Felix & Friends (Goat Academy)
Return
+57.2%
Hit rate
55%
Open calls
409
Closed
162
Performance
Growth of 100 in this picker's book — the Return above, over time. The book is split equally across whatever is open, re-split each time one of the 560 priced call(s) opens or closes, and held in between: what following them equal-weight would have done. The book starts at Jan 01, 2024 — the same date every book on the site starts — flat at 100 until this picker's first tracked call, with benchmarks measured from the same day, so the gap to the index is comparable across pickers. Price returns, excluding dividends on both sides. Hypothetical; excludes fees and taxes.
Growth of 100
Coverage is not complete. Calls are read from video transcripts, and some videos can't be captured — YouTube does not always serve the captions, and a video we miss is a call we never see. Buys are announced and sells are quiet, so what a missing video most likely hides is an exit: a position may show as open that the picker has already closed. Treat these as a good-faith reconstruction, not an audited record.
Open calls
| Ticker | Called | Entry | Now | Return |
|---|---|---|---|---|
| INFQ | Aug 14, 2026 | $12.86 | $13.12 | +2.0% |
| Tier 3 neutral-atom lottery ticket with government backing and quantum-sensing revenue, but any position should be very, very, very small. | ||||
| XNDU | Aug 14, 2026 | $11.53 | $8.62 | -25.2% |
| Tier 3 photonic moonshot; room-temperature operation could be attractive if the technology works and scales, but failure would make it worthless. | ||||
| IQLT | Aug 12, 2026 | $51.74 | $50.48 | -2.4% |
| International quality fund providing exposure to unloved non-US quality/value companies while reducing additional US AI concentration. | ||||
| ZIM | Aug 04, 2026 | $27.29 | $29.57 | +8.3% |
| The $35 Hapag-Lloyd offer offers upside, while ZIM's cash, fleet, and freight-rate exposure support value even if the deal stays dead. | ||||
| EBAY | Jul 18, 2026 | $112.06 | $107.75 | -3.9% |
| Bought ~10 days ago at breakout; currently around breakeven. Potential GameStop takeover attempt could move the stock | ||||
| PGR | Jul 18, 2026 | $207.95 | $217.62 | +4.7% |
| Bought at heartbeat breakout; holding despite earnings miss and pullback, consolidating along key support | ||||
| TMCI | Jul 18, 2026 | $4.30 | $4.51 | +4.9% |
| Bought recently at heartbeat breakout; stock had collapsed, bottomed, and formed a tight heartbeat. Currently up 8% | ||||
| NSC | Jul 17, 2026 | $340.16 | $320.27 | -5.8% |
| Passed the 3-track Toll Booth Test: uncopyable moat of 19,000 miles of track, improving operating ratio, and money in motion via proposed $85B merger with Union Pacific. | ||||
| AGX | Jul 12, 2026 | $630.32 | $413.74 | -34.4% |
| Gemma Power Systems builds natural gas power plants for data centers, boasting software-like free cash flow margins and zero debt. | ||||
| CLBT | Jul 12, 2026 | $15.94 | $11.23 | -29.6% |
| Provides digital forensics tools for law enforcement; AI-generated data will increase investigation complexity and demand for AI-powered analysis. | ||||
| CRDO | Jul 12, 2026 | $257.79 | $162.95 | -36.8% |
| Makes high-speed connectivity chips for AI clusters, solving the data transfer bottleneck with software-like gross margins. | ||||
| STRL | Jul 12, 2026 | $682.29 | $511.04 | -25.1% |
| E-infrastructure segment is building foundations and electrical systems for data centers, capturing 92% YoY revenue growth. | ||||
| VICR | Jul 12, 2026 | $272.05 | $197.91 | -27.2% |
| Provides factorized power architecture delivering precise electricity to power-hungry GPU racks, solving the AI power delivery bottleneck. | ||||
| USFR | Jul 10, 2026 | $50.41 | $50.46 | +0.1% |
| Floating rate treasury fund that adjusts automatically if the Fed raises rates, avoiding lock-in risk. | ||||
| EMB | Jul 10, 2026 | $95.99 | $93.34 | -2.8% |
| Provides a 5.8% yield in USD-denominated debt, beating official inflation while spreading country risk. | ||||
| MUB | Jul 10, 2026 | $107.01 | $103.17 | -3.6% |
| Alternative tax-exempt muni fund for high earners looking to keep more income. | ||||
| VCSH | Jul 10, 2026 | $78.61 | $77.72 | -1.1% |
| Short-duration IG corporate debt offers steady yield with minimal price movement and ultra-low fees. | ||||
| VTEB | Jul 10, 2026 | $50.34 | $48.43 | -3.8% |
| Tax-free municipal bonds offer high after-tax yields for high-income earners. | ||||
| VTV | Jun 23, 2026 | $217.43 | $223.97 | +3.0% |
| Consider adding diversification outside of those big US tech stocks. Anything that doesn't move in lock step with AI basically. | ||||
| CVLT | Jun 18, 2026 | $130.03 | $130.07 | +0.0% |
| Cyber resilience demand is secular, punished stock down 60%, institutional accumulation visible, chart turning. | ||||
| EXFY | Jun 18, 2026 | $1.56 | $2.16 | +38.5% |
| 97% drawdown, management buybacks, AI integration, bottoming chart, high short squeeze potential. | ||||
| GL | Jun 13, 2026 | $166.76 | $171.17 | +2.6% |
| If it closes above 157 to 158, I'm interested. It's trading at 166 right now. | ||||
| ADPT | Jun 11, 2026 | $18.73 | $24.20 | +29.2% |
| Legitimate shot at being a 10x stock by 2030; ClonoSEQ test is FDA-cleared with growing adoption and profitability looming. | ||||
| TENB | Jun 02, 2026 | $30.90 | $30.11 | -2.6% |
| Believe the market is underpricing the cyber security tailwind | ||||
| DT | Jun 02, 2026 | $44.97 | $51.07 | +13.6% |
| Platform monitors, observes, and manages every piece of a company's digital world; launched dyna trace intelligence | ||||
| TXG | Jun 02, 2026 | $30.71 | $68.59 | +123.3% |
| Most important company on this list; revenue is growing; new Atira platform; partnered with Bioptimus (AI) | ||||
| BETA | Jun 02, 2026 | $18.56 | $21.17 | +14.1% |
| Electric aircraft; selected for 7 out of 8 FAA program slots; orders of $3.9 billion on the books | ||||
| VYGR | Jun 01, 2026 | $3.79 | $3.19 | -15.8% |
| Space supply chain exposure, with upside tied to continued SpaceX/IPOs and space commercialization. | ||||
| CMPS | May 31, 2026 | $13.06 | $14.35 | +9.9% |
| Psilocybin therapy approaching endgame of phase II clinical trials; binary FDA decision could unlock a first-mover monopoly. | ||||
| VYGVF | May 22, 2026 | $0.01 | — | — |
| Positioned to replace ISS via Starlab in partnership with Airbus; growing defense revenue and cashflow reduces burn risk. | ||||
| OBT | May 22, 2026 | $34.05 | $38.28 | +12.4% |
| Microcap with growing demand for ruggedized electronics and power supplies for defense/space platforms; asymmetric upside. | ||||
| TTE | May 15, 2026 | $92.28 | $91.89 | -0.4% |
| Diversified energy major benefiting from outperforming energy sector. | ||||
| SCCO | May 15, 2026 | $176.78 | $193.49 | +9.4% |
| Second large listed copper producer, levered to the same macro themes as FCX. | ||||
| U | May 13, 2026 | $26.89 | $43.96 | +63.5% |
| Unity's AI tools and gaming industry penetration present upside potential as it adapts to new market demands. | ||||
| XSW | May 13, 2026 | $154.25 | $195.34 | +26.6% |
| Extreme short positioning suggests a potential snap-back rally as buying pressure may increase if sentiment shifts. | ||||
| CLOV | May 13, 2026 | $3.55 | $4.82 | +35.8% |
| Strong demand for specialized cloud services for AI training may drive revenue growth. | ||||
| FT | May 11, 2026 | $8.05 | $7.53 | -6.5% |
| Every company on Earth needs cyber security; AI driving surge in security spending | ||||
| MKSI | May 11, 2026 | $319.71 | $267.31 | -16.4% |
| MKS typically prints money in the up part of the cycle; crucial for semiconductor manufacturing | ||||
| SCHD | Jan 17, 2026 | $28.90 | $34.12 | +18.1% |
| Safe, conservative place for capital. | ||||
| SLV | Jan 17, 2026 | $81.02 | $58.12 | -28.3% |
| Tends to outperform gold in bull markets, good portfolio diversifier, though choppy. | ||||
| EFA | Jan 17, 2026 | $99.53 | $106.70 | +7.2% |
| Cheaper than US stocks (13x vs 20x PE) and a weakening dollar provides a dual tailwind. | ||||
| EWJ | Jan 17, 2026 | $85.48 | $98.56 | +15.3% |
| Japan up 26% last year, Buffett went long; AI and defense tailwinds. | ||||
| IXG | Jan 17, 2026 | $121.94 | $134.23 | +10.1% |
| European banks looking more profitable as ECB cuts rates; governments will bail them out if needed. | ||||
| VIG | Jan 17, 2026 | $225.64 | $239.43 | +6.1% |
| Conservative option if rates come down. | ||||
| VWO | Jan 17, 2026 | $56.00 | $60.35 | +7.8% |
| Diversifying into countries like Brazil and India for AI infrastructure growth. | ||||
| COP | Jan 08, 2026 | $98.72 | $137.35 | +39.1% |
| Significant experience in heavy crude, positioned to benefit from increased US production and refining. | ||||
| FNV | Dec 31, 2025 | $207.28 | $266.00 | +28.3% |
| Streaming company; same fixed-cost thesis as WPM | ||||
| RGLD | Dec 31, 2025 | $222.29 | $252.28 | +13.5% |
| Streaming company; same fixed-cost thesis as WPM | ||||
| IFNNY | Dec 08, 2025 | $43.75 | $67.57 | +54.5% |
| European leader in motor control and power management; provides essential 'muscle' control for robot movement | ||||
| SONY | Dec 08, 2025 | $27.55 | $23.90 | -13.2% |
| 53% market share in image sensors; best technology for low-light, high-resolution imaging required for robot vision | ||||
| AMBA | Dec 08, 2025 | $76.69 | $67.86 | -11.5% |
| Small company doing vision processing for AI edge computing; higher risk, potentially higher upside | ||||
| BOTZ | Dec 08, 2025 | $36.89 | $35.28 | -4.4% |
| Smarter way for some investors to get broad exposure without individual stock picking | ||||
| IRBO | Dec 08, 2025 | $49.58 | $31.51 | -36.5% |
| Smarter way for some investors to get broad exposure without individual stock picking | ||||
| ON | Dec 08, 2025 | $56.38 | $76.14 | +35.0% |
| Makes image sensors for automotive and industrial applications that translate directly to robotics | ||||
| ROBO | Dec 08, 2025 | $70.91 | $79.11 | +11.6% |
| Smarter way for some investors to get broad exposure without individual stock picking | ||||
| SNPS | Dec 04, 2025 | $463.74 | $397.38 | -14.3% |
| Consider a small position; #1 EDA player with 75% gross margins, 92% recurring revenue, Nvidia's $2B investment validates tech. | ||||
| APH | Nov 28, 2025 | $140.90 | $83.92 | -40.4% |
| Prefers investing in the picks and shovels behind the Google TPU and other custom hyperscaler chips. | ||||
