Buy The Pullback, But Don't Catch The Knife — The Techie2026-03-04: Buy (n=1, avg=4.00) Credo: I Can't Believe It Has Now Become A Relative Bargain — JR Research2026-03-08: Strong Buy (n=1, avg=5.00) Credo: Explosive 50% Forward Annual Revenue Growth — Khaveen Investments2026-03-12: Buy (n=1, avg=4.00) Credo: Meltdown's A Gift - Growing Hyperscaler Adoption, Robust R&D/Sampling Cadence — Juxtaposed Ideas2026-03-16: Buy (n=1, avg=4.00) Credo's Growth Explosion The Market Is Ignoring — Quantryon Capital2026-03-19: Buy (n=1, avg=4.00) Credo: Time To Admit I Was Dead Wrong (Rating Upgrade) — KM Capital2026-03-21: Strong Buy (n=1, avg=5.00) Credo: The Market Got It Wrong — Yiannis Zourmpanos2026-03-23: Strong Buy (n=1, avg=5.00) Credo Technology: The AI Connectivity Giant The Market Is Massively Undervaluing — The Efficient Investor2026-03-26: Buy (n=3, avg=4.00) Credo: Alphabet Just Announced A Game Changer — Summit Research2026-04-01: Buy (n=2, avg=4.00) Credo: A Classic Example Of Turning Risk Into Opportunity — Bay Area Ideas2026-04-06: Buy (n=1, avg=4.00) Credo: Why The Copper Panic Is Wrong — Danil Sereda2026-04-08: Strong Buy (n=1, avg=5.00) Credo: Fantastic Growth Drivers Ahead Make This A Buy — Hunting Alphas2026-04-12: Strong Buy (n=1, avg=5.00) Credo: 'Optics Threat' Creates The Kind Of AI Buying Opportunity I Dream Of — Julian Lin2026-04-14: Buy (n=1, avg=4.00) Credo: The Bear Case Is Dead — The Techie2026-04-16: Strong Buy (n=1, avg=5.00) Credo Stock: I Called The Surge, Here's Why I'm Buying Every Dip — Kumquat Research2026-04-20: Strong Buy (n=2, avg=5.00) Credo Technology: Hypergrowth Leader Solving The AI Connectivity Bottleneck — Andres Cardenal, CFA01/2102/2003/2204/21

12 analysts rated CRDO in the last 30 days, with 6 Strong Buy, 5 Buy, 1 Hold, 0 Sell and 0 Strong Sell. Sentiment is essentially uniform bullish with 11 of 12 at Buy or better, and the two most recent calls on 2026-04-20 are both Strong Buy: Andres Cardenal's 'Hypergrowth Leader Solving The AI Connectivity Bottleneck' and Hunting Alphas' deep dive on the DustPhotonics acquisition implications. Kumquat Research's 2026-04-16 Strong Buy and Julian Lin's 2026-04-12 Strong Buy on the 'optics threat' opportunity further reinforce the AI-connectivity thesis.

APP
⬆ Buy
Very Strong
2026-04-20
SBBHSSS2026-01-28: Strong Buy (n=1, avg=5.00) AppLovin: Axon Ignites A New Growth Flywheel — Kennedy Njagi2026-01-30: Buy (n=1, avg=4.00) AppLovin: Your Golden Buying Opportunity Ahead Of Earnings (Preview) — Nova Capital2026-01-31: Buy (n=1, avg=4.00) AppLovin: Alphabet's Project Genie Threat Is An Irrational Excuse — Uttam Dey2026-02-02: Strong Buy (n=1, avg=5.00) AppLovin: The Genie Is Still In The Bottle — Stone Fox Capital2026-02-03: Buy (n=1, avg=4.00) AppLovin: The Market Is Giving Us A Chance To Load Up (Earnings Preview) — Oakoff Investments2026-02-04: Hold (n=1, avg=3.00) AppLovin: Being Priced To Perfection Created Too Much Risk — Gytis Zizys2026-02-05: Sell (n=1, avg=2.00) Why I'm Moving To A Sell On AppLovin Following The CloudX Launch (Rating Downgrade) — Stephen Ayers2026-02-07: Hold (n=1, avg=3.00) AppLovin's 50% Drop Isn't A Dip - It's A Warning — The Alpha Analyst2026-02-10: Strong Buy (n=1, avg=5.00) AppLovin: Why I'm Buying The Dip Despite CloudX Narrative — KL Research2026-02-12: Buy (n=2, avg=4.50) AppLovin: When High Quality Businesses Go On Sale, Buy Aggressively (Upgrade) — JR Research2026-02-13: Buy (n=1, avg=4.00) AppLovin: Wall Street Panic Sold For No Fundamental Reason (Rating Upgrade) — Deep Value Investing2026-02-14: Buy (n=1, avg=4.00) The Gaming AI Boom Is Here -- And AppLovin Is Positioned To Win Big — Analysis Fundamental2026-02-15: Buy (n=1, avg=4.00) AppLovin's Explosive AdTech Growth At A Discount - Upgrade Buy — Juxtaposed Ideas2026-02-16: Strong Buy (n=1, avg=5.00) AppLovin Q4: Market Is Focused On Competition; I'm Focused On ROAS From AppDiscovery — KL Research2026-02-17: Strong Buy (n=1, avg=5.00) AppLovin: Rule Of 150 And AI Moat — James Foord2026-02-25: Buy (n=1, avg=4.00) AppLovin: Time To Load Up Again (Rating Upgrade) — Danil Sereda2026-03-02: Strong Buy (n=1, avg=5.00) AppLovin: Astounding Growth And Profitability, Yet Demonstrably Out Of Favor — Michael Wiggins De Oliveira2026-03-10: Strong Sell (n=1, avg=1.00) AppLovin: A Superstar Today, But I Envision Future Turmoil For The Business (Downgrade) — Marc Gerstein2026-03-17: Buy (n=1, avg=4.00) AppLovin: A Bit Of Greed Needed (Upgrade) — KM Capital2026-03-28: Strong Buy (n=1, avg=5.00) AppLovin: 40% Growth Rate Is Sustainable — Khaveen Investments2026-03-31: Strong Buy (n=1, avg=5.00) AppLovin: Axon Keeps Getting Smarter — Kennedy Njagi2026-04-07: Buy (n=1, avg=4.00) AppLovin's Brutal 2026 Selloff Looks Wrong — Danil Sereda2026-04-14: Buy (n=1, avg=4.00) AppLovin: Some KPIs Could Be Better, But A Low Valuation Makes It A Buy — Hunting Alphas2026-04-18: Buy (n=1, avg=4.00) AppLovin's Fantastic Upside Necessitates A Downgrade — Daniel Jones01/2102/2003/2204/21

