Felix & Friends (Goat Academy) track record
Does Felix & Friends (Goat Academy) beat the market? Since Oct 30, 2021 — the span we've tracked their calls over — every explicit on-camera call, 701 positions each priced at that day's close, adds up to +20.6%. Over that exact period the S&P 500 returned +68.2% and the Nasdaq 100 returned +87.9%.
Return · live
+20.6%
≈ +3.8%/yr over 5.0 yrs
same span: S&P +68.2% · Nasdaq +87.9%
Hit rate
57%
Open calls
457
Closed
244
Felix & Friends (Goat Academy)'s book reprices every trading day — this page is already newer than wherever you read about it.
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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 683 priced call(s) opens or closes, and held in between: what following them equal-weight would have done. The book starts at Jan 01, 2020 — 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
Annual returns
The book's return in each calendar year — the whole account as it stood that year, whatever year its positions were opened, marked year-end to year-end (year to date for the current year). These rows chain: compound them and you get the total return above. The index column is the same calendar year's Nasdaq 100 return, identical on every picker's page; Edge is the difference.
| Year | Book return | Nasdaq 100 (QQQ) | Edge | Picks opened | Closed |
|---|---|---|---|---|---|
| 2026 YTD | +14.0% | +18.1% | -4.1% | 64 | 13 |
| 2025 | +23.0% | +20.2% | +2.8% | 281 | 68 |
| 2024 | +16.2% | +24.8% | -8.6% | 177 | 88 |
| 2023 | +31.5% | +53.8% | -22.3% | 90 | 50 |
| 2022 | -36.4% | -33.1% | -3.3% | 75 | 23 |
| 2021 | -11.5% | +26.8% | -38.3% | 14 | 2 |
Same construction as the Growth of 100 chart above, sliced at year boundaries. Price returns, excluding dividends on both sides.
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 (457)
Open calls (457)
| Ticker | Called | Entry | Now | Return |
|---|---|---|---|---|
| GLDM | Oct 21, 2026 | $81.82 | $80.60 | -1.5% |
| Prefer a low-cost gold product that actually holds physical gold; GLDM is cited as a US option with a 0.1% annual fee. | ||||
| IAUM | Oct 21, 2026 | $41.22 | $40.60 | -1.5% |
| Cited as a slightly cheaper low-cost alternative for gaining physical-gold exposure. | ||||
| EOG | Sep 30, 2026 | $139.66 | $160.92 | +15.2% |
| Improving fundamentals, strong revenue and profit growth, fantastic cash flow, good margins, and exposure to American oil production. | ||||
| IQ | Aug 14, 2026 | $1.35 | $0.83 | -38.5% |
| Tier 2 quantum pure play with about $80 million in quarterly revenue, a nearly $500 million backlog, 287% growth, real customers, and improving cash flow, though still loss-making. | ||||
| INFQ | Aug 14, 2026 | $12.86 | $9.63 | -25.1% |
| Highly speculative neutral-atom quantum and sensing candidate; any position should be very, very, very small because most of it could be lost. | ||||
| XNDU | Aug 14, 2026 | $11.53 | $3.21 | -72.2% |
| Speculative photonic quantum moonshot whose systems could operate at room temperature, but the position must be tiny because failure would make the investment terrible. | ||||
| IQLT | Aug 12, 2026 | $51.74 | $50.34 | -2.7% |
| High-quality non-US value stocks are unloved and provide exposure outside the crowded American AI market. | ||||
| USD | Aug 08, 2026 | $93.67 | $82.59 | -11.8% |
| Holding a huge cash position in US dollars because investors generally treat the dollar as a safe haven during crises. | ||||
| ZIM | Aug 04, 2026 | $27.29 | $29.66 | +8.7% |
| The stock trades below asset value, offers potential $35 acquisition upside, and benefits from constrained shipping capacity and freight-rate sensitivity. | ||||
| AME | Jul 18, 2026 | $237.00 | $248.13 | +4.7% |
| Waiting for a breakout above the highs of its large heartbeat pattern to trigger a buy. | ||||
| PGR | Jul 18, 2026 | $207.95 | $225.66 | +8.5% |
| Bought at a heartbeat breakout and continues holding despite an earnings miss because it is consolidating along key support. | ||||
| TMCI | Jul 18, 2026 | $4.30 | $4.83 | +12.3% |
| Bought at a heartbeat breakout after the stock collapsed, bottomed, and formed a tight heartbeat; it is up about 8%. | ||||
| NSC | Jul 17, 2026 | $340.16 | $338.09 | -0.6% |
| NSC has an uncopiable rail moat, improving operating efficiency, and potential upside from the proposed Union Pacific merger. | ||||
| AGX | Jul 12, 2026 | $630.32 | $352.69 | -44.0% |
| Argan builds natural-gas power plants for data centers, with roughly 40% free-cash-flow margins, zero debt, and a $3 billion backlog. | ||||
| CLBT | Jul 12, 2026 | $15.94 | $11.92 | -25.2% |
| Cellebrite’s digital-forensics tools should benefit as AI-generated data makes investigations more complex; it has high gross and free-cash-flow margins. | ||||
| CRDO | Jul 12, 2026 | $257.79 | $173.69 | -32.6% |
| Credo provides high-speed connectivity chips for AI clusters, with revenue tripling and 68% gross margins. | ||||
| EMB | Jul 10, 2026 | $95.99 | $91.79 | -4.4% |
| Dollar-denominated emerging-market debt offers about a 5.8% yield while spreading risk across countries. | ||||
| MUB | Jul 10, 2026 | $107.01 | $103.76 | -3.0% |
| Tax-free municipal bonds provide an alternative income option, yielding about 3% annually for investors seeking after-tax income. | ||||
| USFR | Jul 10, 2026 | $50.41 | $50.38 | -0.1% |
| Floating-rate Treasuries adjust payments automatically when rates rise, avoiding duration and lock-in risk while yielding about 3.8%. | ||||
| VCSH | Jul 10, 2026 | $78.61 | $77.67 | -1.2% |
| Short-term investment-grade corporate bonds provide about 4.4% income with limited price movement and low fees. | ||||
| VTEB | Jul 10, 2026 | $50.34 | $48.67 | -3.3% |
| Tax-exempt municipal bonds offer tax-free income of about 3.5%, particularly useful for high-income investors. | ||||
| LQD | Jul 10, 2026 | $107.46 | $104.07 | -3.1% |
| Investment-grade corporate bonds provide roughly 4.5%–5.2% income as part of a barbell strategy, though with duration risk. | ||||
| HYG | Jul 10, 2026 | $79.71 | $77.59 | -2.7% |
| High-yield corporate bonds offer about a 6.5% yield, but their economic sensitivity makes them a higher-risk staircase level. | ||||
| CVLT | Jun 18, 2026 | $130.03 | $166.46 | +28.0% |
| Cyberattacks are increasing, making Commvault's data-protection services increasingly necessary; institutional accumulation and a turning chart add upside potential. | ||||
| EXFY | Jun 18, 2026 | $1.56 | $2.49 | +59.6% |
| A deeply beaten-down stock with management buybacks, AI integration, a tiny float, and potential for a software-sector short squeeze. | ||||
| AA | Jun 13, 2026 | $68.77 | $40.21 | -41.5% |
| Aluminum is benefiting from AI infrastructure demand, including server racks, cooling systems, and new construction. | ||||
| DESK | Jun 13, 2026 | $41.19 | $37.90 | -8.0% |
| Office REITs are recovering from work-from-home capitulation, with price and volume confirming renewed institutional flows. | ||||
| GL | Jun 13, 2026 | $166.76 | $158.37 | -5.0% |
| Interested if it closes above $157–$158; the insurance stock broke out of a multiyear base and was trading near $166. | ||||
| KIE | Jun 13, 2026 | $58.44 | $62.27 | +6.5% |
| Insurance is breaking out of a long base as money rotates out of crowded technology stocks. | ||||
| OIH | Jun 13, 2026 | $428.17 | $409.10 | -4.5% |
| Oil services are an under-the-radar cyclical outperformer benefiting from sector rotation and confirmed by volume. | ||||
| UHAL | Jun 13, 2026 | $62.38 | $55.15 | -11.6% |
| The trucking and transport stock is emerging from a long base, with a sharp volume increase confirming the breakout. | ||||
| ADPT | Jun 11, 2026 | $18.73 | $28.37 | +51.5% |
| A company forming the same base pattern seen before Tesla, Netflix, Nvidia, and Amazon exploded, with a legitimate shot at 10X by 2030. | ||||
| TENB | Jun 02, 2026 | $30.90 | $48.72 | +57.7% |
| Underpriced cybersecurity demand, insider accumulation, and Tenable's AI-powered Hexa product. | ||||
| DT | Jun 02, 2026 | $44.97 | $62.81 | +39.7% |
| AI observability and operations platform positioned as a toll booth on enterprise AI adoption, with recurring revenue, high margins, and buybacks. | ||||
| BETA | Jun 02, 2026 | $18.56 | $19.98 | +7.7% |
| Electric aviation pure play with FAA fast-track support and a $3.9 billion order book, though highly speculative. | ||||
| CMPS | May 31, 2026 | $13.06 | $12.28 | -6.0% |
| Psilocybin therapy is nearing key clinical milestones for depression and PTSD, creating binary FDA-driven upside in a large market. | ||||
| VYGVF | May 22, 2026 | $0.01 | — | — |
| Voyager's Starlab commercial space-station project, defense revenue, improving cash-flow profile, and potential sector-hype breakout offer upside. | ||||
| OBT | May 22, 2026 | $34.05 | $38.10 | +11.9% |
| Highly speculative microcap supplying mission-critical ruggedized electronics, with asymmetric upside if defense and space orders accelerate. | ||||
| MKSI | May 11, 2026 | $319.71 | $218.24 | -31.7% |
| MKS supplies equipment critical to semiconductor manufacturing and typically performs strongly during the upcycle. | ||||
| GAU | Apr 17, 2026 | $2.59 | $2.11 | -18.5% |
| They got into it last year as a gold-mining position and it rose about 150%. | ||||
| IAG | Apr 17, 2026 | $19.25 | $17.28 | -10.2% |
| They bought it last year as a gold-mining position and it rose substantially. | ||||
| META | Jan 24, 2026 | $658.76 | $612.49 | -7.0% |
| Quality tech companies will still be here, able to raise prices and continue operating; the sector had a poor 2025. | ||||
| EFA | Jan 17, 2026 | $99.53 | $103.68 | +4.2% |
| Developed international markets are cheaper than US stocks, and a weakening dollar provides currency and stock appreciation tailwinds. | ||||
| EWJ | Jan 17, 2026 | $85.48 | $94.99 | +11.1% |
| Japan has strong AI and defense tailwinds and rose 26% last year. | ||||
| IXG | Jan 17, 2026 | $121.94 | $129.14 | +5.9% |
| Global financials, particularly European banks, could benefit as the ECB cuts rates, with government support available if needed. | ||||
| VIG | Jan 17, 2026 | $225.64 | $245.96 | +9.0% |
| Dividend-growth stocks are a conservative option if interest rates come down. | ||||
| VWO | Jan 17, 2026 | $56.00 | $57.02 | +1.8% |
| Emerging markets such as Brazil and India offer diversification and exposure to AI infrastructure growth. | ||||
| CSCO | Jan 15, 2026 | $75.25 | $110.29 | +46.6% |
| Infrastructure and grid-modernization spending should benefit Cisco. | ||||
| J | Jan 15, 2026 | $141.50 | $150.91 | +6.7% |
| Bonus depreciation should support infrastructure investment and the wave-four capital-expenditure boom. | ||||
| MMM | Jan 15, 2026 | $171.10 | $172.80 | +1.0% |
| Bonus depreciation should support business-equipment spending and infrastructure investment. | ||||
| MRK | Jan 15, 2026 | $110.97 | $140.93 | +27.0% |
| Corporate repatriation should bring overseas cash home and benefit Merck. | ||||
| NEE | Jan 15, 2026 | $82.19 | $81.02 | -1.4% |
| Infrastructure and grid-modernization spending should benefit NextEra Energy. | ||||
| TGT | Jan 15, 2026 | $111.13 | $148.96 | +34.0% |
| Retail stocks should benefit from stronger consumer spending after tax refunds. | ||||
| ORCL | Jan 15, 2026 | $189.85 | $144.54 | -23.9% |
| Infrastructure and grid-modernization spending should benefit Oracle. | ||||
| EQR | Jan 15, 2026 | $61.17 | $63.66 | +4.1% |
| Tax refunds may fund down payments, while low interest rates should drive housing demand and REIT performance. | ||||
| GS | Jan 15, 2026 | $975.86 | $925.17 | -5.2% |
| Investment banks should benefit from repatriated cash flowing into M&A. | ||||
| HD | Jan 15, 2026 | $379.16 | $317.56 | -16.2% |
| Home improvement should benefit from discretionary tax-refund spending. | ||||
| SCHW | Jan 15, 2026 | $102.76 | $88.76 | -13.6% |
| Brokerage accounts should surge as 20% of tax refunds are saved or invested. | ||||
| SPG | Jan 15, 2026 | $182.31 | $211.24 | +15.9% |
