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@kevinxu
@kevinxu
IN VALIDATION
Kevin Xu
·
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followers
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Swing trader
Small-cap tech
AI infrastructure
Growth
Stocks
When right vs when wrong
Average return when a call wins vs loses — and how long each takes.
When right
+59%
peaks in
~82d
·
34
wins
When wrong
-37%
fades in
~68d
·
40
losses
Track record
Every scored call. Open any row to see the post and how it stacked up against his usual.
All
100
Wins
17
Losses
20
Live
63
Call
Post
State
Dir
Return
Days
Posted
▼
$PALU
Don't fade the guy still holding $75K of $PALU https://t.co/HzodlwOePf
Live
▲ bull
+54.3%
30d
Jun 3
$PANW
Sidebet: $200 that $PANW closes green today. I win if $PANW closes green today. You win if $PANW closes red today. Comment "Kevin Xu sucks" if you want to enter and Grok will randomly pick someone.
Live
▲ bull
+25.5%
30d
Jun 3
$PANW
MY $PALU POSITION UPDATE I'm still in and will be holding through $PANW earnings in 1 hour. Honestly, I like everything I'm seeing. Today's dip is a good thing and its faring well compared to some other software stocks. A few high volume 1min green candles in the last hour show there's a lot of buyers still entering. My general feeling is still the same: the market is rewarding category leaders doing even better ($SNOW $DELL $HPE $NOW $NET $DDOG etc). The main arguments I've been hearing against holding: - It's already ran up a lot - It's always dipped after previous earnings - $ZS crashed so this category is bad But that's all elementary-level pattern matching and analyzing the past. Fundamentally the world has changed in the last few months due to Mythos. This is not 2024 anymore where companies are budgeting security like a nice to have. The CEO has been going on a tear on podcasts and industry events and probably many sales calls pitching their Next Gen Security product. That's the organic growth story and hopefully, margin expansion. My belief is companies are probably in a "buy it now" stage of fomo and signing up with category leaders as fast as they can. So hopefully this thesis shows up in their guidance today. Keep in mind though the options implied move is now 10.5% so $PALU could move +/ 21% here. I feel comfortable with that given my $PALU position is up ~18% so a miss will just reset things back to Friday. But if you're feeling antsy, could always de-leverage and just swap $PALU for $PANW to not deal with the 2x multiplier. My earnings coin flip record has been 1/3 this year: - $IREN Q1 📉 - $IREN Q2 📈 - $HIMS Q2 📉 Maybe this one finally brings it to 50/50?
Live
▲ bull
+18.5%
31d
Jun 2
$PALU
MY $PALU POSITION UPDATE I'm still in and will be holding through $PANW earnings in 1 hour. Honestly, I like everything I'm seeing. Today's dip is a good thing and its faring well compared to some other software stocks. A few high volume 1min green candles in the last hour show there's a lot of buyers still entering. My general feeling is still the same: the market is rewarding category leaders doing even better ($SNOW $DELL $HPE $NOW $NET $DDOG etc). The main arguments I've been hearing against holding: - It's already ran up a lot - It's always dipped after previous earnings - $ZS crashed so this category is bad But that's all elementary-level pattern matching and analyzing the past. Fundamentally the world has changed in the last few months due to Mythos. This is not 2024 anymore where companies are budgeting security like a nice to have. The CEO has been going on a tear on podcasts and industry events and probably many sales calls pitching their Next Gen Security product. That's the organic growth story and hopefully, margin expansion. My belief is companies are probably in a "buy it now" stage of fomo and signing up with category leaders as fast as they can. So hopefully this thesis shows up in their guidance today. Keep in mind though the options implied move is now 10.5% so $PALU could move +/ 21% here. I feel comfortable with that given my $PALU position is up ~18% so a miss will just reset things back to Friday. But if you're feeling antsy, could always de-leverage and just swap $PALU for $PANW to not deal with the 2x multiplier. My earnings coin flip record has been 1/3 this year: - $IREN Q1 📉 - $IREN Q2 📈 - $HIMS Q2 📉 Maybe this one finally brings it to 50/50?
