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Michael Sikand
host · unknown
episodes
31
mentions
135
tickers
81
net sentiment
57%
tickers discussed · 81
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$GOOGL×3$META×3$IRM×2$000660.KS×2$APLD×2$CIEN×2$LITE×2$DATABRICKS×2$DXYZ×2$CRWV×2$ORCL×2$SATS×2$MSFT×2$PLTR×2$AKO×2$BTC×2$MSTR×2$T1-ENERGY$NOK$INFINERA$XOVR$CBRS$GROQ$EOS$LASR$SLYY$AAI$LIGHTMATTER$AXTI$AYAR-LABS$NEUROPHOS$TSEM$AAOI$CANVA$X-ENERGY$STCK$SHIELD-AI$HOPPER$LOCUS-ROBOTICS$CAT$BN$AEP$GEV$AVGO$BRK.B$TSLA$AAPL$SNOW$TMC$WLD$CLEAR$TOOLS-FOR-HUMANITY$ASTS$BMNR$ETH$KLAR$AFRM$ACHR$UBER$JOBY$BLDE$LHX$TM$BLSH$AMD$TSM$OKLO$SMR$TERRAPOWER
guests & speakers · 7
episodes · 31
He Turned $200M Into $20B. But Made One Huge Mistake.13 insights
2026-08-06 · Bloom Energy becomes 16% of portfolio as on-site power solution for AI data centers
The Next Big AI Stock Isn't What You Think4 insights
2026-06-18 · Sikand makes Nokia 20% portfolio position on AI infrastructure pivot
I'm Buying SpaceX Stock Before The IPO. Here's How.4 insights
2026-05-26 · XOVR ETF offers cleanest retail access to SpaceX pre-IPO via 20% concentrated stake
The $100B Chip IPO Challenging Nvidia (Cerebras)5 insights
2026-05-10 · Cerebras files for IPO with wafer-scale chip targeting AI inference dominance
This Defense Stock Is Trump's Secret Weapon Against Iran2 insights
2026-04-21 · Electro Optical Systems offers ITAR-free international laser weapon exposure as complemen…
I Asked Jensen Huang What AI Stocks He's Buying At Nvidia GTC9 insights
2026-03-24 · Jensen Huang: Nvidia invested $2B in Coherent for upstream silicon photonics capacity
Why Nvidia Just Bet $4B On Photonics10 insights
2026-03-15 · Sikand names AAOI largest photonics portfolio position after 50% post-earnings jump
I Just Bought SpaceX And OpenAI Stock, Here's How12 insights
2026-03-01 · Kraken Robotics is Sikand's largest position, supplying subsea drones for defense
Why Micron Could Be The Next $1T Chip Stock3 insights
2026-02-02 · Gavin Baker names HBM makers as 2025's best asset, holds Micron as top-10 position
This Stock Could Solve AI's $1T Power Problem (Bloom Energy)6 insights
2026-01-21 · Sikand buys Bloom Energy at $121: AI power constraint creates multi-year growth runway
How A Ruthless CEO Made Broadcom A $1.6T Nvidia Rival2 insights
2026-01-07 · Broadcom is the perfect Nvidia hedge with physics moat in AI networking and custom silicon
Why SpaceX Is Elon's Secret AI Superweapon4 insights
2025-12-30 · EchoStar's SpaceX Stake Worth More Than Its Entire Market Cap at $1.5T Valuation
Zuck Just Killed The Metaverse To Bet $600B On AI1 insight
2025-12-20 · Meta bets $600B on AI without cloud revenue backstop, trading at Mag 7 discount
Amazon Just Declared War On Nvidia With Their Latest AI Chip3 insights
2025-12-11 · Amazon grossly undervalued as Trainium 3 enables vertical AI stack and 50% training cost…
Google's $10T AI Masterplan Is Finally Clear5 insights
2025-12-05 · Google emerges as AI leader with downside protection from profitable ads business
Ranking Every Big Tech Stock - These Have Asymmetric Upside7 insights
2025-12-01 · Tesla's Optimus and robotaxi path could 10x but timeline uncertain
The Databricks IPO Will Break The Stock Market3 insights
2025-11-20 · Databricks positioned as enterprise AI operating system with 50% growth at $4B scale
I Found A Secret Loophole To Buy Cheap SpaceX Stock (Echostar $SATS)3 insights
2025-11-05 · EchoStar trades at 40% discount to NAV with 2% SpaceX stake as catalyst
This Mining Stock Is Trump's Secret Weapon Against China (The Metals Company)2 insights
2025-10-28 · Sikand holds TMC as largest asymmetric bet on deep-sea mining permit catalyst
Is Sam Altman's Security Startup The Next Palantir?5 insights
2025-10-20 · Dan Ives targets $10-30 for Worldcoin as AI authentication layer
AST's $1T Masterplan To Win The Space Phone Race (AST Spacemobile)2 insights
2025-10-10 · Sikand holds AST SpaceMobile as asymmetric bet with 10x upside to $243B by 2030
Tom Lee's $10B ETH Treasury Could Overtake MicroStrategy (BMNR)4 insights
2025-09-26 · Tom Lee's BMNR applies MicroStrategy playbook to Ethereum with staking yield advantage
Anduril's $1T Vision To Make America Unbeatable2 insights
2025-09-17 · Anduril positioned as AI software platform with hardware scale for $1T defense market
Klarna: Next $100B Fintech Or Ticking Time Bomb?2 insights
2025-09-09 · Klarna IPO at $14B: deposit-funded BNPL leader with advertising optionality but 18% credi…
This Flying Car Company Could Be The Next Tesla (Joby)6 insights
2025-09-02 · Joby Aviation positioned as next Tesla with 4x near-term upside to $60
How Oracle Quietly Conquered AI2 insights
2025-08-27 · Oracle's Gen 2 cloud purpose-built for AI training drives 52% infrastructure growth
Rocket Lab's $100B Masterplan To Beat SpaceX2 insights
2025-08-23 · Rocket Lab's Neutron rocket bet could 4x valuation to $80B by 2030
Peter Thiel’s $10B Crypto IPO Explained (Bullish)3 insights
2025-08-11 · Bullish IPO targets institutional crypto bridge with $2B Bitcoin treasury
AMD's $1T Masterplan To Beat Nvidia3 insights
2025-07-30 · AMD trades at 60% discount to Nvidia with 50x AI GPU revenue growth
How An Oil Trader Accidentally Built A $70B AI Company (CoreWeave)3 insights
2025-07-22 · Nvidia Monopoly Moat Makes It Safer Than CoreWeave
Sam Altman’s Nuclear Startup Could Be Bigger Than OpenAI (Oklo)3 insights
2025-07-08 · Oklo's Aurora microreactors target AI data centers with factory-built, passively safe des…