| Date | Tweet |
|---|
| 2026-02-21 | Year to Date: 316.4%
From January 2026 into February 2026.
Reflection of my short term trades and longs:
> Swing traded tax harvested stocks like $GLXY, $SMCI, and $IREN start of the year
> Rode Venezuela stocks from Gold Reserve, $AVAV, to $CVX (calls) up
> Bought into defense like $LPTH, $OSS… → · 1922 likes · 475,173 views |
| 2026-01-20 | I mean this is the $CRDO Amazon wire incident equivalent. But in the Defense sector.
Be $AVAV:
-> Renegotiates contract from R&D type to long term volume contract.
-> Media: "Oh no the fancy Scar program got halted"
-> Sells off 17% for no reason.
up to you though, I personally added since I t… → · 9 likes · 3,903 views |
| 2026-01-20 | @realstockfox I actually have 33 different positions right now.
If you see my monthly updates, I track A TON of stocks.
But with the thesis-type posts, I usually hold for a year since they're long positions. Stuff like $CRDO were short term.
https://t.co/QxAketGwML → · 15 likes · 6,040 views |
| 2025-12-21 | Thanks for the $LITE shoutout. I didn't realize how instrumental it was to $NVDA blackwell, $GOOGL TPUs, and $AMZN Trainium chips.
Insane how it's part the core of single GPU/TPU/ASIC from every hyperscaler (hence why it's high-conviction)
As for $CRDO, similar ground to $ALAB regarding hig… → · 7 likes · 3,758 views |
| 2025-12-12 | Broadcom [ $AVGO ] earnings results and its effect on the AI sector like $LITE and $NBIS:
Broadcom's ER was "double beat" with $18.02B revenue (+28% Y/Y) and $1.95 EPS, beating consensus.
But AVGO dropped -11.64% and brought down the AI sector.
Is this a buying opportunity?
Yes.
Broadcom is se… → · 130 likes · 29,196 views |
| 2025-12-05 | As of current prices, December 5th:
The ideal AI portfolio for the LLM + TPU/GPU ramp would look like this:
· 25% $NBIS
· 15% $TSM
· 12.5% $LITE
· 10% $ALAB
· 10% $SMCI
· 10% $AMKR
· 5% Samsung Electronics
· 5% SK Hynix
· 5% $CRDO
· 5% $CLS
· 5% $COHR
· 5% $NVDA Calls
· 2.5% $AVGO Calls
· 2.5% $… → · 272 likes · 63,839 views |
| 2025-11-25 | The main fear I have in the "AI Bubble" is OpenAI and their $1T capex promises. That is a clear bubble (and private valuations of LLMs). Most other things, no.
Any company directly reliant to them $ORCL, $CRWV might be in trouble given how AI models leapfrogged GPT. So the simple thing to do is st… → · 8 likes · 1,007 views |
| 2025-11-25 | It’s hard for anyone in the AI space not to be bullish.
Capex is ramping up. Exponentially.
And flowing directly down to:
Neoclouds: $CIFR, $NBIS, $WULF, $IREN,
Connectivity: $ALAB, $CRDO, $CLS.
Energy: $VST, $FLNC, $TE, $EOSe
Semi/foundries: $NVDA, $AMD, $GOOGL, $TSM
Memory: $SNDK, $MU, … → · 278 likes · 119,311 views |
| 2025-10-15 | @DanielTan64198 Another company competing vs $ALAB (think it’s oversold bc they already have big competitors like $AVGO but big tech uses them anyway), $CRDO just sold off with Astera.
Also soybeans, both great adds → · 1 likes · 1,551 views |
| 2025-09-26 | @claudiohrios There's quite a lot of selling on a lot of hyper growth stocks like $ALAB, $CRDO, miners like $IREN (ignore J.P. Morgan), $NBIS, $CIFR.
The first two make more sense, but decreasing triple rate cut odds by 8% really doesn't deserve this selloff for miners. → · 2 likes · 855 views |
| 2025-07-21 | Just bought $100K worth of $CRDO as it's a similar company to $ALAB and also growing at insane rates.
Similar market segments and it dropped 8% last week. Usually things rise together (eg. $CRWV + $NBIS).
I'd hold anyway as it's a solid hyper growth company. https://t.co/v4kI2fb1Ef → · 3 likes · 1,871 views |