crypto_condom
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
Apr 06
$10.91
+66.0%
Opened new spot LightPath long at $11; $480m mkt cap on $42m confirmed revenue, EBITDA-positive, sees the company as cheap.
Opened new spot LightPath long at $11; $480m mkt cap on $42m confirmed revenue, EBITDA-positive, sees the company as cheap.
Photonics
Long
Apr 30
$5.34
+64.8%
Bought BlackBerry calls; BB pivoted from phones to autonomous software, has memetic potential, growing revenue and defense contracts for future FCF.
Bought BlackBerry calls; BB pivoted from phones to autonomous software, has memetic potential, growing revenue and defense contracts for future FCF.
NatSec
Long
Mar 16
$11.04
+14.4%
Long AGRO via a lot of Sept 2026 calls; AGRO is a Tether proxy (74% owned), with earnings catalyst after its M&A of Profertil, LatAM's largest urea producer.
Long AGRO via a lot of Sept 2026 calls; AGRO is a Tether proxy (74% owned), with earnings catalyst after its M&A of Profertil, LatAM's largest urea producer.
Other
Long
May 04
$4.63
+24.0%
Took ABCL position as counter to ABSI; ABCL generates antibodies vs known epitopes and is breaking out technically.
Took ABCL position as counter to ABSI; ABCL generates antibodies vs known epitopes and is breaking out technically.
Other
Long
Mar 18
$199.62
-8.6%
Buying equities that benefit from second-order effects of the war, naming CVX; moving the book to more cash plus these names.
Buying equities that benefit from second-order effects of the war, naming CVX; moving the book to more cash plus these names.
Energy
Long
Apr 24
$4.71
+9.6%
LAC is a lithium bet via Thacker Pass; with the US gov having taken a stake, speaker expects Trump-backed equities to rise from nationalization/partnership tailwinds.
LAC is a lithium bet via Thacker Pass; with the US gov having taken a stake, speaker expects Trump-backed equities to rise from nationalization/partnership tailwinds.
Other
Long
Apr 17
$3.58
+67.9%
Bull case for Absci: AI proliferating oncology/therapeutics; highlights ABSI funded through 2028 as de-risking the long.
Bull case for Absci: AI proliferating oncology/therapeutics; highlights ABSI funded through 2028 as de-risking the long.
Other
Short
Mar 18
$34.41
-11.1%
Short European financials ETF EUFN as a deliberate trade on European bank weakness.
Fintech
Long
Mar 09
$16.97
+70.6%
Invested in UMAC last month at $12 on a near-shoring/'Made in America' drone-parts defense thesis; stock continues to outperform.
Invested in UMAC last month at $12 on a near-shoring/'Made in America' drone-parts defense thesis; stock continues to outperform.
NatSec
Short
Mar 06
$63.14
-16.5%
Holds CVNA puts that are working as markets sell off; active bearish options position.
Consumer
Long
May 04
$71.52
+25.1%
Took HTF AMBA position as Edge/AI-adjacent trade; will double at $58-62. Sells low-power vision AI SoCs for cameras, drones, robots, vehicles.
Took HTF AMBA position as Edge/AI-adjacent trade; will double at $58-62. Sells low-power vision AI SoCs for cameras, drones, robots, vehicles.
AI/Semi
Long
Apr 29
$3.60
-4.7%
Agrees with uranium thesis: DNN will print for us 2026-2030, just getting started.
Energy
Long
Apr 02
$35.21
+75.7%
Long Hyperliquid this weekend: only venue to meaningfully trade oil during the Easter holiday shutdown; pairs it with shitcoin shorts.
Long Hyperliquid this weekend: only venue to meaningfully trade oil during the Easter holiday shutdown; pairs it with shitcoin shorts.
Crypto
Long
Mar 27
$46.60
+9.4%
Long-term uranium accumulation via DCA; conviction the sector will reward holders.
Energy
Short
Mar 06
$38.88
-7.4%
Holds IBIT puts that are working as markets sell off; active bearish options position.
Crypto
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