| Tax refunds may fund down payments, while low interest rates should drive housing demand and REIT performance. | ||||
| V | Jan 15, 2026 | $327.75 | $400.60 | +22.2% |
| Credit card companies should grind through political pressure to cap rates and continue rallying. | ||||
| VYM | Jan 15, 2026 | $148.71 | $163.37 | +9.9% |
| Dividend aristocrats should outperform as repatriated corporate cash flows into dividends. | ||||
| XRT | Jan 15, 2026 | $90.88 | $86.74 | -4.6% |
| Retail sales should spike as tax-refund checks reach consumers. | ||||
| COP | Jan 08, 2026 | $98.72 | $149.06 | +51.0% |
| Has significant heavy-crude experience and is positioned to benefit from increased US production and refining. | ||||
| AEM | Dec 31, 2025 | $169.53 | $183.11 | +8.0% |
| Tier-one low-cost producer and quality operator, profitable even if precious-metals prices pull back. | ||||
| FNV | Dec 31, 2025 | $207.28 | $238.80 | +15.2% |
| Streaming company offering fixed-cost exposure to precious-metals production without direct mining and drilling risk. | ||||
| RGLD | Dec 31, 2025 | $222.29 | $241.95 | +8.8% |
| Streaming company with fixed-cost exposure to precious-metals production and less operational risk than miners. | ||||
| IFNNY | Dec 08, 2025 | $43.75 | $59.96 | +37.0% |
| European leader in motor control and power management, providing essential muscle control for robot movement. | ||||
| SONY | Dec 08, 2025 | $27.55 | $25.22 | -8.5% |
| Its 53% image-sensor share and strong low-light, high-resolution imaging technology fit the vision requirements of robots. | ||||
| AMBA | Dec 08, 2025 | $76.69 | $66.27 | -13.6% |
| Higher-risk, potentially higher-upside company focused on vision processing for AI edge computing. | ||||
| BOTZ | Dec 08, 2025 | $36.89 | $34.03 | -7.8% |
| Broad robotics exposure for investors who prefer an ETF over picking individual stocks; check fees and Nvidia concentration. | ||||
| IRBO | Dec 08, 2025 | $49.58 | — | — |
| Broad robotics exposure for investors who prefer an ETF over picking individual stocks; check fees and Nvidia concentration. | ||||
| ON | Dec 08, 2025 | $56.38 | $75.63 | +34.1% |
| Could benefit from its image sensors for automotive and industrial applications translating directly to robotics. | ||||
| ROBO | Dec 08, 2025 | $70.91 | $78.10 | +10.1% |
| Broad robotics exposure for investors who prefer an ETF over picking individual stocks; check fees and Nvidia concentration. | ||||
| VTI | Dec 03, 2025 | $336.56 | $379.17 | +12.7% |
| High-quality, stable assets that have recovered from every crisis. | ||||
| APH | Nov 28, 2025 | $140.90 | $80.96 | -42.5% |
| Invest in the supply chain enabling Google and other hyperscalers to manufacture custom AI chips. | ||||
| CLS | Nov 28, 2025 | $344.41 | $299.80 | -12.9% |
| Invest in suppliers providing integration and manufacturing support for hyperscalers' custom AI chips. | ||||
| FLEX | Nov 28, 2025 | $59.11 | $93.03 | +57.4% |
| Invest in the supply chain enabling Google and other hyperscalers to produce custom AI chips. | ||||
| JBL | Nov 28, 2025 | $210.71 | $290.93 | +38.1% |
| Invest in the manufacturing and integration supply chain behind custom AI chips. | ||||
| PLD | Nov 26, 2025 | $128.16 | $125.22 | -2.3% |
| An industrial REIT positioned for e-commerce growth; it has taken out October highs and looks more positive after falling from $171 on high rates. | ||||
| MAGS | Nov 25, 2025 | $66.02 | $71.26 | +7.9% |
| They have substantial money in the big-tech ETF and say their risk rules suggest holding it is appropriate. | ||||
| PLTR | Nov 22, 2025 | $154.85 | $196.81 | +27.1% |
| They are still holding despite considering it the most overvalued AI stock; dip buyers and institutions defended the $150 area. | ||||
| RL | Nov 20, 2025 | $326.96 | $389.56 | +19.1% |
| A non-tech diversification play offering safety and security when the market becomes rocky; it was already up 45% year to date. | ||||
| KR | Nov 19, 2025 | $67.41 | $65.02 | -3.5% |
| Currently held in his portfolio. | ||||
| CTKB | Nov 18, 2025 | $5.53 | $6.14 | +11.0% |
| A previous recommendation that rallied 24% in two trading days after his November 14 call. | ||||
| TXG | Nov 10, 2025 | $17.08 | $83.62 | +389.6% |
| Buy/watch after the breakout above its recent high; 10x Genomics leads single-cell genomics, a market growing rapidly. | ||||
| A | Nov 10, 2025 | $146.36 | $181.48 | +24.0% |
| Buy on a breakout above the ~$148 closing-high zone; recurring consumables and AI-driven healthcare demand support the business. | ||||
| DNUT | Nov 10, 2025 | $4.29 | $3.05 | -28.9% |
| Buy as it crosses above moving averages and recent closing highs; the company is bottoming and showing turnaround, profit, and free-cash-flow signs. | ||||
| WMT | Nov 09, 2025 | $102.59 | $118.77 | +15.8% |
| Walmart provides what people need and can survive and thrive regardless of the economy. | ||||
| EQIX | Nov 03, 2025 | $832.84 | $1,007.66 | +21.0% |
| Equinix benefits from recurring data-center revenue, interconnection advantages, and hyperscale AI infrastructure demand. | ||||
| TCMD | Nov 03, 2025 | $15.77 | $23.91 | +51.6% |
| The shift toward at-home care, improving margins, and limited competition support the opportunity as the stock breaks six-month highs. | ||||
| WDC | Nov 03, 2025 | $158.02 | $396.42 | +150.9% |
| Looks like it wants to go higher because Wall Street appears to be buying more; HDD demand, pricing power, and AI data growth support the thesis. | ||||
| PAAS | Oct 25, 2025 | $36.34 | $41.95 | +15.4% |
| Bought the dip around $29; bullish on silver and prefers metals for the long term. | ||||
| UUU | Oct 22, 2025 | $5.02 | $5.29 | +5.4% |
| Bullish on uranium demand as the U.S. and China build nuclear reactors; welcomes the pullback for accumulation. | ||||
| WOLF | Oct 21, 2025 | $30.08 | $26.64 | -11.4% |
| Becoming an AI infrastructure player with significant compute capacity and guaranteed Google income from its 14% stake. | ||||
| UUUU | Oct 21, 2025 | $20.63 | $8.39 | -59.3% |
| The only licensed US uranium mill, with zero debt, cash, low production costs, and a growing rare-earth magnet business. | ||||
| LAC | Oct 20, 2025 | $6.98 | $2.17 | -68.9% |
| The government is investing alongside a $2.3 billion DOE loan, supporting this major North American lithium deposit. | ||||
| SMH | Oct 07, 2025 | $337.05 | $567.67 | +68.4% |
| A more conservative way to participate in semiconductors with less volatility than individual stocks. | ||||
| ORIC | Oct 06, 2025 | $14.41 | $9.30 | -35.5% |
| Zero debt and $283 million in cash provide years of runway, while positive oncology trial data could drive a major move. | ||||
| LAR | Oct 06, 2025 | $4.42 | $4.54 | +2.7% |
| Deep-value lithium play trading at 0.36 times book value, with production growth and falling costs creating asymmetric upside if lithium rebounds. | ||||
| REGN | Oct 06, 2025 | $585.48 | $813.27 | +38.9% |
| Large-cap biotech with diversified drug growth; Dupixent sales are up 23% year over year and gained COPD approval. | ||||
| BITF | Oct 04, 2025 | $3.01 | — | — |
| A textbook rally, healthy consolidation, improving volume, and a new floor after the pullback. | ||||
| FCX | Sep 30, 2025 | $39.22 | $66.60 | +69.8% |
| Commodity producers and miners are positioned as real winners in the commodity super cycle. | ||||
| MRVL | Sep 30, 2025 | $84.07 | $251.65 | +199.3% |
| The recent pullback could be the greatest entry point, supported by a $75 billion contracted custom-chip pipeline, strong growth, and hyperscaler partnerships. | ||||
| NFLX | Sep 30, 2025 | $119.89 | $61.99 | -48.3% |
| About 40% of revenue comes from outside the US, creating a dollar-weakness tailwind. | ||||
| SHOP | Sep 29, 2025 | $149.00 | $168.22 | +12.9% |
| Solid, cash-flow-positive business in a rapidly growing e-commerce market with a wide moat and international growth opportunity; limit it to 5% of a portfolio. | ||||
| AMPY | Sep 25, 2025 | $5.84 | $4.39 | -24.8% |
| Insider buying, 100%+ well returns, a fortress balance sheet, and the $15B energy M&A wave make AMPY an overlooked value play that could at least double. | ||||
| OEF | Sep 25, 2025 | $329.53 | $384.24 | +16.6% |
| Buying OEF to replace the S&P 500 because it retains the strongest 100 companies, removes underperforming stocks, and has outperformed the S&P 500. | ||||
| ICLN | Sep 23, 2025 | $15.19 | $15.75 | +3.7% |
| Renewable-energy ETF beaten down about 60% from its highs, with government subsidies intact and accelerating corporate demand. | ||||
| USO | Sep 23, 2025 | $75.05 | $166.57 | +122.0% |
| BTC | Sep 21, 2025 | $115,306.09 | $79,756.09 | -30.8% |
| Would look at crypto exposure as a hedge against the dollar losing value from inflation. | ||||
| BITB | Sep 20, 2025 | $62.61 | $44.23 | -29.4% |
| They are still in the position and are happy with its stability, low selling volume, and slight daily gains. | ||||
| LEU | Sep 19, 2025 | $294.49 | $111.97 | -62.0% |
| Only U.S. commercial uranium enricher, with a $3.7B backlog, DOE partnership, and a national-security role likely to attract major government investment. | ||||
| NB | Sep 17, 2025 | $5.46 | $3.51 | -35.7% |
| High-grade niobium deposit in Nebraska with Pentagon support and potential government financing, though it remains a high-risk, pre-revenue development project. | ||||
| PTA | Sep 17, 2025 | $20.69 | $17.03 | -17.7% |
| Only US antimony source, with additional gold exposure, fast-tracked permitting, national-security priority status, and Department of Defense funding. | ||||
| MTRN | Sep 17, 2025 | $117.32 | $241.48 | +105.8% |
| Lower-risk, profitable beryllium and alloys leader serving aerospace, defense, semiconductors, energy, data centers, and AI; entry is favored on a high-volume breakout above $115. | ||||
| CRML | Sep 17, 2025 | $6.36 | $7.79 | +22.5% |
| Greenland's Tanbreez project is a massive, low-thorium/uranium rare-earth deposit that could become a long-term supply source for North America and Europe. | ||||
| KLIC | Sep 15, 2025 | $39.16 | $79.44 | +102.9% |
| KLIC is a cash-rich, low-debt semiconductor equipment maker that could double or triple as AI moves into edge devices, after recently beating earnings expectations by 40%. | ||||
| AMKR | Sep 15, 2025 | $25.68 | $42.21 | +64.4% |
| Advanced chip packaging benefits from AI demand, recovering car sales, government support, and a breakout from consolidation. | ||||
| SYNA | Sep 15, 2025 | $70.51 | $118.50 | +68.1% |
| Synaptics is transitioning into a recurring-revenue local AI platform, validated by its Google partnership, though the entry around $72 is a little early. | ||||
| HIVE | Sep 14, 2025 | $3.81 | $2.12 | -44.4% |
| Bought at 317 after a textbook technical breakout with institutional volume, despite having no fundamental view on crypto. | ||||
| XHB | Sep 14, 2025 | $116.16 | $97.97 | -15.7% |
| Money is just starting to flow into homebuilders, with falling interest rates as a catalyst. | ||||
| VSCO | Sep 12, 2025 | $26.44 | — | — |
| Buy above the consolidation highs: the turnaround is gaining traction through inclusive products, beauty and international growth, guidance increases and a high-volume breakout. | ||||
| FBIN | Sep 12, 2025 | $59.28 | $42.13 | -28.9% |
| Buy above $61.85: institutional inflows, improving margins and free cash flow, smart-home and outdoor-living growth, and roughly 50% upside potential. | ||||
| ASND | Sep 12, 2025 | $195.58 | $249.55 | +27.6% |
| Buy near $200 on a pullback or above about $207: approved rare-disease drugs, a deep pipeline, strong revenue growth and favorable biotech catalysts. | ||||
| AU | Sep 12, 2025 | $66.31 | $87.25 | +31.6% |
| Buy for long-term exposure to a bullish gold thesis; the miner has strong production assets, institutional inflows and a high-volume breakout. | ||||
| LE | Sep 12, 2025 | $15.58 | $9.42 | -39.5% |
| Buy above the October 2024 highs: growing B2B uniform sales, expanding margins, buybacks, licensing growth and improving digital operations. | ||||
