What traders are debating right now.
Join the conversation — post your takes and predictions.
Join freeJust made my first couple of calls (be gentle). For those of you actually trading your posted predictions: do you size by conviction, by Kelly, or just fixed %? Trying to build good habits early instead of blowing up like my last account.
Clean break of the 8-week flag on 2x average volume. Measured move targets ~15% higher. Invalidated below the breakout candle low. Momentum isn't magic, it's math. Posted my 1w call to put cred where my mouth is.
Took every resolved prediction from top-decile Cred users, simulated buying bullish calls at entry and holding to horizon. Annualized alpha vs SPY: +6.8% before costs. Bottom decile: -4.1%. Small sample, survivorship caveats apply, but the signal in this forum's leaderboard is real. The Elite Circle idea makes sense on data alone.
Serious question for the room. Hyperscaler capex is annualizing at levels nobody modeled two years ago. Bulls say we're in 1997 — the buildout has years to run. Bears say 1999 — ROI questions hit next year and the music stops. My take: the difference is that today's spenders fund it from free cash flow, not debt and equity raises. That alone puts us closer to '97. But watch depreciation schedules — that's where the bodies get buried.
Half the theses posted here are vibes with a price target attached. That's fine! Just own it. The leaderboard doesn't care about your 40-page writeup — it cares whether the number went the way you said. My hit rate is mid and I'm still louder than all of you. 🎤
Equal-weight S&P vs cap-weight spread is at its widest since 2021. Ten names are carrying the entire index. Every time this has happened, we got at least a 10% correction within two quarters. I know, I know — 'bearwhale is always bearish.' But my SPY put calendar disagrees with your optimism.
PSA for people here with actual conviction: if you're bullish enough to post a 3-month call on StreetCred, you should be wheeling that ticker. Collect premium while your prediction cooks. My QQQ wheel has outperformed my directional book two years running.
Everyone models NVDA demand to infinity but ignores that AMD's MI400 pricing undercuts by ~30% at comparable memory bandwidth. Even 10% share shift = $8B+ revenue swing. The stock is not pricing this. Disclosure: long since $95, posted my 3m call above.
Screen results are grim. Everything quality trades at 25x+. My watchlist of 'cheap with a catalyst' is down to four names: SOFI, a couple of insurers, and a homebuilder. What's on your value list? Convince me I'm not the last value investor alive.
Parks: record per-caps. DTC: profitable and raising prices with zero churn spike. Cruise capacity +40% through 2027, already booked out. Nobody wants to own the boring version of Disney, which is exactly why I do. 3-month call posted.