Called $PLTR bullish on May 29, 2024: $PLTR rose 469% in 9 months.
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Tracking disruptive innovation | AI • Space • Robotics • Biotech | Long-term investor | Asymmetric opportunities |Compounding |Not financial advice | 🇨🇦
accuracy score 56.9 on NVDA over 356 NVDA calls · 1,012 days of data · rank 31 of 66 NVDA analysts (top 47.0%) · v20r-multi-sparsepen-strong-ss12m-20261012, computed Nov 11, 2026 · Methodology →
Cite asCryptoQuant has tracked 356 directional calls on NVDA by @InvestmentGuru_ on X since Sep 2023: ranked #31 of 66 analysts scored on NVDA by accuracy (as of Nov 11, 2026).
Other assets covered (16)
Relative view by default: InvestmentGuru leans one way on 99% of days, so a softer or opposite tone stands out against their usual stance.
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 @InvestmentGuru_ to submit corrections.
Called $PLTR bullish on May 29, 2024: $PLTR rose 469% in 9 months.
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Best watchlist in this market IMO $NVDA — AI GPUs $AMD — AI CPUs/GPUs $MU — Memory (DRAM/HBM) $SNDK — Flash Memory $INTC — CPUs/Foundry $AVGO — Custom AI Silicon $CRDO — Networking DSP $MRVL — Custom Silicon/Networking $NBIS — Neocloud $BE — Data Center Power $VRT — Data Center Cooling/Power $AAOI — Optical Transceivers $AXTI — Semi Substrates $AEHR — Test Equipment $SPCX — space exploration
View original →The semiconductor cycle is paying in stages. 10 plays, 10 seats: $NVDA paid. First mover, first trillion, already rewarded. $MU is paying. Memory caught the AI bid - up huge this year and still running. $AMD is just getting started. Crossed $1 trillion today, and the accelerator deals are only beginning to show up in numbers. $AVGO is making it in process. Custom silicon + networking, grinding higher quarter after quarter. $TSM gets paid at every stage. Every chip on this list is made there. The toll booth of the whole cycle. $MRVL is one stage behind AVGO. Same custom-silicon trade, earlier entry. $QCOM is early. Edge AI and on-device - barely moved versus the rest. $INTC is early. The turnaround isn't priced for success yet. That's the opportunity. $AMAT and $LRCX are last in line. The equipment makers get paid when the fabs start expanding - the final stage of every cycle. The leaders get paid first, the laggards get paid last. The question is never if the cycle moves - it's where you stand when it does. Position before the stage, not after it. Not financial advice. Do your own research.
View original →Trillion dollars club is getting bigger 1. $NVDA 2. $AAPL 3. $GOOGL 4. $MSFT 5. $AMZN 6. $TSM 7. $SPCX 8. $AVGO 9. $META 10. $MU 11. $TSLA 12. $BRK-B 13. $LLY 14. $AMD Which one is next
View original →CPU and semiconductor play had one of the best day $NVDA $INTC $AMD $TSM $QCOM $MU https://t.co/hO2iIqSHwW https://t.co/6FeCgN5SaW
View original →@Enjoylife2021 Yes and NVDA
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