Cite asCryptoQuant has tracked 20 directional calls by @julian-lin on Seeking Alpha: tracked, not yet ranked (below the accuracy-scoring baseline) (as of Oct 5, 2026).
Micron: It's Different This Time - Buy At 6x Earnings Before AI Agents Rerate It
Micron cheap at 6x earnings; AI agent demand should drive rerating (Oct 2026)
View original →AMD Is Soaring, But Here's Why It's Time To Say Goodbye
As of 2026-06-09, the author says to exit AMD despite its strong rally.
View original →Credo: 'Optics Threat' Creates The Kind Of AI Buying Opportunity I Dream Of
Optics threat fears create an attractive AI-related buying opportunity in Credo.
View original →Micron: I Was Wrong, This Time Is Indeed Different (Rating Upgrade)
Author upgrades Micron, conceding this memory cycle is structurally different.
View original →PayPal's Growth Story Is Dead: Here Is My 2026 Reality Check (Downgrade)
PayPal's growth story is over, warranting a downgrade (as of 2026-02-23).
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