The AI Pipeline's book
AI Picks
Every position the AI Pipeline has taken - live P&L on the open ones, the full exit record on the closed ones, and the written brief behind each call. Nothing is edited after the fact.
Portfolio Value
$9,849
Total Return
-1.51%
Win Rate
40%
Avg Return
+1.7%
Active Positions
Avg: +1.11%Closed Positions
| Ticker | Entry | Exit | P&L |
|---|---|---|---|
| EME | $837.81 | $753.68 | -10.04% |
| BAP | $381.38 | $378.97 | -0.63% |
| VRTX | $485.80 | $548.05 | +12.81% |
| V | $357.20 | $365.54 | +2.33% |
| E | $55.46 | $57.25 | +3.23% |
| UGP | $5.67 | $6.55 | +15.62% |
| ZTO | $24.07 | $21.46 | -10.82% |
| SNDK | $1777.94 | $1587.35 | -10.72% |
| PAM | $83.82 | $78.51 | -6.33% |
| YPF | $52.35 | $50.06 | -4.37% |
| GPN | $83.93 | $92.95 | +10.75% |
| LLY | $1213.87 | $1209.00 | -0.40% |
| ITUB | $8.13 | $7.40 | -8.98% |
| MFG | $10.34 | $10.46 | +1.21% |
| TSM | $394.39 | $400.83 | +1.63% |
| CART | $47.74 | $42.24 | -11.52% |
| META | $676.09 | $599.28 | -11.36% |
| ABNB | $148.81 | $146.46 | -1.58% |
| NBIX | $173.66 | $170.12 | -2.04% |
| MU | $1002.47 | $859.05 | -14.31% |
Pick Archive
TSMC Is Printing Money on AI, and the Market Is Still Sleeping on It
Here's a 1-sentence teaser for the blog post: **TSMC just crushed earnings by 13% and raised guidance to 40%+ growth — so why is the world's most critical chipmaker still trading 11% below its 52-week high, and could this be the AI entry point the market is handing you for free?**
Salesforce Just Crushed Earnings and the AI Story Is Finally Paying Off
Here's a 1-sentence teaser: **Salesforce just backed up the AI hype with real numbers — and with Agentforce crossing $1B in annualized revenue and shares still looking undervalued at $252, the bull case has never been stronger.**
SQM Is Printing Money Again and the Market Hasn't Noticed
Here's a 1-sentence teaser for the blog post: **SQM just posted a 646% earnings surge and the market practically shrugged — here's why that muted reaction might be the most bullish signal of all.**
TSM Is Printing Money and the Market Is Sleeping on It
Here's a 1-sentence teaser: **TSMC just crushed earnings, raised guidance to 40%+ growth, and committed $100B to U.S. expansion — so why is the stock still sitting 13% below its highs?**
Arista Networks Is the Backbone of the AI Trade, and It's Still Cheap Relative to the Opportunity
Here's a 1-sentence teaser for the post: **While everyone's chasing Nvidia, the real AI infrastructure play hiding in plain sight is Arista Networks — the company building the high-speed highways that connect all those GPUs, and it's trading at a discount you won't want to ignore.**
SQM Is Printing Money Again and the Market Hasn't Fully Woken Up Yet
Here's a 1-sentence teaser: **SQM just posted blockbuster earnings, trades at a bargain 11x forward P/E with a PEG of 0.38, and the market still hasn't caught on — making this one of the most compelling lithium plays hiding in plain sight.**
Amazon Is Printing Money and the Market Hasn't Fully Caught Up Yet
**Amazon is quietly setting up one of the most compelling buy opportunities of the year — fastest AWS growth in 18 quarters, a 25% gap to analyst targets, and 66 days before Q3 earnings to get positioned.**
Remitly Is Breaking Out and the Market Hasn't Fully Caught On Yet
Here's a 1-sentence teaser for the blog post: **Remitly just hit 10 million customers, raised guidance, and is sitting 22% below analyst targets — and most investors still haven't noticed.**
OXY Just Crushed Earnings and the Market Hasn't Fully Woken Up Yet
Here's a 1-sentence teaser: **OXY just delivered a monster $3B free cash flow quarter, but the stock is still sleeping 9% below its highs — and that disconnect won't last long.**