23 analysts rated APP in the last 30 days, with 8 Strong Buy, 11 Buy, 2 Hold, 1 Sell and 1 Strong Sell. The book skews heavily positive at 19 of 23 in the Buy-or-better bucket, and the most recent call is Daniel Jones on 2026-04-18 at Buy titled 'AppLovin's Fantastic Upside Necessitates A Downgrade', a trim-from-Strong-Buy move rather than a bearish turn. Earlier April pieces from Hunting Alphas, Danil Sereda, Kennedy Njagi and Khaveen Investments all reiterated Buy or Strong Buy on valuation and sustained Axon growth.

B
⬆ Buy
Strong
2026-04-17
SBBHSSS2026-02-06: Buy (n=1, avg=4.00) Barrick Mining: Meet The New Boss, Not The Same As The Old Boss — Gary Gambino2026-02-07: Buy (n=1, avg=4.00) Barrick: Stars Aligning For Higher Valuation — Ricardo Fernandez2026-02-27: Buy (n=1, avg=4.00) Barrick Mining: How To Profit From Gold Without Owning A Single Ounce — James Hires2026-03-20: Buy (n=1, avg=4.00) Barrick: Time To Load Up On This Massive Dip — Oakoff Investments2026-03-30: Buy (n=1, avg=4.00) Barrick Mining: Structural Tailwinds Make It A Golden Opportunity — Louis Gerard2026-04-03: Buy (n=1, avg=4.00) Barrick: You Haven't Seen Anything Yet — Danil Sereda2026-04-10: Hold (n=1, avg=3.00) Barrick Mining: IPO Spinoff Dream Hits Royalty Shocker And Margin Squeeze — Hunting Alphas2026-04-16: Strong Buy (n=1, avg=5.00) Barrick's North America IPO Is The Catalyst I Was Waiting For — The Curious Analyst01/2102/2003/2204/21

9 analysts rated Barrick in the last 90 days, with 2 Strong Buy, 6 Buy, 1 Hold, 0 Sell and 0 Strong Sell. The most recent call is The Curious Analyst on 2026-04-16 at Strong Buy titled 'Barrick's North America IPO Is The Catalyst I Was Waiting For', reinforcing a spinoff/IPO thesis also backed by Danil Sereda's 2026-04-03 Buy and Louis Gerard's 2026-03-30 Buy on structural gold tailwinds. The only dissent is Hunting Alphas' 2026-04-10 Hold flagging a royalty shocker and margin squeeze on the spinoff.