| CLS | Nov 28, 2025 | $344.41 | $346.55 | +0.6% |
| Prefers investing in the picks and shovels behind the Google TPU and other custom hyperscaler chips. | ||||
| FLEX | Nov 28, 2025 | $59.11 | $115.78 | +95.9% |
| Prefers investing in the picks and shovels behind the Google TPU and other custom hyperscaler chips. | ||||
| JBL | Nov 28, 2025 | $210.71 | $318.08 | +51.0% |
| Prefers investing in the picks and shovels behind the Google TPU and other custom hyperscaler chips. | ||||
| PLD | Nov 26, 2025 | $128.16 | $135.75 | +5.9% |
| Industrial REIT good for e-commerce growth, taken out October highs, looking much more positive, battered down from 171 by high rates | ||||
| MAGS | Nov 25, 2025 | $66.02 | $69.89 | +5.9% |
| I've got quite a lot of money in these guys... we got our rules so we're probably just fine. | ||||
| CTKB | Nov 19, 2025 | $5.26 | $4.61 | -12.4% |
| VRA | Nov 18, 2025 | $2.88 | $3.14 | +9.0% |
| High-risk turnaround play driven by insider buying, zero debt, and Project Restoration restructuring. | ||||
| PG | Nov 09, 2025 | $146.98 | $145.27 | -1.2% |
| Quality companies that provide what people need, not just what they want; they will survive and thrive regardless of the economy. | ||||
| WMT | Nov 09, 2025 | $102.59 | $107.15 | +4.4% |
| Quality companies that provide what people need, not just what they want; they will survive and thrive regardless of the economy. | ||||
| VUG | Nov 06, 2025 | $80.97 | $88.02 | +8.7% |
| growth sleeve; tracks CRSP US Large Cap Growth Index; overweights growth companies | ||||
| WDC | Nov 03, 2025 | $158.02 | $447.18 | +183.0% |
| Looks like it wants to go up a lot higher because the big money, the Wall Street money, appears to be buying more of it. HDD duopoly with pricing power and customer visibility through 2027. | ||||
| EQIX | Nov 03, 2025 | $832.84 | $1,037.72 | +24.6% |
| I like the setup. I like the potential breakout that we're seeing here. Data center REIT with interconnection moat and $15B hyperscale expansion plan. | ||||
| TCMD | Nov 03, 2025 | $15.77 | $22.40 | +42.0% |
| I'm very very interested. Small-cap medical device riding the shift to at-home care with improving margins and limited competition. | ||||
| CYTK | Nov 03, 2025 | $60.03 | $73.77 | +22.9% |
| The money to me seems to be paying attention, which is why we're seeing this nice trend up. Early-stage biotech with life-changing return potential but significant risk. | ||||
| VTI | Oct 27, 2025 | $337.43 | $376.31 | +11.5% |
| the math is doing it for you... when the market is expensive you automatically buy fewer shares, when cheap you load up the truck | ||||
| PAAS | Oct 25, 2025 | $36.34 | $50.34 | +38.5% |
| Bought at $29 on a recent dip; likes silver and prefers metals for a long time horizon, currently up 22% | ||||
| URA | Oct 21, 2025 | $49.90 | $43.53 | -12.8% |
| Lower risk exposure to uranium. Moving similarly to individual uranium stocks. US is 4x'ing nuclear capacity; AI data centers want stable nuclear power. | ||||
| WOLF | Oct 21, 2025 | $30.08 | $25.92 | -13.8% |
| Becoming an AI infrastructure player scaling to significant compute capacity. Google has a 14% equity stake giving guaranteed income. | ||||
| SMH | Oct 07, 2025 | $337.05 | $568.53 | +68.7% |
| If you want to be more conservative, then you can go for an ETF... That'll have less volatility. | ||||
| LAR | Oct 06, 2025 | $4.42 | $5.85 | +32.4% |
| Deep value play trading at 0.36x book value; 18% production growth YoY with dropping costs; asymmetric 3-4x opportunity if lithium prices rebound from the bottom | ||||
| ORIC | Oct 06, 2025 | $14.41 | $12.04 | -16.4% |
| $283M cash, zero debt, runway for years without diluting; 8 of 10 analysts buy-rated; avg target $17.29 (40% upside); oncology dominating biotech M&A in 2025 | ||||
| REGN | Oct 06, 2025 | $585.48 | $781.49 | +33.5% |
| Large cap biotech not dependent on one drug; Dupixent sales up 23% YoY bringing in almost $4B last quarter; newly approved for COPD; Wall Street target $1,053 (70% upside) | ||||
| BITF | Oct 04, 2025 | $3.01 | — | — |
| Textbook rally with a pullback serving as a new floor, consolidation is healthy and volume is improving. | ||||
| FCX | Sep 30, 2025 | $39.22 | $71.07 | +81.2% |
| commodity producer/miner, real winner as commodity prices rise | ||||
| MRVL | Sep 30, 2025 | $84.07 | $236.10 | +180.8% |
| $75B contracted design win pipeline, 123% YoY EPS growth, deep hyperscaler partnerships for custom chips. | ||||
| OEF | Sep 25, 2025 | $329.53 | $380.35 | +15.4% |
| literally I am buying... to replace the S&P 500, eliminates the 400 underperforming rubbish stocks | ||||
| AMPY | Sep 25, 2025 | $5.84 | $4.93 | -15.6% |
| Insiders backing up the truck, 100% IRR wells, fortress balance sheet, prime takeover target in $15B M&A wave | ||||
| XLU | Sep 23, 2025 | $42.82 | $42.39 | -1.0% |
| Regulated utilities with limited competition, ~3.24% profit margin leverage, nice dividends; attractive stability | ||||
| ICLN | Sep 23, 2025 | $15.19 | $17.92 | +18.0% |
| Beaten down ~60% from highs, government subsidies still intact, corporate demand accelerating | ||||
| USO | Sep 23, 2025 | $75.05 | $154.90 | +106.4% |
| Oil exposure; going up very nicely | ||||
| XLP | Sep 23, 2025 | $78.35 | $83.38 | +6.4% |
| Consumer staples ETF; defensive play for times of uncertainty | ||||
| LEU | Sep 19, 2025 | $294.49 | $152.31 | -48.3% |
| Only US commercial uranium enricher with zero competition; $3.7B order backlog (3x market cap); national security + government investment pattern. | ||||
| UUUU | Sep 17, 2025 | $14.08 | $12.95 | -8.0% |
| Dual rare earth + uranium play, debt-free, strong cash reserves, rare earth chemical separation capability. | ||||
| MTRN | Sep 17, 2025 | $117.32 | $257.51 | +119.5% |
| Global market leader in beryllium and alloys, profitable, slightly safer play with lower risk. | ||||
| NB | Sep 17, 2025 | $5.46 | $3.80 | -30.4% |
| Highest-grade niobium deposit in North America, Pentagon funding drilling, full project financing likely from government. | ||||
| PTA | Sep 17, 2025 | $20.69 | $17.81 | -13.9% |
| Only US source of antimony, fast-tracked permitting, national security priority, DoD funding. | ||||
| CRML | Sep 17, 2025 | $6.36 | $6.43 | +1.1% |
| Massive hard-rock rare earth deposit in Greenland, low in thorium/uranium making processing easier. | ||||
| KLIC | Sep 15, 2025 | $39.16 | $86.13 | +119.9% |
| Could double or triple. Makes the machines that package other companies' chips; beat earnings expectations by 40%, 44% profit margin, massive cash reserves, down 47% from 2021 all-time highs. | ||||
| SYNA | Sep 15, 2025 | $70.51 | $101.03 | +43.3% |
| Transitioning from touchscreens to local AI edge computing brains; partnered with Google for validation; performs 8 trillion calculations per second locally; becoming a recurring-revenue platform company. | ||||
| AMKR | Sep 15, 2025 | $25.68 | $51.73 | +101.4% |
| AI boom and car industry recovery driving chip demand; advanced packaging, $6B revenue, $1.5B cash, low debt, grew 14% last quarter, building US-subsidized factory in Arizona. | ||||
| CAR | Sep 14, 2025 | $155.53 | $121.74 | -21.7% |
| Best performer this year — 'not particularly exciting as a stock, but it's made me like 90% returns' — boring business delivering outsized returns via his strategy. | ||||
| XHB | Sep 14, 2025 | $116.16 | $98.46 | -15.2% |
| Money just starting to flow in; falling interest rates as catalyst — 'I believe the money is going to basically be flowing in that direction.' | ||||
| HIVE | Sep 14, 2025 | $3.81 | $3.03 | -20.5% |
| Crypto play driven by textbook technical breakout and institutional volume | ||||
| AU | Sep 12, 2025 | $66.31 | $104.42 | +57.5% |
| one of largest gold miners; strong breakout with high volume; long-term bullish thesis intact | ||||
| FBIN | Sep 12, 2025 | $59.28 | $40.73 | -31.3% |
| home improvement sector ETF showing institutional money inflows and breakout above 150-day MA; owns Moen, Master Lock, Yale smart locks; improving margins, strong FCF | ||||
| VSCO | Sep 12, 2025 | $26.44 | $81.45 | +208.1% |
| turnaround story; expanding into beauty, loungewear, active wear; raised full-year guidance; just broke out with huge volume | ||||
| ASND | Sep 12, 2025 | $195.58 | $263.52 | +34.7% |
| Danish biotech; Transcon time-release drug delivery technology; multiple late-stage rare-disease drugs in pipeline; revenue grew 339% last quarter | ||||
| LE | Sep 12, 2025 | $15.58 | $10.37 | -33.4% |
| B2B uniform business; margins expanding; stock buybacks; digital transformation paying off; approaching breakout | ||||
| MAS | Sep 12, 2025 | $73.63 | $68.52 | -6.9% |
| dominant brand with pricing power in faucets, paint; exceptional ROE; consistent dividend growth; strong cash generation | ||||
| OC | Sep 12, 2025 | $152.28 | $131.90 | -13.4% |
| leading position in energy-efficient building materials; strong pricing power; consolidating sideways creating cleaner slate for breakout | ||||
| WPM | Sep 12, 2025 | $106.63 | $154.12 | +44.5% |
| streaming/royalty model; 70% margins; no mining operational risk; debt-free; 40% production growth by 2029 | ||||
| HWM | Sep 11, 2025 | $184.21 | $229.61 | +24.6% |
| Uses intelligent robots for 3D printing and manufacturing; profits up 52%, company probably worth 50% more than current price | ||||
| BIIB | Sep 10, 2025 | $142.61 | $217.15 | +52.3% |
| Transitioning from legacy MS to a diversified neurological powerhouse; wants to see a close above recent highs of $145 to trigger the buy. | ||||
| DC | Sep 10, 2025 | $4.57 | $5.81 | +27.1% |
| Long-term very bullish on gold and gold miners; prefers a short-term pullback to the 50-day moving average at ~$4-410 as the sweet spot to get in. | ||||
| GORO | Sep 09, 2025 | $3.32 | $3.60 | +8.4% |
| I buy gold miners because they potentially do a lot better than gold ETFs; GORO up ~130% since May entry. | ||||
| TOL | Sep 06, 2025 | $147.37 | $134.92 | -8.4% |
| Currently owns Toll Brothers; expects homebuilders to rally as rates drop and mortgage affordability improves | ||||
| JOBY | Sep 05, 2025 | $13.46 | $6.39 | -52.5% |
| Pre-revenue but 2 years ahead of Archer (commercial launch expected 2025). Has partnerships with Delta and Toyota. | ||||
| COHR | Sep 04, 2025 | $95.62 | $305.37 | +219.4% |
