Ex-Wall Street Analyst • 20+ years in markets • Covered $TSLA since its 2010 IPO
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Recent Posts
Latest analysis and calls from AJ
AJ“The real Elon liked that post. As usual I am sharing this not to brag about it but to share the signal.”
AJ“Working on a Tesla outlook update and getting serious Amazon flashbacks. A few very high-level observations...”
AJ“Leaning in more heavily on Oracle — this is a leveraged AI infrastructure play.”
AJ“Microsoft is down 10%. We crunched the numbers and in the attached analysis we share our insights on whether there is more downside.”
AJ“China can't make anything close to H200. The technology gap is real. Nvidia still miles ahead.”
AJ“Our research nailed it—again. We also nailed Meta's surge. We nailed Tesla's recent $495 peak.”
AJ“For all the recent new joiners: this was an epic call a few months ago when Rivian briefly traded into the $22 area.”
AJ“Q4 Financial Deep Dive — 50+ slides of detailed analysis on Tesla's quarterly performance.”
AJ“Opensourced META analysis — correctly predicted $600 → $740 move. One of our highest conviction calls.”
AJ“AMD was one of our top recommendations. Extremely aggressive management guidance, business wins provide confidence.”
AJ“NVDA guidance appears mispriced, outlook for 2027 too pessimistic. Add on weakness.”
AJ“Micron Deep Dive released — compelling AI memory play. Hour-long analyst discussion with detailed valuation models.”
About AJ
AJ is a former lead analyst at a major Wall Street firm who has been covering financial markets for over 20 years. He began covering Tesla at its 2010 IPO and has personally invested since 2013. His research is known for rigorous quantitative analysis, detailed financial modeling, and a track record of accurate calls on major tech stocks.
Unlike most finance accounts on X, AJ provides deep-dive videos (often 60+ minutes) with 40-80 slides of detailed financial analysis. His research includes quarterly earnings breakdowns, valuation models, and specific price targets with clear entry/exit zones.