| MAS | Sep 12, 2025 | $73.63 | $76.05 | +3.3% |
| Buy above $76.35: dominant branded products, pricing power, exceptional ROE, growing profits, dividend growth and strong cash generation. | ||||
| OC | Sep 12, 2025 | $152.28 | $115.95 | -23.9% |
| Buy above about $159: leading energy-efficient building materials business, pricing power and a long consolidation after falling roughly 25% from its highs. | ||||
| WPM | Sep 12, 2025 | $106.63 | $126.57 | +18.7% |
| Streaming company with fixed-cost access to silver production, lower volatility than miners, and less operational risk. | ||||
| BIIB | Sep 10, 2025 | $142.61 | $244.05 | +71.1% |
| Transitioning from a legacy MS company to a diversified neurological powerhouse with Alzheimer’s, ALS, postpartum-depression, and rare-disease catalysts; buy on a breakout above $145. | ||||
| DC | Sep 10, 2025 | $4.57 | $5.65 | +23.6% |
| Long-term bullish on gold miners; prefers entering on a pullback toward the 50-day moving average around $4.00–$4.10. | ||||
| TOL | Sep 06, 2025 | $147.37 | $139.88 | -5.1% |
| Homebuilders could benefit from falling interest rates and improving mortgage affordability, though it is a cyclical trade. | ||||
| COHR | Sep 04, 2025 | $95.62 | $239.59 | +150.6% |
| Good, well-run AI and semiconductor business, but he would buy only after it closes above the 50-day moving average, around $96.50–$97. | ||||
| ADSK | Aug 30, 2025 | $314.70 | $242.38 | -23.0% |
| A sustained move above 320 would make Autodesk worth buying after its strong earnings gap and high-volume breakout attempt. | ||||
| MTA | Aug 27, 2025 | $5.02 | $7.78 | +55.0% |
| Good cash flow, decent profit, reasonable valuation, and a textbook breakout with volume exploding; a pullback could offer another entry. | ||||
| NEM | Aug 27, 2025 | $72.39 | $113.92 | +57.4% |
| World's largest gold miner; a low-cost producer with a strong balance sheet, dividends, and profitability during metal-price pullbacks. | ||||
| SAND | Aug 27, 2025 | $11.01 | — | — |
| Royalty business with good cash flow and profit; broke out of sideways consolidation as volume nearly doubled. | ||||
| BTG | Aug 27, 2025 | $4.06 | $5.12 | +26.1% |
| Bought a small position because of the consolidation pattern and potential breakout; needs more volume. | ||||
| DHI | Aug 20, 2025 | $163.37 | $143.00 | -12.5% |
| Broke above the 50-day moving average after earnings, with little overhead resistance and most holders in the money. | ||||
| BEAM | Aug 18, 2025 | $17.10 | $28.78 | +68.3% |
| Base editing could permanently cure genetic diseases across a large rare-disease market, offering the highest potential return but also the highest risk. | ||||
| GEV | Aug 18, 2025 | $625.02 | $878.03 | +40.5% |
| Power-conversion hardware provider with over $500 million in data-center orders; buy on a break above $660. | ||||
| JMIA | Aug 18, 2025 | $8.03 | $5.68 | -29.3% |
| First-mover advantage in Africa's growing e-commerce market, with an integrated marketplace, payments, and logistics platform and a path to profitability. | ||||
| SMR | Aug 18, 2025 | $34.98 | $5.67 | -83.8% |
| Small modular reactor maker with long-term growth potential; buy on a rebound from roughly $33.50 and a reclaim of the 50-day moving average. | ||||
| VRT | Aug 18, 2025 | $135.69 | $242.94 | +79.0% |
| Provides critical data-center power distribution, cooling, and racks, supported by strong growth and a $7.9 billion backlog; buy above $140-$145 resistance. | ||||
| COST | Aug 13, 2025 | $978.85 | $982.73 | +0.4% |
| Five-star, recession- and inflation-resistant retailer with over 90% renewal rates and most profits coming from membership fees. | ||||
| UNH | Aug 13, 2025 | $271.81 | $407.10 | +49.8% |
| Bought UNH as part of defensive healthcare positioning. | ||||
| CGNX | Aug 13, 2025 | $44.18 | $58.43 | +32.2% |
| A solid long-term robotics and automation play with Apple, Amazon, and EV exposure, strong financials, and a favorable technical setup. | ||||
| ARW | Aug 12, 2025 | $123.40 | $222.95 | +80.7% |
| Bought the stock after a breakout pattern similar to ARK; the position is up about 25%. | ||||
| DAVE | Aug 12, 2025 | $184.64 | $322.69 | +74.8% |
| Would become interested in buying if it crosses back above the 50-day moving average; currently forming support around $180. | ||||
| OSCR | Aug 12, 2025 | $14.98 | $30.48 | +103.5% |
| A breakout above the 50-day moving average and recent resistance, alongside expected rate cuts, could make this a nice entry. | ||||
| ROOT | Aug 12, 2025 | $90.04 | $52.10 | -42.1% |
| Not a buy after the latest earnings disappointment, but could become an entry opportunity after consolidating and reclaiming the 50-day moving average. | ||||
| AAPL | Aug 09, 2025 | $229.35 | $343.83 | +49.9% |
| Bullish after Apple broke above roughly $215 resistance on strong volume, helped by tariff exemptions and U.S. investment promises. | ||||
| BMNR | Aug 08, 2025 | $51.43 | $22.05 | -57.1% |
| Tom Lee's Bitmine is the largest Ethereum treasury company, targeting 5–6% of all ETH and compounding exposure through staking yield. | ||||
| SBET | Aug 08, 2025 | $23.92 | $7.36 | -69.2% |
| SharpLink Gaming combines gaming with Ethereum staking and is favored by crypto investors, though it should clear its 50-day average and $40 resistance. | ||||
| ONDS | Aug 07, 2025 | $3.25 | $6.86 | +111.1% |
| The regulatory change should accelerate growth; wait for the next dip and consider buying. | ||||
| XBI | Aug 04, 2025 | $86.82 | $157.51 | +81.4% |
| Easy ETF exposure to the bullish biotechnology sector. | ||||
| USA | Aug 01, 2025 | $6.43 | $5.98 | -7.0% |
| High-risk, high-reward rare-earth opportunity with higher lows, strong upside volume, low projected costs, and potential US price support. | ||||
| FINX | Jul 31, 2025 | $34.31 | $24.14 | -29.6% |
| Fintech could benefit from rate cuts; the preferred entry is a breakout above approximately $35.60 after FINX cleared its December 2024 highs. | ||||
| BHP | Jul 29, 2025 | $52.71 | $82.22 | +56.0% |
| Likes it cheaper; it is above its 50-day moving average and in a general uptrend, unlike weaker stocks. | ||||
| HIMS | Jul 26, 2025 | $57.65 | $29.32 | -49.1% |
| The picker reversed the prior bearish view after a strong breakout above the 50-day moving average on heavy volume and a successful support retest. | ||||
| CRSP | Jul 21, 2025 | $65.33 | $54.11 | -17.2% |
| High-risk, high-reward breakout setup with a second chance after the gap-up; the picker said to load the boat. | ||||
| LUNR | Jul 21, 2025 | $11.25 | $11.59 | +3.0% |
| Textbook breakout setup with major NASA contracts, about 70% expected revenue growth, $400M cash, no debt, and a path to profitability this year. | ||||
| MTSI | Jul 21, 2025 | $140.58 | $260.92 | +85.6% |
| Smaller semiconductor company with $345M in Chips Act funding, strong earnings growth, expected $1B revenue, and about $500M in cash. | ||||
| RIOT | Jul 19, 2025 | $13.86 | $14.45 | +4.3% |
| A strong setup near a breakout of final resistance, with Bitcoin production growth and bullish crypto momentum. | ||||
| CC | Jul 17, 2025 | $13.67 | $13.36 | -2.3% |
| Wait to buy above 150 to confirm the early-stage setup; it remains somewhat risky for most people. | ||||
| NBIS | Jul 17, 2025 | $53.69 | $182.34 | +239.6% |
| Wait to buy above 55–56 to confirm a breakout through three resistance points, which is generally a good setup. | ||||
| UAL | Jul 17, 2025 | $91.22 | $103.43 | +13.4% |
| The stock is recovering, but they would only want to own it short term because airlines are terrible businesses. | ||||
| BLOK | Jul 16, 2025 | $60.32 | $55.38 | -8.2% |
| Potential buyer only after it breaks above the sideways consolidation and closes near $60. | ||||
| MXL | Jul 16, 2025 | $14.58 | $75.14 | +415.4% |
| Would buy only after a meaningful breakout above the 150-day moving average with confirming volume; basing and recovery could produce a 60–70% run-up. | ||||
| SDRL | Jul 16, 2025 | $27.72 | $52.48 | +89.3% |
| Potential buy if and only if it exceeds approximately $31. | ||||
| HUT | Jul 14, 2025 | $22.12 | $69.46 | +214.0% |
| Turned around after consolidating from its decline; a breakout above roughly $22 would trigger a buy. | ||||
| MLCO | Jul 12, 2025 | $8.70 | $3.73 | -57.1% |
| The picker called it a perfect entry point and said institutions are beginning to notice the stock after a large breakout. | ||||
| EXK | Jul 11, 2025 | $5.84 | $7.97 | +36.5% |
| A reasonably good silver stock with a breakout-based automated entry. | ||||
| KTOS | Jul 09, 2025 | $46.02 | $41.17 | -10.5% |
| The party is just getting started; the preferred entry is slightly above the recent highs after the prior breakout produced a 20% gain. | ||||
| PLUG | Jul 09, 2025 | $1.78 | $1.42 | -20.2% |
| Would buy only if it breaks out of its current pattern, not simply because the stock is cheap. | ||||
| CVX | Jul 04, 2025 | $148.37 | $229.20 | +54.5% |
| Down 21% from its highs and benefiting from reduced clean-energy competition and newly available federal drilling lands; awaiting a breakout. | ||||
| FLR | Jul 04, 2025 | $52.76 | $46.97 | -11.0% |
| Benefits from a potential 46.5% border-wall contract; broke above 150 on strong volume and is consolidating after the bill-news momentum. | ||||
| HII | Jul 04, 2025 | $252.08 | $279.26 | +10.8% |
| Benefits from the $34B naval fleet expansion; clean liftoff and favorable setup, though disappointing volume argues for a smaller position. | ||||
| GD | Jul 04, 2025 | $294.76 | $354.35 | +20.2% |
| Just broke out with a volume surge signaling institutional interest; benefits from naval contracts and private-jet tax deductions. | ||||
| NAK | Jul 04, 2025 | $1.40 | $0.87 | -37.9% |
| Domestic-mining support and its smaller market cap could provide greater percentage upside; a breakout above recent highs near $1.57 is preferred. | ||||
| NU | Jul 04, 2025 | $13.60 | $11.97 | -12.0% |
| Buy if NU breaks through $14; the breakout could put the stock in business. | ||||
| CAE | Jul 03, 2025 | $29.65 | $25.76 | -13.1% |
| Bullish breakout from a long sideways zone, bounced off the 50-day moving average, and volume doubled, signaling institutional buying. | ||||
| KOS | Jul 03, 2025 | $1.98 | $2.76 | +39.4% |
| Uses commercial technology to provide defense capabilities at much lower prices, aligning with the shift toward cheaper autonomous systems. | ||||
| AVAV | Jul 03, 2025 | $246.23 | $125.95 | -48.9% |
| Speculative and very volatile, but the pullback after a major earnings gap may offer a good entry amid growth in low-cost drones and munitions. | ||||
| AEVA | Jul 02, 2025 | $30.88 | $10.69 | -65.4% |
| AEVA was one of Felix's big winners, called by the system; buyers at the call were still up 256%. | ||||
| IONQ | Jul 01, 2025 | $40.10 | $32.43 | -19.1% |
| The picker expects 97% revenue growth and cites major technology and enterprise partnerships; they would nibble here and buy more aggressively above $48.50. | ||||
| CCL | Jul 01, 2025 | $28.64 | $28.06 | -2.0% |
| The setup is textbook and looks good. | ||||
| QUBT | Jul 01, 2025 | $18.64 | $6.91 | -62.9% |
| The picker favors buying the dip with a small position because QUBT's smaller market capitalization offers greater upside and it sells directly to enterprises. | ||||
| NXPI | Jun 30, 2025 | $218.49 | $251.69 | +15.2% |
| Favorable zigzag chart pattern; a breakout above $222-$223 could trigger institutional buying and momentum. | ||||
| STM | Jun 30, 2025 | $30.41 | $48.52 | +59.5% |
| Overly punished stock with precedent for higher prices; the picker likes the zigzag setup and is waiting for a close above the recent $30.50-$31 highs. | ||||
| F | Jun 28, 2025 | $10.80 | $11.95 | +10.7% |
| Would buy for a short-term trade if Ford breaks above the prior-high zone around $10.85. | ||||
| DASH | Jun 26, 2025 | $239.64 | $169.49 | -29.3% |
| Breakout above the $224 buy point; strong consumer demand, improving efficiency, international growth, and rising analyst price targets make it very bullish. | ||||
