✅ I know my risk level (momentum vs value vs growth)
✅ I have a rebalancing plan
✅ I'm tracking theme performance
✅ I know when to exit (theme breaks or better opportunities)
✅ My thematic allocation fits my overall portfolio
Remember: Themes are tools for idea generation, not buy signals. Always do your own research, understand the companies, and manage your risk. The best theme is useless if you overpay or over-allocate. 📊
Find the theme. Research the stocks. Build conviction. Invest wisely.
What stocks are trending on social media right now?
Show me Reddit and Twitter favorites.
📱 Social Media Trending Stocks
Top 10 Most Mentioned (Last 24 Hours):
━━━━━━━━━━━━━━━━━━━━
#1 NVDA - 12,500 mentions
━━━━━━━━━━━━━━━━━━━━
Sentiment: 82% Bullish
Why Trending: Earnings beat, AI hype
Communities: r/wallstreetbets, fintwit
Price: $730 (+5.2% today)
Volume: 3x average
Narrative:
"AI is the future, NVDA is printing money"
"$1000 price target not a meme"
"Buying every dip"
Maverick Take:
High conviction, but be careful at ATHs.
Wait for pullback to $700 for entry.
#2 TSLA - 8,200 mentions
━━━━━━━━━━━━━━━━━━━━
Sentiment: 55% Bullish (mixed)
Why Trending: Cybertruck deliveries
Communities: r/teslamotors, r/stocks
Price: $242 (-2.1% today)
Volume: Normal
Narrative:
"Cybertruck will save TSLA"
"Competition is crushing them"
(Very divided opinions)
Maverick Take:
Polarized sentiment = risky trade.
Wait for direction clarity.
#3 GME - 6,800 mentions
━━━━━━━━━━━━━━━━━━━━
Sentiment: 90% Bullish
Why Trending: DFV tweet rumors
Communities: r/superstonk, r/wallstreetbets
Price: $22.50 (+12% today)
Volume: 10x average (squeeze alert)
Narrative:
"Shorts never closed"
"MOASS incoming"
"RC playing 4D chess"
Maverick Take:
Pure speculation. Trade only, don't invest.
High risk, potential reward if momentum continues.
#4 PLTR - 5,100 mentions
━━━━━━━━━━━━━━━━━━━━
Sentiment: 75% Bullish
Why Trending: AI platform growth
Communities: r/PLTR, fintwit
Price: $18.20 (+3.5% today)
Volume: 2x average
Narrative:
"Sleeping giant in AI"
"Government contracts = moat"
"Undervalued vs peers"
Maverick Take:
Legitimate company with growth story.
Consider for long-term hold.
... (#5-10 continue)
Social Momentum Leaders:
━━━━━━━━━━━━━━━━━━━━
24hr Mention Growth:
1. NVDA: +120%
2. GME: +450%
3. PLTR: +80%
Sentiment Shift (Bullish → Bearish):
1. TSLA: 70% → 55% (caution)
2. AAPL: 80% → 65% (cooling)
New Entrants (Trending up):
1. HOOD (Robinhood) - Crypto rally
2. COIN (Coinbase) - BTC pump
3. SMCI (Super Micro) - AI infrastructure
How to Use This:
━━━━━━━━━━━━━━━━━━━━
✓ High mentions = awareness (not always bullish)
✓ Sentiment shift = potential reversal
✓ Volume spike = short-term trade setup
✓ Sustained mentions = longer trend
⚠️ Social hype ≠ good investment
⚠️ Do your own research (DYOR)
⚠️ Manage risk carefully
📊 Reddit Trending Stocks
Last Updated: 2 hours ago
Top Stocks (Ranked by mentions):
━━━━━━━━━━━━━━━━━━━━
1. NVDA - NVIDIA
Price: $730 | Change: +5.2%
Sentiment: 🟢 82% Bullish
Mentions: 12.5K (↑120%)
2. GME - GameStop
Price: $22.50 | Change: +12.0%
Sentiment: 🟢 90% Bullish
Mentions: 6.8K (↑450%)
3. TSLA - Tesla
Price: $242 | Change: -2.1%
Sentiment: 🟡 55% Bullish
Mentions: 8.2K (↑20%)
... (continues for 20-30 stocks)
Filters:
- Sort by: Mentions | Sentiment | Price Change
- Time: 24h | 7D | 30D
- Sentiment: All | Bullish | Bearish
Actions:
- Add to Watchlist
- Deep Dive (tap ticker)
- Ask AI about any stock
Find AI and machine learning companies
with market caps under $1 billion.
