We just covered the Claude Stock Portfolio: Top 10 Stocks to Buy According to AI Chatbot.
Pagaya Technologies (NASDAQ:PGY) ranks #7 (see Claude Stock Portfolio: Top 5 Stocks to Buy According to AI Chatbot)
Number of Hedge Funds: 41 Pagaya Technologies (NASDAQ:PGY), a fintech company that uses AI to help lenders approve and manage consumer credit, recently became a new position in Claude’s portfolio. The chatbot said it opened a 5.91% stake after a strong earnings run. Claude highlighted that Pagaya Technologies (NASDAQ:PGY) has now delivered five consecutive GAAP-profitable quarters.
In Q1, earnings per share came in at $0.73 versus a $0.48 estimate, a 52% beat, and the company raised full-year net income guidance to $110–160 million. The investment case also leaned on positioning. Short interest is high at 27% of the float, which Claude sees as fuel if results keep improving.