The corpus
Every call, open to audit.
147 logged recommendations. The 32 decisive calls — the opinions worth defending — come first; the 115 HOLDs (watching, no edge) sit quietly below. Abstains are excluded here and counted only in the scorecard. Each P(up) gauge marks the 50% coin-flip line, so a barely-above-even BUY can't masquerade as a strong one.
Decisive
32 calls-
▲BUYNVDANVDA
Forward P/E of 16.2x with PEG of 0.63 against 85.2% revenue growth and 62.97% profit margin is a rare valuation/quality combination, and price…
P(up)62%conviction0.77Semis12d ago◷ Aug 20 -
▲BUYNVDANVDA
Forward P/E of 16.17x and PEG of 0.63 against 85.2% revenue growth and 214.5% earnings growth represent a rare growth-at-reasonable-price setup,…
P(up)62%conviction0.76Semis12d ago◷ Aug 5 -
▲BUYNVDANVDA
Forward P/E of 16.2x and PEG of 0.63 are anomalously cheap against 85% revenue growth, 214% earnings growth, and 63% profit margins. Price…
P(up)62%conviction0.74Semis12d ago◷ Sep 4 -
▲BUYNVDANVDA
Forward P/E of 16.2x and PEG of 0.63 against 85.2% revenue growth and 62.97% profit margins is genuinely cheap on growth-adjusted metrics, with…
P(up)62%conviction0.73Semis12d ago◷ Jul 21 -
▲BUYNVDANVDA
Forward P/E of 16.17x against 85.2% revenue growth and PEG of 0.63 indicates earnings are being underpriced versus a 214.5% earnings growth…
P(up)62%conviction0.73Semis12d ago◷ Sep 4 -
▲BUYNVDANVDA
NVIDIA at $205 looks reasonably priced for how fast it's growing — forward earnings multiple of ~16x against 85% revenue growth is unusually…
P(up)60%conviction0.68Semis11d ago◷ Aug 21 -
▲BUYMSFTMSFT
Microsoft is growing earnings ~23% and Azure ~40%, but the stock is down 10% over the past year and trades at a reasonable ~21x forward earnings,…
P(up)60%conviction0.68Software12d ago◷ Oct 5 -
▲BUYIBMIBM
Only clean uptrend with non-extended RSI 48 - genuine dip-in-uptrend per Drake rules
P(up)56%conviction0.58Other8d ago◷ Jul 10 -
▲BUYNVDANVDA
NVIDIA is a strong, leading stock on a small dip. The robots mostly like it but only a little right now - wait for it to climb back over $210-212…
P(up)63%conviction0.58Semis10d ago◷ Jul 9 -
▲BUYNVDANVDA
RSI 36 oversold with price still above 200DMA = dip in an intact long-term uptrend, not a broken chart
P(up)58%conviction0.55Semis8d ago◷ Jul 10 -
▲BUYGLWGLW
Non-extended dip (RSI 38) in a primary uptrend with a genuine fresh AI catalyst (Amazon + Nvidia, Jun 8)
P(up)55%conviction0.55Other8d ago◷ Jul 10 -
▲BUYTXNTXN
RSI 38 oversold while still above both MAs = dip in an uptrend, not a broken chart
P(up)55%conviction0.50Other8d ago◷ Jul 10 -
▲BUYGOOGLGOOGL
Google's business is firing on all cylinders — earnings nearly doubled and cloud is booming — and the stock at $369 is reasonably priced for that…
P(up)58%conviction0.47Software11d ago◷ Aug 21 -
▲BUYMSFTMSFT
Microsoft is down ~11% over the past year and trades below its long-term trend line, but Azure and AI are reaccelerating hard and the stock is…
P(up)58%conviction0.47Software12d ago◷ Aug 21 -
▲BUYNVDANVDA
NVIDIA at $205 looks reasonably priced for how fast it's still growing, and the trend is up — analysts see roughly $298. But the whole story…
P(up)58%conviction0.45Semis11d ago◷ Aug 21 -
▲BUYNVDANVDA
NVIDIA at $205 still looks reasonably priced for how fast it's growing, and the AI spending boom from cloud giants is real and accelerating into…
P(up)58%conviction0.45Semis12d ago◷ Aug 6 -
▼SELLINTCINTC
Intel ran up nearly 400% in a year and is now trading above what Wall Street thinks it's worth, while still losing money and carrying heavy debt.…
P(up)35%conviction0.70Other12d ago◷ Aug 2 -
▼SELLCCJCCJ
Below both MAs in confirmed downtrend
P(up)45%conviction0.58Other8d ago◷ Jul 10 -
▼SELLSMCISMCI
Only name below its 200DMA with declining revenue/EPS — broken fundamentals and chart
P(up)30%conviction0.55Semis8d ago◷ Jul 10 -
▼SELLUECUEC
Below both MAs, just gapped down on earnings
P(up)42%conviction0.55Other8d ago◷ Jul 10 -
▼SELLLEULEU
Below both MAs in confirmed downtrend
P(up)42%conviction0.55Other8d ago◷ Jul 10 -
▼SELLBWXTBWXT
Below both MAs with ADX 49 strong-down
P(up)44%conviction0.55Other8d ago◷ Jul 10 -
▼SELLCEGCEG
Below both MAs, secondary-offering overhang
P(up)44%conviction0.55Other8d ago◷ Jul 10 -
▼SELLDNNDNN
Below both MAs in downtrend
P(up)40%conviction0.52Other8d ago◷ Jul 10 -
▼SELLNXENXE
Below both MAs, confirmed downtrend
P(up)41%conviction0.52Other8d ago◷ Jul 10 -
▼SELLUUUUUUUU
Below both MAs, one of worst 1-month performers (-37%)
P(up)40%conviction0.52Other8d ago◷ Jul 10 -
▼SELLVSTVST
Below both MAs in downtrend
P(up)44%conviction0.52Other8d ago◷ Jul 10 -
▼SELLRGTIRGTI
Below 200DMA in confirmed downtrend
P(up)40%conviction0.50Other8d ago◷ Jul 10 -
▼SELLARQQARQQ
Below both MAs, weakest 3-month performer in group
P(up)37%conviction0.50Other8d ago◷ Jul 10 -
▼SELLSMRSMR
Below both MAs, confirmed downtrend
P(up)40%conviction0.50Other8d ago◷ Jul 10 -
▼SELLOKLOOKLO
Below both MAs in active downtrend
P(up)42%conviction0.50Other8d ago◷ Jul 10 -
▼SELLQUBTQUBT
Below 200DMA in active downtrend
P(up)38%conviction0.48Other8d ago◷ Jul 10
No runs match these filters.