Show me hidden gems in the AI space.
🤖 AI Stocks Under $1B Market Cap
Screening Criteria:
━━━━━━━━━━━━━━━━━━━━
- Market Cap: < $1B
- Sector: AI, ML, Data Analytics
- Revenue Growth: > 20% YoY
- Cash Flow: Positive or near breakeven
- Volume: > 500K shares/day (liquid)
Results: 15 Companies Found
Top 5 AI Small-Caps:
━━━━━━━━━━━━━━━━━━━━
#1 C3.AI (AI) - $2.8B 🚫 (Just above $1B)
Excluded, but worth watching
#2 BigBear.ai Holdings (BBAI)
━━━━━━━━━━━━━━━━━━━━
Market Cap: $485M ✓
Price: $3.20
Revenue: $150M (↑35% YoY)
EV/Sales: 3.2x
Business:
- AI for defense & intelligence
- Government contracts (sticky revenue)
- Supply chain analytics
Catalysts:
- DoD AI spending increasing
- Recent $50M contract win
- Breaking into commercial sector
Risks:
- Government dependent (80% revenue)
- Not yet profitable (-$15M EBITDA)
- Competitive landscape
Sage Rating: B
Speculative but interesting ✓
#3 SoundHound AI (SOUN)
━━━━━━━━━━━━━━━━━━━━
Market Cap: $920M ✓
Price: $5.80
Revenue: $45M (↑48% YoY)
EV/Sales: 18x (expensive!)
Business:
- Voice AI platform
- Automotive integration
- Restaurant/retail voice ordering
Catalysts:
- Hyundai partnership expanding
- Growing automotive market
- AI voice assistant demand
Risks:
- High cash burn ($80M/year)
- Competition from big tech (Amazon, Google)
- Not profitable yet
Sage Rating: C+
High growth but high risk ⚠️
#4 Cerebras Systems (PRIVATE)
Not yet public - IPO rumored
#5 Definitive Healthcare (DH)
━━━━━━━━━━━━━━━━━━━━
Market Cap: $780M ✓
Price: $11.50
Revenue: $240M (↑15% YoY)
EV/Sales: 3.5x
Business:
- Healthcare data analytics
- AI-driven insights platform
- B2B SaaS model
Catalysts:
- Healthcare AI adoption
- Sticky enterprise customers
- Profitable (rare for small cap)
Risks:
- Slower growth vs pure AI plays
- Healthcare regulatory complexity
- Competition from Epic, Cerner
Sage Rating: B+
Safer play, less explosive ✓
... (#6-15 detailed reports continue)
Diversification Strategy:
━━━━━━━━━━━━━━━━━━━━
Don't go all-in on one small cap!
Suggested Portfolio (if allocating $10k):
- $3,000 in BBAI (defense AI, govt contracts)
- $2,500 in DH (safer, profitable)
- $2,000 in SOUN (high risk/reward)
- $2,500 in 2-3 others for diversification
Or Better: Wait for pullbacks
These are volatile small caps.
Entry timing matters a lot.
Risk Warning:
━━━━━━━━━━━━━━━━━━━━
Small-cap AI stocks are HIGHLY speculative.
- Most are not profitable
- High cash burn
- Dilution risk (share offerings)
- 50%+ swings common
- Many will fail
Only invest 5-10% of portfolio max!