argenx Is Printing Money and the Market Is Still Sleeping On It
**argenx is posting 60% revenue growth and crushing earnings while trading 12% below analyst price targets — the fundamentals are screaming buy before the market catches up.**
CIB Just Beat Earnings by 55% and Nobody's Talking About It
**Bancolombia just crushed earnings by 55%, scored a Goldman Sachs upgrade, and is sitting 2% from all-time highs — and Wall Street hasn't caught on yet.**
Shell Is Printing Money and Nobody's Talking About It
Here's a 1-sentence teaser for the post: **Shell just posted its best quarterly profit in four years, trades at a bargain 10x earnings, and is quietly creeping toward a 52-week high breakout — and most investors are completely missing it.**
Eli Lilly Is Sitting at Its 52-Week High and the Momentum Says It's Going Higher
Here's a 1-sentence teaser: **Eli Lilly just dropped $23 billion in quarterly revenue, snagged an FDA Breakthrough Therapy designation, and is sitting a razor's edge below its all-time high — and the momentum signals suggest the breakout is just getting started.**
Novartis Is Quietly Setting Up for a Big Second Half Run
Here's a 1-sentence teaser for the post: **Novartis just delivered a blockbuster quarter, scored an FDA win, and launched a massive buyback — yet the stock is still 6% off its highs, and that disconnect might be the most interesting setup in pharma right now.**
NVDA Has Earnings in 8 Days and the Setup Is Too Good to Ignore
Here's a 1-sentence teaser for the blog post: **Nvidia reports earnings in just 8 days, and with analysts targeting $303 against a current price of $219, the fundamental setup may be too compelling to sit on the sidelines.**
Eli Lilly Is the Best Growth Story in Healthcare and It's Still Not Too Late
Here's a 1-sentence teaser for the post: **Eli Lilly just posted 48% revenue growth, raised guidance, and landed an FDA Breakthrough designation — and yet somehow, the best may still be ahead for this healthcare giant.**
SanDisk Just Printed a 371% Revenue Quarter and Nobody Is Talking About It
**SanDisk just posted 371% revenue growth, authorized a $15.5B buyback, and the stock is still trading at a 25% discount — here's why this AI memory play might be the most overlooked setup in the market right now.**
Ternium Is Trading at a Discount That Won't Last Much Longer
Here's a 1-sentence teaser for the blog post: **Ternium is quietly trading at a forward P/E of 8.2 with nearly 60% earnings growth — and this rare disconnect between price and fundamentals may not last much longer.**
Micron Is Printing Money and Wall Street Still Hasn't Caught Up
Here's a 1-sentence teaser: **Micron nearly quadrupled its revenue year over year, is guiding toward $50 billion next quarter with 86% gross margins, and the stock is still sitting 23% below its 52-week high — here's why Wall Street is sleeping on the AI memory trade of the decade.**
EMCOR Just Printed a Monster Quarter, and the Market Is Still Underpricing It
Here's a 1-sentence teaser: **EMCOR just crushed earnings by 25% and surged 19% in a day — and it's still trading 12% below its peak, giving you a rare second shot at one of America's best-run infrastructure plays.**
TotalEnergies Is the Cheapest Big Oil You're Not Talking About
**While the market chases flashier names, TotalEnergies is quietly generating mountains of cash, yielding nearly 5%, and trading at just 9x forward earnings — and most investors haven't even noticed.**
EMCOR Is Printing Money and Wall Street Is Still Catching Up
**EMCOR just crushed earnings by 25% and is still trading 13% below its highs — here's why the market's slow reaction could be your fast opportunity.**
EMCOR Just Beat Estimates by 25%. The Market Hasn't Fully Priced It In Yet.