| Would buy once it closes above the 50-day moving average; entry point slightly above recent highs around $96.50 or $97. | ||||
| ADSK | Aug 30, 2025 | $314.70 | $212.40 | -32.5% |
| above 320 this is worth looking at right now | ||||
| MTA | Aug 27, 2025 | $5.02 | $10.20 | +103.2% |
| Owns royalties on US copper and silver projects (Copper Worlds, Arizona; Mason, Nevada). Textbook heartbeat pattern breakout with volume just exploded. Cash flow good, profit decent, not massively overpriced. | ||||
| NEM | Aug 27, 2025 | $72.39 | $126.81 | +75.2% |
| Textbook setup; broke out of sideways consolidation with volume picking up — somebody might have known. Operates Phoenix copper and gold mine producing copper and silver byproduct. | ||||
| SAND | Aug 27, 2025 | $11.01 | — | — |
| Royalties on US silver and copper projects like Relief Canyon, Nevada. Good cash flow, price, and profit. Popped out of classic sideways consolidation; volume doubled from 3.7M to 5M shares. | ||||
| BTG | Aug 27, 2025 | $4.06 | $5.38 | +32.5% |
| it's about the consolidation up here... about breaking out of it. All we need now is a little bit of volume. | ||||
| XLV | Aug 24, 2025 | $138.17 | $165.36 | +19.7% |
| Healthcare insiders buying their own stock more than ever; chart breaking out of heartbeat pattern above recent highs | ||||
| DHI | Aug 20, 2025 | $163.37 | $137.89 | -15.6% |
| Broke out above 50-day MA, gapped up after earnings, very little overhead resistance. | ||||
| VRT | Aug 18, 2025 | $135.69 | $257.06 | +89.5% |
| Builds critical data center infrastructure, power distribution, thermal management, $7.9B backlog | ||||
| SMR | Aug 18, 2025 | $34.98 | $8.61 | -75.4% |
| Small modular reactor maker expecting 42% CAGR over 10 years | ||||
| BEAM | Aug 18, 2025 | $17.10 | $23.99 | +40.3% |
| Highest potential return and highest risk; base editing tech to permanently cure 7,000 rare diseases affecting 400M people; FDA fast-track; data in H2 | ||||
| JMIA | Aug 18, 2025 | $8.03 | $7.45 | -7.2% |
| Africa digitizing (1.4B people, 2% e-commerce penetration); first mover across 11 countries with integrated Amazon-like platform; path to profitability next year | ||||
| HIMS | Aug 13, 2025 | $48.33 | $27.51 | -43.1% |
| Telehealth disruptor, direct-to-consumer healthcare exploding, owns brand and customer relationships. | ||||
| CGNX | Aug 13, 2025 | $44.18 | $64.22 | +45.4% |
| Solid kind of long-term hold with some significant upside potential; gives exposure to automation and robotics with strong ties to Apple, Amazon, and EV giants. | ||||
| ARW | Aug 12, 2025 | $123.40 | $228.20 | +84.9% |
| Followed similar breakout pattern to ARK; bought at the buy point and position is up approximately 25%. | ||||
| BRK.B | Aug 12, 2025 | $470.39 | $510.37 | +8.5% |
| Down 14% since Buffett stepping down, underperforming S&P by 25% (worst since 2020); insurance business is steady and tax-efficient. Could be a very good opportunity to nibble. | ||||
| BZAI | Aug 12, 2025 | $3.38 | $0.56 | -83.4% |
| AI marketing platform serving Fortune 500, growing revenue via cross-selling, fits the AI theme | ||||
| DAVE | Aug 12, 2025 | $184.64 | $350.71 | +89.9% |
| Fintech disrupting payday loans, 67% gross margins, positive cash flow; would become interested if it crosses back above the 50-day MA | ||||
| GMBL | Aug 12, 2025 | $0.31 | $0.11 | -64.5% |
| Asset-light affiliate model, 94% gross margin, 25% profit margin, consistent revenue growth; looks like a pretty decent business if ethics allow | ||||
| IREN | Aug 12, 2025 | $17.83 | $43.83 | +145.8% |
| Bitcoin miner using renewable energy, diversifying into AI computing, 91% gross margins, 128% revenue growth, record revenues; would be more interested if stock were a bit more expensive | ||||
| LMND | Aug 12, 2025 | $54.59 | $49.40 | -9.5% |
| AI-driven insurer, down tremendously, insanely heavily shorted, potential for large move if it approaches 2021 highs; potential to undo some of the horrors inflicted on shareholders | ||||
| OSCR | Aug 12, 2025 | $14.98 | $32.77 | +118.8% |
| Mobile-first health insurance, 48% revenue growth; breakout above 50-day MA and recent resistance could trigger move out of consolidation; rate cuts could make it a nice one | ||||
| PGY | Aug 12, 2025 | $31.55 | $19.97 | -36.7% |
| AI-powered embedded lending partnering with banks, expanding network, credit analysis focus; JMP price target $35 with buy rating, trading at ~$28 | ||||
| TMDX | Aug 12, 2025 | $131.13 | $82.18 | -37.3% |
| Organ care system extending donor viability, 48% revenue growth; survived head and shoulders top pattern, unusual institutional options activity; very interesting | ||||
| BMNR | Aug 08, 2025 | $51.43 | $25.03 | -51.3% |
| Tom Lee's firm, largest ETH treasury company aiming for 5-6% of all ETH; compounds exposure via 3% staking yield; chart above 50-day and 150-day moving averages with strong volume | ||||
| SBET | Aug 08, 2025 | $23.92 | $8.88 | -62.9% |
| Blends gaming with ETH staking; favored by respected crypto accounts; nice consolidation coming out with increasing volume | ||||
| ONDS | Aug 07, 2025 | $3.25 | $7.23 | +122.5% |
| Wait for the next dip and then maybe think about it down there. | ||||
| GDX | Aug 04, 2025 | $54.94 | $97.10 | +76.7% |
| Gold stocks ETF; 'probably the worst move, I think' but still on the bullish list | ||||
| VKTX | Aug 04, 2025 | $33.98 | $31.98 | -5.9% |
| Asymmetric upside from Phase 3 success and FDA approval; ~15% better weight loss results than competitors. | ||||
| USA | Aug 01, 2025 | $6.43 | $5.88 | -8.6% |
| high-risk/high-reward asymmetric setup; chart shows higher lows and strong volume on upswings | ||||
| FINX | Jul 31, 2025 | $34.31 | $26.15 | -23.8% |
| Fintech stocks get hammered when rates go up; ETF still down 35%; just took out Dec 2024 highs; would look for breakout above ~$35.60; real opportunity in second half as rate cuts become a thing | ||||
| BHP | Jul 29, 2025 | $52.71 | $87.15 | +65.3% |
| 7.4% shareholder yield, 19% ROIC (double peers), peers trade at 50% higher valuations, and massive profitability in current commodity pricing. | ||||
| STOK | Jul 28, 2025 | $12.81 | $29.03 | +126.6% |
| Pulling back on fairly weak volume but trend is alive, looks all right. | ||||
| ULTA | Jul 25, 2025 | $514.95 | $546.78 | +6.2% |
| Ulta was on their buy list that week, and they had also bought some earlier in the year. | ||||
| LUNR | Jul 21, 2025 | $11.25 | $14.35 | +27.6% |
| Absolutely textbook breakout setup; first private firm to land on the moon, $5B NASA contract value, ~70% revenue growth, $400M cash, zero debt, targeting profitability this year. | ||||
| MTSI | Jul 21, 2025 | $140.58 | $274.90 | +95.5% |
| Breakout entry slightly above previous high at ~$144; $345M Chips Act funding, beat earnings by 33%, ~$1B revenue expected, ~$500M cash. | ||||
| UROY | Jul 21, 2025 | $2.69 | $4.36 | +62.1% |
| Big beautiful setup; already exceeded previous high of $2.59 with volume picking up, exposure to uranium bull market without mining risk, analyst price target $4-$5. | ||||
| CRSP | Jul 21, 2025 | $65.33 | $51.72 | -20.8% |
| high risk, potentially high reward — breakout with zigzag up, gap-up second chance | ||||
| EXK | Jul 21, 2025 | $5.49 | $10.18 | +85.4% |
| up ~9% from entry; recovering pre-market, up 12-14 cents; set your stops | ||||
| MXL | Jul 16, 2025 | $14.58 | $74.57 | +411.4% |
| Heavily beaten down, long basing period, recovering; above 150-day MA makes it more investable and less risky; ~60-70% upside to early-2025 level. | ||||
| BLOK | Jul 16, 2025 | $60.32 | $63.90 | +5.9% |
| Would buy if it exceeds recent highs near $60; waiting for breakout confirmation before entering | ||||
| HUT | Jul 14, 2025 | $22.12 | $98.60 | +345.8% |
| Conditional buy on breakout above ~$22; was a falling knife that consolidated, huge volume day marked initial breakout, now consolidating above that level. | ||||
| CC | Jul 10, 2025 | $14.05 | $15.03 | +7.0% |
| Moving up as predicted; give it another dollar and we'll be in proper investable land | ||||
| KTOS | Jul 09, 2025 | $46.02 | $46.69 | +1.5% |
| Entry slightly above recent zigzag highs; benefits from $16B for scaling low-cost weapons, cheap UAVs, and jet engines into production | ||||
| PLUG | Jul 09, 2025 | $1.78 | $2.10 | +18.0% |
| Would buy on breakout from current pattern, not because it's cheap; down ~99% historically; would set a stop on entry | ||||
| AI | Jul 08, 2025 | $26.37 | $10.54 | -60.0% |
| Showing a classic pattern; conservative entry around $27.68 | ||||
| HII | Jul 04, 2025 | $252.08 | $279.69 | +10.9% |
| Benefits from $34B naval fleet expansion; 4-5 days of green liftoff, entering a resistance zone where a second chance to enter may occur. | ||||
| CVX | Jul 04, 2025 | $148.37 | $214.06 | +44.3% |
| Down 21% from all-time highs; repeal of clean energy credits reduces competition, federal lands unlocked for drilling. | ||||
| NU | Jul 04, 2025 | $13.60 | $14.62 | +7.5% |
| Not loving it right now but break through $14 and you could be in business | ||||
| FLR | Jul 04, 2025 | $52.76 | $54.20 | +2.7% |
| 46.5% border wall contract; popped above 150 on big volume on bill news, currently in consolidation. | ||||
| GD | Jul 04, 2025 | $294.76 | $355.90 | +20.7% |
| Volume popped up signaling institutional interest; benefits from naval contracts and private jet loan deductions. | ||||
| NAK | Jul 04, 2025 | $1.40 | $1.41 | +0.7% |
| Domestic mining support; take out recent highs at ~$1.57. Much lower market cap offers larger percentage upside potential. | ||||
| AVAV | Jul 03, 2025 | $246.23 | $146.71 | -40.4% |
| Highly speculative, very volatile, but pullback after massive earnings gap might be sweet spot possibly to get in; Ukraine war proved low-cost systems work | ||||
| CAE | Jul 03, 2025 | $29.65 | $23.98 | -19.1% |
| Buying as it breaks out of sideways zone, bounced off 50-day MA, volume doubled — does not double unless Wall Street's all over this | ||||
| KOS | Jul 03, 2025 | $1.98 | $3.02 | +52.5% |
| Builds products using commercial technology at much lower price than standard defense contractors, aligning with Trump admin goal to use cheaper commercial tech in defense | ||||
| QBTS | Jul 01, 2025 | $14.82 | $16.80 | +13.4% |