Live
▲ bull
+36.2%
31d
Jun 2
$PALU
asked my wife if i should hold my $PALU through the $PANW earnings. she took a look at the ceo and said: would i think this is a bullish sign https://t.co/q3TcwXDafy
Live
▲ bull
+36.2%
31d
Jun 2
$AI
7. $OPEN $AI $BOT get a bump tomorrow because of this tweet https://t.co/gSXVcMAErv
Live
▲ bull
-19.7%
32d
Jun 1
$OPEN
7. $OPEN $AI $BOT get a bump tomorrow because of this tweet https://t.co/gSXVcMAErv
Live
▲ bull
-7%
32d
Jun 1
$BOT
7. $OPEN $AI $BOT get a bump tomorrow because of this tweet https://t.co/gSXVcMAErv
Live
▲ bull
+73.5%
32d
Jun 1
$PALU
I'm up 12% on my $PALU all in already. That's beating the $SPY yearly avg by 5% in a single day. Read the $PANW thesis below, it checks off all my boxes. Follow and tap the bell if you want more trade alerts like that. Win or lose, I'll be transparently sharing every trade I make on the way to $10m live here on X.
Live
▲ bull
+33.4%
32d
Jun 1
$PANW
I'm up 12% on my $PALU all in already. That's beating the $SPY yearly avg by 5% in a single day. Read the $PANW thesis below, it checks off all my boxes. Follow and tap the bell if you want more trade alerts like that. Win or lose, I'll be transparently sharing every trade I make on the way to $10m live here on X.
Live
▲ bull
+17.2%
32d
Jun 1
$PANW
@Leo_Traydes sir $PANW (my current swing) is $228B market cap
Live
▲ bull
+25%
33d
May 31
$PANW
I choose A because it has $PANW They have earnings on Tuesday. Follow me @kevinxu to see how this trade goes https://t.co/sCTJlxKa90
Live
▲ bull
+25%
33d
May 31
$PALU
follow me @kevinxu for more alpha like this as i trade $35k to $10m again currently $73k all in $PALU, thesis pinned https://t.co/nVxbcVgnKB
Live
▲ bull
+50.8%
35d
May 29
$PALU
NEW ALL IN: $PALU @ 33.60 This is the 2X Palo Alto Networks $PANW ETF. I entered roughly when $PANW was at $270. The thesis is simple: they have earnings on Tue 6/2 and could pull a SNOW or DELL like move. (Breaking my rule here on leverage. The implied move on earnings is +/- 8% so a 2X leveraged ETF makes this +/- 16%. I think that is still survivable if I'm wrong) - Anthropic Mythos is causing havoc finding 10K+ security exploits and that is legitimately scaring EVERYONE - Palo Alto Networks is one of the main security partners helping Anthropic find and fix things before its release. They are publishing so many blog posts and deep dives and really establishing themselves as the main name for this new era of AI cybersecurity - Project Glasswing started on April 7 so while the price is already up 69% since then, I think (just like every other crazy earnings) they will somehow surprise us even more - Hedge fund 🐐 Gavin Baker started a new $90M position along with dozens of hedge funds increasing positions in Q1 2026 - CEO is so badass he bottom-ticked his own stock on March 27 for $10M. Robinhood has this labelled wrong (it shows only 100 shares bought on open market but I checked the actual SEC filing and confirmed he did buy the whole $10M on open market) - Board also authorized an extra $1B stock buyback program on March 10 which is always nice to see Earnings have been massive re-rating events for software names these past few days. If you read my late night free alpha post https://t.co/7hx5LrrQDt you might've got a wiff of where my spidey senses are at. 1. Cybersecurity underloved ✅ 2. Software rotation ✅ 3. Insider buy ✅ TLDR: Market is rotating back into software and rewarding high quality category leaders. Note: $ZS and $S had bad earnings and tanked but are incomparable in quality and market cap to $PANW. Plus $PANW has had time to learn how to structure their earnings calls. They're also beating $CRWD to the punch with their earnings a day earlier. I literally stumbled upon this ticker last night and learned they have earnings on Tue. Hence the late night alert and urgent trade. You have to turn the bell on if you're following me. Subscribing gets you my first thoughts and drafts. Sold $HLIT @ 16.32 right when I woke up for an 8% gain. Still believe in the thesis (I stand by every thesis I publish) and would love to jump back after the earnings play (same with any stock I talk about). --- As a reminder: this is my challenge account where I restarted with $35k to go all-in swing trading 1 stock at a time to $10M again. Now at $71k. As always, please do your own research with your own independent thinking and risk tolerance and decide your own buys and sells.
