ckcapitalxx
Short-form market commentary and trade ideas from ckcapitalxx (@ckcapitalxx) on X. Recent emphasis on ASTS, NBIS and BE with valuation-oriented buy-level calls and nostalgic price posts highlighting past levels.
Past bets that played out
Notable posts include a nostalgia-driven list of tickers and prices from “just 1 year ago” and valuation-entry calls asserting $ASTS is a strong buy below $80 and $NBIS is a strong buy below $140. The content is brief, primarily social engagement, and offers limited detail on catalysts or metrics.
Single short social post listing several tickers with their prices “just 1 year ago” and asking “What stock is next?” No explicit thesis, catalyst, valuation, macro view, or trade direction is provided. Mostly engagement/nostalgia price reference, therefore low actionability.
Single short social post listing several tickers with their prices “just 1 year ago” and asking “What stock is next?” No explicit thesis, catalyst, valuation, macro view, or trade direction is provided. Mostly engagement/nostalgia price reference, therefore low actionability.
Single short social post listing several tickers with their prices “just 1 year ago” and asking “What stock is next?” No explicit thesis, catalyst, valuation, macro view, or trade direction is provided. Mostly engagement/nostalgia price reference, therefore low actionability.
What this channel is watching now
Top tickers by conviction and mentions: ASTS (avg conviction 0.705, 2 mentions), NBIS (avg conviction 0.69, 2 mentions), BE (avg conviction 0.85, 1 mention). Calls range from nostalgic price reminders to entry-level valuation recommendations.
Latest videos and market context
No long-form video content is present. Recent source events are short social posts on X that summarize historical prices and provide concise buy-level guidance.
CK Capital @CKCapitalxx 58m We might be doomed. Chay Bowes @BowesChay 9h Chinese company Unitree reveal their "all te...
Post comments on a Chinese company (Unitree) unveiling an “all terrain” wheeled robot with obvious military potential, asserting Europe is far behind China. No cashtags or investable public tickers are mentioned; the referenced company appears private, making the content low-actionability for trading without additional linkage to listed beneficiaries (defense primes, robotics suppliers, etc.).
CK Capital @CKCapitalxx 32m Robinhood is about to make more money betting on the World Cup than trading crypto. Q1 20...
Post claims Robinhood’s “event contract” (sports betting/prediction market) revenue surged sharply YoY (Q1 2025 to Q1 2026), growing from ~1% to ~10% of net revenue, with an additional Q2 lift per third-party commentary. Actionable mainly as a potential revenue-mix/catalyst narrative for HOOD, but lacks details on profitability, sustainability, and regulatory risk; “Bernstein now expects …” is truncated.
CK Capital @CKCapitalxx 40m Sorry, the date is incorrect. Forgot to change th… Subscribe to unlock 1 4 2K
Post contains no substantive market, macro, sector, or company content—only an apology about an incorrect date and a truncated paywalled reference. No investable implications can be extracted.
CK Capital @CKCapitalxx 54m Here is an updated portfolio. Rough week, no way… Subscribe to unlock 1 6 3K
Post is a paywalled “updated portfolio” teaser with no tickers, theses, catalysts, positioning details, or market views disclosed. Not actionable as investment research evidence.
Proof-backed call history
Five recommendations evaluated: average return 331.39% across evaluated items, with an 80% win rate. Recommendations are short-format social posts focused on price points and entry thresholds rather than detailed thesis development.
Post claims Robinhood’s “event contract” (sports betting/prediction market) revenue surged sharply YoY (Q1 2025 to Q1 2026), growing from ~1% to ~10% of net revenue, with an additional Q2 lift per third-party commentary. Actionable mainly as a potential revenue-mix/catalyst narrative for HOOD, but lacks details on profitability, sustainability, and regulatory risk; “Bernstein now expects …” is truncated.
Post argues that fears of China’s CXMT “flooding” global DRAM/HBM markets are overstated: CXMT is (per the author) capacity-constrained domestically, behind on HBM, lacks EUV, and is pricing above Samsung—implying the Memory Big 3 (Micron, Samsung, SK hynix) face less near-term supply/price pressure from CXMT than bears claim.
Post argues that fears of China’s CXMT “flooding” global DRAM/HBM markets are overstated: CXMT is (per the author) capacity-constrained domestically, behind on HBM, lacks EUV, and is pricing above Samsung—implying the Memory Big 3 (Micron, Samsung, SK hynix) face less near-term supply/price pressure from CXMT than bears claim.
Post argues a macro causal chain: escalating war/geopolitical tension threatens oil supply → oil near ~$100 → higher input costs → inflation risk returns → high-growth equities sell off.
Post argues a macro causal chain: escalating war/geopolitical tension threatens oil supply → oil near ~$100 → higher input costs → inflation risk returns → high-growth equities sell off.
Post argues a macro causal chain: escalating war/geopolitical tension threatens oil supply → oil near ~$100 → higher input costs → inflation risk returns → high-growth equities sell off.
Post argues a macro causal chain: escalating war/geopolitical tension threatens oil supply → oil near ~$100 → higher input costs → inflation risk returns → high-growth equities sell off.
Single short post arguing $AMKR’s ~30% drawdown from ATH is unjustified given recent developments, highlighting a 10-year advanced packaging agreement with TSMC signed in June. Implies a bullish mean-reversion / fundamentals-improving setup after sector-wide selloff.
Post notes that despite ~145 days of war involving Iran, major US equity indexes remain near all-time highs; implies geopolitical risk may be underpriced but contains no explicit trade call.
Post notes that despite ~145 days of war involving Iran, major US equity indexes remain near all-time highs; implies geopolitical risk may be underpriced but contains no explicit trade call.
Single short post noting $INTC opened red after earnings; no explicit thesis, catalyst details, or positioning beyond frustration/astonishment.
Single short social post listing several tickers with their prices “just 1 year ago” and asking “What stock is next?” No explicit thesis, catalyst, valuation, macro view, or trade direction is provided. Mostly engagement/nostalgia price reference, therefore low actionability.
About this channel
ckcapitalxx publishes brief, market-focused posts on X (@ckcapitalxx). Content style is concise and engagement-oriented — often listing historical prices or simple valuation-entry calls. Posts typically do not include extensive catalyst timelines, detailed valuations, or macro views.
@ckcapitalxx
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Follow @ckcapitalxx on X for short, price-focused market posts. For actionable research, supplement these posts with deeper due diligence—financial statements, catalysts, and risk analysis—before trading.
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