| HOOD | Jun 26, 2025 | $84.52 | $91.43 | +8.2% |
| On his buy list; the chart setup looks good, institutional call-option buying reaffirms the bullish thesis, and being 3.6% above the ideal entry is acceptable. | ||||
| CELH | Jun 24, 2025 | $45.41 | $27.98 | -38.4% |
| Buy above $38.35 after breaking resistance, bouncing off support, and forming a potential second-chance continuation setup. | ||||
| EL | Jun 23, 2025 | $78.83 | $109.31 | +38.7% |
| The stock is still doing very nicely and has produced a nice breakout. | ||||
| SA | Jun 23, 2025 | $14.56 | $26.70 | +83.4% |
| The stock looks good after a pullback and is breaking out again. | ||||
| ULS | Jun 20, 2025 | $70.61 | $72.40 | +2.5% |
| The breakout was the buy point; buy more if it breaks upward from the new sideways phase. | ||||
| SMCI | Jun 18, 2025 | $44.47 | $35.81 | -19.5% |
| The semiconductor stock has moved sideways while peers advanced, creating potential for a breakout above resistance. | ||||
| STRL | Jun 17, 2025 | $221.36 | $388.87 | +75.7% |
| Bought above recent highs; the stock has since chugged along very nicely and is up about 32%. | ||||
| BBD | Jun 17, 2025 | $3.09 | $2.73 | -11.7% |
| Bought despite a pullback because the setup had a sufficiently generous stop; the position remains up about 26%. | ||||
| ZM | Jun 17, 2025 | $77.90 | $100.26 | +28.7% |
| Bought near the 200-day moving average using a conservative $17.91 limit order rather than chasing at the daily high. | ||||
| IAU | Jun 16, 2025 | $63.80 | $76.57 | +20.0% |
| Gold is expected to reach higher highs as war uncertainty, inflation, and movement away from the dollar support demand. | ||||
| ITA | Jun 16, 2025 | $179.16 | $207.74 | +15.9% |
| Bullish on aerospace and defense; the sector is expected to keep rising as they buy defense stocks. | ||||
| BKR | Jun 16, 2025 | $38.99 | $54.66 | +40.2% |
| Early oilfield-services position that should benefit from increased drilling and oil investment, with 15–20% potential upside depending on oil prices. | ||||
| MPC | Jun 16, 2025 | $166.78 | $440.77 | +164.3% |
| Largest US refiner with a $1 billion order backlog, sold-out 2025 capacity, and 77% of 2026 sold; breakout setup could make it a big winner. | ||||
| MPLX | Jun 16, 2025 | $51.51 | $58.93 | +14.4% |
| Midstream operator positioned to benefit from increased US oil production through higher storage, transport throughput, revenue, and profits. | ||||
| OXY | Jun 16, 2025 | $45.33 | $62.86 | +38.7% |
| US-focused, Buffett-backed producer with revenue up 14%, reduced debt, improved margins, and a high-volume breakout above its 150-day moving average. | ||||
| MRCY | Jun 13, 2025 | $52.98 | $78.58 | +48.3% |
| The breakout-pullback pattern has repeated, and Mercury is attractive at this pullback. | ||||
| APLD | Jun 13, 2025 | $11.18 | $20.39 | +82.4% |
| A breakout stock in its second-chance phase; suggests getting in and getting out rather than holding indefinitely. | ||||
| DINO | Jun 13, 2025 | $39.08 | $111.96 | +186.5% |
| Sideways action broke out above previous highs, and the stock is less extended than major oil companies. | ||||
| CCJ | Jun 12, 2025 | $66.14 | $83.84 | +26.8% |
| It appears on the buy list and keeps delivering; the stock continues to look very good. | ||||
| ARKK | Jun 12, 2025 | $62.02 | $86.12 | +38.9% |
| Added last week because it performed very well during the prior rate-cut cycle and fits the growth stocks he wants to accumulate. | ||||
| OKLO | Jun 12, 2025 | $64.48 | $27.12 | -57.9% |
| It was on the May 19 buy list after the chart identified the breakout; the stock later surged after winning an Air Force base power contract. | ||||
| ARCH | Jun 12, 2025 | $10.35 | — | — |
| It was on the buy list last week and is now popping; they expect the drone sector to perform well if it takes out the high near $14. | ||||
| OCGN | Jun 12, 2025 | $1.20 | $0.78 | -35.0% |
| Entered on the breakout around $0.80; it could be either late to the party or early, with potential to reach about $1.25. | ||||
| EGO | Jun 11, 2025 | $21.03 | $34.46 | +63.9% |
| EGO is doing well alongside the other strong-performing gold stocks. | ||||
| NVO | Jun 11, 2025 | $78.73 | $38.29 | -51.4% |
| NVO is looking to move back into its resistance zone, which Felix described as somewhat promising. | ||||
| QRVO | Jun 10, 2025 | $83.01 | $114.17 | +37.5% |
| Under-the-radar RF semiconductor company with defense exposure and a breakout pattern; the industry’s 29% decline versus the S&P creates a contrarian opportunity. | ||||
| RMBS | Jun 10, 2025 | $59.70 | $91.03 | +52.5% |
| Highly profitable, fast-growing licensing business with recurring revenue; the stock is breaking out of a long sideways range, with entry around $60. | ||||
| BB | Jun 09, 2025 | $4.21 | $9.40 | +123.3% |
| On the buy list this week after breaking above the previous day's high; wants a slightly higher close to confirm. | ||||
| DPRO | Jun 09, 2025 | $3.34 | $3.65 | +9.3% |
| Despite being down 97% from its highs, it is surviving in a textbook consolidation breakout pattern and has tactical military applications. | ||||
| GOGO | Jun 09, 2025 | $11.75 | $2.42 | -79.4% |
| A financially sound leader in inflight broadband that could benefit from demand for certified drone communication and tracking networks. | ||||
| UMAC | Jun 09, 2025 | $9.18 | $17.62 | +91.9% |
| Makes drone components for the domestic U.S. supply chain, with 10x year-over-year revenue growth and a potential rally toward prior December highs. | ||||
| XAR | Jun 09, 2025 | $200.74 | $224.98 | +12.1% |
| A diversified, 99%-U.S.-based aerospace and defense ETF with a 0.35% expense ratio for investors who want broad sector exposure. | ||||
| ASTS | Jun 08, 2025 | $31.19 | $42.30 | +35.6% |
| Potential alternative to SpaceX for defense-grade communications; chart cleared key moving averages and prior highs. | ||||
| RKLB | Jun 08, 2025 | $28.92 | $58.60 | +102.6% |
| Only rocket company he can think of that could replace Falcon; government is aggressively seeking alternatives to SpaceX. | ||||
| BWXT | Jun 08, 2025 | $129.72 | $134.96 | +4.0% |
| Major DARPA Draco participant developing nuclear thermal rocket engines; politicized SpaceX rockets should drive serious funding to BWXT. | ||||
| RDW | Jun 08, 2025 | $18.45 | $9.01 | -51.2% |
| Makes components for Boeing, Northrop Grumman, and Blue Origin, which should receive government orders as non-Musk suppliers. | ||||
| NVTS | Jun 05, 2025 | $6.05 | $9.36 | +54.7% |
| Interested in buying on a breakout above the previous high, around $6.80-$7, as bullish dark-pool activity and Nvidia data-center partnerships support upside. | ||||
| AGEN | Jun 03, 2025 | $5.00 | $7.13 | +42.6% |
| The picker bought the breakout because the chart suggests institutions are starting to buy, supported by an immuno-oncology partnership. | ||||
| AMZN | Jun 02, 2025 | $206.65 | $254.60 | +23.2% |
| Would consider buying again once Amazon moves above $150 and rises roughly another $4. | ||||
| NGD | Jun 02, 2025 | $4.59 | — | — |
| Gold miner that can outperform the underlying metal because of operational leverage. | ||||
| SSRM | Jun 02, 2025 | $12.68 | $29.68 | +134.1% |
| Gold miner that can outperform the underlying metal because of operational leverage. | ||||
| MAX | Jun 02, 2025 | $10.35 | $11.72 | +13.2% |
| Enter on a breakout above the recent high. | ||||
| URA | May 30, 2025 | $32.01 | $36.55 | +14.2% |
| A way to gain uranium exposure; it had a nice breakout and is now pulling back with the market. | ||||
| 3350.T | May 30, 2025 | $1,067.00 | $264.00 | -75.3% |
| Small, risky Bitcoin-leverage play comparable to MSTR, with Japanese investors benefiting from more tax-efficient accounts. | ||||
| MTPLF | May 28, 2025 | $8.44 | $1.69 | -80.0% |
| Buying a small amount as a very risky Bitcoin-treasury play; he believes it has a decent chance of rising. | ||||
| NIB | May 27, 2025 | $36.29 | — | — |
| NIB remains on his buy list and looks good, with a preferred entry near $41 after clearing the resistance zone. | ||||
| ARQQ | May 21, 2025 | $25.89 | $18.47 | -28.7% |
| Favorite position, entered in tiers because its cybersecurity software may benefit from quantum threats and offers much higher gross margins than hardware. | ||||
| QSI | May 21, 2025 | $1.48 | $1.72 | +16.2% |
| Bought at $1.60 and plans to add on closes above roughly $1.78–$1.80 and around $2.10, provided volume remains strong and institutional buying continues. | ||||
| RGTI | May 21, 2025 | $10.96 | $12.40 | +13.1% |
| Buying the breakout pullback because the chart shows a zigzag breakout pattern, decent volume, and price above moving averages; buying in stages reduces risk. | ||||
| CAT | May 20, 2025 | $349.49 | $713.38 | +104.1% |
| Good business positioned to benefit from industrial capex tax cuts; he is willing to start nibbling near $358. | ||||
| ARKW | May 20, 2025 | $119.81 | $156.82 | +30.9% |
| Relatively short-term play for high-risk exposure. | ||||
| GROY | May 20, 2025 | $1.71 | $2.90 | +69.6% |
| Portfolio diversification; it has bounced off the 50-day moving average repeatedly. | ||||
| TMUS | May 20, 2025 | $241.21 | $148.08 | -38.6% |
| Tax-cut news could trigger a breakout above the 50-day moving average and recent highs toward $255. | ||||
| DE | May 18, 2025 | $531.48 | $640.67 | +20.5% |
| Strong brand and customer switching costs, with aggressive moves into automation and self-driving tractors. | ||||
| GE | May 18, 2025 | $231.78 | $301.13 | +29.9% |
| Clean aerospace and defense play after the spinoffs, with Boeing exposure, government defense spending tailwinds, and a recent breakout. | ||||
| HON | May 18, 2025 | $220.31 | $219.26 | -0.5% |
| Good business spanning aerospace systems and energy management, with a strong moat from high physical switching costs and a solid balance sheet. | ||||
| STZ | May 18, 2025 | $195.62 | $129.80 | -33.6% |
| Defensive, non-cyclical alcohol business with strong brands, pricing power, and a slight uptrend above the 50-day moving average. | ||||
| MNST | May 16, 2025 | $62.86 | $45.66 | -27.4% |
| On the buy list after breaking above its March 2024 highs and showing very strong upward momentum. | ||||
| FICO | May 16, 2025 | $2,201.89 | $698.18 | -68.3% |
| Bought it because it showed a classic buy pattern and was on the buy list about two weeks earlier. | ||||
| LHX | May 15, 2025 | $226.86 | $260.61 | +14.9% |
| L3Harris makes essential missile-defense sensors and communications systems, partners with Palantir, and could rally after breaking resistance. | ||||
| RTX | May 15, 2025 | $135.52 | $195.84 | +44.5% |
| Saudi Arabia operates Patriot systems and may upgrade units or buy more missiles amid rising Iranian and Houthi threats. | ||||
| SOFI | May 14, 2025 | $14.03 | $17.14 | +22.2% |
| Strong business and management; the stock closed above the April 29 earnings breakout and the 150-day moving average, with the 50-day moving average trending up. | ||||
| NVDA | May 13, 2025 | $129.93 | $215.38 | +65.8% |
| Bullish setup after breaking the downtrend and 50-day moving average; macro and political developments are very favorable. More conservative entry above about $128. | ||||
| TXN | May 13, 2025 | $188.20 | $309.83 | +64.6% |
| Perhaps the best of the four: a strong gap-up took out institutional resistance, with substantial volume and price holding above the 50-day moving average. | ||||
| ELF | May 13, 2025 | $78.21 | $115.41 | +47.6% |
| Nibble after moving above the 50-day moving average with a gap up; start small and add incrementally because it is early and faces resistance. | ||||
| RUM | May 09, 2025 | $9.30 | $5.78 | -37.9% |
| Bought after his system's buy signal triggered and the stock produced a strong green candle. | ||||
| CMP | May 09, 2025 | $18.83 | $22.93 | +21.8% |
| Textbook corporate turnaround and breakout: strong earnings, debt reduction, lower inventory, and a breakout above key moving averages and resistance. | ||||
| UTI | May 08, 2025 | $32.77 | $22.15 | -32.4% |