| Worth buying on the current pullback near the 50-day moving average; historically pullbacks near the 50-day have been rewarded with higher highs; achieved quantum supremacy in materials science | ||||
| CCL | Jul 01, 2025 | $28.64 | $22.75 | -20.6% |
| On buy list, textbook setup, looks good | ||||
| QUBT | Jul 01, 2025 | $18.64 | $7.99 | -57.1% |
| Buy on dips using small position sizing to manage high volatility risk; smaller market cap means higher potential for doubling/tripling; sells direct to enterprise; could wait for breakout above $21 or buy the current dip | ||||
| NXPI | Jun 30, 2025 | $218.49 | $236.62 | +8.3% |
| Chart shows a favorable zigzag pattern; breaking out triggers institutional buying and momentum, potentially 20-200% gains | ||||
| STM | Jun 30, 2025 | $30.41 | $51.51 | +69.4% |
| Overly punished stock with precedent for higher prices — 86% upside to all-time highs; ripe to break out of a zigzag pattern | ||||
| ARQ | Jun 30, 2025 | $5.37 | $2.20 | -59.0% |
| Bought in May; up ~38%; currently consolidating sideways | ||||
| BAI | Jun 30, 2025 | $28.85 | $44.51 | +54.3% |
| Called entry point at $4.54; institutional volume building | ||||
| DASH | Jun 26, 2025 | $239.64 | $201.95 | -15.7% |
| Breakout above $224 entry, took out all-time highs, looking very very very bullish; strong consumer demand, expanding international market share, analyst price targets pointing up | ||||
| CELH | Jun 24, 2025 | $45.41 | $27.22 | -40.1% |
| Buy above $38.35 after a breakout, support bounce, and potential second-chance continuation setup. | ||||
| SA | Jun 23, 2025 | $14.56 | $31.01 | +113.0% |
| Looks pretty good; had a little bit of a pullback and is now breaking out again. | ||||
| DDOG | Jun 20, 2025 | $127.50 | $221.21 | +73.5% |
| Classic sideways pattern; breakout. | ||||
| CRCL | Jun 19, 2025 | $199.59 | $90.60 | -54.6% |
| Stablecoin world becoming real, Senate passed stablecoin legislation; gapping up | ||||
| IAU | Jun 16, 2025 | $63.80 | $81.71 | +28.1% |
| Gold desirous of higher highs driven by war uncertainty, inflation, countries moving away from USD/Treasuries into gold. | ||||
| ITA | Jun 16, 2025 | $179.16 | $219.01 | +22.2% |
| We've been buying defense stocks for a while and continues; thinks it keeps going up. | ||||
| XOM | Jun 16, 2025 | $112.48 | $165.99 | +47.6% |
| Large US producer, strong balance sheet, good FCF, cheap valuation, directly profits from higher oil prices. Chart broke out of a long resistance zone. | ||||
| SOXX | Jun 16, 2025 | $227.44 | $527.07 | +131.7% |
| Down ~2.6% from all-time highs, believes we're going back to ATH; bullish on this one. | ||||
| MPLX | Jun 16, 2025 | $51.51 | $59.84 | +16.2% |
| Midstream storage and transport. Good profits, FCF, higher US oil production translates to higher throughput. Maybe add it to the watch list; notes LP tax consequences. | ||||
| BKR | Jun 16, 2025 | $38.99 | $59.06 | +51.5% |
| Oilfield service provider. Profits from increased oil activity. Chart breaking out but below 150-day MA. Intentionally a very early one with 15-20% potential upside. | ||||
| MPC | Jun 16, 2025 | $166.78 | $395.93 | +137.4% |
| Largest US refiner. $1B order backlog, sold out for 2025, 77% sold out for 2026. Chart broke out of a zone with good moving averages. | ||||
| EXE | Jun 13, 2025 | $116.46 | $94.83 | -18.6% |
| Energy sector looking very good; oil prices popping on the conflict. Already in position, popped this morning. | ||||
| MRCY | Jun 13, 2025 | $52.98 | $80.61 | +52.1% |
| Had a nice pullback, now recovering; probably not too late. Defense electronics. | ||||
| APLD | Jun 13, 2025 | $11.18 | $26.42 | +136.3% |
| Had a breakout, on its second chance phase; like a cold shower, get in, get clean, get out. | ||||
| DINO | Jun 13, 2025 | $39.08 | $107.84 | +175.9% |
| Sideways action broke out, exceeding previous highs; less extended than major oil companies | ||||
| CCJ | Jun 12, 2025 | $66.14 | $96.68 | +46.2% |
| Keeps the gift that keeps on giving; looks very good | ||||
| ARKK | Jun 12, 2025 | $62.02 | $83.58 | +34.8% |
| Did very very well on the last rate cuts; growth stocks they want to hoover up | ||||
| OKLO | Jun 12, 2025 | $64.48 | $36.22 | -43.8% |
| On May 19 buy list, up 128% in the last month; chart predicted the breakout before the Air Force base power contract news | ||||
| ARCH | Jun 12, 2025 | $10.35 | — | — |
| On buy list last week; popping; needs to take out high near ~$14; expects drone sector to do well overall | ||||
| OCGN | Jun 12, 2025 | $1.20 | $1.02 | -15.0% |
| Breakout entry around $0.80; either late at the party or early (could go to ~$1.25) | ||||
| RCAT | Jun 12, 2025 | $8.75 | $7.96 | -9.0% |
| Broke above 50-day MA, took out highs with beautiful volume; in a second chance phase; looks pretty good | ||||
| RMBS | Jun 10, 2025 | $59.70 | $86.97 | +45.7% |
| Develops and licenses high-speed chip interface, memory, and security IP; revenue up 52% YoY, recurring licensing model. | ||||
| QRVO | Jun 10, 2025 | $83.01 | $116.65 | +40.5% |
| Major US semiconductor company specializing in high-performance RF solutions; chart closed above breakout trendline. | ||||
| CAKE | Jun 09, 2025 | $58.84 | $102.70 | +74.5% |
| Bullish setup; bullish on restaurants and hotels sector overall; looks pretty good actually | ||||
| BB | Jun 09, 2025 | $4.21 | $7.67 | +82.2% |
| On buy list this week; broke out above previous day high; worthwhile patterns after tremendous collapse but not a long-term hold | ||||
| DPRO | Jun 09, 2025 | $3.34 | $5.61 | +68.0% |
| Down 97% from all-time highs but surviving in a textbook consolidation breakout pattern; tactical military use and battle-tested. | ||||
| GOGO | Jun 09, 2025 | $11.75 | $2.62 | -77.7% |
| Leader in inflight broadband, indirect beneficiary of drone communication network needs; financially sound with forward PE of 16. | ||||
| UMAC | Jun 09, 2025 | $9.18 | $22.95 | +150.0% |
| Makes drone components rather than full drones, building domestic US supply chain; 10x YoY revenue growth. | ||||
| XAR | Jun 09, 2025 | $200.74 | $245.96 | +22.5% |
| 0.35% expense ratio, 99% US-based holdings, diversified exposure to the aerospace/defense space. | ||||
| ASTS | Jun 08, 2025 | $31.19 | $59.86 | +91.9% |
| Only company that could be an alternative to SpaceX for defense-grade communications; cleared 50-day, 150-day MAs and prior highs | ||||
| BWXT | Jun 08, 2025 | $129.72 | $150.12 | +15.7% |
| Major player in DARPA Draco nuclear thermal rocket program; with Elon's rockets politicized, BWXT will lock in serious funding | ||||
| RDW | Jun 08, 2025 | $18.45 | $10.62 | -42.4% |
| Makes components for BA, Northrop, Blue Origin who will get US government orders simply because they are not Musk-controlled | ||||
| MP | Jun 06, 2025 | $25.70 | $50.51 | +96.5% |
| Rare earth/mineral play, back up to recent highs, nice move up pre-market | ||||
| EGO | Jun 02, 2025 | $21.00 | $43.75 | +108.3% |
| Gold has been good to us; war + trade war + inflation + dollar weakness all bullish for gold | ||||
| HOOD | Jun 02, 2025 | $67.98 | $112.57 | +65.6% |
| Bought on breakout signal, up ~30%; wants close above resistance and previous highs with overnight money before adding | ||||
| ALTA | Jun 02, 2025 | $44.16 | — | — |
| Bought May 13 at $4.12, up 12%; still holding most of the gains from Friday rally | ||||
| ETSY | Jun 02, 2025 | $58.74 | $72.76 | +23.9% |
| Bought ~$50s, up 10-11%; trailing stop strategy, move stop up every 5-10% | ||||
| GRO | Jun 02, 2025 | $1.68 | $2.41 | +43.5% |
| Same gold thesis as EGO; got in at ~$1.60, now ~$1.94, may move stops higher | ||||
| NGD | Jun 02, 2025 | $4.59 | — | — |
| Gold mining stock, same reasoning as SSRM — operational leverage to gold price | ||||
| SSRM | Jun 02, 2025 | $12.68 | $36.24 | +185.8% |
| Gold mining stock, can outperform underlying gold due to operational leverage | ||||
| XYZ | May 30, 2025 | $61.75 | $79.21 | +28.3% |
| bought this week because it broke out of its chart pattern | ||||
| MTPLF | May 28, 2025 | $8.44 | $1.66 | -80.3% |
| Potentially 10x, 20x, maybe even 30x. Lower market cap, cheaper NAV premium, Japanese tax arbitrage, near-zero interest rates. | ||||
| CHWY | May 28, 2025 | $44.15 | $20.44 | -53.7% |
| ACR | May 27, 2025 | $18.27 | $13.56 | -25.8% |
| Moving back into the potential buy zone; nice recovery after breakout and pullback (Catholic forgiveness pattern) | ||||
| NIB | May 27, 2025 | $36.29 | $36.29 | +0.0% |
| On buy list last week; looks pretty good; maybe wait to ~$41 to exit resistance zone | ||||
| CRWD | May 26, 2025 | $113.90 | $206.74 | +81.5% |
| Buy above $460 resistance to ensure breakout, or use options around $395 50-day moving average for high probability of profit. | ||||
| GOOGL | May 22, 2025 | $170.87 | $338.50 | +98.1% |
| Breaking out on big volume, 50-day MA moving up, approaching resistance at 175 | ||||
| DG | May 22, 2025 | $100.64 | $124.58 | +23.8% |
| Defensive stock performing well, up nicely on a down day; 'there's always something making us money' | ||||
| ARQQ | May 21, 2025 | $25.89 | $20.05 | -22.6% |
| Favorite position; cybersecurity software offers 80% gross margins vs 20-45% for hardware; has a 3-year telecom contract. | ||||
| NBIS | May 21, 2025 | $38.92 | $224.55 | +476.9% |
| Looks like it might have another nice run up | ||||
| QSI | May 21, 2025 | $1.48 | $0.74 | -50.0% |
| 25 million share volume indicates institutional money pouring in; staggered entries lower risk; has ~$230M cash and uses Nvidia AI tech. | ||||
| GROY | May 20, 2025 | $1.71 | $3.41 | +99.4% |
| Up 7%, bouncing off 50-day MA four times, healthy pullback pattern for diversification | ||||
| TMUS | May 20, 2025 | $241.21 | $182.33 | -24.4% |
| Needs to move above 50-day MA and recent highs with upward sloping MA on decent volume; tax cut news could trigger breakout | ||||
| ARKW | May 20, 2025 | $119.81 | $155.49 | +29.8% |
| Relatively short-term play, proxy for high-risk exposure | ||||
| GE | May 18, 2025 | $231.78 | $323.66 | +39.6% |
| Clean aerospace/defense play after spinoffs; critical supplier to Boeing; government spending more on defense; nice breakout from May 8th | ||||
| STZ | May 18, 2025 | $195.62 | $122.45 | -37.4% |
| Defensive non-cyclical alcohol business; consumers keep drinking regardless of economy or inflation; consolidating above 50-day MA | ||||
| DE | May 18, 2025 | $531.48 | $675.74 | +27.1% |