Live
▲ bull
+50.8%
35d
May 29
$PANW
NEW ALL IN: $PALU @ 33.60 This is the 2X Palo Alto Networks $PANW ETF. I entered roughly when $PANW was at $270. The thesis is simple: they have earnings on Tue 6/2 and could pull a SNOW or DELL like move. (Breaking my rule here on leverage. The implied move on earnings is +/- 8% so a 2X leveraged ETF makes this +/- 16%. I think that is still survivable if I'm wrong) - Anthropic Mythos is causing havoc finding 10K+ security exploits and that is legitimately scaring EVERYONE - Palo Alto Networks is one of the main security partners helping Anthropic find and fix things before its release. They are publishing so many blog posts and deep dives and really establishing themselves as the main name for this new era of AI cybersecurity - Project Glasswing started on April 7 so while the price is already up 69% since then, I think (just like every other crazy earnings) they will somehow surprise us even more - Hedge fund 🐐 Gavin Baker started a new $90M position along with dozens of hedge funds increasing positions in Q1 2026 - CEO is so badass he bottom-ticked his own stock on March 27 for $10M. Robinhood has this labelled wrong (it shows only 100 shares bought on open market but I checked the actual SEC filing and confirmed he did buy the whole $10M on open market) - Board also authorized an extra $1B stock buyback program on March 10 which is always nice to see Earnings have been massive re-rating events for software names these past few days. If you read my late night free alpha post https://t.co/7hx5LrrQDt you might've got a wiff of where my spidey senses are at. 1. Cybersecurity underloved ✅ 2. Software rotation ✅ 3. Insider buy ✅ TLDR: Market is rotating back into software and rewarding high quality category leaders. Note: $ZS and $S had bad earnings and tanked but are incomparable in quality and market cap to $PANW. Plus $PANW has had time to learn how to structure their earnings calls. They're also beating $CRWD to the punch with their earnings a day earlier. I literally stumbled upon this ticker last night and learned they have earnings on Tue. Hence the late night alert and urgent trade. You have to turn the bell on if you're following me. Subscribing gets you my first thoughts and drafts. Sold $HLIT @ 16.32 right when I woke up for an 8% gain. Still believe in the thesis (I stand by every thesis I publish) and would love to jump back after the earnings play (same with any stock I talk about). --- As a reminder: this is my challenge account where I restarted with $35k to go all-in swing trading 1 stock at a time to $10M again. Now at $71k. As always, please do your own research with your own independent thinking and risk tolerance and decide your own buys and sells.
Live
▲ bull
+25%
35d
May 29
$HLIT
June 8 is the next catalyst for $HLIT btw Once the deal is closed, Harmonic becomes a pure-play broadband company and removes a piece of uncertainty. Credit to my subscribers @G_P_78 and @Umbert0T for the find. https://t.co/0PE7tMXyEp https://t.co/jANUAO7e8T
Live
▲ bull
-7.2%
36d
May 28
$HLIT
textbook bull pennant btw $HLIT https://t.co/awfh71eqXS https://t.co/hJiG8kdysG
Live
▲ bull
-7.8%
37d
May 27
$HLIT
@GO4ITALL31 still holding $HLIT, i think it has more room to go. i like the bull pennant forming. but i share my feelings and gut rumblings and watchlist with my subscribers so they can make their own independent decisions if they feel like something on my eye is worth trading before i do.
