Called $ORCL bullish on Jul 26, 2026: $ORCL rose 38% in 6 weeks.
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Long term investor Visionary Investor. Focused on technology and futurism. Stocks and crypto lover.
Cite asCryptoQuant has tracked the directional calls on SPY by @BagholderIQ on X since Aug 2025: not yet scored on SPY (as of Nov 12, 2026).
Other assets covered (53)
1 SPY call on record, a thin history.
Relative view by default: fewer than 30 SPY calls or days on record.
Sentiment timeline shows relative sentiment within this analyst's history. A perma-bull showing 8 bullish : 2 bearish in a bear market sets that as their baseline. If you notice any errors, claim @BagholderIQ to submit corrections.
Called $ORCL bullish on Jul 26, 2026: $ORCL rose 38% in 6 weeks.
View call →Hover the chart to read the thesis of that period · click a day to pin it
People aren’t focusing enough on AI’s end users. Everyone is obsessed with the companies building AI infrastructure, chips and data centres. But what happens when the other 493 companies in the S&P 500 start using AI to cut costs, increase productivity, improve margins and generate more free cash flow? Banks, insurers, retailers, healthcare companies, industrials and software businesses could all benefit. They already have customers, distribution, data and established business models. AI could allow them to do more with less, without needing to reinvent their entire business. Imagine the impact on earnings if companies can grow revenue while their operating costs rise much more slowly. That’s operating leverage on a massive scale. The market may be underestimating how much AI could improve corporate profitability over the next 5–10 years. The AI trade might be much bigger than the companies selling the picks and shovels. The question is: which companies will turn AI adoption into real earnings and free cash flow growth?
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