| Aggressively moving into automation and self-driving tractors; very strong brand with high switching costs for customers | ||||
| HON | May 18, 2025 | $220.31 | $202.36 | -8.2% |
| Aerospace systems and energy management; strong moat with high physical switching costs; strong balance sheet | ||||
| FICO | May 16, 2025 | $2,201.89 | $985.39 | -55.2% |
| Classic buy pattern; was on buy list ~2 weeks ago, up 8.4% since entry | ||||
| MNST | May 16, 2025 | $62.86 | $43.40 | -31.0% |
| Broke above March 2024 highs, very strong; resilient beverage sector | ||||
| LHX | May 15, 2025 | $226.86 | $245.54 | +8.2% |
| Makes essential sensors and comms systems for missiles/air defense, partners with Palantir; breaking through 150-day MA could spark 20% rally to previous highs | ||||
| RTX | May 15, 2025 | $135.52 | $197.68 | +45.9% |
| Saudis are major Patriot missile defense system operators and will upgrade units/buy more missiles; closed above recent highs and above 50 & 150-day MAs | ||||
| QCOM | May 14, 2025 | $152.98 | $181.97 | +18.9% |
| Popped and gapped up over 50-day MA; signed MOU with Humain for cloud infrastructure and Arabic language LLMs | ||||
| TXN | May 13, 2025 | $188.20 | $268.70 | +42.8% |
| Perhaps the best out of these four. Monstrous gap-up, took out institutional resistance, hanging at ~$187, above 50-day MA. | ||||
| TSM | May 13, 2025 | $193.99 | $433.24 | +123.3% |
| Probably my favorite out of this lot. Three consecutive gap-ups, cleared 50-day MA and multiple resistance levels. | ||||
| ELF | May 13, 2025 | $78.21 | $96.91 | +23.9% |
| Moved above the 50-day moving average and gapped up with a nice candle. Nibble and add as it goes up. | ||||
| NET | May 13, 2025 | $150.36 | $306.53 | +103.9% |
| A clean like buy. Broke out exactly as wanted, gapped up, and had a monstrous move on very good volume. | ||||
| RUM | May 09, 2025 | $9.30 | $7.17 | -22.9% |
| Triggered buy signal on his system, bought at ~854, hell of a green candle | ||||
| CMP | May 09, 2025 | $18.83 | $24.80 | +31.7% |
| Textbook breakout setup, strong earnings beat, management reducing debt and inventory. Currently holding with profits locked in via stop loss. | ||||
| IVA | May 08, 2025 | $3.52 | $4.02 | +14.2% |
| One of the better performers this last week from my picks, textbook | ||||
| UTI | May 08, 2025 | $32.77 | $20.31 | -38.0% |
| Classic textbook breakout; could be a nice winner for the week | ||||
| ZS | May 08, 2025 | $233.15 | $164.54 | -29.4% |
| Textbook breakout; buy point was April 28th, very nice one | ||||
| BA | May 07, 2025 | $185.56 | $210.45 | +13.4% |
| will buy only if the stock pops above recent highs | ||||
| DRS | May 02, 2025 | $42.00 | $36.07 | -14.1% |
| Automated buy order above $38, filled at ~$38.20; on buy list from Sunday/Monday, broke out Thursday | ||||
| GEV | May 01, 2025 | $382.29 | $957.27 | +150.4% |
| Gapping up 2.5%, breaking out of resistance; AI energy demand going to go through the roof | ||||
| BTI | May 01, 2025 | $43.30 | $55.24 | +27.6% |
| Done very, very nicely YTD; defensive tobacco play as part of NVDA rotation thesis | ||||
| DUK | Apr 29, 2025 | $121.70 | $119.42 | -1.9% |
| Modernizing infrastructure; partnership with GE Vernova for advanced US-made gas turbines to meet AI energy demand. | ||||
| SO | Apr 29, 2025 | $91.45 | $87.17 | -4.7% |
| 24th consecutive dividend increase; subsidiary Southern Telecom won largest fiber contract to date connecting data centers for hyperscalers. | ||||
| KOF | Apr 23, 2025 | $97.67 | $110.71 | +13.3% |
| Up 33% since February dip, outperforming most tech; still holding | ||||
| CWT | Apr 18, 2025 | $50.89 | $48.22 | -5.2% |
| Second largest regulated water utility in the US; revenues grew ~30% last year; profit margins picking up; chart shows breakout above consolidation | ||||
| AEM | Apr 15, 2025 | $120.57 | $200.36 | +66.2% |
| Absolute textbook beauty; bounced off 150-day MA, zigzag pattern, massive rally up; wonderful setup | ||||
| KDP | Apr 15, 2025 | $35.39 | $31.39 | -11.3% |
| Looks pretty bullish, nice breakout, need to go a little higher to take out recent highs | ||||
| GOLD | Apr 14, 2025 | $22.75 | $48.22 | +112.0% |
| Prefers miners over the ETF for more opportunity; gold looks pretty strong | ||||
| NOC | Apr 14, 2025 | $535.82 | $518.97 | -3.1% |
| V-bounce off the 50-day MA, broke through resistance zone and previous high, still going strong | ||||
| LMT | Apr 11, 2025 | $474.90 | $524.19 | +10.4% |
| Defense budget is going to get even bigger; Lockheed Martin is going to do well | ||||
| MELI | Apr 08, 2025 | $1,826.11 | $1,897.37 | +3.9% |
| Latin American Amazon; great business | ||||
| MQQQ | Mar 28, 2025 | $115.10 | $226.10 | +96.4% |
| Preferred over QQQ due to lower fees; nibbling on indices when fearful. | ||||
| QQQM | Mar 26, 2025 | $199.42 | $294.39 | +47.6% |
| Cheaper fees for long-term holding; great place for monthly DCA | ||||
| SPLG | Mar 19, 2025 | $66.70 | $80.00 | +19.9% |
| I'm simply buying the S&P… buying the cheapest fund possible kind of makes sense | ||||
| SPGI | Mar 18, 2025 | $463.95 | $410.71 | -11.5% |
| Lower fees (~0.0%) than SPY; better choice for buy-and-hold long-term investors | ||||
| APP | Mar 14, 2025 | $292.89 | $323.96 | +10.6% |
| Bought at $150 and feeling a little unhappy about that | ||||
| MCD | Mar 10, 2025 | $317.25 | $252.53 | -20.4% |
| Called a breakout a day ago, literally the only breakout on Friday, holding up well as consumer stocks remain resilient | ||||
| OKTA | Mar 10, 2025 | $105.19 | $166.50 | +58.3% |
| 13% revenue growth, RPO up 25% YoY to $4.2B, 107% retention rate. Wait for second V up with decent volume. | ||||
| CDNS | Mar 10, 2025 | $233.96 | $289.37 | +23.7% |
| 86% gross margin, 20% ROIC, positive cash conversion cycle; positioned for AI, 5G, automotive growth. For bargain hunters with very long-term horizon. | ||||
| INTU | Mar 10, 2025 | $579.78 | $321.57 | -44.5% |
| 80% gross margin, A profit health, sticky ecosystem (TurboTax, QuickBooks, Credit Karma, Mailchimp) with AI-driven synergies. One-year consolidation makes breakout likely. | ||||
| VO | Mar 09, 2025 | $65.72 | $81.03 | +23.3% |
| Recommended alongside SPY and QQQ as an index fund to buy the dip on. | ||||
| AXON | Mar 05, 2025 | $534.96 | $479.34 | -10.4% |
| Earnings were very good and for the buy the dip crowd with a long time horizon this could be an interesting spot. | ||||
| VXX short | Mar 04, 2025 | $50.59 | $18.07 | +64.3% |
| VXX structurally declines over time — it cannot go up in the long run, physically impossible the way it's structured; selling/shorting over ~3-month period is exceptionally likely to profit | ||||
| VFH | Feb 17, 2025 | $126.48 | $139.68 | +10.4% |
| Breakout in late 2024, classic pullback-and-rally pattern; rates coming down, less bank regulation expected. | ||||
| BBAI | Feb 16, 2025 | $9.02 | $2.87 | -68.2% |
| Secured a gamechanging DoD contract. Waiting for a second chance to buy after missing the initial breakout. | ||||
| TEM | Feb 16, 2025 | $89.44 | $59.01 | -34.0% |
| 30% revenue growth, FDA clearance for AI algorithm, Nancy Pelosi bought it. Nancy rarely misses. | ||||
| MYT | Feb 13, 2025 | $0.56 | — | — |
| Breakout signal at $8; Dutch company owning Mesa; has done very very nicely | ||||
| AFRM | Feb 11, 2025 | $78.02 | $71.44 | -8.4% |
| likes the setup, looks very healthy | ||||
| BX | Feb 11, 2025 | $164.78 | $128.51 | -22.0% |
| up 120%, potentially making a couple grand out of it | ||||
| BBI | Feb 10, 2025 | $0.90 | — | — |
| Called breakout at $5.50-$7.12, now ~$9.50 (~30%+ gain); make sure you got a stop loss on there so your money is protected | ||||
| VOO | Feb 09, 2025 | $552.20 | $702.56 | +27.2% |
| Index funds compound wealth over a long period of time, say 20 years. | ||||
| UBER | Feb 07, 2025 | $74.60 | $71.67 | -3.9% |
| Buyable; above 50-day and 150-day MA, big volume candle yesterday; benefits more than most think from self-driving | ||||
| AMZN | Feb 07, 2025 | $229.15 | $256.78 | +12.1% |
| Amazon offers tremendous growth in cloud and AI and is the presenter’s preferred investment among the group; he would buy above $200 once Bezos stops selling. | ||||
| IBKR | Feb 07, 2025 | $57.78 | $91.37 | +58.1% |
| Flagged as a breakout pick; doing well | ||||
| RL | Feb 07, 2025 | $268.95 | $339.09 | +26.1% |
| One of my favorite clothing companies; breakout doing really really well | ||||
| BAC | Feb 06, 2025 | $47.74 | $62.69 | +31.3% |
| Still in it, still open; wouldn't hold till end of March, only about 20 days left | ||||
| PHM | Feb 06, 2025 | $110.01 | $118.26 | +7.5% |
| Own it; bullish, up 9%, nice breakout, going to explode 2025/2026 | ||||
| SPOT | Feb 05, 2025 | $626.00 | $525.75 | -16.0% |
| Called breakout yesterday, holding up today; volume still elevated; textbook setup, reasonable call | ||||
| KO | Feb 03, 2025 | $63.35 | $88.29 | +39.4% |
| If planning on holding Coca-Cola for 10 or 20 years then yeah buy it; below 150-day MA so wouldn't buy short-term | ||||
| RCL | Jan 31, 2025 | $266.60 | $260.14 | -2.4% |
| Broke out on massive volume, still climbing; bought some, happy with the setup | ||||
| ASML | Jan 29, 2025 | $712.65 | $1,698.30 | +138.3% |
| DeepSeek selloff totally exaggerated; tremendous earnings, 51% gross margins, Goldman sees 56% upside; definitely an opportunity here | ||||
| NOW | Jan 27, 2025 | $228.12 | $132.53 | -41.9% |
| removing it is like removing plumbing from a house, AI agents handle IT/HR at near-zero cost, 80% gross margin | ||||
| PANW | Jan 27, 2025 | $189.30 | $330.65 | +74.7% |
| using AI to police AI, essential as AI agents go rogue, 74% gross margin indicating premium pricing power | ||||
| CSCO | Jan 27, 2025 | $59.08 | $112.13 | +89.8% |
| Owns Cisco personally; could be interesting as a report this week | ||||
| RKLB | Jan 24, 2025 | $30.36 | $62.95 | +107.3% |
| Has a position open; trading near ~$32 resistance, looks like a second breakout opportunity | ||||
| RKT | Jan 24, 2025 | $12.02 | $13.18 | +9.7% |
| Second coming opportunity identified; pre-market at a decent level; recovery looks positive | ||||
| KOPN | Jan 23, 2025 | $1.86 | $4.56 | +145.2% |
| Up ~177% on volume; was $270 in 2022 so long runway; could buy stock or calls but options expensive; contract not confirmed | ||||
| CEG | Jan 23, 2025 | $346.22 | $284.75 | -17.8% |
