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@__con_
Past bets that played out
These are the clearest thesis calls with observable outcomes, linked back to the original videos.
Post expresses a relative preference trade: betting on Coinbase ($COIN) outperforming Robinhood ($HOOD). Rationale is qualitative/behavioral (company life-cycle/psychology: underdog works hard, later gets cocky and falls behind) and a reported interaction suggesting Coinbase leadership is soliciting feedback; suggested improvements: stop “picking favorites,” list assets faster, and hire more “in the trenches” operators. Actionable mainly as a COIN>HOOD relative view; no near-term catalyst or qua
Post expresses a relative preference trade: betting on Coinbase ($COIN) outperforming Robinhood ($HOOD). Rationale is qualitative/behavioral (company life-cycle/psychology: underdog works hard, later gets cocky and falls behind) and a reported interaction suggesting Coinbase leadership is soliciting feedback; suggested improvements: stop “picking favorites,” list assets faster, and hire more “in the trenches” operators. Actionable mainly as a COIN>HOOD relative view; no near-term catalyst or qua
Post argues the “AI trade” is not over despite broad selling in AI-related names; attributes the drawdown to mechanical institutional rebalancing rather than deteriorating fundamentals, specifically citing ongoing AI memory demand. Mentions a -60% dip in $SIVE and references $MU and $AAOI as AI names affected by selling.
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Con @__Con_ 1h If you've made crazy returns this year, please, read this. Con @__Con_ 4h Money is the most important ...
Lifestyle/psychology post about not over-focusing on money/returns while traveling; no specific market, macro, sector, or ticker claims. Low actionability for trading.
Con @__Con_ 42m Money is the most important thing in life. Is what most would say. But it's not. I know this might be...
Non-investment, philosophical social post about money vs life while traveling; no tickers, no market view, no catalysts or tradable implications.
Con @__Con_ 36m This is one reason why I'm betting on $COIN > $HOOD. People don't understand that all companies act b...
Post expresses a relative preference trade: betting on Coinbase ($COIN) outperforming Robinhood ($HOOD). Rationale is qualitative/behavioral (company life-cycle/psychology: underdog works hard, later gets cocky and falls behind) and a reported interaction suggesting Coinbase leadership is soliciting feedback; suggested improvements: stop “picking favorites,” list assets faster, and hire more “in the trenches” operators. Actionable mainly as a COIN>HOOD relative view; no near-term catalyst or quantified fundamentals provided.
Con @__Con_ 55m If you work a job, listen up. I just dropped how you can make better returns than most hedge funds. A...
Generic self-help/finance content claiming to beat hedge funds by leveraging a normal job; no specific assets, sectors, catalysts, or position changes mentioned. Low tradability/actionability.
Proof-backed call history
These are recent thesis calls tied to original source content where available.
Post expresses a relative preference trade: betting on Coinbase ($COIN) outperforming Robinhood ($HOOD). Rationale is qualitative/behavioral (company life-cycle/psychology: underdog works hard, later gets cocky and falls behind) and a reported interaction suggesting Coinbase leadership is soliciting feedback; suggested improvements: stop “picking favorites,” list assets faster, and hire more “in the trenches” operators. Actionable mainly as a COIN>HOOD relative view; no near-term catalyst or qua
Post expresses a relative preference trade: betting on Coinbase ($COIN) outperforming Robinhood ($HOOD). Rationale is qualitative/behavioral (company life-cycle/psychology: underdog works hard, later gets cocky and falls behind) and a reported interaction suggesting Coinbase leadership is soliciting feedback; suggested improvements: stop “picking favorites,” list assets faster, and hire more “in the trenches” operators. Actionable mainly as a COIN>HOOD relative view; no near-term catalyst or qua
Post argues the “AI trade” is not over despite broad selling in AI-related names; attributes the drawdown to mechanical institutional rebalancing rather than deteriorating fundamentals, specifically citing ongoing AI memory demand. Mentions a -60% dip in $SIVE and references $MU and $AAOI as AI names affected by selling.
Post argues the “AI trade” is not over despite broad selling in AI-related names; attributes the drawdown to mechanical institutional rebalancing rather than deteriorating fundamentals, specifically citing ongoing AI memory demand. Mentions a -60% dip in $SIVE and references $MU and $AAOI as AI names affected by selling.
Speaker asserts a near-term bottom in “AI plays,” citing specific tickers hitting/retesting stated support levels and suggesting dip-buy entries (especially MU). Actionable mainly as technical-support/dip-buy setup; limited fundamental catalyst detail.
Speaker asserts a near-term bottom in “AI plays,” citing specific tickers hitting/retesting stated support levels and suggesting dip-buy entries (especially MU). Actionable mainly as technical-support/dip-buy setup; limited fundamental catalyst detail.
Speaker asserts a near-term bottom in “AI plays,” citing specific tickers hitting/retesting stated support levels and suggesting dip-buy entries (especially MU). Actionable mainly as technical-support/dip-buy setup; limited fundamental catalyst detail.
Speaker claims to have sold $BRUN and is rotating into $VELO (advanced-materials/metal 3D printing) after prior short-term gains in $BRUN and $OPTX. Also states BRUN/OPTX “looks bottomed,” implying a tactical long setup. Actionability is limited by lack of concrete catalyst/financials and potential ticker ambiguity (especially $VELO).
Speaker claims to have sold $BRUN and is rotating into $VELO (advanced-materials/metal 3D printing) after prior short-term gains in $BRUN and $OPTX. Also states BRUN/OPTX “looks bottomed,” implying a tactical long setup. Actionability is limited by lack of concrete catalyst/financials and potential ticker ambiguity (especially $VELO).
Speaker claims to have sold $BRUN and is rotating into $VELO (advanced-materials/metal 3D printing) after prior short-term gains in $BRUN and $OPTX. Also states BRUN/OPTX “looks bottomed,” implying a tactical long setup. Actionability is limited by lack of concrete catalyst/financials and potential ticker ambiguity (especially $VELO).
Speaker argues sentiment has flipped from bullish to bearish and claims “now is the time to buy.” Makes three ticker calls: $MU will beat earnings (bullish catalyst), $SPCX will move higher (bullish), and $AAOI will not reach $80 (bearish/anti-momentum). No supporting data provided beyond assertion.
Speaker argues sentiment has flipped from bullish to bearish and claims “now is the time to buy.” Makes three ticker calls: $MU will beat earnings (bullish catalyst), $SPCX will move higher (bullish), and $AAOI will not reach $80 (bearish/anti-momentum). No supporting data provided beyond assertion.
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