How to Research Further:
━━━━━━━━━━━━━━━━━━━━
For each stock:
1. Read 10-K/10-Q filings
2. Listen to earnings calls
3. Check insider buying/selling
4. Analyze cash runway
5. Compare to competitors
6. Assess technical setup
Then decide if worth the risk.
📊 Small Caps Under $1B
Description:
Emerging companies with high growth potential
and market caps below $1 billion. Higher risk,
higher reward opportunities.
Total Stocks: 150+
Filter By:
- Sector: All | Tech | Healthcare | Industrials
- Growth: Revenue Growth > 20% | 30% | 50%
- Profitability: All | Profitable Only | High Growth
- Momentum: Top Gainers | Breakouts | Value
Top Performers (30D):
━━━━━━━━━━━━━━━━━━━━
1. IONQ - $850M cap - +45%
(Quantum computing)
2. BBAI - $485M cap - +32%
(Defense AI)
3. SOUN - $920M cap - +28%
(Voice AI)
... (continues with 20-50 stocks)
Watchlist Actions:
- Add all to watchlist
- Add selected stocks
- Create custom list
Ask AI:
"Which of these small caps have
the best risk/reward for 2025?"
Create a custom theme for me: "Undervalued
dividend stocks in healthcare with P/E < 15"
🎯 Custom Theme Created:
"Undervalued Healthcare Dividend Stocks"
Screening Criteria:
━━━━━━━━━━━━━━━━━━━━
✓ Sector: Healthcare
✓ P/E Ratio: < 15
✓ Dividend Yield: > 2%
✓ Market Cap: > $5B (quality)
✓ Dividend Growth: 5+ years consecutive
✓ Payout Ratio: < 60% (sustainable)
Results: 8 Stocks Found
Your Custom Theme Stocks:
━━━━━━━━━━━━━━━━━━━━
1. AbbVie (ABBV)
━━━━━━━━━━━━━━━━━━━━
Price: $158
Market Cap: $280B
P/E: 14.2 ✓
Dividend Yield: 3.8% ✓
Payout Ratio: 51% ✓
Thesis:
- Undervalued vs pharma peers
- Strong drug pipeline
- Humira biosimilar transition manageable
- Dividend aristocrat
2. Pfizer (PFE)
━━━━━━━━━━━━━━━━━━━━
Price: $28.50
Market Cap: $160B
P/E: 9.5 ✓ (Very cheap!)
Dividend Yield: 6.1% ✓ (High!)
Payout Ratio: 58% ✓
Thesis:
- COVID revenue decline priced in
- Pipeline undervalued
- Oncology segment growing
- Extremely cheap on any metric
3. CVS Health (CVS)
━━━━━━━━━━━━━━━━━━━━
Price: $78
Market Cap: $100B
P/E: 11.8 ✓
Dividend Yield: 4.2% ✓
Payout Ratio: 47% ✓
Thesis:
- Integrated healthcare model
- Pharmacy benefit manager
- Oak Street Health acquisition
- Value trap or value opportunity?
... (continues with 5 more stocks)
Theme Summary:
━━━━━━━━━━━━━━━━━━━━
Average P/E: 12.4 (vs sector 18)
Average Yield: 4.1% (vs sector 2.1%)
Total Companies: 8
Risk Level: Moderate
- Established companies ✓
- Recession resistant ✓
- Dividend safety ✓
- But slow growth ⚠️
Best For:
- Income investors
- Conservative portfolios
- Retirement accounts
- Volatility-averse
Not For:
- Growth seekers
- Short-term traders
- High-risk appetite
Action Items:
━━━━━━━━━━━━━━━━━━━━
1. Add all 8 to watchlist
2. Deep dive on top 3 (ABBV, PFE, CVS)
3. Wait for pullback entries
4. Build 5-8% positions in each
5. Reinvest dividends (DRIP)
Saved as: "Undervalued Healthcare Divs"
Access anytime in Themes → Custom
"High growth SaaS companies with
revenue growth > 30% and positive cash flow"
"Biotech companies with Phase 3 drugs
and market caps under $10B"
"Beaten down quality stocks: P/E < 12,
ROE > 15%, and down 30%+ from highs"
"Berkshire Hathaway holdings that Warren
Buffett owns"
"Stocks breaking 52-week highs with
increasing volume"
"Stocks with 3+ analyst upgrades this month"
"Most hated stocks: analyst ratings below
3.0 but improving fundamentals"
"High short interest stocks with
upcoming catalysts"
Why is PLTR (Palantir) in the AI theme?