Here's a 1-sentence teaser: **EMCOR just crushed earnings by 25% and analysts see 23% more upside ahead — so why is the market still sleeping on this infrastructure giant?**
TotalEnergies Is the Cheapest Dividend Compounder in the Energy Sector Right Now
Here's a 1-sentence teaser: **While Wall Street chases AI darlings, TotalEnergies is quietly trading at under 10x earnings with a 5% dividend yield and a balance sheet built to compound wealth — and almost nobody is talking about it.**
Eni Is Quietly Beating Estimates While Trading at a Bargain Multiple
Here's a 1-sentence teaser for the blog post: **Eni just beat Q2 estimates, secured a major gas deal, and still trades at under 11x earnings with a 4.45% dividend yield — and most U.S. investors haven't noticed yet.**
Amazon Just Proved the Bears Wrong. The AWS Supercycle Is Real.
**AWS just hit its fastest growth in 18 quarters, analysts see $325 ahead, and Amazon is still trading 5% below its 52-week high — here's why that gap won't last long.**
TotalEnergies Is a Dirt-Cheap Energy Giant Flying Under the Radar
Here's a 1-sentence teaser for the post: **TotalEnergies is printing $57B in quarterly revenue, yielding nearly 5%, and trading at under 11x earnings — and somehow, almost nobody's talking about it.**
NVDA Is Sitting on a Coiled Spring With Earnings in 16 Days
**Nvidia is quietly coiling for its next breakout — with a monster buyback, a jaw-dropping dividend hike, and earnings just 16 days away, the fuse may already be lit.**
TotalEnergies Is the Cheapest Major Oil Stock You're Not Talking About
**While Wall Street fixates on domestic energy darlings, TotalEnergies is quietly offering a 5% yield, a sub-9x forward P/E, and double-digit upside — the kind of deal that tends to disappear once people start paying attention.**
Anheuser-Busch Is Quietly Making Believers Out of Skeptics
Here's a 1-sentence teaser for the blog post: **BUD has quietly strung together back-to-back earnings beats in 2026, yet the stock still sits 3% below its 52-week high — and that gap looks like opportunity.**
TotalEnergies Is Quietly Printing Money While the Market Looks Away
Here's a 1-sentence teaser for the post: **TotalEnergies is quietly trading at under 9x earnings with a 5% dividend and fresh catalysts — and most investors aren't paying attention yet.**
Ecopetrol Just Delivered a 235% Earnings Surge and the Market Is Still Sleeping On It
**Ecopetrol just posted a jaw-dropping 235% earnings surge, yet the stock is barely flinching — here's why this quiet giant near its 52-week high could be the most overlooked opportunity in energy right now.**
NVDA Is Sitting at a Perfect Entry Point Before a Monster Earnings Catalyst
Here's a 1-sentence teaser: **Nvidia's stock is sitting 6% below its all-time high with a monster earnings catalyst just 21 days away — and the gap between its explosive fundamentals and current price may be the setup traders have been waiting for.**
Ternium Is Printing a 52-Week High With a Forward P/E of 8 — The Steel Story Nobody Is Telling
Here's a 1-sentence teaser: **Ternium is printing a 52-week high with a 60% earnings growth rate and a forward P/E of just 8 — and almost nobody is talking about it.**
TotalEnergies Is Quietly Becoming One of the Best Value Plays in the Energy Sector
**While Wall Street chases tech headlines, TotalEnergies is quietly stacking earnings beats and trading at a steal — under 9x forward earnings and nearly 10% off its highs.**
EMCOR Is Printing Money on the Data Center Boom, and the Street Still Hasn't Caught Up
Here's a 1-sentence teaser: **EMCOR is quietly printing record profits off the data center construction wave, yet somehow still trades at a bargain PEG of 0.42 — a disconnect that looks increasingly hard for the market to ignore.**
TotalEnergies Is the Cheapest Quality Stock in the Market Right Now
Here's a 1-sentence teaser for the blog post: **TotalEnergies is trading at under 10x earnings with a nearly 5% dividend yield and a 15% earnings beat — and somehow, the market still hasn't noticed.**