| UTI's breakout is a classic textbook setup and could make it a nice winner for the week. | ||||
| IVA | May 08, 2025 | $3.52 | $3.71 | +5.4% |
| IVA is one of his better recent performers and has produced a textbook breakout. | ||||
| DRS | May 02, 2025 | $42.00 | $35.50 | -15.5% |
| Bought around $38.20 after an automated conditional order filled; it was on his buy list and had broken out. | ||||
| DUK | Apr 29, 2025 | $121.70 | $123.57 | +1.5% |
| Infrastructure modernization and its GE Vernova partnership position Duke Energy to benefit from underestimated AI-related energy demand. | ||||
| SO | Apr 29, 2025 | $91.45 | $91.52 | +0.1% |
| A growing dividend and Southern Telecom's hyperscaler fiber contract add AI-related growth to the utility business. | ||||
| GOLD | Apr 25, 2025 | $24.96 | $39.04 | +56.4% |
| Major global gold producer and tier-one low-cost operator. | ||||
| CVS | Apr 21, 2025 | $65.17 | $89.95 | +38.0% |
| Bouncing off the 50-day moving average is a sign of strength, and the dip could be an entry point. | ||||
| CWT | Apr 18, 2025 | $50.89 | $47.15 | -7.3% |
| Regulated water utility with improving margins and a breakout above consolidation. | ||||
| SKE | Apr 18, 2025 | $12.31 | $29.65 | +140.9% |
| Canadian minerals should benefit from US reliance on North American mining amid tariff tensions. | ||||
| KDP | Apr 15, 2025 | $35.39 | $34.93 | -1.3% |
| It is forming a textbook heartbeat pattern and breaking out toward the April highs; buy only if it matches your rules. | ||||
| NOC | Apr 14, 2025 | $535.82 | $552.77 | +3.2% |
| V-bounced off the 50-day moving average, broke resistance and the previous high, and is still going strong. | ||||
| LMT | Apr 11, 2025 | $474.90 | $629.75 | +32.6% |
| He favors American defense companies because defense spending is likely to grow and says Lockheed Martin is going to do well. | ||||
| DG | Apr 07, 2025 | $92.02 | $126.17 | +37.1% |
| A very US-centric business that tends to do well when times are tough; a good candidate for the watchlist. | ||||
| SPLG | Mar 19, 2025 | $66.70 | — | — |
| Buying the S&P 500 through the cheapest fund possible because 10% drawdowns are normal and the market has historically returned about 11.6% annually. | ||||
| APP | Mar 14, 2025 | $292.89 | $259.97 | -11.2% |
| Owns AppLovin shares bought around $150, though he is unhappy about that entry. | ||||
| VO | Mar 09, 2025 | $65.72 | $81.57 | +24.1% |
| Buy the dip on index funds and add money weekly or monthly with a 5–10 year horizon. | ||||
| NET | Mar 05, 2025 | $143.75 | $318.72 | +121.7% |
| Cloudflare is one of the most bullish charts, remaining above its 50-day moving average and having bounced successfully from $141 support. | ||||
| VXX short | Mar 04, 2025 | $50.59 | $17.79 | +64.8% |
| VXX structurally decays and is exceptionally likely to decline over roughly three months. | ||||
| ISRG | Mar 03, 2025 | $566.98 | $444.18 | -21.7% |
| The setup looks better than the others and could be an interesting entry point while trading above the 50-day moving average with decent volume. | ||||
| INTC | Feb 19, 2025 | $25.72 | $95.53 | +271.4% |
| Opened a small position after seeing the hallmarks of a breakout, including a large green bar on significant volume. | ||||
| TEM | Feb 16, 2025 | $89.44 | $76.61 | -14.3% |
| Positive on its AI-powered personalized medicine and genomic testing, 30% revenue growth, FDA clearance, strong momentum, and institutional buying. | ||||
| BBAI | Feb 16, 2025 | $9.02 | $2.46 | -72.7% |
| Waiting for a pullback after the breakout to buy a second entry; the Department of Defense contract could provide stable, recurring revenue in a turnaround story. | ||||
| IBKR | Feb 13, 2025 | $58.71 | $83.54 | +42.3% |
| TradeVision breakout signals appeared at $169 and $28; the position is boring but profitable and now significantly above those levels. | ||||
| MYTE | Feb 13, 2025 | $11.58 | — | — |
| A TradeVision breakout signal appeared at $8 and the position has performed very well. | ||||
| AFRM | Feb 11, 2025 | $78.02 | $73.32 | -6.0% |
| The picker recently bought Affirm and likes its breakout setup, which still looks very healthy. | ||||
| PHM | Feb 06, 2025 | $110.01 | $119.71 | +8.8% |
| Owns the position, is bullish after a nice breakout, and expects the company to explode in 2025/2026. | ||||
| RCL | Jan 31, 2025 | $266.60 | $298.30 | +11.9% |
| A breakout on massive volume, continued upward movement, and a favorable setup supported buying some shares. | ||||
| NOW | Jan 27, 2025 | $228.12 | $150.13 | -34.2% |
| ServiceNow has highly sticky enterprise workflows, 23% growth, 80% gross margins, and AI agents that expand its moat. | ||||
| RKT | Jan 24, 2025 | $12.02 | $11.57 | -3.7% |
| A second-coming opportunity at a decent premarket level with a positive recovery. | ||||
| KOPN | Jan 23, 2025 | $1.86 | $3.90 | +109.7% |
| Could have a long runway after a huge volume-driven move, benefiting as the hardware supplier for the Army headset contract; risky because the award is unconfirmed. | ||||
| XLE | Jan 20, 2025 | $46.98 | $68.45 | +45.7% |
| The easiest ETF exposure to expected energy deregulation and a fossil-fuel production boom. | ||||
| VNQ | Jan 20, 2025 | $89.65 | $91.79 | +2.4% |
| REIT exposure could benefit from potential tax benefits, loopholes, and reduced regulation under Trump. | ||||
| XOP | Jan 20, 2025 | $145.45 | $200.37 | +37.8% |
| Exposure to expected energy deregulation and a fossil-fuel comeback. | ||||
| WBA | Jan 17, 2025 | $12.52 | — | — |
| Classic breakout with a desired entry around the current breakout despite the late entry and overhead resistance. | ||||
| RBLX | Jan 16, 2025 | $65.26 | $53.28 | -18.4% |
| The open Roblox trade is starting to take off as expected. | ||||
| ACN | Jan 14, 2025 | $348.99 | $243.40 | -30.3% |
| Wait for a breakout above the recent high around $372; AI consulting demand could drive growth. | ||||
| AUR | Jan 14, 2025 | $6.41 | $5.09 | -20.6% |
| A high-risk trading stock; wait for a volume-backed breakout rather than treating it as a buy-and-hold investment. | ||||
| IBIT | Jan 07, 2025 | $54.79 | $46.14 | -15.8% |
| Crypto is volatile but exposure is justified by pro-Bitcoin policy signals. | ||||
| COKE | Jan 06, 2025 | $131.50 | $210.32 | +59.9% |
| A quality long-term holding with good shareholder yield, despite possible short-term volatility from health and food policy actions. | ||||
| AXON | Jan 03, 2025 | $601.06 | $423.17 | -29.6% |
| Axon is a phenomenal runner with repeated earnings beats; the picker suggests positioning before earnings, preferably after a confirmed breakout. | ||||
| LRN | Jan 03, 2025 | $107.14 | $80.10 | -25.2% |
| Calls it a weight-and-hold position while it remains above the 50-day moving average; would consider entering on a high-volume breakout above recent highs. | ||||
| RCAT | Jan 02, 2025 | $11.93 | $4.91 | -58.8% |
| Very bullish setup supported by roughly 95% revenue growth and its Palantir partnership, though the company is unprofitable and the stock is highly volatile. | ||||
| TM | Dec 27, 2024 | $199.52 | $194.85 | -2.3% |
| Trade Vision generated a buy signal; Toyota is absolutely flying and has broken out on substantial volume. | ||||
| IBM | Dec 20, 2024 | $223.36 | $253.22 | +13.4% |
| Would rather be buying IBM as the value play versus Nvidia; its volume is stable and the stock has a higher high and higher low. | ||||
| AVGO | Dec 13, 2024 | $224.80 | $351.81 | +56.5% |
| A valid breakout through resistance with rising volume and growth in AI components would be very bullish. | ||||
| OKTA | Dec 10, 2024 | $82.78 | $222.66 | +169.0% |
| Bullish breakout with heavy institutional volume; cybersecurity demand should surge as AI and quantum computing increase hacking risks. | ||||
| SOI | Dec 05, 2024 | $11.52 | — | — |
| Hold SOI until it starts making less money. | ||||
| JEF | Dec 04, 2024 | $77.34 | $47.51 | -38.6% |
| Strong volume and related indicators triggered an entry, while the financial sector and the stock's chart looked strong. | ||||
| ETN | Nov 25, 2024 | $376.68 | $392.88 | +4.3% |
| Eaton is above prior highs and benefits from AI data-center power demand. | ||||
| CLSK | Nov 20, 2024 | $14.00 | $8.58 | -38.7% |
| CleanSpark has lagged Bitcoin by about 100% and could catch up if it confirms a breakout. | ||||
| COIN | Nov 08, 2024 | $270.74 | $162.32 | -40.0% |
| Exposure to crypto is a very good idea, and Coinbase's gap-up and bounce from its 50-day moving average support the setup. | ||||
| PALL | Nov 05, 2024 | $19.74 | $18.53 | -6.1% |
| Open trade following a textbook breakout with gaps and strong volume; consolidation has followed, with risk controlled by a stop-loss. | ||||
| QQQ | Oct 31, 2024 | $483.85 | $725.61 | +50.0% |
| Buying the Nasdaq dip; Felix expects favorable seasonality, renewed buybacks, supportive fund flows, and roughly 4% further upside. | ||||
| XLF | Oct 30, 2024 | $47.13 | $56.13 | +19.1% |
| Financials are expected to outperform as lower rates support credit growth and loan profitability, while deregulation and renewed M&A could add upside. | ||||
| SMLR | Oct 30, 2024 | $32.31 | — | — |
| Semler Scientific provides smaller-company exposure to the infrastructure and technology side of digital assets. | ||||
| AMAT | Oct 27, 2024 | $186.52 | $416.00 | +123.0% |
| Strategic semiconductor-manufacturing equipment exposure alongside ASML and Lam Research. | ||||
| MNDY | Oct 25, 2024 | $299.61 | $97.82 | -67.3% |
| Very much likes it as a long-term play because of 35% revenue growth, 89% gross margins, strong cash flow, and sticky customers. | ||||
| LLY | Oct 13, 2024 | $932.06 | $1,288.30 | +38.2% |
| Buy and benefit from strong weight-loss-drug economics; projected profit growth may justify the high valuation. Prefer a breakout above $950–$960 before loading up. | ||||
| SPY | Oct 12, 2024 | $579.58 | $772.31 | +33.2% |
| The picker pretty much always has a SPY trade open and considers the entry near $559 good while SPY is around $579. | ||||
| MSTR | Oct 12, 2024 | $212.59 | $145.16 | -31.7% |
| MicroStrategy offers liquid, regulated brokerage-account exposure to Bitcoin alongside its enterprise-software business. | ||||
| FOA | Oct 11, 2024 | $10.39 | $10.46 | +0.7% |
| He has the trade on after a breakout that produced a 58% gain in 14 days, using automated risk management. | ||||
| AI | Oct 11, 2024 | $27.24 | $12.33 | -54.7% |
| He identified it as a buy around $172, but now wants a rules-based break to a new high after the heavy-volume selloff before becoming more constructive. | ||||
| XOM | Oct 07, 2024 | $125.37 | $182.02 | +45.2% |
| Called a buy around $124; it was breaking above several prior highs with decent volume and an attractive breakout setup. | ||||
| MRO | Oct 07, 2024 | $29.09 | — | — |
| Potentially worth positioning a buy just above nearby resistance because it is near the top of its range with limited resistance above. | ||||
| HWM | Oct 06, 2024 | $102.03 | $195.19 | +91.3% |
| Trade Vision issued a buy signal and still says to hold it; aerospace demand and lightweight titanium components support the outlook. | ||||
| CEG | Oct 06, 2024 | $285.52 | $258.08 | -9.6% |
| Excited to be invested in the energy opportunity; nuclear power and the Microsoft agreement position Constellation for rising AI-related demand. | ||||
| SPOT | Oct 01, 2024 | $375.40 | $538.40 | +43.4% |
| Spotify has a very strong technical setup and an intact rally, with a break above $383 resistance potentially leading to the next move higher. | ||||
| IWM | Sep 19, 2024 | $223.97 | $281.29 | +25.6% |
| Consider buying on a breakout above the ~$210 neckline; the inverse head-and-shoulders pattern and high short interest could fuel a squeeze. | ||||
| VGT | Sep 13, 2024 | $71.15 | $123.59 | +73.7% |
| VGT provides diversified technology exposure with an expense ratio of about 0.1%, lower than many dedicated AI ETFs. | ||||
| ARM | Sep 06, 2024 | $117.29 | $235.90 | +101.1% |