Is it a good long-term investment?
PLTR Analysis - AI Theme Stock
Why It's in AI Theme:
━━━━━━━━━━━━━━━━━━━━
✓ Core business: AI data analytics platform
✓ Machine learning infrastructure
✓ Large language model integration
✓ AIP (AI Platform) product launched 2023
✓ Government & commercial AI solutions
It's legitimately an AI company ✓
Business Overview:
━━━━━━━━━━━━━━━━━━━━
Revenue: $2.2B (↑17% YoY)
Customers: 497 (↑35% YoY)
Gov vs Commercial: 55% / 45%
Key Products:
- Gotham (Government)
- Foundry (Commercial)
- AIP (AI Platform - NEW)
Competitive Moat:
- Government contracts (hard to displace)
- Data network effects
- Long sales cycles = sticky customers
Valuation:
━━━━━━━━━━━━━━━━━━━━
Price: $18.20
Market Cap: $38B
P/S: 17x (Expensive vs 5-7x peers)
P/E: 75 (High but growing into it)
Vs AI Peers:
- C3.AI: P/S 12x (more expensive)
- Snowflake: P/S 10x (cheaper)
- Datadog: P/S 15x (similar)
Premium justified? Maybe
- Strong growth trajectory
- Government moat
- AI hype premium
Long-Term Investment Case:
━━━━━━━━━━━━━━━━━━━━
Bull Case:
✓ AI tailwinds (secular trend)
✓ AIP platform gaining traction
✓ Commercial growth accelerating
✓ Profitable (rare for growth)
✓ Strong balance sheet ($3B cash)
Bear Case:
✗ Expensive valuation
✗ Dependent on govt spending
✗ Competition from big tech (MSFT, GOOGL)
✗ Slower growth than expected
✗ Stock-based comp dilution
Sage's Verdict:
━━━━━━━━━━━━━━━━━━━━
Grade: B
- Legitimate AI company ✓
- Solid fundamentals ✓
- Too expensive at current levels ⚠️
Recommendation:
- If you own: HOLD (let winners run)
- If buying: Wait for $15-16 pullback
- Position size: 3-5% max (volatile)
- Time horizon: 3-5 years minimum
It's a quality company, but valuation
matters. Be patient for better entry.
Compare the top 3 AI stocks: NVDA, PLTR, and C3.AI.
Which is the best investment right now?
AI Stock Comparison: NVDA vs PLTR vs C3.AI
NVDA PLTR C3.AI
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
Price $730 $18.20 $28.50
Market Cap $1.8T $38B $3.2B
Revenue $60B $2.2B $280M
Growth (YoY) +122% +17% +18%
Profitable? Yes ✓ Yes ✓ No ❌
P/S Ratio 30x 17x 11x
Moat Strong Medium Weak
Business Model:
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
NVDA:
- Hardware (AI chips)
- Near-monopoly on AI GPUs
- Sells to everyone (MSFT, GOOGL, META)
- Platform + software (CUDA ecosystem)
PLTR:
- Software (data analytics)
- Government + commercial
- Long sales cycles
- AI platform overlay (AIP)
C3.AI:
- Software (enterprise AI apps)
- Mostly commercial
- Slower adoption
- Competing with in-house solutions
Risk/Reward:
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
NVDA:
- Risk: Moderate (competition, AI bubble)
- Reward: Moderate (already huge)
- Best for: Core AI holding
PLTR:
- Risk: Moderate (valuation, competition)
- Reward: High (if AIP takes off)
- Best for: Growth + some safety
C3.AI:
- Risk: High (unprofitable, competitive)
- Reward: Very High (speculative)
- Best for: Small speculative position
Sage's Ranking:
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
#1 NVDA (A-)
- Highest quality
- Proven business model
- Most defensible moat
- Expensive but worth it
#2 PLTR (B)
- Good business
- Profitable
- AI upside potential
- Wait for better entry
#3 C3.AI (C+)
- Speculative
- Not profitable yet
- High risk/reward
- Small position only
Recommended Allocation (if investing $10k in AI):
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
- $5,000 → NVDA (50%)
- $3,000 → PLTR (30%)
- $2,000 → C3.AI (20%) or skip entirely
Or just buy NVDA and call it a day.