GM
↔ Hold
Strong
2026-04-20
SBBHSSS2026-01-24: Hold (n=1, avg=3.00) GM's Durability Discount: The Margin Proof The Market Needs (Rating Upgrade) — Ken Taylor2026-01-28: Strong Buy (n=1, avg=5.00) General Motors: A Strong Buy Despite All-Time Highs — The Asian Investor2026-02-12: Strong Buy (n=1, avg=5.00) Why I'm Putting The Pedal To The Metal On General Motors — The Curious Analyst2026-02-24: Hold (n=1, avg=3.00) General Motors: A Downgrade After A Great Ride — Daniel Jones2026-03-09: Hold (n=1, avg=3.00) General Motors' Chevy Bolt Will Test Consumer Demand For Affordable Battery Electrics — Doron Levin2026-03-24: Hold (n=1, avg=3.00) General Motors Looks Like A Bargain, But It Isn't — Virginia Backaitis2026-04-09: Buy (n=1, avg=4.00) General Motors: Free Cash Flow Hums Along, Raising My Target Again — Mike Zaccardi, CFA, CMT2026-04-10: Buy (n=1, avg=4.00) General Motors: Why This Auto Stock Could Be The Most Interesting One — The Sharpe Quest01/2102/2003/2204/21

8 analysts rated GM in the last 90 days, with 2 Strong Buy, 2 Buy, 4 Hold, 0 Sell and 0 Strong Sell. The book tilts cautious with half the calls at Hold, and the most recent bullish entries are The Sharpe Quest on 2026-04-10 at Buy and Mike Zaccardi on 2026-04-09 at Buy 'General Motors: Free Cash Flow Hums Along, Raising My Target Again'. The Hold cluster from Virginia Backaitis, Doron Levin and Daniel Jones keeps pushing back on valuation and EV demand, with Jones' February piece explicitly framed as a downgrade after a great ride.

HUT
⬆ Buy
Strong
2026-04-20
SBBHSSS2026-01-21: Buy (n=2, avg=4.00) Why Hut 8's Data Center Deal Still Has Room To Run — Petri Dish Reports2026-01-23: Hold (n=1, avg=3.00) Hut 8 Corp. Is Becoming A Deep Value Play, Priced With Caution (Rating Downgrade) — Mandela Amoussou2026-02-26: Hold (n=1, avg=3.00) Hut 8 Focuses On AI Infrastructure Growth, But Operating Profitability Is Still A Work In Progress — Jason Ditz2026-02-27: Hold (n=1, avg=3.00) Hut 8: The Energy Story Is Real, But The Earnings Aren't There Yet — Daniel James2026-04-02: Buy (n=1, avg=4.00) Why Investors Are Betting On Hut 8 Despite A $248M Loss — Petri Dish Reports2026-04-04: Buy (n=1, avg=4.00) Hut 8: Why The River Bend Expansion Justifies A Buy Rating — Emanuel Nemec01/2102/2003/2204/21

6 analysts rated HUT in the last 90 days, with 0 Strong Buy, 3 Buy, 3 Hold, 0 Sell and 0 Strong Sell. The book splits evenly between Buy and Hold, and the most recent entries tilt bullish: Emanuel Nemec on 2026-04-04 at Buy citing the River Bend expansion and Petri Dish Reports on 2026-04-02 at Buy despite a $248M loss. The Hold cluster from Daniel James, Jason Ditz and Mandela Amoussou keeps flagging operating-profitability and valuation concerns against the AI-infrastructure narrative.

CIEN
⬆ Buy
Strong
2026-04-20
SBBHSSS2026-02-01: Buy (n=1, avg=4.00) Ciena: Riding The Second Wave Of AI Infrastructure Growth — Star Investments2026-02-04: Hold (n=1, avg=3.00) Steven Cress' Top 10 AI Stocks (Recap & Update) — Steven Cress, Quant Team2026-02-11: Hold (n=1, avg=3.00) Ciena: AI Rebirth Fairly Valued — Ricardo Fernandez2026-03-06: Buy (n=1, avg=4.00) Ciena Q1 Earnings Review: Reiterate Buy Rating — Chris Lau2026-03-30: Buy (n=1, avg=4.00) Ciena: Up 71% YTD - OFC Event Fuels More Upside — Uttam Dey2026-03-31: Buy (n=1, avg=4.00) Follow The Photons: The Case For Ciena As AI Infrastructure's Hidden Backbone — Himalayas Research01/2102/2003/2204/21

6 analysts rated CIEN in the last 90 days, with 0 Strong Buy, 5 Buy, 1 Hold, 0 Sell and 0 Strong Sell. The Buy cluster is built around AI optical infrastructure theses, led by Himalayas Research on 2026-03-31 at Buy titled 'Follow The Photons: The Case For Ciena As AI Infrastructure's Hidden Backbone' and reinforced by Uttam Dey a day earlier on the OFC event. The sole Hold is Ricardo Fernandez's 2026-02-11 'Ciena: AI Rebirth Fairly Valued', making the spread a bull-versus-valuation debate rather than a directional dispute.

GMED
⬆ Buy
Moderate
2026-04-20
SBBHSSS2026-03-19: Buy (n=1, avg=4.00) Globus Medical: Great Value, Momentum, And Earnings Growth — Blake Winiecki01/2102/2003/2204/21

Only 1 dated analyst call is captured for GMED in the last 90 days, a Buy from Blake Winiecki on 2026-03-19 titled 'Globus Medical: Great Value, Momentum, And Earnings Growth'. Other roster entries for Stephen Ayers, The Value Investor and Bret Jensen appear as undated Hold placeholders rather than fresh ratings, so the window effectively rests on that single data point.