Market Bubble
Verified record/TRACE receipts
Score35W·L2·6Win25%
Avg+2.5%Win54%
Shows
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Top tickers
PANW1 calls
NEAR1 calls
ZEC1 calls
TSLA1 calls
SOL1 calls
ETH1 calls
LWLG1 calls
NVDL1 calls
NVDA1 calls
Speaker record
PANW/long/marketbubble
Palo Alto rides AI-era security demand: loaded up 18 months ago, up an insane amount
when I figured out that AI was going to be like a problem for security like a year and a half ago, um, I loaded up on like Palo Alto Technologies, which has the things that I look for, which is like, one, an Indian CEO, and then two, is like super security focused, and three, is really good at M&A.
Peak+25.6%
NEAR/long/marketbubble
NEAR is a riskier high-upside hold: top-tier team, strong conviction in Ilya.
I'm kind of leaning towards NEAR, but that's like a much riskier bet, I think. Sure, and more upside. Um, but I just love Ilya and that team.
Peak+15.3%
ZEC/long/marketbubble
Zcash should trade far higher vs Bitcoin: it's Bitcoin's private, quantum-resistant twin.
I hold like 5 main coins. Um, Zcash, Solana, Bitcoin, and NEAR. That's what I hold.
Peak+44.9%
TSLA/long/marketbubble
Tesla is the cleanest public robotics bet if Optimus commercializes, but it's not pure-play.