The Analysts

@sancompounding

@sancompounding · Mon, Aug 3

Sandeep Anand@SanCompounding
🚨 How To Create A Barbell Portfolio: 10 AI US stocks with very bullish earnings calls that can 2x revenue in the next 2–3 years and 10 Non-AI that had bullish calls 🧵 ⚡ AI / TECH SIDE: 1.$BE: FY26 rev guide raised to $3.9–4.2B = 100% YoY growth at midpoint; Q2 rev +166% h
32d agoview on X ↗media on X

tweeted Mon, Aug 3 · counted from Tue, Aug 4 close

Read as

Long BE, Long NB, Long CRW, Long CRDO, Long IREN, Long ALAB, Long APLD, Long VRT, Long EQIX, Long QTWO, Long RKLB, Long HIPO, Long OSCR, Long HIMS, Long SOFI, Long SEZL, Long SOFI, Long TMDX, Long RDDT, Long AEP, Long HOOD · High confidence

Confidence

High0.91

Counted from

Tue, Aug 4 · market close

Rank since this call

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Leaderboard position per scored day — never a price chart. Other calls were active in this window; no single call is credited.