__con_
__con_ publishes concise market commentary and trade ideas on X (@__con_). Focused on high-conviction single-ticker observations and provocative takes rather than long-form fundamental models.
Past bets that played out
Notable calls include a bullish thesis that $NIO could be a "10x stock" citing NIO's sub-5-minute battery swap capability as a competitive advantage, and a short-form implication that $PLTR is part of a growing market "bubble." Many posts are brief replies or quips and do not include valuation, timing, or risk discussion.
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 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 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.
What this channel is watching now
__con_ is currently focused on NIO, GME, YHEKF, and PLTR. Conviction scores (0–1 scale) are highest for NIO (0.46) and GME (0.38). Commentary tends to be brief and conversational, with emphasis on technicals and single-factor drivers rather than comprehensive financial analysis.
Latest videos and market context
No long-form video content listed; primary output is short social posts and replies on X.
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 ($HOOD). Rationale is qualitative/behavioral (company life-cycle/psychology: underdog works hard, later gets cocky and falls behind) and a reported interaction suggesting Coinbase leadership is soliciting feedback; suggested improvements: stop “picking favorites,” list assets faster, and hire more “in the trenches” operators. Actionable mainly as a COIN>HOOD relative view; no near-term catalyst or quantified fundamentals provided.
Con @__Con_ 55m If you work a job, listen up. I just dropped how you can make better returns than most hedge funds. A...
Generic self-help/finance content claiming to beat hedge funds by leveraging a normal job; no specific assets, sectors, catalysts, or position changes mentioned. Low tradability/actionability.
Proof-backed call history
__con_ has posted a small set of public recommendations and replies. Performance summary across 4 evaluated items: average return 8.288%, win rate 25.0%. The visible public record emphasizes short-form views and selective bullish technical or thematic claims.
Post expresses a relative preference trade: betting on Coinbase ($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.
About this channel
__con_ shares short, often sarcastic market commentary and select trade ideas on X. Posts range from technical observations (e.g., bullish chart commentary on $GME) to fundamental-themed bullish claims (e.g., $NIO battery swap advantage). Many entries are replies or brief questions and lack full valuation, timing, or risk details.
@__con_
Most recognized assets
Unlock the full track record
Follow @__con_ on X for concise takes and watch for quick-reaction posts on NIO, GME, YHEKF, and PLTR. For actionable allocation decisions, supplement these views with full due diligence and risk management.
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