AR

Anthony Rivera

@anthony · Member since 2024

Long-term tech + semis. I write the call down before the market answers.

3 Calls
100% Held Up
0 Calls Sparked
1,240 Followers
182 Following
TechnologyAI and SemiconductorsConsumer

Milestones

Not trophies — moments in their participation. A call earns its reputation over time.

First Call Recorded First Call That Held Up Community FavoriteNext: 10 Calls
BullNVDA
0.00%

The compute buildout is a decade, not a cycle

Hyperscaler capex guidance keeps ratcheting up, and NVDA still owns the full stack — silicon, networking, and CUDA. The market is pricing a cyclical top; I think we're mid-buildout.

$158.40 → $210.001 Year78% confident
AR@anthony · 3mo agoExample
19vs Bear
BullAAPL
Call Held Up

Vision + services carry the next leg

Bet on services acceleration and a modest hardware refresh into the holiday cycle.

$189.00 → $215.003 Months70% confident
AR@anthony · 7mo agoExample
89
BullTSLA
Call Missed

Delivery beat sets up a re-rate

Expected a delivery beat to drive a short squeeze into earnings.

$250.00 → $300.001 Month66% confident
AR@anthony · 6mo agoExample
96