Live
▲ bull
-7.8%
37d
May 27
$HLIT
I famously traded $35k to $10M in 21 months going all in 1 stock at a time. Now I'm doing it again. This time, live on X. Already at $73k, currently all in $HLIT. Follow me @kevinxu to catch every single trade live with receipts. https://t.co/aFB0QO99G3
Live
▲ bull
-7.8%
37d
May 27
$HLIT
still all in $HLIT btw i think it still has a lot of room to run if it breaks $18 then $20 is in sight https://t.co/6NcPDfip4k https://t.co/zo3zDWMG0n
Live
▲ bull
-6.6%
38d
May 26
$HLIT
I famously traded $35k to $10M in 21 months going all in 1 stock at a time. Now I'm doing it again. Already at 2x, currently all in $HLIT. Follow me @kevinxu to watch me do it live. https://t.co/Pz4blNBW4w
Live
▲ bull
-6.6%
38d
May 26
$HLIT
textbook. time to fly $HLIT https://t.co/1YmLLGIWkL https://t.co/0VNHBkUZlb
Live
▲ bull
-6.6%
38d
May 26
$HLIT
it's like someone is just drawing it $HLIT https://t.co/6KU0Xxdmp4
Live
▲ bull
-6.6%
38d
May 26
$HLIT
$HLIT is breaking out of a 30 year consolidated base btw https://t.co/VJrvpETQvT
Live
▲ bull
-6.6%
38d
May 26
$HLIT
NEW TRADE: ALL IN $HLIT. Currently -2% lower than my own entry btw. They make broadband software for companies like Comcast, Charter, etc. I spent 2 hours researching the ticker here on 𝕏 and think it could be a good one. THESIS: Huge pull-forward demand to future-proof for an agentic AI world. Similar to $NOK but for broadband networks. Citrini shouted it out yesterday after hours https://t.co/Hc77c4q2ML which caused the +15% jump Agentic AI usage patterns will look quite different than previous networking demands (mostly one-way like video). So there's a huge push to modernize quickly. Their CableOS software is the easiest way to do it. The company is legit: - 98% market share - Revenue is up 87% YoY, 43% QoQ - 52% gross margins - Guidance raised to $475M - $495M - $43M in stock repurchases - Lots of insider, hedge fund, and robinhood buying - Stock price peaked at $157.50 back in 2000 🤯 They also sold their legacy low growth video business to focus on the high-margin software. Good focus. Catalyst is... price momentum honestly. Similar to $BAND over the last few weeks. Crossing fingers its the start of a multi-day run. I hate chasing. NGL I broke this rule here. Had to listen to my gut. Also worth experimenting with my own rules. Different markets demand different rules and not chasing this year has left me missing several good plays. We'll see how good my gut still is. My doctor says its healthy. --- As a reminder: this is my challenge account where I restarted with $35k to go all-in swing trading 1 stock at a time to $10M again. Now at $61k. As always, please do your own research with your own independent thinking and risk tolerance and decide your own buys and sells. (sorry for the delay, was dealing with a power outage and had to run to a cafe)
Live
▲ bull
+3.8%
42d
May 22
$BOT
the michael jordan of robotics joined $BOT btw https://t.co/37WnA7uBw6 https://t.co/mY30IN7hCJ
Live
▲ bull
+26.7%
43d
May 21
$BOT
$BOT up +22% since my all in the buttons right there btw https://t.co/hgLLujQ4GC https://t.co/ca508fjlkQ
Live
▲ bull
+26.7%
43d
May 21
$BOT
@WarcMeinstein @RoboStrategy I'm 100% all in* $BOT! *in my challenge account https://t.co/LP63Qrew4Q
Live
▲ bull
+26.7%
43d
May 21
$BOT
robotics is a $26 trillion opportunity btw $BOT https://t.co/TdSWWh1zMt
Live
▲ bull
+26.7%
43d
May 21
$BOT
1. $BOT exists because there are no clean public robot trades. 2. It turns private robotics exposure into a Robinhood button. 3. The best holdings are exactly the names people want but can’t buy. 4. Figure / Apptronik / Dyna is the main story. 5. Figure is suddenly marketing like a company that wants to be mainstream. 6. The trade is not “is NAV $7.39?” — the trade is “does access deserve 3x NAV?” 7. OpenAI and Anthropic SPVs already proved people will pay stupid premiums for access. 8. Robotics could be the next category where that happens. 9. The prospectus basically admits the opening price discovery could be chaos. 10. No roadshow, no investor day, no banker price, no lockup. 11. Translation: the market gets to figure it out in public. 12. Level 3 marks make NAV spicy, because private marks can lag reality both ways. 13. The catalyst is obvious: startup valuation updates. 14. If Figure marks up, the entire $BOT conversation changes overnight. 15. If robotics gets national security or mainstream media momentum, the ticker becomes the product. 16. This is either really smart or really dumb, which is usually where the best trades live.
Live
▲ bull
+40.4%
44d
May 20
$BOT
I read the $BOT prospectus so you don’t have to. This is not a robotics company. It’s a public wrapper around private robotics exposure. And if robotics becomes the next AI trade, this structure gets very interesting. https://t.co/44lSfrCz9M
Live
▲ bull
+40.4%
44d
May 20
$BOT
@Rewkang @RoboStrategy We're so early. I'm all in $BOT https://t.co/gdU3DFhe8G
Live
▲ bull
+40.4%
44d
May 20
$NVDA
1.5 days until the fate of the universe is decided $NVDA https://t.co/cYq2P2nOzZ
Live
▲ bull
-10.3%
45d
May 19
$BOT
$BOT is back to my entry price. i have sold 0 shares. @Figure_robot is approaching 1 week of continuous work. the intern battle earned tens of millions of views. real catalysts like fundraising announcements and valuation updates are on the horizon. i can feel the timeline getting robot-pilled in real time the risks are real tho. please read the thesis. call me whatever you want. but i don't flinch.