| Arm designs the ecosystem's chip blueprints and collects high-margin royalties; the stock broke out on huge volume. | ||||
| SOXX | Sep 06, 2024 | $203.93 | $521.94 | +155.9% |
| Buy a diversified semiconductor ETF if you do not want to research and identify the individual winner. | ||||
| CRWD | Sep 03, 2024 | $66.65 | $266.66 | +300.1% |
| Likes CrowdStrike as part of the software and enterprise-technology group. | ||||
| JPM | Aug 30, 2024 | $224.80 | $339.30 | +50.9% |
| Currently trading JPMorgan bullishly because its commercial-real-estate exposure is relatively limited. | ||||
| POET | Aug 29, 2024 | $3.09 | $5.84 | +89.0% |
| A very high-risk, pre-revenue opportunity whose optical-interposer technology could make AI data transmission faster, cheaper, and less energy-intensive; use a very tiny position. | ||||
| MARA | Aug 25, 2024 | $18.69 | $7.35 | -60.7% |
| The crypto space is expected to recover as interest rates fall, with miners such as MARA offering exposure. | ||||
| MNKD | Aug 21, 2024 | $5.39 | $3.43 | -36.4% |
| Revenue is rising, cash burn has fallen, and MannKind recently became profitable, but it warrants only a tiny speculative allocation of about 0.5%–1%. | ||||
| EVER | Aug 21, 2024 | $21.12 | $21.48 | +1.7% |
| EverQuote is a speculative but not-terrible play with strong revenue and profit momentum; it is not the top of the list and should not receive an all-in investment. | ||||
| CX | Jul 31, 2024 | $6.42 | $10.52 | +63.9% |
| Crocs is his small-cap top pick because of its incredible growth and adaptability despite its unconventional footwear. | ||||
| PNC | Jul 31, 2024 | $181.10 | $228.25 | +26.0% |
| PNC is his regional-bank top pick, supported by its presence in growing markets, technology investment, and middle-market commercial lending. | ||||
| BAC | Jul 30, 2024 | $41.28 | $50.85 | +23.2% |
| Bank of America may be an interesting buy near $40; earnings were decent and the selloff may be overdone. | ||||
| BAYRY | Jul 30, 2024 | $7.48 | $12.80 | +71.1% |
| Bayer’s pharmaceutical, agricultural, trade, public-health, and regulatory exposure. | ||||
| ST | Jul 30, 2024 | $38.17 | $40.88 | +7.1% |
| Sensata’s exposure to sensors, defense, electric vehicles, charging infrastructure, and cybersecurity. | ||||
| SPGI | Jul 23, 2024 | $468.84 | $449.33 | -4.2% |
| Sticky customers and a strong moat support the business. | ||||
| PFE | Jul 12, 2024 | $28.92 | $29.45 | +1.8% |
| Additional obesity-drug applications could support Pfizer's revenue and margins. | ||||
| XLI | Jul 09, 2024 | $120.84 | $168.49 | +39.4% |
| Industrials should benefit from infrastructure spending and reshoring regardless of which candidate wins. | ||||
| ZS | Jul 01, 2024 | $198.62 | $255.80 | +28.8% |
| The chart is beginning to break out, with improving profitability, high gross margins, and AI-powered security supporting a new upward phase. | ||||
| DDOG | Jul 01, 2024 | $130.50 | $278.41 | +113.3% |
| Very bullish; strong gross margins, improving profitability and cash flow, AI-enhanced monitoring, and rising volume support an entry after a breakout. | ||||
| CLVT | Jun 30, 2024 | $5.69 | $1.76 | -69.1% |
| Would consider entering around $7 after a post-earnings decline and a positive smart-indicator signal reduces the current falling-knife risk. | ||||
| MDB | Jun 30, 2024 | $249.96 | $393.44 | +57.4% |
| Favors a lower-risk entry just above $300, around $310, after the gap is fully filled and the indicator confirms. | ||||
| SMAR | Jun 30, 2024 | $44.08 | — | — |
| Would wait for a move above approximately $45, then start to nibble because of the sticky enterprise product and AI productivity potential. | ||||
| IWO | Jun 27, 2024 | $263.01 | $356.22 | +35.4% |
| Small-cap growth could be interesting for investors with a longer horizon because it remains well below its 2021 highs, though it requires patience and lower rates. | ||||
| IGV | Jun 24, 2024 | $83.90 | $111.91 | +33.4% |
| Remains bullish and says his group has been running trades in IGV because software has substantially underperformed the broader market. | ||||
| XSW | Jun 24, 2024 | $146.00 | $215.18 | +47.4% |
| Being in quality software is a good idea because falling rates and an AI-software recovery could produce substantial upside. | ||||
| SYM | Jun 24, 2024 | $32.05 | $38.97 | +21.6% |
| Would invest only 1% or less, and only after a bounce from support and breakout of the long-term downtrend. | ||||
| GME | Jun 23, 2024 | $23.93 | $23.33 | -2.5% |
| Keith Gill believed GameStop was seriously undervalued because its customer community, in-store experience, and nostalgia retained value despite the shift to digital gaming. | ||||
| EWW | Jun 20, 2024 | $57.17 | $74.63 | +30.5% |
| The Mexican index ETF has fallen substantially and may be oversold or overdone after the election. | ||||
| EW | Jun 19, 2024 | $88.52 | $91.78 | +3.7% |
| Contemplated a bullish put spread near support around $55–$56, expecting a possible bounce as the indicator turns bullish and volatility benefits the spread. | ||||
| QLYS | Jun 06, 2024 | $135.12 | $223.52 | +65.4% |
| Qualys is a highly profitable subscription cybersecurity company with roughly 11% long-term earnings growth and free cash flow equal to about half of revenue. | ||||
| HPQ | Jun 04, 2024 | $35.35 | $32.45 | -8.2% |
| HP could benefit as PC makers participate in the AI upgrade cycle. | ||||
| RXRX | Jun 03, 2024 | $8.59 | $4.35 | -49.4% |
| Would potentially buy January 2026 $10 call options for a high-risk, two-year pharma-AI speculation rather than owning the stock, which he rejects due to limited cash runway. | ||||
| KO | May 27, 2024 | $62.00 | $91.73 | +48.0% |
| Coca-Cola is defensive because people will still drink it in a recession; he likes the stock and viewed the open as a secondary entry. | ||||
| CHH | May 25, 2024 | $115.42 | $110.02 | -4.7% |
| Its boring hotel-franchise model generates exceptional profitability, recurring cash flow, about 90% gross margins, and 9% profit growth. | ||||
| MCD | May 25, 2024 | $258.11 | $250.50 | -3.0% |
| McDonald's global brand supports strong margins, cash flow, and durable customer demand despite health concerns about its food. | ||||
| ODD | May 25, 2024 | $36.68 | $20.87 | -43.1% |
| Oddity's digital-first beauty brands, high margins, strong free cash flow, and roughly 20% growth make its valuation reasonable. | ||||
| PAYC | May 25, 2024 | $170.68 | $262.79 | +54.0% |
| Its difficult-to-replace cloud HR software has recurring revenue, an 86% gross margin, nearly 30% net margin, and solid long-term growth. | ||||
| BN | May 23, 2024 | $29.47 | $38.49 | +30.6% |
| Brookfield is an undervalued business offering diversification, real-asset exposure, strong profit growth, cash flow, and a reasonable valuation. | ||||
| CB | May 16, 2024 | $264.88 | $355.50 | +34.2% |
| A speculative one-month $270 call targeting $300, entered only if post-open price action creates an opportunity, while avoiding an all-in position because the stock could sell the news. | ||||
| QQQM | May 09, 2024 | $181.48 | $298.71 | +64.6% |
| Optionally add a growth ETF to participate in AI and technology gains, accepting greater volatility. | ||||
| SCHD | May 09, 2024 | $26.39 | $35.09 | +33.0% |
| Add a dividend ETF for approximately 3.8% annual income while continuing to hold the shares. | ||||
| SCHG | May 09, 2024 | $23.21 | $35.62 | +53.5% |
| Optionally add a growth ETF to participate in AI and technology gains, accepting greater volatility. | ||||
| AAL | May 08, 2024 | $14.42 | $12.58 | -12.8% |
| A small speculative event-driven position could benefit if BHP improves its takeover offer and the merger proceeds. | ||||
| ABNB | May 04, 2024 | $159.71 | $166.04 | +4.0% |
| A brilliant business that survived his filters for a reliable buy-and-hold-forever company. | ||||
| IPGP | Apr 29, 2024 | $88.58 | $75.53 | -14.7% |
| The recent earnings miss could create a buy opportunity, but investors should read the report and investigate the expected forward-P/E decline. | ||||
| ROL | Apr 29, 2024 | $44.77 | $33.50 | -25.2% |
| The business is excellent and highly profitable, but Felix would wait for a dip because the stock trades at about 44× earnings. | ||||
| DBC | Apr 09, 2024 | $23.61 | $33.79 | +43.1% |
| An open bullish trade expected to benefit from rate cuts over the next six to nine months. | ||||
| U | Apr 09, 2024 | $27.08 | $39.50 | +45.9% |
| An open bullish, rate-sensitive trade expected to benefit if interest rates fall. | ||||
| QUAL | Apr 05, 2024 | $162.54 | $223.11 | +37.3% |
| A low-cost quality ETF that owns better businesses and has outperformed the market in his comparison. | ||||
| SNPS | Apr 04, 2024 | $567.11 | $481.89 | -15.0% |
| One of only three major chip-design software providers, positioned to benefit from semiconductor investment and AI-related demand. | ||||
| VEEV | Apr 04, 2024 | $214.74 | $317.82 | +48.0% |
| Specialized cloud software for life-sciences companies with strong recurring economics, high margins, rising cash flow, and durable growth. | ||||
| KLAC | Apr 04, 2024 | $67.28 | $158.77 | +136.0% |
| Industry-leading semiconductor process-control equipment supplier with high ROIC, consistent cash generation, and exposure to the semiconductor boom. | ||||
| FSR short | Mar 28, 2024 | $0.02 | — | — |
| Buying puts would have been a good idea because Fisker appears effectively bankrupt and its assets have little value. | ||||
| XLP | Mar 27, 2024 | $76.26 | $86.84 | +13.9% |
| Consumer staples are necessities, have substantially underperformed the market, and appear relatively inexpensive as a defensive sector. | ||||
| XLU | Mar 27, 2024 | $32.60 | $42.49 | +30.3% |
| Utilities remain necessary even in a severe economic downturn, while the sector has collapsed relative to the S&P and may offer a cheaper entry. | ||||
| XLV | Mar 27, 2024 | $147.71 | $179.72 | +21.7% |
| Healthcare has heavily underperformed the S&P 500 and may offer relatively inexpensive defensive exposure after the selloff. | ||||
| XLRE | Mar 27, 2024 | $39.28 | $42.13 | +7.3% |
| Real estate has underperformed since roughly 2016 and may be a low-hanging value opportunity, though commercial real estate remains risky and warrants a small allocation. | ||||
| AZN | Mar 14, 2024 | $134.08 | $169.51 | +26.4% |
| AstraZeneca is an undervalued European growth stock with strong cash flow, an extensive pipeline, and roughly a 16x P/E. | ||||
| EA | Mar 14, 2024 | $135.03 | $209.70 | +55.3% |
| The pessimistic forecast of a major business decline appears excessive, making EA's current valuation an opportunity after a weak quarter. | ||||
| SPLK | Mar 14, 2024 | $156.51 | $156.90 | +0.2% |
| Splunk's unified security and observability platform has high margins, improving profitability, free cash flow, and strong earnings beats. | ||||
| AXP | Mar 04, 2024 | $218.91 | $317.94 | +45.2% |
| Deposit-funded banking improves funding economics; Amex has high-quality customers, strong cardholder relationships, growth potential, and the group's cheapest valuation. | ||||
| CDNS | Mar 04, 2024 | $317.31 | $342.46 | +7.9% |
| Cadence benefits from AI-driven chip-design demand, with roughly 90% gross margins, strong ROIC, profit growth, free cash flow, and repeated beats. | ||||
| PANW | Feb 29, 2024 | $155.27 | $394.49 | +154.1% |
| The post-earnings collapse was probably a good buy opportunity; cybersecurity demand should grow as AI makes hacking easier and businesses become more data-dependent. | ||||
| UBER | Feb 08, 2024 | $71.61 | $65.27 | -8.8% |
| Previously initiated a trade structured to profit if Uber rose, moved sideways, or fell another 10%; he said it worked well. | ||||
| OR.PA | Jan 11, 2024 | $441.50 | $423.65 | -4.0% |
| L'Oréal is a high-quality, resilient business; nibble after a pullback below its 100-day moving average. | ||||
| MC.PA | Jan 09, 2024 | $680.70 | $385.00 | -43.4% |
| The picker will buy only if RSI falls below 50, viewing the pullback and strong brands, pricing power, and profitability as creating potential value. | ||||
