Speakerguest

Martin Shkreli

@MartinShkreli / appears on tweets, tweets, tweets, tweets, shkreli, shkreli, tweets, shkreli, tweets, tweets, shkreli, tweets, shkreli, tweets, shkreli, shkreli, tweets, tweets, tweets

calls34traced speaker calls

avg P&L+0.8%per call

win rate50%resolved calls

total P&L+28.3%expert engine

Verified record

—pending

win rate—0W · 0L

resolved0settled on TRACE

scored calls36published & scoreable

No settled calls yet — credibility updates as call horizons resolve.

Speaker record

episodelongSKHYtweets

SK Hynix ADR debut carries a ~18% premium over its Korean shares, and the arb that should close it is broken by conversion restrictions.

all you can eat arb on hynix 😂

0.00%open horizon

episodeshortJLHLtweets

JLHL is a Chinese pump-and-dump with CEO-controlled related-party revenue; the dump is now in motion.

i shorted Chinese shitco $JLHL - full of red flags, a classic pump and dump (this is the dump)

+53.11%this is the dump

episodelongNVDAtweets

Lambda's GPU cloud is completely sold out of H100/B200/GH200 — every premium Nvidia chip instance is gone.

lambda is sold the heck out

— pendingopen horizon

episodeshortIONQtweets

Quantum computing stocks are zeros regardless of technical progress; commercial returns will never justify the capital

This is a zero even if they build one 😂

— pending

Agent-readable speaker

{
  "type": "trace.speaker",
  "handle": "MartinShkreli",
  "name": "Martin Shkreli",
   [
    ,
    ,
    ,
    ,
    ,
    ,
    ,
    ,
    ,
    ,
    ,
    ,
    ,
    ,
    ,
    ,
    ,
    ,
    
  ],
   {
     
  }
}

AISO Market Calls classifies public statements from public sources. A classification such as long thesis, short thesis, or explicit call describes the content of the public statement and does not prove that the speaker actually entered, exited, or held a position. Market performance shown is calculated from public market data around the source publication or timestamp. It is not investment advice.

Martin Shkreli

SK Hynix ADR debut carries a ~18% premium over its Korean shares, and the arb that should close it is broken by conversion restrictions.

JLHL is a Chinese pump-and-dump with CEO-controlled related-party revenue; the dump is now in motion.

Lambda's GPU cloud is completely sold out of H100/B200/GH200 — every premium Nvidia chip instance is gone.

Quantum computing stocks are zeros regardless of technical progress; commercial returns will never justify the capital

ADVOCATE trial data was manipulated post-unblinding; FDA proposes TAVNEOS withdrawal, threatening Amgen's $3.8B acquisition.

MU's reverse-DCF yields $941 NPV using below-consensus terminal assumptions, meaning even a bear case supports the stock at current levels

ASML's EUV monopoly physically enforces the DRAM moat — its machines are proof that cleanroom complexity locks out new entrants permanently

LRCX's etch and deposition dominance in DRAM is structural proof of the memory moat — complex, costly machines make new entrants economically impossible

Pfizer's pipeline is barren — a pharma insider says put this company out of its misery

FDA proposes to withdraw Amgen's TAVNEOS due to pivotal trial data manipulation, threatening $3.8B acquisition and exposing Amgen to criminal and civil liability.

TAVNEOS fraud withdrawal hands InflaRx an open ANCA vasculitis market just as it pivots its pipeline to fill the gap

Amgen's Tavneos approval is built on deliberately manipulated trial data — FDA and EMA are both moving to withdraw it, and the NEJM retracted the pivotal paper.

Revolution Medicines a name we like

Long Insmed

Backblaze bought on customer recommendation

Prax worth a small buy

Optics and transceiver companies crushing it on AI buildout

Bloom Energy down 12%, could be a short

Biohaven nearing FDA approval; back up the truck name already running

Spruce Biosciences held long, building up a position in the name

BioCryst held long as a core biotech position in the portfolio

NVIDIA losing the value crown to memory and now a bear is forming, HBM is a rising cost to them

Sarepta to be bought, adding to position on a refresh of the model

AbbVie a long, Vyalev becomes one of best selling drugs once controversy fades

Short Chazz, a scammy data center name reliant on one cash-poor customer

Long Avivax through a buyout, an all-in biotech bet

BioCryst worth ~$28 vs $10 on Phase 3 nivenobart upside, a long-acting HAE drug

AbbVie bullish, a multi-year biotech story to be patient with

OpenAI revenue surging, bullish on the AI leader as private champion

Sharon AI is a fraud, securities filings lie about NVIDIA backing, short it

Reach & recent activity