Live
▲ bull
+39.8%
46d
May 18
$BOT
Figure is really leaning into robots as content. As a $BOT shareholder, I'm bullish we will see more of this. We are so early. https://t.co/RhrBqhFfPY
Live
▲ bull
+39.8%
46d
May 18
$BOT
robots are the next wave btw the ticker is literally staring at you https://t.co/ayIMSU9GvS https://t.co/mrzufee6rh
Live
▲ bull
+10.1%
47d
May 17
$BOT
why invest in $TSLA at $1.3T when you can invest in Figure at $39B $BOT is a closed end fund thats about 25% Figure stock someone link my thesis in the comments, driving rn. ty ♥️ https://t.co/iLnyvLqd3V
Live
▲ bull
+10.1%
48d
May 16
$BOT
@DudeWhoInvests All in $BOT https://t.co/KxFr3LZ6QR
Live
▲ bull
+10.1%
48d
May 16
$BOT
These robots have worked 48 hours in 2 days when humans only work 40 hours (less with bathroom breaks) over a week. The $BOT future is coming. https://t.co/tnq9JnGSsM
Live
▲ bull
+10.1%
49d
May 15
$BOT
NEW ALL IN: $BOT This is either really smart or really dumb. https://t.co/x3debz349S https://t.co/wN5fbH5BwL
Live
▲ bull
+10.1%
49d
May 15
$QS
this is what a stock looks like right before breakout btw $QS https://t.co/2UfUCFTJhN
Live
▲ bull
-11.5%
50d
May 14
$QS
NEW TRADE: ALL IN $QS. Highly speculative play. Catalyst is 13F drops this week. - $5B val with $1B cash and 20% short interest - volume has been creeping up (me like) - huge open interest on calls this week (spicy) - copper is going up, "battery trade" might be a play - CEO was an EVP at $SNDK and president at $WD, notice anything? - rentech, vanguard, blackrock, etc all increased holdings in Q4 last year. more 13Fs dropping this week might reveal more hedge funds who loaded up in Q1 alerted subscribers here first (ty ♥️) been watching this stock for a whole day and binged a bunch of youtube videos last night on solid state batteries. high level $QS is the leader (with patents) and they've been sharing a lot on social media. they recently expanded their market beyond evs to include ai data centers and defense companies and also switched to a licensing business model (smart). risk is that solid state batteries have been "almost here" for 5+ years now and still not at commercialization scale (currently at pilot scale). this is quick technical play but also a fine long-term hold too. problem is one would have to be really patient to wait for their next update on commercialization. as a reminder: this is my challenge account where i restarted with $35k to go all-in swing trading 1 stock at a time to $10M again. now at $59k. took the L on $HIMS for -5% loss. TLDR: earnings was not bad, but not that exciting short-term either. better to come back to it in a few months pleaase do your own research. this is mainly a technical-based swing trade. meaning: quick in and out. sorry it took so long for the thesis. been driving and in meetings all day. the trade came together really quickly and i wanted to share it and my thoughts as fast and thoroughly as i can. its hard to notice "now" is the time, make the trade, record it, and write a good cited with sources post while on the go. pls lmk how i can improve.
Live
▲ bull
-9.6%
52d
May 12
$QS
NEW TRADE: SOLD $HIMS AND FULL PORTED $QS Driving right now. Full thesis coming soon. https://t.co/xvN3a8abL8 https://t.co/Zslw7sYS0S
Live
▲ bull
-9.6%
52d
May 12
$HIMS
NEW TRADE: SOLD $HIMS AND FULL PORTED $QS Driving right now. Full thesis coming soon. https://t.co/xvN3a8abL8 https://t.co/Zslw7sYS0S
Live
▼ bear
-50.1%
52d
May 12
$HIMS
NEW TRADE: ALL IN $HIMS - earnings on Mon 5/11 - 1st earnings since lawsuit dropped - currently at $26, down from high of $72 - 34% short, things could get a bit squeezy i believe wall street has not priced in massive consumer demand for direct healthcare especially peptides (huberman is bullish, youtube/tikok videos are trending sharply up) the winning game here is to own the customer, and no other brand (incl amazon) has the mindshare nor the global distribution network of $HIMS only risk is peptide regulation, but that's still a bit away and in this admin, likely to rule favorably alerted my subscribers here first (ty for the support) as a reminder: this is my challenge account where i restarted with $35k to go all-in swing trading 1 stock at a time to $10M again. now at $62k. prev trade was $IREN and im still bullish on it. will likely swing back to it next week after $HIMS earnings so i dont miss any new deal announcements i could see myself swinging back and forth between these two for a while. do your own research too. i spent an hour researching $HIMS on @alpha_ai (new app, launching soon) lets go!
