labubu_trader
labubu_trader — trading-focused analyst covering cloud, AI software, and AI infrastructure. Publishes actionable rules of thumb for dip buying, curated watchlists, and analysis on AI accelerator competition.
Past bets that played out
Notable calls: (1) A repeat thesis that Google’s TPU family is the only credible competitor to NVIDIA in AI accelerators, with TPU commercialization cited as a potential catalyst. (2) A practical dip-buying rule: after earnings-driven plunges wait at least until the third trading day; after news-driven plunges wait at least until the second trading day, and require intraday stabilization before buying.
Post comments on choppy market conditions, recommends low activity/tight stops, and notes the author took partial profits after INTC and MXL earnings while keeping half of the position.
Post comments on choppy market conditions, recommends low activity/tight stops, and notes the author took partial profits after INTC and MXL earnings while keeping half of the position.
Post discusses Google/Alphabet search ads: AI search may convert previously non-monetizable queries into monetizable ones (bullish near-term), but an advertiser claims revenue growth may be driven by broader keyword matching/higher CPC and forced budget burn with lower-quality traffic, risking advertiser trust longer-term (bearish medium-term). Only explicit tradable ticker is GOOG.
What this channel is watching now
Active focus on AI and cloud-related equities. Top tickers: OPENAI, GOOGL, PLTR, NVDA, AMZN. Mix of thematic sector lists (cloud & AI software), hardware/accelerator competition, and short-form trading discipline.
Latest videos and market context
Recent posts include trade-rule guidance on dip buying, a ranked research list of 14 cloud & AI software names (summary-level), and on-the-record views on TPU vs. GPU competition—suggesting TPU commercialization increases competitive pressure on NVIDIA.
3X Long Labubu @labubu_trader 29m Lol, similar shape of movement as RJC this week. Fortunately took some profits AH a...
Post comments on choppy market conditions, recommends low activity/tight stops, and notes the author took partial profits after INTC and MXL earnings while keeping half of the position.
3X Long Labubu @labubu_trader 6h Actually, Google is turning non-monetizable queries into monetizable ones by leverag...
Post discusses Google/Alphabet search ads: AI search may convert previously non-monetizable queries into monetizable ones (bullish near-term), but an advertiser claims revenue growth may be driven by broader keyword matching/higher CPC and forced budget burn with lower-quality traffic, risking advertiser trust longer-term (bearish medium-term). Only explicit tradable ticker is GOOG.
3X Long Labubu @labubu_trader Jul 22 slow down my ass 😂 The street underestimated the determination of CSPs fighting ...
Speaker argues CSPs (cloud service providers) will not slow AI capex; market is underestimating their determination to keep spending to avoid losing the AI race. Frames capex as near-term stock-price pressure but strategically necessary long-term. Calls semis “too crowded” with “too much dumb money,” implying crowding risk in semiconductor equities. Only explicit tradable ticker referenced: $GOOG.
Pinned 3X Long Labubu @labubu_trader Mar 2 I built WhatsApp but I never used it. Please, please, please don’t trust a...
Post is a pinned anti-scam warning about WhatsApp/WA link spam bots and impersonation on X. No market, product, earnings, macro, valuation, or positioning content; no investable implication stated beyond a generic desire for X to address impersonation.
Proof-backed call history
Active poster on X with a record of short-form research and trade notes. History includes curated watchlists, practical intraday/overnight trade observations, and firsthand-sourced industry color about AI companies and competitors.
Post comments on choppy market conditions, recommends low activity/tight stops, and notes the author took partial profits after INTC and MXL earnings while keeping half of the position.
Post comments on choppy market conditions, recommends low activity/tight stops, and notes the author took partial profits after INTC and MXL earnings while keeping half of the position.
Post discusses Google/Alphabet search ads: AI search may convert previously non-monetizable queries into monetizable ones (bullish near-term), but an advertiser claims revenue growth may be driven by broader keyword matching/higher CPC and forced budget burn with lower-quality traffic, risking advertiser trust longer-term (bearish medium-term). Only explicit tradable ticker is GOOG.
Post discusses Google/Alphabet search ads: AI search may convert previously non-monetizable queries into monetizable ones (bullish near-term), but an advertiser claims revenue growth may be driven by broader keyword matching/higher CPC and forced budget burn with lower-quality traffic, risking advertiser trust longer-term (bearish medium-term). Only explicit tradable ticker is GOOG.
Speaker argues CSPs (cloud service providers) will not slow AI capex; market is underestimating their determination to keep spending to avoid losing the AI race. Frames capex as near-term stock-price pressure but strategically necessary long-term. Calls semis “too crowded” with “too much dumb money,” implying crowding risk in semiconductor equities. Only explicit tradable ticker referenced: $GOOG.
Post lays out a dip-buying rule-of-thumb: after an earnings-driven plunge, wait at least the 3rd day to buy; after a news-driven plunge, wait at least the 2nd day. Core is confirming price stabilization (“止跌”) and that the market has formed a new consensus. Author notes they bought $PLTR in after-hours yesterday and says that was not correct; should instead wait for next-day intraday stabilization confirmation before buying.
Post argues Google’s TPU is the only credible competitor to NVIDIA in AI accelerators, referencing historical TPU capability (TPUv2 talk) and claiming Google has now begun selling TPUs to external customers—implying a commercialization catalyst and increased competition vs NVIDIA. Mentions a relative gap between Amazon Trainium 3 and Google TPUv7.
Post argues Google’s TPU is the only credible competitor to NVIDIA in AI accelerators, referencing historical TPU capability (TPUv2 talk) and claiming Google has now begun selling TPUs to external customers—implying a commercialization catalyst and increased competition vs NVIDIA. Mentions a relative gap between Amazon Trainium 3 and Google TPUv7.
Post argues Google’s TPU is the only credible competitor to NVIDIA in AI accelerators, referencing historical TPU capability (TPUv2 talk) and claiming Google has now begun selling TPUs to external customers—implying a commercialization catalyst and increased competition vs NVIDIA. Mentions a relative gap between Amazon Trainium 3 and Google TPUv7.
3X Long Labubu @labubu_trader Jan 26, 2025 笑死，今天和openai的朋友打电话，他说： “垃圾公司千万别来，天天累的吐血，结果现在还被deepseek虐出💩来了” 我问：“那你什么时候离职？... 3X Long Labubu @labubu_trader Jan 26, 2025 笑死，今天和openai的朋友打电话，他说： “垃圾公司千万别来，天天累的吐血，结果现在还被deepseek虐出💩来了” 我问：“那你什么时候离职？” 他说：“啊？等我先拿完股票。。。” 3X Long Labubu @labubu_trader Jan 26, 2025 笑...
About this channel
Writes practical, trade-oriented commentary focused on cloud, AI software, and AI infrastructure. Emphasizes confirmation of price stabilization before entering dip buys and tracks competitive dynamics among cloud providers and accelerator vendors.
@labubu_trader
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Follow @labubu_trader on X for concise trade rules, ranked cloud & AI watchlists, and on-the-ground commentary about AI infrastructure competition.