labubu_trader
@labubu_trader
Past bets that played out
These are the clearest thesis calls with observable outcomes, linked back to the original videos.
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.
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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
These are recent thesis calls tied to original source content where available.
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.
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...
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