| Bought at breakout entry, up more than 10%; very nice runner, making money on it | ||||
| ARM | Jan 22, 2025 | $179.93 | $264.79 | +47.2% |
| Rallying on AI data center investment news; beneficiary of Stargate; expects it to follow Nvidia's lead | ||||
| IBIT | Jan 20, 2025 | $59.62 | $43.77 | -26.6% |
| Leveraged on bitcoin via options; actually a lot less risky; biggest Bitcoin ETF, can trade options on it | ||||
| RBLX | Jan 16, 2025 | $65.26 | $45.50 | -30.3% |
| It's starting to take off as expected. | ||||
| ACN | Jan 14, 2025 | $348.99 | $183.90 | -47.3% |
| Consulting firms are going to make a lot of money out of AI; wait for the breakout. | ||||
| AUR | Jan 14, 2025 | $6.41 | $6.43 | +0.3% |
| Trading stock with a target of $7.60, though acknowledged as high risk. | ||||
| PM | Jan 09, 2025 | $121.86 | $191.06 | +56.8% |
| People will always be addicted to stuff; quite unlikely they'll do something stupid | ||||
| FOA | Jan 08, 2025 | $29.40 | $15.26 | -48.1% |
| Bought at $650, will let it breathe; happy with the path either way | ||||
| ADP | Jan 08, 2025 | $291.89 | $268.26 | -8.1% |
| Good business; shareholder. Their data shows jobs market slowing — supports rate cut thesis. | ||||
| GOOG | Jan 07, 2025 | $196.71 | $335.45 | +70.5% |
| we called a momentum buy here at $185... has a lot of chance to party | ||||
| COKE | Jan 06, 2025 | $131.50 | $192.61 | +46.5% |
| Good shareholder yield and a quality place play, though may face a wobble depending on RFK Jr.'s actions | ||||
| ANET | Nov 25, 2024 | $99.93 | $199.59 | +99.7% |
| The upward trend and break above $400 could make Arista a relatively low-cost opportunity, though stronger volume is needed to confirm the breakout. | ||||
| ETN | Nov 25, 2024 | $376.68 | $425.37 | +12.9% |
| Eaton is above prior all-time highs and benefits from AI data-center power demand. | ||||
| TSLA | Nov 13, 2024 | $330.24 | $365.44 | +10.7% |
| Strong uptrend with multiple breakouts and continued upward momentum. | ||||
| JNJ | Nov 13, 2024 | $153.24 | $265.58 | +73.3% |
| He personally owns some J&J but views it as a political and regulatory-risk falling knife, recommending staying away absent a very long horizon. | ||||
| COIN | Nov 08, 2024 | $270.74 | $175.26 | -35.3% |
| Exposure to crypto is a very good idea, and Coinbase is flying with the broader crypto market after a 50-day moving-average bounce. | ||||
| Z | Nov 08, 2024 | $73.89 | $32.50 | -56.0% |
| A high-volume breakout through the 50-day moving average is a classic buy signal, with a prior similar setup producing a large advance. | ||||
| PLTR | Nov 06, 2024 | $55.53 | $167.23 | +201.2% |
| Palantir could be a secret winner because Musk's government-restructuring effort would likely require its software. | ||||
| QQQ | Nov 06, 2024 | $505.58 | $714.88 | +41.4% |
| They bought Nasdaq exposure before the election and expect the pro-business result to drive continued upside. | ||||
| BTC | Oct 30, 2024 | $72,339.54 | $77,331.46 | +6.9% |
| A U.S. strategic Bitcoin investment, friendlier SEC, and regulatory clarity could drive a major rally. | ||||
| XLI | Oct 30, 2024 | $135.39 | $172.37 | +27.3% |
| Industrials should benefit from infrastructure spending, reshoring, construction activity, and either candidate's support for domestic investment. | ||||
| SMLR | Oct 30, 2024 | $32.31 | — | — |
| Semler Scientific provides smaller-cap exposure to the infrastructure and technology side of digital assets. | ||||
| ACHR | Oct 29, 2024 | $3.36 | $5.58 | +66.1% |
| Would buy after a meaningful breakout above prior highs, supported by Stellantis backing, Palantir technology, aircraft development, and manufacturing scale. | ||||
| MSFT | Oct 27, 2024 | $428.15 | $495.63 | +15.8% |
| Strong conviction based on Microsoft’s AI infrastructure and OpenAI partnership; its chart is forming a potential base. | ||||
| AMAT | Oct 27, 2024 | $186.52 | $456.49 | +144.7% |
| Strategic exposure to critical semiconductor-manufacturing equipment alongside ASML and Lam Research. | ||||
| INTC | Oct 27, 2024 | $22.68 | $102.94 | +353.9% |
| A bet on Intel’s AI-chip comeback, supported by substantial U.S. government funding. | ||||
| LRCX | Oct 27, 2024 | $77.68 | $298.22 | +283.9% |
| Strategic exposure to the manufacturing infrastructure needed for AI chips. | ||||
| MNDY | Oct 25, 2024 | $299.61 | $86.84 | -71.0% |
| They called a buy signal at $263 and like it as a long-term play, though they would wait for a short-term pullback. | ||||
| NVDA | Oct 08, 2024 | $132.89 | $218.29 | +64.3% |
| Very bullish on Nvidia’s hardware, continuous innovation, software ecosystem, moat, and dominant share of expected GPU-demand growth; prefers buying after a breakout above $130–$131. | ||||
| MRO | Oct 07, 2024 | $29.09 | $28.55 | -1.9% |
| Positioning a buy just above nearby resistance because it is near the top of its range with limited resistance above. | ||||
| V | Sep 28, 2024 | $275.17 | $370.45 | +34.6% |
| Visa is a brilliant, profitable company expected to remain fine long term despite the DOJ lawsuit. | ||||
| SPY | Sep 27, 2024 | $571.47 | $764.29 | +33.7% |
| The S&P 500 ETF remains above trend lines at an all-time high. | ||||
| IWM | Sep 19, 2024 | $223.97 | $288.89 | +29.0% |
| Might set a buy order around $225 after its 50-day moving-average break and recent AI-indicator buy signal, with a decent chance of performing well. | ||||
| SOFI | Sep 19, 2024 | $8.19 | $17.32 | +111.5% |
| Likely to use options because implied volatility is low; the stock broke above its 50-day moving average and prior high, and the chart looks good. | ||||
| VGT | Sep 13, 2024 | $71.15 | $121.07 | +70.2% |
| Suggests using VGT for diversified technology exposure because its expense ratio is about 0.1%, much lower than many AI ETFs. | ||||
| CRM | Sep 03, 2024 | $248.06 | $247.72 | -0.1% |
| Improving software conditions and the importance of Agentforce AI monetization. | ||||
| JPM | Aug 30, 2024 | $224.80 | $356.23 | +58.5% |
| Currently trading it bullishly because its commercial-real-estate exposure is relatively limited. | ||||
| POET | Aug 29, 2024 | $3.09 | $7.95 | +157.3% |
| Very high-risk, pre-revenue opportunity whose optical-interposer technology could make AI data transmission faster, cheaper, and less energy-intensive; only a very, very, very tiny position. | ||||
| MNKD | Aug 21, 2024 | $5.39 | $3.75 | -30.4% |
| Improving revenue, declining cash burn, and movement toward positive net income, but extremely risky and suitable only for a tiny allocation. | ||||
| EVER | Aug 21, 2024 | $21.12 | $23.98 | +13.5% |
| Strong revenue and profit growth make it a speculative small gamble, but it is not a top pick and should not receive an all-in investment. | ||||
| MARA | Aug 07, 2024 | $15.84 | $11.98 | -24.4% |
| Would call MARA a buy after it recovers above the downward-sloping 50-day moving average with genuine upward momentum. | ||||
| IDXX | Aug 03, 2024 | $468.63 | $504.70 | +7.7% |
| A veterinary-diagnostics leader benefiting from rising pet ownership, specialized products, strong demand, and recurring equipment-replacement revenue. | ||||
| MAR | Aug 03, 2024 | $213.67 | $334.69 | +56.6% |
| Brand recognition, trust, and loyalty-program strength support the moat, while home sharing and luxury travel offer expansion opportunities. | ||||
| SYK | Aug 03, 2024 | $331.56 | $275.56 | -16.9% |
| A compelling long-term hold benefiting from innovative medical technology, an aging population, and investment in robotics and AI-assisted surgery. | ||||
| WAT | Aug 03, 2024 | $345.66 | $408.34 | +18.1% |
| Specialized, high-precision laboratory instruments, technical expertise, reputation, and regulatory barriers create a durable moat. | ||||
| CX | Jul 31, 2024 | $6.42 | $10.69 | +66.5% |
| Crocs is Felix's small-cap top pick because of its incredible growth and adaptability despite its unconventional footwear. | ||||
| PNC | Jul 31, 2024 | $181.10 | $244.24 | +34.9% |
| PNC is Felix's regional-bank top pick, benefiting from growing markets, technology investment, and middle-market commercial lending. | ||||
| CAT | Jul 31, 2024 | $346.20 | $818.57 | +136.4% |
| Caterpillar is Felix's industrials top pick, with global leadership in construction and mining equipment plus infrastructure and autonomous-vehicle exposure. | ||||
| KRE | Jul 31, 2024 | $58.28 | $73.90 | +26.8% |
| Regional-bank exposure could be attractive, though some regional and small banks look particularly dodgy. | ||||
| IWO | Jul 12, 2024 | $275.88 | $367.63 | +33.3% |
| Held as a small-cap/Russell growth trade benefiting from rotation away from mega-cap technology. | ||||
| PFE | Jul 12, 2024 | $28.92 | $27.72 | -4.2% |
| Additional obesity-drug applications could support revenue and margins. | ||||
| XLE | Jul 12, 2024 | $45.26 | $65.14 | +43.9% |
| An open energy trade that performed well during the tech-led selloff. | ||||
| XLF | Jul 09, 2024 | $41.75 | $57.25 | +37.1% |
| Provides broader financial-sector exposure and diversification while benefiting from potentially higher loan demand and lower funding costs. | ||||
| AAPL | Jul 03, 2024 | $221.55 | $332.27 | +50.0% |
| Personally prefers applying the covered-call strategy to Apple because it is less unpredictable; models buying shares and selling one-month $240 calls. | ||||
| CLVT | Jun 30, 2024 | $5.69 | $1.87 | -67.1% |
| Would consider entering near $7 only after a post-earnings decline and a positive smart-indicator signal; the current area is too risky. | ||||
| MDB | Jun 30, 2024 | $249.96 | $362.21 | +44.9% |
| Favors a lower-risk entry just above $300, around $310, after the gap is fully filled and the indicator turns properly green. | ||||
| PINS | Jun 30, 2024 | $44.07 | $19.05 | -56.8% |
| Likes the stock and would maintain the position while the upward trend remains intact, but would avoid holding through earnings because of its volatility. | ||||
| SMAR | Jun 30, 2024 | $44.08 | — | — |
| Would wait for a move above approximately $45, then maybe start to nibble because of its sticky enterprise product and AI productivity potential. | ||||
| MU | Jun 27, 2024 | $132.23 | $975.26 | +637.5% |
| The selloff was probably not justified because earnings and margins were good; an opportunity for traders or long-term nibblers. | ||||
| IGV | Jun 24, 2024 | $83.90 | $101.52 | +21.0% |