Try widening the action or sector.
Watching — no edge
115 HOLDNames Drake analyzed and chose not to act on. Logged in full and gradable, but deliberately quiet — a HOLD is a call too.
- CRDOP(up) 55%
- MRVLP(up) 54%
- MSFTP(up) 54%
- MSFTP(up) 53%
- VSTP(up) 53%
- HOODP(up) 53%
- GFSP(up) 52%
- MRVLP(up) 52%
- AMGNP(up) 51%
- BMRNP(up) 51%
- COHRP(up) 50%
- LRCXP(up) 50%
- ORCLP(up) 50%
- NOWP(up) 50%
- CSCOP(up) 50%
- VP(up) 50%
- HOODP(up) 50%
- VRTXP(up) 50%
- BIIBP(up) 50%
- ILMNP(up) 50%
- INCYP(up) 50%
- XOMP(up) 50%
- CVXP(up) 50%
- COPP(up) 50%
- SLBP(up) 50%
- EOGP(up) 50%
- OXYP(up) 50%
- MPCP(up) 50%
- PSXP(up) 50%
- VLOP(up) 50%
- LNGP(up) 50%
- LMTP(up) 50%
- RTXP(up) 50%
- GDP(up) 50%
- BAP(up) 50%
- AXONP(up) 50%
- UFOP(up) 50%
- AAPLP(up) 50%
- TSMP(up) 49%
- ADIP(up) 49%
- NXPIP(up) 49%
- GOOGLP(up) 49%
- AAPLP(up) 49%
- COHRP(up) 49%
- UPSTP(up) 49%
- ALNYP(up) 49%
- LITEP(up) 48%
- MUP(up) 48%
- AMZNP(up) 48%
- NTAPP(up) 48%
- CIENP(up) 48%
- ASTSP(up) 48%
- IONQP(up) 48%
- TOSTP(up) 48%
- XOMP(up) 48%
- AAPLP(up) 48%
- CATP(up) 48%
- XOMP(up) 48%
- CEGP(up) 47%
- AMATP(up) 47%
- KLACP(up) 47%
- MCHPP(up) 47%
- SNOWP(up) 47%
- LITEP(up) 47%
- VIAVP(up) 47%
- MAP(up) 47%
- AAPLP(up) 47%
- ONP(up) 46%
- MSFTP(up) 46%
- AIP(up) 46%
- ADBEP(up) 46%
- WDCP(up) 46%
- STXP(up) 46%
- AAOIP(up) 46%
- RKLBP(up) 46%
- SOFIP(up) 46%
- PLTRP(up) 45%
- FNP(up) 45%
- AMDP(up) 45%
- MRVLP(up) 45%
- CRMP(up) 45%
- FNP(up) 45%
- AFRMP(up) 45%
- GILDP(up) 45%
- UFOP(up) 45%
- AXTIP(up) 45%
- WMBP(up) 45%
- KMIP(up) 45%
- NOCP(up) 45%
- LHXP(up) 45%
- HIIP(up) 45%
- KTOSP(up) 45%
- LDOSP(up) 45%
- FP(up) 45%
- RDWP(up) 44%
- QCOMP(up) 43%
- PLTRP(up) 43%
- POETP(up) 43%
- QBTSP(up) 43%
- NUP(up) 43%
- AVGOP(up) 42%
- INTUP(up) 42%
- LUNRP(up) 42%
- BKSYP(up) 42%
- SPIRP(up) 42%
- PYPLP(up) 42%
- REGNP(up) 42%
- CRWVP(up) 42%
- CBRSP(up) 42%
- INTCP(up) 40%
- PLP(up) 40%
- COINP(up) 40%
- MRNAP(up) 40%
- ARMP(up) 38%
- GPNP(up) 38%
- + 100 more · expand all