Live
▲ bull
+32.9%
56d
May 8
$IREN
scalable sustainable unprecedented speed $NVDA CEO just said this about $IREN and signed a warrant to buy up to $2.1B of shares, almost 10% of the company we are witnessing the next hyperscaler the price action right now doesn't matter $70 is the new floor for $IREN
Live
▲ bull
-23.8%
57d
May 7
$IREN
15 hours until $IREN earnings. Let's review the thesis: - Everyone is compute constrained - New data center builds stalled - No one has secured enough energy to meet demand $IREN has been executing: - Sweetwater is energized (1.4GW) - Acquired Mirantis for $625M in STOCK (expanding to software) - Hundreds of job listings in Australia Hype is building: - Dan is tweeting progress - $IREN trending daily - Chamath is vagueposting - Amit is bought in - Haters quiet Technicals: - Bull flag breakout - Huge unusual option buying - Volume increasing (my fave) - Shorts about to get squeezed There's a reason this is the only stock I'm all in.
Live
▲ bull
-23.8%
57d
May 7
$IREN
$IREN GOD CANDLE INCOMING https://t.co/bPx3zBrSoC https://t.co/KRFHNX7e1G
Live
▲ bull
-29%
58d
May 6
$IREN
i think we're about to witness a parabolic run $IREN https://t.co/hK0ePGU0me
Live
▲ bull
-20.9%
59d
May 5
$IREN
$IREN god candle being prepared https://t.co/4FPZmxkWPm
Live
▲ bull
-12.4%
60d
May 4
$IREN
Proud to be all in $IREN https://t.co/TD6uq8yQOw
Live
▲ bull
-5.1%
61d
May 3
$IREN
$IREN delivering btw https://t.co/vWKUeKvrX4 https://t.co/9HjcVOtHEd
Live
▲ bull
-5.1%
63d
May 1
$IREN
Say it louder for the haters in the back. The bottleneck is power and $IREN is the only neocloud that's secured 4.5 GW. You are not bullish enough. https://t.co/nvF85GQqfy https://t.co/jmwtAJrU8r
Live
▲ bull
-4.8%
64d
Apr 30
$IREN
Think about what happened in AI in Q1. Now think about what that means for $GOOG $MSFT $AMZN $META CapEx will increase. Stock market unfortunately won't like that so we might see a crash. Maybe new buybacks to offset the bad news. But this is good for $IREN.
Win
▲ bull
+58.3%
65d
Apr 29
$NBIS
@TheTechInvest this is concerning... concerning for $NBIS
Live
▼ bear
-62.3%
65d
Apr 29
$TSLA
Depends on your timeframe. $SPY is a great baseline but the more confident you feel about a sector (tech $QQQ) or a company ($TSLA) then why not throw a portion in there and hold. Just avoid buying things that feel like they might drop all of a sudden because emotionally it's hard to get over the feeling like you bought the top.
Live
▲ bull
+13%
69d
Apr 25
$SPY
Depends on your timeframe. $SPY is a great baseline but the more confident you feel about a sector (tech $QQQ) or a company ($TSLA) then why not throw a portion in there and hold. Just avoid buying things that feel like they might drop all of a sudden because emotionally it's hard to get over the feeling like you bought the top.
Live
▲ bull
+4.7%
69d
Apr 25
$QQQ
Depends on your timeframe. $SPY is a great baseline but the more confident you feel about a sector (tech $QQQ) or a company ($TSLA) then why not throw a portion in there and hold. Just avoid buying things that feel like they might drop all of a sudden because emotionally it's hard to get over the feeling like you bought the top.
Live
▲ bull
+9.4%
69d
Apr 25
$IREN
Let's review the thesis: - $IREN earnings on May 7 - Moved up a week earlier (bullish) - MSFT deal was announced a week prior to earnings - That points to April 30 for new deal Hype: - Chamath is vagueposting - Amit is bought in - Haters playing the victim card now Technicals: - Blew past $40 and $50 walls - Lots of unusual option buying - Volume increasing (my fave) There's a reason this is the only stock I'm all in.