| He remains bullish on IGV and says his group has been running trades in it because software has substantially underperformed the broader market. | ||||
| SYM | Jun 24, 2024 | $32.05 | $42.13 | +31.4% |
| If one must invest, he recommends a very small position of about 1% or less, preferably after a support bounce and long-term downtrend breakout. | ||||
| EWW | Jun 20, 2024 | $57.17 | $75.38 | +31.9% |
| The Mexican index has fallen substantially after the election and may be oversold; the setup is reasonable and they would buy it. | ||||
| EW | Jun 19, 2024 | $88.52 | $84.37 | -4.7% |
| Contemplated a bullish put spread near support around $55-$56, expecting a possible bounce toward $58-$59 as the indicator turns bullish. | ||||
| XLY short | Jun 19, 2024 | $90.43 | $112.96 | -24.9% |
| Would consider buying puts or otherwise shorting XLY because weakening real consumer spending, high debt, and delayed rate effects could pressure discretionary stocks. | ||||
| OXY | Jun 18, 2024 | $61.26 | $61.46 | +0.3% |
| Buy and hold for at least a year, nibbling when the stock tanks; Berkshire ownership, dividends, buybacks, limited supply, and ongoing oil demand support it. | ||||
| UNH | Jun 10, 2024 | $495.00 | $379.09 | -23.4% |
| A relatively low-risk entry with competent management, roughly 15% ROIC, 10% long-term profit growth, and a modest valuation, despite regulatory reservations. | ||||
| MKC | Jun 09, 2024 | $68.58 | $51.32 | -25.2% |
| Long-term value holding due to profitable operations, a strong moat, loyal customers, recurring demand, and steady compounding. | ||||
| QLYS | Jun 06, 2024 | $135.12 | $150.28 | +11.2% |
| Highly profitable, subscription-based cybersecurity company with about 11% long-term earnings growth and free cash flow equal to roughly half of revenue. | ||||
| GME short | Jun 05, 2024 | $31.57 | $21.15 | +33.0% |
| DELL | Jun 04, 2024 | $135.76 | $567.29 | +317.9% |
| Could benefit from the AI-driven PC upgrade cycle. | ||||
| HPQ | Jun 04, 2024 | $35.35 | $35.48 | +0.4% |
| Could benefit as PC makers participate in the AI upgrade cycle. | ||||
| RXRX | Jun 03, 2024 | $8.59 | $3.20 | -62.8% |
| Would potentially buy January 2026 $10 call options rather than shares to speculate on pharma AI while limiting capital at risk. | ||||
| NFLX | May 27, 2024 | $64.68 | $77.40 | +19.7% |
| Strong earnings may attract safety flows, making Netflix a preferred big-tech basket holding. | ||||
| CHH | May 25, 2024 | $115.42 | $96.77 | -16.2% |
| Choice Hotels is a boring but exceptionally profitable franchise business with roughly 90% gross margins, recurring cash generation, and reasonable valuation. | ||||
| ODD | May 25, 2024 | $36.68 | $18.28 | -50.2% |
| Oddity's digital-first beauty brands and data-driven model offer strong margins, free cash flow, and approximately 20% profit growth at a reasonable forward multiple. | ||||
| PAYC | May 25, 2024 | $170.68 | $218.91 | +28.3% |
| Paycom provides difficult-to-replace recurring HR software with an 86% gross margin, nearly 30% net margin, and reasonable valuation. | ||||
| BN | May 23, 2024 | $29.47 | $38.22 | +29.7% |
| Diversified real-asset portfolio, profit growth, cash flow, and roughly 13× earnings valuation make Brookfield an undervalued business. | ||||
| MSCI | May 22, 2024 | $503.83 | $554.61 | +10.1% |
| Long-term holding; the temporary UBS–Credit Suisse disruption may offer an opportunity to load up when the stock is depressed. | ||||
| DIA | May 17, 2024 | $399.95 | $525.79 | +31.5% |
| Options are relatively inexpensive, and a further 10-point rise in the Dow could generate a substantial return. | ||||
| CB | May 16, 2024 | $264.88 | $338.25 | +27.7% |
| Speculative one-month $270 call if the open creates an opportunity, with the premium at risk and not an all-in bet. | ||||
| SCHG | May 09, 2024 | $23.21 | $35.16 | +51.5% |
| Optionally add a growth ETF to participate in AI and technology growth; it may outperform the market but is more volatile. | ||||
| AAL | May 08, 2024 | $14.42 | $13.01 | -9.8% |
| A small speculative event-driven position could benefit if BHP improves its takeover offer and the merger proceeds. | ||||
| NVO | May 07, 2024 | $127.29 | $43.07 | -66.2% |
| GLP-1 drugs could gain additional indications if trials support benefits beyond diabetes and obesity. | ||||
| ABNB | May 04, 2024 | $159.71 | $170.19 | +6.6% |
| Airbnb is a brilliant business that passed his screening filters. | ||||
| IPGP | Apr 29, 2024 | $88.58 | $79.99 | -9.7% |
| The earnings miss could create a buy opportunity, but investigate the report and why analysts expect forward P/E to decline. | ||||
| ROL | Apr 29, 2024 | $44.77 | $34.73 | -22.4% |
| Excellent, highly profitable, fast-growing business, but wait for a dip because it trades at about 44× earnings. | ||||
| DBC | Apr 12, 2024 | $23.72 | $33.16 | +39.8% |
| The commodities trade is doing quite nicely and DBC has a chance to go significantly higher. | ||||
| QUAL | Apr 05, 2024 | $162.54 | $220.20 | +35.5% |
| Low-cost quality ETF focused on better businesses that have outperformed the market. | ||||
| SPHQ | Apr 05, 2024 | $59.93 | $84.57 | +41.1% |
| Low-cost quality ETF holding businesses with higher growth, returns, margins, and stronger balance sheets than the S&P 500. | ||||
| VEEV | Apr 04, 2024 | $214.74 | $262.40 | +22.2% |
| Specialized life-sciences cloud software with strong recurring economics, high margins, rising cash flow, and durable niche positioning. | ||||
| KLAC | Apr 04, 2024 | $67.28 | $180.64 | +168.5% |
| Industry-leading semiconductor process-control equipment, high ROIC, consistent cash generation, and exposure to the broader semiconductor boom support the recommendation. | ||||
| FSR short | Mar 28, 2024 | $0.02 | — | — |
| Fisker appears effectively bankrupt, with little value in its assets. | ||||
| XLRE | Mar 27, 2024 | $39.28 | $43.42 | +10.5% |
| Real estate has significantly underperformed since 2016 and may be a low-hanging-fruit value opportunity, though commercial real estate requires a small allocation. | ||||
| AMD | Mar 27, 2024 | $179.59 | $516.13 | +187.4% |
| The decline following the Chinese government server ban may be overdone, while the continuing AI bubble remains supportive. | ||||
| MTD | Mar 18, 2024 | $1,306.17 | $1,293.52 | -1.0% |
| Recent weakness is an opportunity to gobble up a great stock at a lower price; it has tremendous cash flow, strong profitability, loyal customers, and buybacks. | ||||
| COST | Mar 17, 2024 | $725.63 | $904.77 | +24.7% |
| Buy when price properly breaks above the resistance zone, showing buyers have overcome sellers. | ||||
| ORCL | Mar 14, 2024 | $125.53 | $150.28 | +19.7% |
| Cloud, infrastructure, and AI exposure supported by solid cash flow and an approximately 20x valuation. | ||||
| AZN | Mar 14, 2024 | $134.08 | $160.17 | +19.5% |
| Relatively undervalued European growth stock with a large pipeline, strong cash flow, and roughly 16x earnings. | ||||
| EA | Mar 14, 2024 | $135.03 | $209.70 | +55.3% |
| Weak quarter and unusually pessimistic growth forecasts create a potential entry opportunity in a well-run business. | ||||
| SPLK | Mar 14, 2024 | $156.51 | $156.90 | +0.2% |
| Unified security and observability platform with high margins, positive profitability, strong free cash flow, and repeated earnings beats. | ||||
| AXP | Mar 04, 2024 | $218.91 | $324.69 | +48.3% |
| American Express benefits from low-cost customer deposits, a high-quality customer base, valuable cardholder relationships, and potential for margin improvement. | ||||
| LCID | Feb 16, 2024 | $37.10 | $4.22 | -88.6% |
| Just became a buy after breaking above a moving average, the prior day's high, and recent highs. | ||||
| PEP | Feb 12, 2024 | $170.61 | $136.32 | -20.1% |
| Owns Pepsi stock but does not actively trade it because it is not liquid enough for his trading approach. | ||||
| SPQ | Feb 08, 2024 | $27.69 | $25.84 | -6.7% |
| He would own SPQ over the broad S&P 500 because it contains less junk and should be somewhat less volatile. | ||||
| NIO | Jan 16, 2024 | $6.55 | $3.69 | -43.7% |
| Buys it as a small growth position, relying mainly on sales growth because profitability metrics are not yet meaningful. | ||||
| OR.PA | Jan 11, 2024 | $441.50 | $379.85 | -14.0% |
| L’Oréal has resilient execution, high margins, strong ROIC, and consistently rising EPS; nibble after a pullback below its 100-day moving average. | ||||
| MC.PA | Jan 09, 2024 | $680.70 | $415.30 | -39.0% |
| Will buy LVMH only if RSI is below 50, viewing the pullback and strong brands, profitability, and pricing power as attractive. | ||||
| VFS | Jan 03, 2024 | $7.08 | $3.21 | -54.7% |
| Felix has been buying VinFast. | ||||
| FTNT | Jan 01, 2024 | $58.53 | $156.07 | +166.7% |
| Cybersecurity demand, nearly 80% gross margins, strong free cash flow, and a low P/E. | ||||
| MA | Jan 01, 2024 | $426.51 | $569.19 | +33.5% |
| Payment-network duopoly with a 43% net margin, 54% ROIC, and durable growth. | ||||
Closed calls
| Ticker | Called | Entry | Exit | Return |
|---|---|---|---|---|
| IGV | Jun 18, 2026 | $89.09 | $84.77 | -4.8% |
| ORCL | Jun 02, 2026 | $244.58 | $114.26 | -53.3% |
| INTC | Jun 01, 2026 | $109.33 | $36.26 | -66.8% |
| IONQ | May 31, 2026 | $72.07 | $30.25 | -58.0% |
| XLE | Jan 17, 2026 | $47.69 | $44.92 | -5.8% |
| GLD | Jan 11, 2026 | $414.47 | $406.77 | -1.9% |
| JPM | Nov 26, 2025 | $307.64 | $297.72 | -3.2% |
| PLTR | Nov 22, 2025 | $154.85 | $25.82 | -83.3% |
| AMD | Oct 07, 2025 | $211.51 | $141.13 | -33.3% |
| SHOP | Sep 29, 2025 | $149.00 | $79.10 | -46.9% |
| GSOL | Sep 13, 2025 | $22.55 | $15.42 | -31.6% |
| BTC | Sep 08, 2025 | $112,071.43 | $94,686.24 | -15.5% |
| NFLX | Sep 08, 2025 | $124.48 | $57.93 | -53.5% |
| WFRD | Aug 26, 2025 | $61.56 | $78.20 | +27.0% |
| JNJ | Aug 19, 2025 | $177.80 | $226.71 | +27.5% |
| TSLA | Aug 16, 2025 | $330.56 | $239.20 | -27.6% |
| COST | Aug 13, 2025 | $978.85 | $863.57 | -11.8% |
| MA | Aug 13, 2025 | $577.90 | $568.81 | -1.6% |
| UNH | Aug 13, 2025 | $271.81 | $427.18 | +57.2% |
| AAPL | Aug 09, 2025 | $229.35 | $207.49 | -9.5% |
| XBI | Aug 04, 2025 | $86.82 | $96.22 | +10.8% |
| SMH | Aug 04, 2025 | $290.19 | $321.70 | +10.9% |
| HIMS | Jul 26, 2025 | $57.65 | $51.94 | -9.9% |
| ACHR | Jul 18, 2025 | $13.29 | $8.50 | -36.0% |