| VFS | Jan 03, 2024 | $7.08 | $3.36 | -52.5% |
| The picker has been buying VinFast. | ||||
| FTNT | Jan 01, 2024 | $58.53 | $174.08 | +197.4% |
| Fortinet benefits from strong cybersecurity demand, nearly 80% gross margins, rising earnings, strong cash flow, and a low valuation. | ||||
| ADP | Jan 01, 2024 | $232.97 | $285.37 | +22.5% |
| ADP has a durable HR-data business, strong cash flow and margins, and consistent growth. | ||||
| PEP | Jan 01, 2024 | $169.84 | $132.63 | -21.9% |
| PepsiCo has durable consumer brands, dividend growth, profitability, and consistent earnings growth, supporting a long-term buy-and-hold position. | ||||
| GDX | Dec 28, 2023 | $31.17 | $83.95 | +169.3% |
| Bullish on gold miners because GDX has materially lagged physical gold and could catch up as a safe-haven trade. | ||||
| ETSY | Dec 07, 2023 | $78.97 | $92.35 | +16.9% |
| Etsy is a good business and probably not a bad long-term buy for investors who believe in the company and its product. | ||||
| SPQ | Nov 24, 2023 | $25.75 | — | — |
| Would buy an ETF tracking the S&P 500 Quality Index because it selects roughly 100 higher-quality companies instead of all 500 in SPY. | ||||
| BABA | Nov 15, 2023 | $87.07 | $100.96 | +15.9% |
| A move above the prior peak near $86.50 creates a technical buy signal; resistance is around $88–$89, then approximately $95. | ||||
| IDEX | Nov 15, 2023 | $2.25 | $0.27 | -88.0% |
| The broad everything squeeze turned it into a technical buy after a roughly 5% rise, conditional on holding the day's gains. | ||||
| JD | Nov 15, 2023 | $28.59 | $25.45 | -11.0% |
| A qualified buy after a roughly 9% rise, a break above the 50-day moving average, and a move above the previous peak. | ||||
| EBAY | Nov 03, 2023 | $40.54 | $118.02 | +191.1% |
| Below its 50-day moving average; buy at $41 if very bullish, otherwise at $42. | ||||
| PH | Oct 18, 2023 | $378.98 | $911.92 | +140.6% |
| Exceeding 132 technically constitutes a buy signal; earnings are due October 26. | ||||
| QCOM | Sep 11, 2023 | $110.28 | $182.97 | +65.9% |
| Would probably re-enter around $115 after Qualcomm gets through the moving-average level; positive Apple contract news supports the setup. | ||||
| TTD | Sep 07, 2023 | $84.31 | $12.76 | -84.9% |
| TTD was a bullish position making money even while the overall market was down. | ||||
| GOOG | Sep 06, 2023 | $135.37 | $321.89 | +137.8% |
| Google is part of the core mega-cap group that investors need to own because ETFs direct disproportionate capital to the largest holdings. | ||||
| FL | Aug 25, 2023 | $17.21 | $24.01 | +39.5% |
| The prior bullish setup made money, and repeating the trade around $15–$16 still seems reasonable while the stock holds above its recent low. | ||||
| ELS | Aug 24, 2023 | $67.41 | $57.97 | -14.0% |
| A bearish hold: it is the worst offender in his portfolio due to poor guidance and execution issues, but he still sees it as a long-term value play. | ||||
| MAR | Jul 23, 2023 | $194.90 | $394.40 | +102.4% |
| Buying through the Fundsmith fund as a high-quality stock that is not massively overvalued. | ||||
| GGG | Jul 20, 2023 | $86.88 | $67.16 | -22.7% |
| Would DCA into Graco as a less-discussed business with strong margins, a moat, and pricing power. | ||||
| MKC | Jul 20, 2023 | $87.56 | $46.06 | -47.4% |
| Would DCA into McCormick for its strong margins, moat, and ability to pass through price increases. | ||||
| WAT | Jul 20, 2023 | $279.77 | $476.88 | +70.5% |
| Would DCA into Waters as a high-quality business with strong margins, a moat, and pricing power. | ||||
| QBTS | Jul 19, 2023 | $2.91 | $11.77 | +304.5% |
| A speculative, highly volatile opportunity for excitement, though they have limited knowledge of the company. | ||||
| ROKU | Jul 17, 2023 | $75.84 | $155.33 | +104.8% |
| The chart looked good after breaking above the 50-day moving average and prior February peaks; this is a short-term trade, not a long-term investment. | ||||
| RIVN | Jul 10, 2023 | $25.51 | $11.67 | -54.2% |
| Rivian has been a buy signal since around $16, supported by strong delivery growth and continued production guidance. | ||||
| HAL | Jul 04, 2023 | $33.63 | $35.76 | +6.3% |
| The chart looks good and gives a buy signal after breaking above the 50-day moving average, though it is sensitive to oil and commodity prices. | ||||
| XPEV | Jul 03, 2023 | $13.98 | $9.32 | -33.3% |
| The chart shows a clean bullish gap-up setup, although the move may be short term. | ||||
| ASML | Jun 28, 2023 | $724.19 | $1,662.85 | +129.6% |
| ASML is the only current supplier of high-end lithography equipment needed to make advanced chips and is less exposed to export restrictions. | ||||
| KRE short | Jun 16, 2023 | $43.07 | $72.11 | -67.4% |
| A speculative outlier-risk put could potentially turn roughly $60 into $500–$800 if regional banks revisit the May lows, though the odds are low. | ||||
| MU | May 23, 2023 | $66.01 | $983.23 | +1389.5% |
| Micron is Nvidia's official memory partner, has been stagnant for two years, and appears to be breaking out; a cautious entry could wait near $110. | ||||
| 8001.T | Apr 11, 2023 | $849.40 | $2,321.50 | +173.3% |
| Buy if you see value in Japan; Itochu is well managed, structurally advantaged, buys back shares, and benefits from the cheap yen. | ||||
| 8002.T | Apr 11, 2023 | $1,849.00 | $4,998.00 | +170.3% |
| Buy if you see value in Japan; Marubeni is well managed, structurally advantaged, buys back shares, and benefits from the cheap yen. | ||||
| 8053.T | Apr 11, 2023 | $595.00 | $1,746.00 | +193.4% |
| Buy if you see value in Japan; Sumitomo is well managed, structurally advantaged, buys back shares, and benefits from the cheap yen. | ||||
| 8058.T | Apr 11, 2023 | $1,617.67 | $4,908.00 | +203.4% |
| Buy if you see value in Japan; Mitsubishi is well managed, structurally advantaged, buys back shares, and benefits from the cheap yen. | ||||
| XLY | Apr 07, 2023 | $72.46 | $115.33 | +59.2% |
| It is an open position looking nice and green; he plans to place a 50% closing order and likely start taking profits next week. | ||||
| SYK | Feb 10, 2023 | $264.34 | $304.00 | +15.0% |
| Stryker is among his long-term holdings. | ||||
| PG | Jan 19, 2023 | $142.42 | $158.26 | +11.1% |
| The lower-risk PG trade remains profitable above $136, and Felix says he couldn't be happier with the position. | ||||
| CHWY | Nov 09, 2022 | $31.99 | $20.64 | -35.5% |
| Felix remains long Chewy, one of his only two open positions. | ||||
| MELI | Nov 04, 2022 | $938.57 | $1,673.09 | +78.3% |
| Has a little bit of it; likes improving earnings but wants net profit to be higher. | ||||
| BIDU | Nov 04, 2022 | $85.20 | $79.50 | -6.7% |
| Cautious optional buy on the Chinese-equity rebound, provided it has strong margins, ROE, consistent EPS growth and growing sales. | ||||
| LI | Nov 04, 2022 | $18.31 | $11.39 | -37.8% |
| Cautious optional buy on the Chinese-equity rebound, provided it has strong margins, ROE, consistent EPS growth and growing sales. | ||||
| PDD | Nov 04, 2022 | $61.89 | $77.46 | +25.2% |
| Cautious optional buy on the Chinese-equity rebound, provided it has strong margins, ROE, consistent EPS growth and growing sales. | ||||
| FSLR | Sep 14, 2022 | $135.76 | $176.30 | +29.9% |
| Existing bullish options trade can tolerate substantial downside, with a cited break-even around $124. | ||||
| UPST | Aug 18, 2022 | $31.13 | $24.14 | -22.4% |
| Existing hedged options trade has defined downside and could remain profitable even if Upstart moves materially against the initial view. | ||||
| CRM | Aug 18, 2022 | $187.93 | $242.11 | +28.8% |
| Existing market-neutral hedged trade around $188 can profit if Salesforce falls toward $180 or rises substantially. | ||||
| SNAP | Aug 17, 2022 | $12.09 | $5.96 | -50.7% |
| Has an open, fully hedged options trade and remains profitable even if SNAP rises substantially; expects the stock may decline. | ||||
| BRK.B | Jul 15, 2022 | $278.48 | $540.34 | +94.0% |
| Would buy Berkshire rather than Occidental because he trusts its management and believes they know what they’re doing. | ||||
| LEVI | Jul 07, 2022 | $16.41 | $21.63 | +31.8% |
| Opened a Levi options trade on Monday. | ||||
| MBLY | Jun 28, 2022 | $62.67 | $7.06 | -88.7% |
| If bullish on robo-taxis, invest in Mobileye because autonomous driving and mass Level 4/5 deployment offer major opportunity. | ||||
| NEO | Jun 13, 2022 | $7.20 | $17.99 | +149.9% |
| Felix owns some NEO, but it is only a small position. | ||||
| BA | Jun 07, 2022 | $140.82 | $167.14 | +18.7% |
| The Boeing trade lost money but remains part of his open trades. | ||||
| CF | Jun 07, 2022 | $92.40 | $119.92 | +29.8% |
| CF is listed among his current portfolio holdings and open trades. | ||||
| MTD | May 13, 2022 | $1,255.11 | $1,698.47 | +35.3% |
| They explicitly said they personally own Mettler-Toledo. | ||||
| INTU | Apr 26, 2022 | $421.35 | $328.19 | -22.1% |
| High-margin, free-cash-flow company with improving business fundamentals. | ||||
| IEX | Apr 25, 2022 | $191.71 | $238.54 | +24.4% |
| Favors less-speculative value stocks such as IDEX during market exuberance or downturns. | ||||
| IDXX | Mar 17, 2022 | $527.09 | $562.91 | +6.8% |
| He buys IDEXX every month and will do so again today. | ||||
| TSM | Mar 17, 2022 | $106.49 | $439.51 | +312.7% |
| The trade is near maximum profitability, and he says he is not doing anything at the moment. | ||||
| DD | Mar 16, 2022 | $93.19 | $138.68 | +48.8% |
| They own approximately 500 shares and say they might be making money at the current price after the strong rebound. | ||||
| SPHQ | Mar 03, 2022 | $49.20 | $84.17 | +71.1% |
| Load up more aggressively at depressed prices through a diversified quality-stock ETF. | ||||
| PTON | Feb 08, 2022 | $37.27 | $5.27 | -85.9% |
| CRSR | Jan 25, 2022 | $19.38 | $13.50 | -30.3% |
| Manage volatility by dividing the intended investment by ten and buying one-tenth weekly over roughly two and a half months. | ||||
| PM | Jan 19, 2022 | $101.49 | $202.64 | +99.7% |
| Philip Morris International offers a dividend, brand moat, and regulatory barriers. | ||||
| DIDI | Jan 07, 2022 | $4.50 | — | — |
| They have a teeny-tiny position and view it as risky with little upside except a possible higher-priced delisting. | ||||
| VOO | Jan 06, 2022 | $430.08 | $709.90 | +65.1% |
| A broad index core holding that can provide retirement stability and long-term wealth building. | ||||
| VUG | Jan 06, 2022 | $51.26 | $88.81 | +73.2% |
| A relatively boring core growth holding with exposure to profitable companies such as Microsoft and PayPal. | ||||
Closed calls (244)
Closed calls (244)
| Ticker | Called | Entry | Exit | Return |
|---|---|---|---|---|
| SLV | Jan 17, 2026 | $81.02 | $49.34 | -39.1% |
| VRA | Nov 18, 2025 | $2.88 | $2.47 | -14.2% |
| AMD | Oct 07, 2025 | $211.51 | $214.99 | +1.6% |
| GSOL | Sep 13, 2025 | $22.55 | $15.42 | -31.6% |
| WFRD | Aug 26, 2025 | $61.56 | $78.20 | +27.0% |
| TSLA | Aug 18, 2025 | $335.16 | $313.03 | -6.6% |
| VKTX | Aug 04, 2025 | $33.98 | $24.36 | -28.3% |
| AVA | Jul 23, 2025 | $37.33 | $36.96 | -1.0% |
| UROY | Jul 21, 2025 | $2.69 | $4.28 | +59.1% |
| AAPL | Jul 04, 2025 | $213.55 | $202.38 | -5.2% |
| UUUU | Jun 17, 2025 | $5.88 | $16.52 | +180.9% |
| SMH | Jun 10, 2025 | $262.07 | $321.70 | +22.8% |
| ACHR | Jun 09, 2025 | $11.26 | $9.99 | -11.3% |
| JOBY | Jun 09, 2025 | $9.23 | $16.82 | +82.2% |
| MP | Jun 06, 2025 | $25.70 | $63.44 | +146.8% |
| GLD | Jun 02, 2025 | $311.67 | $406.77 | +30.5% |
| CAR | May 30, 2025 | $121.79 | $150.29 | +23.4% |
| OPFI | May 27, 2025 | $13.03 | $11.65 | -10.6% |
| CELH | May 16, 2025 | $39.39 | $43.49 | +10.4% |
| TSLA | May 12, 2025 | $318.38 | $313.51 | -1.5% |
| AMD | May 09, 2025 | $102.84 | $159.46 | +55.1% |
| HOOD | May 08, 2025 | $54.07 | $61.76 | +14.2% |
| AMD | May 08, 2025 | $101.70 | $102.84 | +1.1% |
| HOOD | May 01, 2025 | $46.62 | $48.05 | +3.1% |
| PLTR | Apr 29, 2025 | $116.08 | $155.74 | +34.2% |
