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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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…
$BMBL
Reddit ($RDDT) reported its Q3 2026 earnings after the close on Thursday, October 29, 2026. Despite an extensive top- and bottom-line beat, the stock has crashed 29%. It is not trading at a forward P/E of 17. Domestic daily active visitors fell by 900,000 year-over-year because of AI chatbots and $GOOG's AI search overviews. We believe $RDDT will underperform the market over the next 12 months as these headwinds will get worse. The stock looks cheap based on its revenue growth rate, but those aren't sustainable. We won't touch this stock as there are better alternatives out there.
$IR reported solid revenue and earnings growth. The stock is trading at 22x forward P/E with 16% expected EPS rate. We believe the stock is likely to outperform most of the stocks in the S&P 500 Index over the next 3 months. However, we aren't adding the stock to our portfolio as only the top 1% of the stocks are added.
The AI crash everyone feared is finally knocking. solana:METADDFL6wWMWEoKTFJwcThTbUmtarRJZjRpzUvkxhr , $INTC, $AMZN and $GOOGL are tanking after earnings.
Just recently, billionaire Howard Marks warned that AI could transform the world without necessarily making investors rich.
“Change the world and investors making money are not the same thing.”
He also warned:
“You shouldn’t make the assumption that today’s leaders are certain to be the leaders of tomorrow.”
So what stocks does he like outside AI?
Oaktree's portfolio includes $EXE and some surprisingly boring names you probably wouldn't expect.
We break down 10 of its biggest non-AI holdings.
Watch the full list in the reply below. 👇
10 non-AI stock picks of billionaire Marks: youtube.com/watch?v=q8gOyWzy…
$ORCL jumped 10.7% after its Investor Day ($225B+ FY30 revenue, $21+ EPS, $30B+ FCF in FY29) and is giving some back today.
Emerald Wealth Partners called it “one of the largest upsides in our universe” in its Q3 letter 👇
Bullish or bearish on this battleground stock?
Now that Michael Burry himself has debunked the fake claims about his $META position, it's time to look at the stocks he's actually bullish on.
@michaeljburry remains skeptical of the AI hype, favoring less exciting names like $FISV and $ZTS.
Full list of 10 stock picks in the post below 👇
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…