Win
▲ bull
+34%
70d
Apr 24
$SPY
"im afraid to buy $SPY at all time high" brother you are standing in front of the most conditioned organism on earth bad news -> buy worse news -> buy WW3 trending -> buy fed panic -> buy guy on CNBC says “sell” -> back up the truck this thing does not go down https://t.co/FdRIQYgaIR
Live
▲ bull
+5.5%
74d
Apr 20
$IREN
$IREN is going to be one of those stocks people post "If you had invested $10k in 2026, you'd have $1M now" TLDR: 3 huge catalysts coming up and few understand https://t.co/Zn0JgaJKcI https://t.co/YdUjXZrsxl
Win
▲ bull
+41%
75d
Apr 19
$SPY
If you bought $SPY at every all time high for the past 5 years you'd still be up 32% Literally never a bad time to buy $SPY. https://t.co/EEgoPLkQQ9
Live
▲ bull
+6.6%
78d
Apr 16
$DJT
i'm waiting for the signal https://t.co/6d7V4TlS7W
Live
▲ bull
-6.6%
99d
Mar 26
$SPY
weekend report: - suns out - malls packed - restaurant lines long - people are looking thinner the american consumer is undefeated long $SPY
Live
▲ bull
+13.2%
111d
Mar 14
$IREN
$IREN bears take note, don't doubt my Alpha https://t.co/uwikkatmi9
Win
▲ bull
+63.2%
112d
Mar 13
$HIMS
@Stocktwits long $HIMS
Live
▲ bull
+45.2%
114d
Mar 11
$IREN
> wake up > $IREN up 11% > haters delete posts > $6B ATM is optional > which hyperscaler? yes > 50k GPUs secured > 4.5GW secured > your future secured don't make me say it https://t.co/pxUloPBeL6
Win
▲ bull
+61.6%
114d
Mar 11
$IREN
the only thing green today is $IREN https://t.co/kjhGWFHoxO
Win
▲ bull
+74.7%
116d
Mar 9
$IREN
incredible things are being said right now by $IREN CEO https://t.co/2nf86OEexy https://t.co/Oi1gZSmnsJ
Win
▲ bull
+74.7%
116d
Mar 9
$IREN
i’m getting concerned about $IREN …for the bears https://t.co/lEbnCriyPh
Loss
▼ bear
-69.1%
120d
Mar 5
$IREN
i 100% like the stock https://t.co/xcnPuUlwpt https://t.co/06IcHZjczb
Win
▲ bull
+54.7%
121d
Mar 4
$IREN
called it $IREN https://t.co/di3dyYieFF https://t.co/nRHWweMvpm
Win
▲ bull
+63.9%
123d
Mar 2
$IREN
i'm predicting green by open $IREN https://t.co/NKSQNjQ5sk
Win
▲ bull
+63.9%
123d
Mar 2
$IREN
my @alpha_ai likes the stock $IREN https://t.co/R7B0Jo456F
Win
▲ bull
+60.2%
130d
Feb 23
$DASH
that is because of this https://t.co/dk526Fzklw https://t.co/Sbs9n8uKJP
Loss
▲ bull
-16.8%
132d
Feb 21
$IREN
wow - you know what they say about billboards in SF $IREN https://t.co/1vPl3aMeSJ
Win
▲ bull
+69.7%
133d
Feb 20
$IREN
i love it when it stretches the chart https://t.co/Brnf4qShxI https://t.co/TGq9Gs2LJB
Win
▲ bull
+56.7%
134d
Feb 19
$IREN
POV: when the chart looks perfect https://t.co/2uE4n8BtsE
Win
▲ bull
+56.7%
134d
Feb 19
$FIG
incredible bottom signal. https://t.co/xnSiyNojq1 https://t.co/gmrKkq8egE
Loss
▲ bull
-30.3%
135d
Feb 18
$IREN
if i knew nothing about this company. this chart alone gives me the urge to go all in. https://t.co/iwLvijYSz6
Win
▲ bull
+61.2%
135d
Feb 18
$HIMS
the urge to not https://t.co/XOid6LsA0q https://t.co/E04QT189KH
Live
▼ bear
-137.2%
135d
Feb 18
$IREN
$IREN just hired a liquid cooling expert as their CIO. You know what that means. https://t.co/rURKQcu0TX https://t.co/7Uli5DSYJl
Win
▲ bull
+65.6%
136d
Feb 17
$IREN
Earnings in 2 days. I bought 1,000 shares of $IREN after 10 minutes of research. Up 23% so far. What could go wrong? https://t.co/M1Fi82yGsN https://t.co/vyPUgLIPse
Loss
▲ bull
-41.9%
150d
Feb 3
$IREN
$IREN goes green by end of day. $100 to a commenter if i'm wrong. https://t.co/7qohPeYSep
Loss
▲ bull
-40.4%
151d
Feb 2
$IREN
Sorry everyone. No chance of $IREN deal tomorrow.