| PLTR | Apr 23, 2025 | $100.82 | $112.78 | +11.9% |
| CELH | Apr 14, 2025 | $37.34 | $27.99 | -25.0% |
| ACHR | Apr 08, 2025 | $6.40 | $9.64 | +50.6% |
| AMD | Apr 03, 2025 | $93.80 | $87.50 | -6.7% |
| CASH | Apr 03, 2025 | $69.69 | $81.99 | +17.6% |
| NVDA | Mar 31, 2025 | $108.38 | $110.93 | +2.4% |
| SOFI | Mar 26, 2025 | $13.07 | $12.20 | -6.7% |
| GRAB | Feb 18, 2025 | $5.30 | $4.82 | -9.1% |
| NBIS | Feb 18, 2025 | $48.07 | $29.19 | -39.3% |
| ARKK | Feb 18, 2025 | $66.48 | $50.02 | -24.8% |
| KMDA | Feb 17, 2025 | $7.79 | $7.00 | -10.1% |
| ZIM | Feb 11, 2025 | $20.79 | $13.94 | -33.0% |
| TSLA | Feb 06, 2025 | $374.32 | $239.43 | -36.0% |
| PLTR | Jan 23, 2025 | $78.98 | $84.68 | +7.2% |
| NVDA | Jan 22, 2025 | $147.07 | $113.76 | -22.6% |
| TEM | Jan 21, 2025 | $47.64 | $68.36 | +43.5% |
| SOFI | Jan 16, 2025 | $16.30 | $11.18 | -31.4% |
| KMDA | Jan 08, 2025 | $7.32 | $7.79 | +6.4% |
| SMCI | Jan 08, 2025 | $32.61 | $51.61 | +58.3% |
| NVDA | Dec 20, 2024 | $134.70 | $135.91 | +0.9% |
| META | Dec 04, 2024 | $613.78 | $648.35 | +5.6% |
| PYPL | Nov 20, 2024 | $84.74 | $76.27 | -10.0% |
| Z | Nov 08, 2024 | $73.89 | $62.57 | -15.3% |
| TSLA | Nov 04, 2024 | $242.84 | $404.60 | +66.6% |
| ACHR | Oct 29, 2024 | $3.36 | $6.81 | +102.7% |
| META | Oct 27, 2024 | $573.25 | $560.68 | -2.2% |
| MSFT | Oct 27, 2024 | $428.15 | $397.90 | -7.1% |
| LRCX | Oct 27, 2024 | $77.68 | $63.76 | -17.9% |
| TSLA | Oct 11, 2024 | $217.80 | $249.85 | +14.7% |
| HOOD | Oct 08, 2024 | $25.61 | $49.11 | +91.8% |
| VST | Oct 06, 2024 | $138.41 | $108.49 | -21.6% |
| V | Sep 28, 2024 | $275.17 | $341.38 | +24.1% |
| MSFT | Sep 23, 2024 | $433.51 | $424.60 | -2.1% |
| XBI | Sep 20, 2024 | $101.61 | $98.09 | -3.5% |
| PYPL | Sep 19, 2024 | $77.57 | $79.30 | +2.2% |
| SOFI | Sep 19, 2024 | $8.19 | $14.15 | +72.8% |
| PLTR | Sep 09, 2024 | $34.60 | $67.26 | +94.4% |
| TSLA | Sep 06, 2024 | $210.73 | $250.08 | +18.7% |
| NVDA | Sep 06, 2024 | $102.83 | $132.00 | +28.4% |
| ADBE | Sep 03, 2024 | $571.04 | $536.87 | -6.0% |
| DELL | Sep 03, 2024 | $110.77 | $122.15 | +10.3% |
| MS | Aug 30, 2024 | $103.61 | $96.59 | -6.8% |
| IWM | Aug 23, 2024 | $220.38 | $207.90 | -5.7% |
| CLSK | Aug 20, 2024 | $11.66 | $9.59 | -17.8% |
| ULTA | Aug 15, 2024 | $365.80 | $492.73 | +34.7% |
| SPY | Aug 15, 2024 | $553.07 | $556.22 | +0.6% |
| NVDA | Aug 14, 2024 | $118.08 | $107.21 | -9.2% |
| TSLA | Aug 13, 2024 | $207.83 | $230.17 | +10.8% |
| SPY short | Aug 05, 2024 | $517.38 | $533.27 | -3.1% |
| MSTR | Jul 28, 2024 | $175.27 | $132.67 | -24.3% |
| PYPL | Jul 24, 2024 | $58.07 | $69.35 | +19.4% |
| TSLA | Jul 24, 2024 | $215.99 | $197.49 | -8.6% |
| IWM | Jul 23, 2024 | $222.63 | $208.92 | -6.2% |
| IWM | Jul 21, 2024 | $216.84 | $220.29 | +1.6% |
| TSLA | Jul 19, 2024 | $239.20 | $239.20 | +0.0% |
| DJT | Jul 18, 2024 | $37.38 | $31.91 | -14.6% |
| XLE | Jul 12, 2024 | $45.26 | $44.92 | -0.7% |
| IWM | Jul 09, 2024 | $201.40 | $217.95 | +8.2% |
| BTC | Jul 08, 2024 | $56,705.10 | $94,686.24 | +67.0% |
| DELL | Jul 08, 2024 | $145.97 | $125.34 | -14.1% |
| TSLA | Jul 06, 2024 | $251.52 | $248.23 | -1.3% |
| META | Jul 06, 2024 | $539.91 | $563.69 | +4.4% |
| AAPL | Jul 03, 2024 | $221.55 | $200.21 | -9.6% |
| PLTR | Jul 01, 2024 | $25.88 | $30.16 | +16.5% |
| PINS | Jun 30, 2024 | $44.07 | $18.90 | -57.1% |
| V | Jun 26, 2024 | $273.60 | $272.78 | -0.3% |
| LLY | Jun 25, 2024 | $904.61 | $909.32 | +0.5% |
| NVDA | Jun 24, 2024 | $118.11 | $103.73 | -12.2% |
| TSLA | Jun 24, 2024 | $182.58 | $251.52 | +37.8% |
| SMCI | Jun 20, 2024 | $91.76 | $54.76 | -40.3% |
| MARA | Jun 20, 2024 | $20.66 | $15.11 | -26.9% |
| OXY | Jun 18, 2024 | $61.26 | $52.18 | -14.8% |
| AAPL | Jun 12, 2024 | $213.07 | $207.49 | -2.6% |
| UNH | Jun 10, 2024 | $495.00 | $427.18 | -13.7% |
| NVDA | Jun 10, 2024 | $121.79 | $126.57 | +3.9% |
| DELL | Jun 04, 2024 | $135.76 | $145.06 | +6.8% |
| NFLX | May 27, 2024 | $64.68 | $120.92 | +87.0% |
| MSCI | May 22, 2024 | $503.83 | $620.72 | +23.2% |
| PLTR | May 14, 2024 | $21.44 | $25.82 | +20.4% |
| META | May 13, 2024 | $468.01 | $494.78 | +5.7% |
| SPY | May 03, 2024 | $511.29 | $526.10 | +2.9% |
| META | Apr 28, 2024 | $443.29 | $432.62 | -2.4% |
| PLTR | Apr 26, 2024 | $22.52 | $21.56 | -4.3% |
| INTC | Apr 26, 2024 | $31.88 | $23.65 | -25.8% |
| MP | Apr 14, 2024 | $16.84 | $19.60 | +16.4% |
| MTTR | Apr 09, 2024 | $2.01 | $4.60 | +128.9% |
| ANET | Apr 04, 2024 | $72.19 | $87.84 | +21.7% |
| HOOD | Mar 27, 2024 | $20.01 | $18.02 | -9.9% |
| ORCL | Mar 14, 2024 | $125.53 | $262.61 | +109.2% |
| IBM | Mar 14, 2024 | $193.43 | $190.96 | -1.3% |
| NVDA | Mar 04, 2024 | $85.24 | $120.89 | +41.8% |
| PYPL | Feb 19, 2024 | $59.14 | $59.33 | +0.3% |
| BTC | Feb 17, 2024 | $51,663.00 | $61,912.77 | +19.8% |
| SOFI | Feb 16, 2024 | $8.36 | $7.99 | -4.4% |
| PLTR | Feb 09, 2024 | $24.38 | $24.04 | -1.4% |
| PYPL | Feb 08, 2024 | $56.13 | $58.87 | +4.9% |
| SOFI | Jan 30, 2024 | $8.40 | $7.66 | -8.8% |
| IWM | Jan 23, 2024 | $195.97 | $195.06 | -0.5% |
| SOFI | Jan 15, 2024 | $7.89 | $9.16 | +16.1% |
| AAPL | Jan 08, 2024 | $185.56 | $207.15 | +11.6% |
| COIN | Dec 04, 2023 | $141.09 | $257.79 | +82.7% |
| V | Nov 30, 2023 | $256.68 | $275.22 | +7.2% |
| PATH | Nov 30, 2023 | $19.76 | $12.26 | -38.0% |
| WMT | Nov 17, 2023 | $51.78 | $103.06 | +99.0% |
| AMZN | Nov 14, 2023 | $145.80 | $193.06 | +32.4% |
| PINS | Nov 13, 2023 | $31.49 | $33.45 | +6.2% |
| NVDA | Nov 09, 2023 | $46.95 | $72.66 | +54.8% |
| HIMS | Nov 07, 2023 | $6.97 | $53.52 | +667.9% |
| BYD | Oct 18, 2023 | $60.08 | $74.97 | +24.8% |
| INTC | Oct 12, 2023 | $36.84 | $36.26 | -1.6% |
| MSFT | Oct 05, 2023 | $319.36 | $408.39 | +27.9% |
| SPY | Oct 03, 2023 | $421.59 | $500.35 | +18.7% |
| PYPL | Sep 26, 2023 | $58.93 | $64.78 | +9.9% |
| SHOP | Sep 26, 2023 | $51.51 | $79.10 | +53.6% |
| META | Sep 25, 2023 | $300.83 | $443.29 | +47.4% |
| AAPL | Sep 25, 2023 | $176.08 | $181.82 | +3.3% |
| T | Sep 18, 2023 | $15.09 | $18.01 | +19.4% |
| AMD short | Sep 18, 2023 | $102.37 | $141.13 | -37.9% |
| SOFI | Sep 13, 2023 | $8.80 | $7.89 | -10.3% |
| PLTR | Sep 12, 2023 | $15.59 | $21.87 | +40.3% |
| NVDA | Sep 12, 2023 | $44.87 | $41.39 | -7.8% |
| OXY | Sep 07, 2023 | $64.57 | $66.15 | +2.5% |
| AMZN | Sep 06, 2023 | $135.36 | $125.98 | -6.9% |
| TSLA | Sep 06, 2023 | $251.92 | $183.01 | -27.4% |
| KO | Sep 05, 2023 | $58.82 | $52.81 | -10.2% |
| AAPL | Sep 05, 2023 | $189.70 | $175.01 | -7.7% |
| MSFT | Sep 05, 2023 | $333.55 | $312.79 | -6.2% |
| NIO | Aug 28, 2023 | $11.02 | $4.92 | -55.4% |
| NVDA | Aug 24, 2023 | $47.16 | $46.24 | -1.9% |
| KWEB | Aug 03, 2023 | $30.84 | $29.51 | -4.3% |
| FL | Aug 03, 2023 | $25.78 | $17.21 | -33.2% |
| SOFI | Aug 02, 2023 | $10.08 | $8.65 | -14.2% |
| SOFI | Jul 28, 2023 | $9.55 | $10.08 | +5.5% |
| JNJ | Jul 20, 2023 | $168.38 | $226.71 | +34.6% |
| CROX | Jul 18, 2023 | $127.34 | $94.80 | -25.6% |
| QQQ | Jul 18, 2023 | $385.74 | $461.04 | +19.5% |
| SOUN | Jul 11, 2023 | $3.53 | $4.81 | +36.3% |
| TSLA | Jul 03, 2023 | $279.82 | $269.06 | -3.9% |
| NVDA | Jun 30, 2023 | $42.30 | $43.30 | +2.4% |
| DIS short | Jun 22, 2023 | $88.49 | $117.09 | -32.3% |
| PYPL | Jun 16, 2023 | $66.43 | $58.86 | -11.4% |
| TSLA | Jun 15, 2023 | $255.90 | $372.11 | +45.4% |
| PEP | Jun 12, 2023 | $181.90 | $158.08 | -13.1% |
| PLTR | Jun 05, 2023 | $15.24 | $15.41 | +1.1% |
| MMM | Jun 01, 2023 | $78.83 | $82.42 | +4.5% |
| TLT | May 20, 2023 | $101.10 | $89.84 | -11.1% |
| QQQ | May 18, 2023 | $337.27 | $354.65 | +5.2% |
| XLE | Apr 14, 2023 | $43.62 | $41.76 | -4.2% |
| ORCL | Mar 13, 2023 | $84.93 | $82.98 | -2.3% |
| NVDA | Mar 08, 2023 | $24.18 | $42.69 | +76.5% |
| BP | Feb 07, 2023 | $37.75 | $36.71 | -2.8% |
| AAPL | Feb 03, 2023 | $154.50 | $178.85 | +15.8% |
| AMZN | Feb 03, 2023 | $103.39 | $133.26 | +28.9% |
| CAT | Jan 31, 2023 | $252.29 | $416.88 | +65.2% |
| MA | Jan 27, 2023 | $374.03 | $568.81 | +52.1% |
| IBM | Jan 25, 2023 | $140.76 | $136.94 | -2.7% |
| WBA | Jan 02, 2023 | $37.36 | $36.61 | -2.0% |
| GLD | Jan 02, 2023 | $169.64 | $177.71 | +4.8% |
| AMZN | Dec 21, 2022 | $86.77 | $95.27 | +9.8% |
| BX short | Dec 08, 2022 | $79.05 | $97.13 | -22.9% |
| IWM | Nov 30, 2022 | $187.37 | $163.11 | -12.9% |
| AVGO | Nov 10, 2022 | $50.66 | $137.00 | +170.4% |
| COST | Nov 09, 2022 | $489.97 | $863.57 | +76.2% |
| NIO | Nov 04, 2022 | $11.68 | $10.67 | -8.7% |
| AAPL | Oct 28, 2022 | $155.74 | $142.53 | -8.5% |
| IWM | Oct 28, 2022 | $183.16 | $177.49 | -3.1% |
| META | Oct 27, 2022 | $97.94 | $311.72 | +218.3% |
| VZ | Oct 21, 2022 | $35.35 | $40.24 | +13.8% |
| JNJ | Oct 19, 2022 | $164.69 | $168.89 | +2.5% |
| NFLX | Sep 15, 2022 | $23.54 | $42.84 | +82.0% |
| NKE | Sep 14, 2022 | $107.00 | $92.58 | -13.5% |
| MSFT | Aug 18, 2022 | $290.17 | $322.93 | +11.3% |
| AMD | Aug 17, 2022 | $98.27 | $89.84 | -8.6% |
| HP | Aug 09, 2022 | $41.43 | $40.79 | -1.5% |
| V | Aug 09, 2022 | $210.26 | $231.66 | +10.2% |
| NVO | Jul 13, 2022 | $55.06 | $85.00 | +54.4% |
| PSNY | Jun 29, 2022 | $293.10 | $3.96 | -98.7% |
| TGT | Jun 20, 2022 | $139.30 | $89.70 | -35.6% |
| BTC | Jun 14, 2022 | $22,206.79 | $20,104.02 | -9.5% |
| XLF | Jun 07, 2022 | $35.24 | $44.01 | +24.9% |
| DIS | Jun 07, 2022 | $107.79 | $104.18 | -3.4% |
| M | Jun 07, 2022 | $24.46 | $22.36 | -8.6% |
| SOFI | Jun 07, 2022 | $6.86 | $9.85 | +43.6% |
| WMT | Jun 03, 2022 | $41.77 | $52.64 | +26.0% |
| MSFT | Apr 25, 2022 | $280.72 | $268.74 | -4.3% |
| F | Mar 17, 2022 | $16.58 | $10.18 | -38.6% |
| PLTR | Mar 17, 2022 | $12.32 | $8.90 | -27.8% |
| INTC | Mar 17, 2022 | $47.14 | $34.69 | -26.4% |
| PEP | Mar 16, 2022 | $159.70 | $176.20 | +10.3% |
| SOFI | Mar 14, 2022 | $7.93 | $7.14 | -10.0% |
| EL | Mar 09, 2022 | $277.68 | $65.86 | -76.3% |
| SPY | Mar 08, 2022 | $416.25 | $430.42 | +3.4% |
| NVDA | Mar 02, 2022 | $24.22 | $13.42 | -44.6% |
| SBUX | Mar 02, 2022 | $92.77 | $97.96 | +5.6% |
| GOOGL | Mar 02, 2022 | $134.57 | $338.50 | +151.5% |
| TDOC | Feb 22, 2022 | $65.30 | $71.22 | +9.1% |
| BABA | Feb 22, 2022 | $112.93 | $90.55 | -19.8% |
| SPY | Feb 12, 2022 | $440.46 | $437.89 | -0.6% |
| OPEN | Feb 11, 2022 | $10.23 | $2.54 | -75.2% |
| SBUX | Feb 11, 2022 | $93.73 | $93.11 | -0.7% |
| AAPL | Jan 27, 2022 | $159.22 | $143.75 | -9.7% |
| SOFI | Jan 22, 2022 | $13.89 | $12.48 | -10.2% |
| NFLX | Jan 21, 2022 | $39.75 | $24.41 | -38.6% |
| BABA | Jan 12, 2022 | $137.41 | $125.79 | -8.5% |
| QQQ | Jan 06, 2022 | $384.02 | $320.15 | -16.6% |
| TSLA | Dec 22, 2021 | $336.29 | $189.98 | -43.5% |
| JPM | Dec 15, 2021 | $157.94 | $213.97 | +35.5% |
| META | Dec 13, 2021 | $334.49 | $142.12 | -57.5% |
| BABA | Nov 23, 2021 | $133.66 | $129.81 | -2.9% |
| PLTR | Nov 23, 2021 | $20.59 | $10.48 | -49.1% |
| V | Nov 23, 2021 | $198.49 | $210.47 | +6.0% |
| AMZN | Nov 19, 2021 | $183.83 | $123.53 | -32.8% |
| NIO | Nov 13, 2021 | $42.67 | $18.87 | -55.8% |
| TWTR | Nov 10, 2021 | $52.33 | $50.98 | -2.6% |
| TAL short | Nov 02, 2021 | $4.18 | $3.95 | +5.5% |
| MSFT | Nov 02, 2021 | $333.13 | $300.43 | -9.8% |
| PLTR | Nov 02, 2021 | $25.92 | $21.41 | -17.4% |
| PYPL | Oct 30, 2021 | $232.59 | $65.90 | -71.7% |
| LCID | Oct 30, 2021 | $369.90 | $6.22 | -98.3% |
Recent calls (5)
Recent calls (5)
sell
SLV conviction 8/10
Selling puts at $46; he states a 77% chance of profit and says silver can fall about $4 while the trade remains profitable.
2026-10-23
· video
buy
GLDM
Prefer a low-cost gold product that actually holds physical gold; GLDM is cited as a US option with a 0.1% annual fee.
2026-10-21
· video
buy
IAUM
Cited as a slightly cheaper low-cost alternative for gaining physical-gold exposure.
2026-10-21
· video
buy
EOG conviction 8/10
Improving fundamentals, strong revenue and profit growth, fantastic cash flow, good margins, and exposure to American oil production.
2026-09-30
· video
trim
CASH
Do not hold too much cash because inflation erodes its purchasing power and it is not a good place to be right now.
2026-09-30
· 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.