| MARA | Jul 14, 2025 | $19.21 | $15.11 | -21.3% |
| CLSK | Jul 14, 2025 | $12.60 | $9.59 | -23.9% |
| COIN | Jul 12, 2025 | $387.06 | $257.79 | -33.4% |
| INTC | Jul 12, 2025 | $23.43 | $33.62 | +43.5% |
| CAR | Jul 10, 2025 | $189.19 | $150.29 | -20.6% |
| PLTR | Jun 27, 2025 | $130.74 | $23.84 | -81.8% |
| EL | Jun 20, 2025 | $75.19 | $65.86 | -12.4% |
| TSLA | Jun 20, 2025 | $322.16 | $313.51 | -2.7% |
| OXY | Jun 16, 2025 | $45.33 | $52.18 | +15.1% |
| JOBY | Jun 09, 2025 | $9.23 | $16.82 | +82.2% |
| NVDA | Jun 06, 2025 | $141.72 | $72.66 | -48.7% |
| NVTS | Jun 05, 2025 | $6.05 | $7.30 | +20.7% |
| OPFI | May 27, 2025 | $13.03 | $11.65 | -10.6% |
| RGTI | May 21, 2025 | $10.96 | $10.04 | -8.4% |
| CAT | May 20, 2025 | $349.49 | $416.88 | +19.3% |
| AMD | May 20, 2025 | $113.51 | $159.46 | +40.5% |
| CELH | May 16, 2025 | $39.39 | $43.37 | +10.1% |
| ACHR | May 15, 2025 | $12.19 | $9.99 | -18.1% |
| AVA | May 15, 2025 | $38.36 | $37.43 | -2.4% |
| ZIM | May 13, 2025 | $17.11 | $13.94 | -18.5% |
| NVDA | May 13, 2025 | $129.93 | $194.06 | +49.4% |
| AAPL | May 12, 2025 | $210.79 | $195.27 | -7.4% |
| AMD | May 08, 2025 | $101.70 | $117.72 | +15.8% |
| HOOD | May 01, 2025 | $46.62 | $61.76 | +32.5% |
| GLD | Apr 30, 2025 | $303.77 | $364.38 | +19.9% |
| CVS | Apr 21, 2025 | $65.17 | $61.37 | -5.8% |
| MP | Apr 15, 2025 | $25.07 | $19.60 | -21.8% |
| GME | Apr 15, 2025 | $26.70 | $22.14 | -17.1% |
| CELH | Apr 14, 2025 | $37.34 | $35.24 | -5.6% |
| PLTR | Apr 10, 2025 | $88.59 | $155.74 | +75.8% |
| ACHR | Apr 08, 2025 | $6.40 | $7.12 | +11.2% |
| AMD | Apr 03, 2025 | $93.80 | $93.40 | -0.4% |
| SOFI | Mar 30, 2025 | $11.85 | $7.08 | -40.2% |
| SOFI | Mar 26, 2025 | $13.07 | $12.20 | -6.7% |
| ZIM | Mar 16, 2025 | $18.24 | $13.79 | -24.4% |
| NVDA | Mar 10, 2025 | $106.98 | $110.93 | +3.7% |
| HIMS | Mar 10, 2025 | $34.47 | $53.52 | +55.3% |
| AVGO | Mar 07, 2025 | $194.96 | $137.00 | -29.7% |
| IWM | Mar 04, 2025 | $206.42 | $217.95 | +5.6% |
| NKE | Feb 24, 2025 | $80.28 | $64.63 | -19.5% |
| ARKK | Feb 21, 2025 | $60.20 | $50.02 | -16.9% |
| WMT | Feb 20, 2025 | $97.21 | $103.06 | +6.0% |
| INTC | Feb 19, 2025 | $25.72 | $19.74 | -23.2% |
| HOOD | Feb 18, 2025 | $60.44 | $49.11 | -18.8% |
| NBIS | Feb 18, 2025 | $48.07 | $29.19 | -39.3% |
| GRAB | Feb 18, 2025 | $5.30 | $4.82 | -9.1% |
| ANET | Feb 17, 2025 | $106.87 | $119.59 | +11.9% |
| KMDA | Feb 17, 2025 | $7.79 | $7.00 | -10.1% |
| ACHR | Feb 17, 2025 | $10.35 | $6.81 | -34.2% |
| DKNG | Feb 17, 2025 | $53.49 | $37.67 | -29.6% |
| V | Feb 16, 2025 | $353.81 | $341.38 | -3.5% |
| ACR | Feb 14, 2025 | $18.96 | $20.23 | +6.7% |
| IBM | Feb 05, 2025 | $263.30 | $190.96 | -27.5% |
| Z | Jan 27, 2025 | $81.26 | $62.57 | -23.0% |
| VST | Jan 24, 2025 | $191.11 | $108.49 | -43.2% |
| PLTR | Jan 23, 2025 | $78.98 | $84.68 | +7.2% |
| NVDA | Jan 22, 2025 | $147.07 | $117.30 | -20.2% |
| NFLX | Jan 22, 2025 | $95.40 | $120.92 | +26.8% |
| ORCL | Jan 22, 2025 | $184.22 | $262.61 | +42.5% |
| TEM | Jan 21, 2025 | $47.64 | $51.40 | +7.9% |
| XLF | Jan 19, 2025 | $50.23 | $44.01 | -12.4% |
| MSTR | Jan 15, 2025 | $360.62 | $132.67 | -63.2% |
| SPY | Jan 15, 2025 | $592.78 | $544.51 | -8.1% |
| SOFI | Jan 14, 2025 | $14.50 | $11.18 | -22.9% |
| QQQ | Jan 11, 2025 | $507.19 | $461.04 | -9.1% |
| META | Jan 09, 2025 | $610.72 | $648.35 | +6.2% |
| MSFT | Jan 09, 2025 | $424.56 | $408.39 | -3.8% |
| SOFI | Jan 08, 2025 | $14.55 | $14.15 | -2.8% |
| SMCI | Jan 08, 2025 | $32.61 | $39.68 | +21.7% |
| KMDA | Jan 08, 2025 | $7.32 | $7.79 | +6.4% |
| MU | Jan 07, 2025 | $101.91 | $71.04 | -30.3% |
| IBIT | Jan 06, 2025 | $58.17 | $53.34 | -8.3% |
| NVDA | Jan 06, 2025 | $149.43 | $135.91 | -9.1% |
| PYPL | Jan 06, 2025 | $89.53 | $73.55 | -17.9% |
| TSLA | Jan 06, 2025 | $411.05 | $308.58 | -24.9% |
| V | Dec 24, 2024 | $320.65 | $275.22 | -14.2% |
| SOUN | Dec 13, 2024 | $16.91 | $4.81 | -71.6% |
| TSLA | Nov 20, 2024 | $342.03 | $197.49 | -42.3% |
| COIN | Nov 12, 2024 | $319.13 | $191.74 | -39.9% |
| PLTR | Nov 06, 2024 | $55.53 | $21.87 | -60.6% |
| META | Oct 27, 2024 | $573.25 | $560.68 | -2.2% |
| TSLA | Oct 24, 2024 | $260.48 | $230.17 | -11.6% |
| TSLA | Oct 16, 2024 | $221.33 | $249.85 | +12.9% |
| LLY | Oct 13, 2024 | $932.06 | $909.32 | -2.4% |
| NVDA | Oct 13, 2024 | $134.80 | $126.57 | -6.1% |
| TSLA | Oct 03, 2024 | $240.66 | $248.23 | +3.1% |
| PYPL | Oct 03, 2024 | $77.31 | $53.66 | -30.6% |
| TSLA | Sep 30, 2024 | $261.63 | $250.08 | -4.4% |
| NVDA | Sep 29, 2024 | $121.40 | $124.92 | +2.9% |
| XBI | Sep 27, 2024 | $98.43 | $97.15 | -1.3% |
| TSLA | Sep 23, 2024 | $250.00 | $251.52 | +0.6% |
| XBI | Sep 20, 2024 | $101.61 | $97.75 | -3.8% |
| PYPL | Sep 19, 2024 | $77.57 | $79.30 | +2.2% |
| NVDA | Sep 17, 2024 | $115.59 | $120.89 | +4.6% |
| NVDA | Sep 12, 2024 | $119.14 | $100.45 | -15.7% |
| ADBE | Sep 03, 2024 | $571.04 | $536.87 | -6.0% |
| MS | Aug 30, 2024 | $103.61 | $96.59 | -6.8% |
| IWM | Aug 23, 2024 | $220.38 | $207.90 | -5.7% |
| SPY | Aug 21, 2024 | $560.62 | $556.22 | -0.8% |
| PYPL | Aug 19, 2024 | $69.43 | $63.71 | -8.2% |
| SPY | Aug 15, 2024 | $553.07 | $500.35 | -9.5% |
| SOFI | Aug 13, 2024 | $6.64 | $7.99 | +20.3% |
| IWM | Jul 31, 2024 | $223.86 | $208.92 | -6.7% |
| MSTR | Jul 28, 2024 | $175.27 | $215.86 | +23.2% |
| TSLA | Jul 25, 2024 | $220.25 | $219.57 | -0.3% |
| TSLA | Jul 24, 2024 | $215.99 | $215.99 | +0.0% |
| PYPL | Jul 24, 2024 | $58.07 | $68.89 | +18.6% |
| TSLA | Jul 19, 2024 | $239.20 | $239.20 | +0.0% |
| DJT | Jul 18, 2024 | $37.38 | $31.91 | -14.6% |
| MSFT | Jul 17, 2024 | $443.52 | $424.60 | -4.3% |
| DELL | Jul 08, 2024 | $145.97 | $132.03 | -9.6% |
| TSLA | Jul 08, 2024 | $252.94 | $183.01 | -27.6% |
| COIN | Jul 08, 2024 | $220.56 | $257.79 | +16.9% |
| SMCI | Jun 20, 2024 | $91.76 | $29.11 | -68.3% |
| NVDA | Jun 20, 2024 | $130.78 | $107.21 | -18.0% |
| AAPL | Jun 12, 2024 | $213.07 | $207.15 | -2.8% |
| NVDA | Jun 05, 2024 | $122.44 | $102.83 | -16.0% |
| PLTR | May 14, 2024 | $21.44 | $30.16 | +40.7% |
| JPM | May 11, 2024 | $198.77 | $213.97 | +7.7% |
| SPY | May 09, 2024 | $520.17 | $526.10 | +1.1% |
| PYPL | May 08, 2024 | $63.81 | $69.35 | +8.7% |
| META | Apr 28, 2024 | $443.29 | $563.69 | +27.2% |
| INTC | Apr 26, 2024 | $31.88 | $21.48 | -32.6% |
| META | Apr 25, 2024 | $441.38 | $496.10 | +12.4% |
| META | Apr 25, 2024 | $441.38 | $443.29 | +0.4% |
| PYPL | Mar 27, 2024 | $66.57 | $59.33 | -10.9% |
| SOFI | Mar 06, 2024 | $7.40 | $7.26 | -1.9% |
| PYPL | Feb 26, 2024 | $59.33 | $64.66 | +9.0% |
| IWM short | Feb 16, 2024 | $201.66 | $195.06 | +3.3% |
| PYPL | Feb 08, 2024 | $56.13 | $64.78 | +15.4% |
| IWM | Feb 07, 2024 | $193.22 | $204.60 | +5.9% |
| PLTR | Jan 31, 2024 | $16.09 | $24.04 | +49.4% |
| SPY | Jan 29, 2024 | $491.27 | $533.27 | +8.6% |
| PYPL | Jan 19, 2024 | $65.82 | $58.87 | -10.6% |
| SOFI | Jan 16, 2024 | $7.72 | $9.16 | +18.6% |
| SOFI | Jan 15, 2024 | $7.89 | $7.66 | -2.9% |
| META | Jan 01, 2024 | $353.96 | $494.78 | +39.8% |
| SOFI | Jan 01, 2024 | $9.95 | $7.89 | -20.7% |
Recent calls
buy
KO
He recommends owning businesses with pricing power and calls Coca-Cola a brilliant stock because customers remain loyal and it can raise prices.
2026-09-09
· video
sell
GLD conviction 9/10
He is out of gold ETFs as insurance because investors own a trust claim, cannot normally redeem metal, and the gold backing per share shrinks over time.
2026-09-05
· video
buy
GOLD conviction 8/10
Gold and silver may be a big part of the answer as dollar weaponization, money creation, central-bank buying, and institutional flows threaten cash.
2026-08-26
· video
buy
UBER conviction 8/10
Profitable core business generating substantial cash, while drone delivery and autonomous taxis provide upside he is not paying for.
2026-08-19
· video
buy
ZIM conviction 5/10
Already bought a small position because ZIM holds substantial cash and has generated strong free cash flow; elevated shipping rates could support large dividends.
2026-08-19
· video
buy
GOOGL conviction 8/10
Google is on sale despite AI fears; Search remains strong, Cloud is growing rapidly, and the company has substantial cash generation and reserves.
2026-08-19
· video
buy
INTC conviction 6/10
A speculative turnaround in strategically important domestic chip manufacturing, supported by improving growth, insider buying, and government backing; use a smaller position.
2026-08-19
· video
sell
LCID
Sell at roughly a 10% loss rather than hold through a potential larger decline; rotate into a stronger stock.
2026-08-15
· video
sell
PYPL
Sell when PayPal breaks below the 150-day moving average instead of riding a large decline after a major gain.
2026-08-15
· video
buy
INTC
Rotate from a weakening stock such as Lucid into a relatively stronger performer such as Intel.
2026-08-15
· video
sell
OPFI
His rules sold him out after the position lost money, limiting the loss rather than allowing a major drawdown.
2026-08-15
· video
hold
GOOGL
They explicitly own Google and view it as a safer Tier 1 way to participate in quantum computing.
2026-08-14
· video
buy
XNDU
Tier 3 photonic moonshot; room-temperature operation could be attractive if the technology works and scales, but failure would make it worthless.
2026-08-14
· video
buy
INFQ
Tier 3 neutral-atom lottery ticket with government backing and quantum-sensing revenue, but any position should be very, very, very small.
2026-08-14
· video
buy
RGTI
Would consider owning only above roughly $20 and with a stronger chart setup; remains very risky and early despite improving revenue and margins.
2026-08-14
· video
buy
IONQ
Tier 2 pure play with real revenue, a large backlog, rapid growth, improving cash flow, and substantial commercial business, though still loss-making.
2026-08-14
· video
buy
IBM
Tier 1 picks-and-shovels quantum exposure; generates cash, can manufacture at scale, and is investing heavily in quantum.
2026-08-14
· video
buy
HON
Profitable, diversified industrial company with majority ownership of Quantinuum, giving quantum exposure effectively for free.
2026-08-14
· video
buy
IQLT
Bought it for diversification away from U.S./AI concentration and dollar risk through non-U.S. quality stocks.
2026-08-13
· video
We track this picker's explicit on-camera calls faithfully — we don't endorse or judge them. Marks are hypothetical and exclude fees and taxes. Not financial advice.