Win
▼ bear
+40.4%
151d
Feb 2
$IREN
all the successful people i know have one thing in common they decide fast like me i went all-in on $IREN after only 10 min of research with @alpha_ai
Loss
▲ bull
-41.2%
153d
Jan 31
$IREN
WEEK 4 $IREN UPDATE - 6 days til 2/5 earnings - last deal dropped monday before earnings - they've never missed a deadline https://t.co/8q1RXLJa0J dips are part of the swing trading game if you cant handle it, maybe you need @alpha_ai to do it for you ofc, i'm still in https://t.co/RwQGESXr7H https://t.co/rlQTyhlZ02
Loss
▲ bull
-41.2%
153d
Jan 31
$IREN
my current play is all-in $IREN btw follow me, i always post my trades live here @kevinxu https://t.co/W4reQj7zWG
Loss
▲ bull
-41.2%
154d
Jan 30
$SPY
textbook. https://t.co/pEzv8XjrZm https://t.co/iNcZCy5nsd
Loss
▲ bull
-8.7%
155d
Jan 29
$IREN
$35K → $10M CHALLENGE UPDATE - All in $IREN 1000 shares - Up 40% since my call (follow for the next one) - 8 days to earnings, deal hype is building Only 11% from my first 2x. Feels inevitable. Still in. https://t.co/KTzABzZdtQ https://t.co/8rNxyt5BXt
Loss
▲ bull
-49.8%
156d
Jan 28
$IREN
feels like another spring about to sproing $IREN https://t.co/WZZ7Yo8q6S
Loss
▲ bull
-49.8%
156d
Jan 28
$IREN
2020-2021: I was SIR_JACK_A_LOT on WSB. Traded $35K to $10M with only stocks. 2025-2026: I'm doing it again. This time as @kevinxu on 𝕏. Currently up to $60K. All-in $IREN. Follow along. https://t.co/p5wQufCMhU https://t.co/phyN18EFpk
Loss
▲ bull
-49.8%
156d
Jan 28
$IREN
@jiahanjimliu why waste time say lot word when few word do trick? $IREN go up. all in.
Loss
▲ bull
-49.8%
156d
Jan 28
$IREN
13%+ on $IREN today holy guacamole - 9 days until 2/5 earnings - major deal can be announced any time - higher lows & higher highs (look it up) I'M STILL IN 100% https://t.co/4h3Hqc7TMr https://t.co/tdfzrACnyn
Loss
▲ bull
-47.3%
157d
Jan 27
$IREN
9 days until $IREN earnings on 2/5 sidebet: $10 to anyone in the comments if I'm right https://t.co/JoLeGcJdJo https://t.co/fb1YsDYFj7
Loss
▲ bull
-47.3%
157d
Jan 27
$IREN
currently all in $IREN follow for live alerts https://t.co/a4PUZaPCjq
Loss
▲ bull
-39.6%
158d
Jan 26
$IREN
currently all in $IREN with $56k follow me to get my alerts https://t.co/QEnYBnmjTw
Loss
▲ bull
-44.2%
160d
Jan 24
$IREN
Week 3: still in. $IREN earnings in 13 days. Millionaires will be made from this stock. https://t.co/4iZS4cSaee https://t.co/fW8diN26XD
Loss
▲ bull
-44.2%
160d
Jan 24
$IREN
This is INSANELY bullish. $IREN moved earnings up: Feb 11 → Feb 5. You don’t pull earnings up unless you’ve got good news. Last time: MSFT deal dropped 3 days before earnings. 14 days until 2/5. Bookmark this. Deal before earnings again? https://t.co/Liaysbqv0l
Loss
▲ bull
-39.5%
162d
Jan 22
$IREN
$IREN has bounced off the $53 line several times making it a decent support. TA is just connect-the-dots for adults. Try it. https://t.co/9eCpYvcSep
Loss
▲ bull
-39.5%
162d
Jan 22
