Ideas

Nov 4, 2026

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2 min read

🥛 Why our team keeps buying SpaceX 💰

3 of our 5 PRO analysts are buying rn...

Chevy Cassar

Ideas

Nov 2, 2026

•

3 min read

🥛 Intel’s worst day since 1974 💥

Intel’s pain is Micron and Samsung’s payday...

Chevy Cassar

Ideas

Oct 29, 2026

•

3 min read

🥛 What Buffett, Pelosi and Nvidia actually own 👀

A full breakdown of 4 insider portfolios...

Chevy Cassar

Ideas

Oct 28, 2026

•

3 min read

🥛 Wait, cheaper AI is good for Anthropic? 💰

Customers now spend ~9x as much...

Chevy Cassar

Ideas

Oct 26, 2026

•

3 min read

🥛 3 things to watch this week 👀

Earnings + Fed decision...

Chevy Cassar

Ideas

Oct 21, 2026

•

3 min read

🥛 Meta will probably miss earnings 🥴

Here’s what to watch for...

Chevy Cassar

Ideas

Oct 19, 2026

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3 min read

🥛 AI stocks are hurting. Time to shop? 🛒

Kyle just made 3 trades in 15 mins...

Chevy Cassar

Ideas

Oct 14, 2026

•

3 min read

🥛 Elon vs. Melvin 🥊

They just debated China’s memory threat...

Chevy Cassar

Ideas

Oct 12, 2026

•

3 min read

🥛 Why Bloom Energy tripled ⚡

While the power plant owners went backwards.

Chevy Cassar

Ideas

Oct 7, 2026

•

3 min read

🥛 Samsung > Micron? 🤔

Why Melvin favors Samsung now...

Chevy Cassar

Ideas

Oct 5, 2026

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3 min read

🥛 Can big tech pay its AI bill? 💸

Hyperscaler CapEx is set to hit ~3% of GDP in 2027...

Chevy Cassar

Ideas

Sep 30, 2026

•

3 min read

🥛 Ignore Micron's beat. Watch this 👀

Hint: it's not this quarter's number...

Chevy Cassar

Ideas

Sep 28, 2026

•

3 min read

🥛 This stock has what AI needs 🤝

But nothing is locked in just yet...

Chevy Cassar

Ideas

Sep 23, 2026

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3 min read

🥛 Muse takes the top spot 🥇

Outpacing ChatGPT.

Chevy Cassar

Ideas

Sep 21, 2026

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3 min read

🥛 SaaS-pocalypse = opportunity? 🥄

Cut the cost base, rebuild/re-price the product...

Chevy Cassar

Ideas

Sep 16, 2026

•

3 min read

All this AI and productivity is shrinking?

Raoul Pal breaks down how to right this ship...

Chevy Cassar

Ideas

Sep 9, 2026

•

2 min read

Why the launch of Muse sent META stock up 5% premarket

App Store top 5 in 24 hours.

Ideas

Sep 7, 2026

•

2 min read

Why Oracle is the best public proxy for the OpenAI trade

Largest infrastructure partner underneath OpenAI.

Ideas

Sep 2, 2026

•

2 min read

The hand problem is harder than the brain problem

This is the key bottleneck in the robotics buildout.

Ideas

Aug 31, 2026

•

2 min read

Why Melvin holds IREN after its 50% drop from peak

Messy quarter but AI thesis is completely intact.

Ideas

3 ways to invest in the Everything Bull Market

Aug 26, 2026

•

3 min read

3 ways to invest in the Everything Bull Market

This bullish setup doesn't come around often.

Ideas

Why Nebius, Micron, and Bloom sold off despite strong earnings

Aug 24, 2026

•

2 min read

Why Nebius, Micron, and Bloom sold off despite strong earnings

The fundamentals are still solid.

Ideas

Aug 19, 2026

•

3 min read

Why SPCX fair value could reach $427 with Elon premium

Up 25% in two weeks.

Ideas

Aug 17, 2026

•

2 min read

JPMorgan raises Micron price target from $550 to $1,540

2027 supply constraints will be worse than 2026.

Ideas

Aug 12, 2026

•

2 min read

Why Melvin rotated from Micron into Nebius and CoreWeave

$500B just entered the AI infrastructure race.

Ideas

🥛 Why our team keeps buying SpaceX 💰

🥛 Intel’s worst day since 1974 💥

🥛 What Buffett, Pelosi and Nvidia actually own 👀

🥛 Wait, cheaper AI is good for Anthropic? 💰

🥛 3 things to watch this week 👀

🥛 Meta will probably miss earnings 🥴

🥛 AI stocks are hurting. Time to shop? 🛒

🥛 Elon vs. Melvin 🥊

🥛 Why Bloom Energy tripled ⚡

🥛 Samsung > Micron? 🤔

🥛 Can big tech pay its AI bill? 💸

🥛 Ignore Micron's beat. Watch this 👀

🥛 This stock has what AI needs 🤝

🥛 Muse takes the top spot 🥇

🥛 SaaS-pocalypse = opportunity? 🥄

All this AI and productivity is shrinking?

Why the launch of Muse sent META stock up 5% premarket

Why Oracle is the best public proxy for the OpenAI trade

The hand problem is harder than the brain problem

Why Melvin holds IREN after its 50% drop from peak

3 ways to invest in the Everything Bull Market

Why Nebius, Micron, and Bloom sold off despite strong earnings

Why SPCX fair value could reach $427 with Elon premium

JPMorgan raises Micron price target from $550 to $1,540

Why Melvin rotated from Micron into Nebius and CoreWeave

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