EMCOR Is Printing Money and the Market Is Still Sleeping on It
Here's a 1-sentence teaser for the post: **EMCOR is quietly crushing earnings while the market sleeps — and with the stock 14% off its highs and a PEG ratio of just 0.42, this industrial powerhouse may be one of the cleanest value setups hiding in plain sight right now.**
TotalEnergies Is Quietly One of the Best Value Plays in Energy Right Now
Here's a 1-sentence teaser for the post: **While Wall Street chases AI hype, TotalEnergies is quietly offering a 5% dividend yield, 29% earnings growth, and a forward P/E of just 9.2 — and the smart money is already catching on.**
Amazon Just Reported the Quarter That Changes Everything
**Amazon just crushed earnings with AWS firing on all cylinders, and at $272 the stock may still be the best risk/reward setup in mega-cap tech before the analyst upgrade wave hits.**
TotalEnergies Is a Value Trap Exit Ramp With Real Momentum Behind It
**TotalEnergies is quietly checking every box — value, income, and momentum — and with analysts eyeing $95 while the stock sits at $87, the exit ramp from "value trap" territory may already be underway.**
Banco Santander-Chile Is Sitting on a Loaded Spring Before Earnings
Here's a 1-sentence teaser: **Banco Santander-Chile is coiled for a breakout with Q2 earnings dropping tomorrow — and the market may be sleeping on one of the most compelling risk/reward setups in the regional banking space right now.**
TotalEnergies Is a Coiled Spring Trading at a Discount the Market Is Ignoring
Here's a 1-sentence teaser: **While the market chases AI darlings, TotalEnergies is quietly generating massive cash, raising dividends, and buying back stock — all while trading at a bargain-basement valuation that won't stay hidden forever.**
IRSA Is a $1.3B Real Estate Company Trading at a 27% Discount to Book, Yielding 15%
Here's a 1-sentence teaser: **Most investors flee at the sight of anything Argentine — but IRSA's 27% discount to book value and 15% dividend yield suggest the market may be pricing in far more fear than the fundamentals deserve.**
Ternium Is Sitting at 52-Week Highs With a Forward PE of 7.5 and a 4.6% Dividend. The Market Is Sleeping on This Steel Stock.
**While the market sleeps on Latin America's steel giant, Ternium is quietly flashing every value signal in the book — a 7.5 forward PE, 4.6% dividend, and a chart creeping toward 52-week highs with earnings just days away.**
Telecom Argentina Is Printing Monster Earnings and Nobody's Talking About It
**Telecom Argentina just crushed earnings estimates by 271% and the stock is still trading at a discount — here's why that window may be closing fast.**
Global Payments Is Quietly Setting Up for a Big Second Half
Here's a 1-sentence teaser for the post: **Global Payments is trading like a broken company at 0.97x book and a 5.2x forward P/E — but the data tells a very different story.**
Telecom Argentina Is a Sleeping Giant That Just Woke Up
Here's a 1-sentence teaser for the post: **Telecom Argentina just crushed earnings by nearly 4x estimates and earned a JPMorgan upgrade — yet the stock is still 14% off its highs, and with Q2 earnings only 14 days away, the window to get in before the next catalyst is closing fast.**
NVEC Just Posted 81% Revenue Growth and Nobody's Talking About It
Here's a 1-sentence teaser: **NVE Corporation just quietly posted 81% revenue growth while its stock sits 15% below its 52-week high — and that gap between explosive results and a depressed price is exactly the kind of setup that gets investors paid.**
TotalEnergies Just Reported Earnings and the Market Is Sleeping on This One
Here's a 1-sentence teaser for the blog post: **TotalEnergies just reported earnings and while the market yawns, a forward P/E of 8.8x, a nearly 5% dividend yield, and a $95 analyst price target suggest this overlooked energy giant may be one of the most compelling large-cap buys hiding in plain sight.**