Finance website following hedge funds and insiders. Our monthly newsletter's stock picks beat the S&P 500 by 66 percentage points in 3.5 years. See the link:
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Joined September 2010
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Chasing momentum at multi-trillion-dollar ceilings requires believing the capex cycle will never top out.
Buying unloved value at 2x cash flow requires only believing that cash still matters.
Read the full analysis breakdown here: insidermonkey.com/news/nvidi…
$BMBL
Insider Monkey retweeted
The AI trade is back on after $VRT stellar earnings. I'm looking at the top semiconductor stocks to buy at these depressed prices for the long run with my 10 Best Semiconductor Stocks to Buy for the Next 5 Years post.
To come up with the list of the 10 Best Semiconductor Stocks to Buy for the Next 5 Years, I considered US-based companies with a market cap of over $2 billion.
These companies are expected to grow earnings by 60% over the next 5 years. I ranked these stocks by their expected 5-year EPS growth.
I also used @insidermonkey hedge fund data to determine how popular these stocks are among American Hedge Funds. 🧵
Insider Monkey retweeted
I write top 10 list articles in @insidermonkey newsletter every week. If you're looking for a more niche exposure, I just covered the top 10 co-packaged optics stocks. These are the exact type of stocks that stand to benefit from the high spending that $VRT CEO alluded to on the earnings. You can read more about my article here: insidermonkey.com/news/top-1…
Missed the $NVDA train? Let’s face it: Nvidia is no longer the hidden gem it once was. Finding the next big AI winner could mean looking beyond the obvious names.
See more on our research on 10 undervalued AI stocks that could have major growth potential in the months and years ahead.
🎥 Watch the full video in the reply below.
AI giants $MSFT and $GOOGL report earnings today. Earnings beats don't matter anymore. Investors will be watching Azure growth at Microsoft and Google Cloud, AI spending and Gemini's progress at Alphabet.
Billionaire investors Ray Dalio and Philippe Laffont's funds held both stocks, along with 8 other major AI names. Which ones, and why?
Watch the full video in the reply below to see the top 10 AI picks of these two famous billionaires
Insider Monkey retweeted
Every week, I look at the top 10 stock ideas and publish them in @insidermonkey newsletter. Today, I looked at the 8 Best American Stocks to Buy for the Next 5 Years
To come up with our list of the 10 Best American Stocks to Buy for the Next 5 Years, we considered US-based companies with a market cap of at least $2 billion. These companies have a next 3-year expected revenue growth rate of more than 20% and an earnings growth rate for the same period of more than 50%.
We also used Insider Monkey’s hedge fund data to determine how popular these stocks are among American Hedge Funds.
The top 10 stocks in ascending order of the number of hedge funds backing them as of Q2 2026: 🧵
Insider Monkey retweeted
My full article: insidermonkey.com/news/10-st…
Insider Monkey retweeted
$APLD was 64% below its 52-week high at our Oct. 23 cutoff. Its CEO and president had just bought $6.66M of shares.
When investors dump a stock, buying by the people running the business gives us a reason to look closer. They see orders, costs, and customer demand between earnings reports, and they’re putting their own money behind that view.
That’s the kind of buying we track at @insidermonkey.
My latest article identifies 10 stocks insiders bought after declines, with the buyers, purchase amounts, and business cases behind their bets.
Full list in the comments.
You can disagree with Jim Cramer, but you can't ignore him.
Several of his favorite stock picks have delivered impressive gains, and he's still bullish on names like $PLTR and $GEV.
But $VFC was a surprising pick for me.
We break down his latest 10 stock picks, why he likes them, and the risks.
🎥 Full list in the reply below 👇
Jim Cramer's top 10 stock picks full list: youtube.com/watch?v=EXli2qRE…
Insider Monkey retweeted
Jim Cramer on CoreWeave $CRWV
Jul 6: "arguably the best in the business" (-37% since)
Aug 6: "go buy CoreWeave", cheaper and better than IREN (-36% since)
Aug 12 (X post): said the stock is "too low" (-50% since)
Sep 3: "the only one I like" (-36% since)
Sep 16: "okay to buy", but more speculative as rates rise (-35% since)
Oct 13: "the real deal" (-30% since)
CRWV fell 15.5% the day after the Oct 13 comment. Latest close: $54.24 (Oct 23).
Insider Monkey retweeted
My full 10-stock ranking: why each fell, the bull case, and where fund positioning challenges analyst optimism.
insidermonkey.com/news/10-ov…
Insider Monkey retweeted
More funds held $CRDO in Q2. Point72 cut its stake 17.7%. Shares sold short rose 31% in September.
That disagreement matters more than a big upside target. My @insidermonkey ranking also covers $NBIS and $MU. Full list in the reply.
California’s brilliant plan to pass a one-time wealth tax is on track to become an expensive lesson in basic math. A new study shows the 2026 Billionaire Tax Act will trigger a devastating $38.9 billion net loss for the state budget.
Surprise, the wealthy didn't wait around to get fleeced:
- 30% of the wealth tax base has already vanished because billionaires packing their bags wiped out the projected windfall before it even started.
- The one-time cash grab permanently tanks California's actual golden goose: the annual state income tax.
- In 100,000 simulations, the policy loses money 85% of the time.
Turns out you can only tax people who stick around to pay it. $META
🤖 Made with AI
Insider Monkey retweeted
Excerpt from my @insidermonkey "Credo says it uses about 30% less power than similar copper cables and weighs ten times less. Shipments start in 2027" $CRDO
Insider Monkey retweeted
Excerpt from my @insidermonkey article "Tape-out is now scheduled for January 2027, mass production for the second quarter of 2027, and shipments for the first quarter of 2028" $MRVL
Insider Monkey retweeted
$NVDA and $MU lead my decade-long semiconductor shortlist. The harder question is who can keep funding the next technology cycle. I explain the ranking and framework for @insidermonkey; the full list is in the replies.
