Jul 68:20am
AI Investor
The Analyst Who Called NVIDIA in 2010 Has a New Top 10 — and Apple Didn't Make the Cut
The screen behind the list rewards capex discipline over capex bravado this cycle.
Analyst · 4 Years at 24/7 Wall St.
Austin Smith.
Austin ran investing products at The Motley Fool for a decade — portfolio advisor for Millionacres, founder of The Ascent — before joining 24/7 Wall St. He advises private companies and co-hosts The AI Investor Podcast with Eric Bleeker. When not looking for investment opportunities, he can be found skiing, running, or playing soccer with his children.
Featured on Fool.com · NPR · CNBC · USA Today · Yahoo Finance · MSN · Marketwatch
Portrait · B&W
Top Performing Calls
Tracked from publish date · Updated Jun 17, 2026NFLXTop Call
+8,049%
Netflix · Called January 2013 · still open
GOOG
+2,019%
Alphabet · Called March 2014 · still open
AMZN
+1,869%
Amazon · Called July 2015 · still open
Coverage
Advertisementin-content · responsive
Recent Work
312 articlesJul 311:05am
Podcast
AI Investor Podcast: The Memory Supercycle, With a Side of Caution
Micron at $1,000 forces the question every allocator is dodging: is this 1999 or 2003?
Jul 19:30am
Strategy
Three Portfolio Moves for a Market That Refuses to Correct
Trimming winners is a tax problem. Not trimming them is a concentration problem. Pick your problem.