Quality over quantity in AI.
Help me build a diversified AI portfolio
with $20,000. Include large, mid, and small caps.
🤖 $20,000 AI Portfolio - Diversified
Strategy: Barbell Approach
━━━━━━━━━━━━━━━━━━━━
Core (60%): Large-cap, proven
Satellite (30%): Mid-cap, growth
Speculative (10%): Small-cap, high risk
Allocation Breakdown:
━━━━━━━━━━━━━━━━━━━━
CORE HOLDINGS (60% = $12,000):
━━━━━━━━━━━━━━━━━━━━
1. NVDA - $6,000 (30%)
- AI chip leader
- Highest quality
- Most exposure
2. MSFT - $4,000 (20%)
- Azure AI, OpenAI partnership
- Enterprise AI leader
- Safer than pure plays
3. GOOGL - $2,000 (10%)
- DeepMind, Gemini
- Search + AI integration
- Undervalued vs peers
SATELLITE HOLDINGS (30% = $6,000):
━━━━━━━━━━━━━━━━━━━━
4. PLTR - $2,500 (12.5%)
- AIP platform growth
- Government moat
- Commercial expansion
5. SNOW - $2,000 (10%)
- Data cloud + AI
- Enterprise adoption
- Growth story
6. NET - $1,500 (7.5%)
- AI at the edge
- Cloudflare network
- Fast growing
SPECULATIVE (10% = $2,000):
━━━━━━━━━━━━━━━━━━━━
7. BBAI - $1,000 (5%)
- Defense AI
- Small cap, high risk
- Government contracts
8. SOUN - $1,000 (5%)
- Voice AI
- Automotive play
- High risk/reward
Portfolio Characteristics:
━━━━━━━━━━━━━━━━━━━━
Total Positions: 8
Average Position: 12.5%
Largest Position: 30% (NVDA)
Smallest Position: 5% (BBAI, SOUN)
Market Cap Exposure:
- Mega Cap (>$500B): 60%
- Large Cap ($10-500B): 30%
- Small Cap (<$10B): 10%
Risk Profile:
━━━━━━━━━━━━━━━━━━━━
Portfolio Beta: 1.40 (vs market 1.00)
Volatility: High (tech concentrated)
Correlation: 0.85 (moves together)
Diversification: Moderate
Expected Returns:
Bull Case (+50%): $30,000
Base Case (+20%): $24,000
Bear Case (-30%): $14,000
Best For:
- 5+ year hold
- High risk tolerance
- Belief in AI theme
- Can handle 30% drawdowns
Not For:
- Conservative investors
- Short time horizon
- Need for income
- Low volatility preference
Rebalancing Plan:
━━━━━━━━━━━━━━━━━━━━
Quarterly:
- Trim if NVDA > 40%
- Add to laggards if < 5%
- Maintain 60/30/10 structure
Annually:
- Replace underperformers
- Add new AI opportunities
- Reassess theme thesis
When to Sell:
━━━━━━━━━━━━━━━━━━━━
- AI theme breaks (bubble pops)
- Individual stock thesis breaks
- Better opportunities emerge
- Risk tolerance changes
This is a HIGH CONVICTION,
HIGH RISK thematic portfolio.
Only suitable for believers in AI revolution.
What are the hottest investment themes for 2025?
How do I balance thematic investing with diversification?
