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Feb 03, 2026
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SHORT
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The speaker predicts an "AI Air Pocket" where capital shifts from buybacks to capex, and revenue growth is years away, leading to lower valuations for AI-related investments as investors are unwilling to finance the gap indefinitely. |
Twitter - @abcampbell
The AI “Air Pocket” is here.
It’s a simple s...
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Feb 03, 2026
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SHORT
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The speaker believes the software sector is "dead" and discloses an active short position, implying a bearish outlook on software companies. |
Twitter - @abcampbell
Software is dead
(Disclosure I’m short softw...
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Feb 03, 2026
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SHORT
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The speaker is initiating a short position on Match Group and Bumble, believing their products are broken and features like "paid roses" are a scam, indicating fundamental issues with their business models. |
Twitter - @abcampbell
initiating our short on Match and Bumble here...
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Jan 30, 2026
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LONG
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Considering further increasing long exposure at the close, anticipating a potential rebound due to market participants still being "short gamma" after a downturn. |
Twitter - @markminervini
For those who asked what I meant when I said ...
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Jan 30, 2026
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LONG
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Increasing long exposure to silver (or $SLV) after a significant 33% price drop, suggesting it is oversold and due for a rebound. |
Twitter - @abcampbell
short gamma
wait for it to break this... htt...
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Jan 30, 2026
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LONG
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Buying into a market downturn on option expiry day, anticipating a rebound as "weak hands" are flushed out and the market is "short gamma." The speaker intends to add more if conditions allow. |
Twitter - @burggrabenh
“He was the one for years complaining about i...
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