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Analysts
AJ
@alojohProEx-Wall Street Analyst • 20+ years in markets • Deep fundamental research
Latest Analyst Posts
Recent research from our X analysts
AJ“FSD usage at record 41%, Amazon-like cash burn playbook for growth. The strategy is clear: invest heavily now, harvest later.”
AJ“Leaning in more heavily on Oracle — a leveraged AI infrastructure play at attractive valuations.”
AJ“OpenAI is buying AMD chips due to Nvidia supply constraints. This is the validation AMD bulls have been waiting for.”
AJ“China still can't make anything close to an H200. Nvidia remains miles ahead in AI infrastructure.”
AJ“Rapid panic driven by hot air... buy at a discount. Wait for the predictable rebound. Rinse and repeat.”
AJ“FactSet got Microsoft's cash flow wrong — rookie mistake creating opportunity for those paying attention.”
AJ“We recommended against holding Apple at ~$270. Now trades at $257. Trade the run-up into earnings, don't hold through.”
AJ“Q4 2025 Financial Deep Dive — 50+ slides breaking down the numbers. The signal in these results is very strong if you know where to look.”
AJ“Opensourced META analysis — correctly predicted $600 → $740 move. The Q3 selloff was overblown fear, Q4 surge was inevitable.”
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