EA

Ejaaz Ahamadeen 5.0 96 ideas

Co-Host, Limitless Podcast (Bankless)
Not enough evaluated ideas yet
Recent positions
TickerDirEntryP&LDate
RKLB LONG $70.60 Apr 15
ARKX LONG $32.46 Apr 15
GSAT LONG — — Apr 15
AMZN LONG $248.60 Apr 15
AAPL LONG $257.23 Apr 14
INTC LONG $62.63 Apr 10
SPACEX LONG — — Apr 02
GOOG LONG $279.36 Mar 27
OPENAI LONG — — Mar 27
TSLA LONG $372.62 Mar 20
By sector
Stock
87 ideas -0.1%
private
5 ideas
ETF
4 ideas +13.0%
Top tickers (by frequency)
NVDA 9 ideas
20% W -2.0%
GOOGL 9 ideas
29% W -2.5%
MSFT 8 ideas
50% W -1.1%
AMZN 8 ideas
80% W +3.9%
META 5 ideas
0% W -7.7%
Best and worst calls
Best calls
USO LONG +42.3%
The US military executed "Operation Epic Fury," which involved the capture of the Venezuelan president (Maduro) and stri...
Mar 02
U SHORT +33.1%
Following the Genie 3 release, "Unity... dropped 30%... Roblox... dropped 13%." The speaker notes that AI engines can no...
Feb 10
RBLX SHORT +21.7%
Following the Genie 3 release, "Unity... dropped 30%... Roblox... dropped 13%." The speaker notes that AI engines can no...
Feb 10
Worst calls
BABA LONG -19.4%
"Alibaba with Qwen 3.5... absolutely crushed benchmarks. Once again, open source... amazing with agents." While the mark...
Feb 25
TOTDY LONG -11.4%
Toto, a $7B Japanese toilet company, has seen its stock rise 60% because it manufactures "ceramic chucks." These compone...
Feb 20
BE LONG -11.4%
Leopold has built a massive position in Bloom Energy to the tune of "\$855 million" (approx. 20% of the portfolio). AI d...
Mar 03
▶ YouTube Everything You Need To Know: Where the Space Industry Is Going Next
SpaceX IPO is largest ever, a must-watch.
SpaceX has filed a confidential IPO at a $1.75 trillion valuation, the largest IPO ever, expected around June. Elon Musk has made strategic moves to merge X, XAI, and NX to make this a necessity, and the company is raising $75 billion to fund future launches.
SPACEX HIGH Bankless Apr 15, 14:01
Ejaaz Ahamadeen
Co-Host, Limitless Podcast...
▶ YouTube Everything You Need To Know: Where the Space Industry Is Going Next
ARK Space ETF diversifies space investments.
The ARK Space Exploration ETF by Cathie Wood provides diversified exposure to space companies, including defense systems, Rocket Lab, and communications. It is a good option for investors who don't want to pick individual stocks and want a basket of top companies across various space categories.
ARKX HIGH Bankless Apr 15, 14:01
Ejaaz Ahamadeen
Co-Host, Limitless Podcast...
▶ YouTube Everything You Need To Know: Where the Space Industry Is Going Next
Amazon expands into space with Global Star.
Amazon is more than an e-commerce company; it is expanding into space by acquiring Global Star for $11.6 billion and has signed a deal with Apple to become the primary satellite provider for iPhone and Apple Watch. This move complements Jeff Bezos' Blue Origin and positions Amazon in the satellite broadband race, though it lags behind Starlink in scale.
AMZN GSAT HIGH Bankless Apr 15, 14:01
Ejaaz Ahamadeen
Co-Host, Limitless Podcast...
▶ YouTube Everything You Need To Know: Where the Space Industry Is Going Next
Rocket Lab is a cheaper SpaceX alternative.
Rocket Lab is the second most active launch provider globally, valued at $40 billion, with a reusable rocket (Neutron) in development. It has grown 7x since IPO and is a viable, focused alternative to SpaceX for investors who find SpaceX's valuation too high.
RKLB HIGH Bankless Apr 15, 14:01
Ejaaz Ahamadeen
Co-Host, Limitless Podcast...
▶ YouTube This is Apple's Last Chance (N50 AI Smart Glasses)
Apple's supply chain and ecosystem give it an AI glasses edge.
Apple has the best shot at building the best AI hardware and winning in the AI glasses market due to its in-house manufacturing, supply chain dominance (including securing components and TSMC capacity), distribution moat (3 billion devices), ecosystem integration, and a three-pronged AI hardware strategy (glasses, AirPods with cameras, and a pendant/puck). This integrated approach and hardware expertise will allow Apple to 'cook meta' and deliver a superior product.
AAPL HIGH Bankless Apr 14, 14:00
Ejaaz Ahamadeen
Co-Host, Limitless Podcast...
▶ YouTube Meta's Muse Spark May Be The Most Dangerous AI Launch Ever
SpaceX AI partnered with Intel for its TerraFab chip manufacturing project, citing Intel's US-based fabrication and capability with radiation-hardening materials like gallium nitride. TerraFab is an ambitious project for space-based compute, and Intel is strategically positioned as the key American supplier for geopolitically sensitive, space-grade AI chips, securing a major high-profile contract. LONG due to strategic positioning in a critical, forward-looking supply chain for AI and space technology, moving beyond traditional PC/CPU markets. TerraFab project faces delays, technical failures, or SpaceX alters its manufacturing strategy.
INTC Bankless Apr 10, 14:19
Ejaaz Ahamadeen
Co-Host, Limitless Podcast...
▶ YouTube Meta's Muse Spark May Be The Most Dangerous AI Launch Ever
OpenAI is rumored to be preparing a new, highly capable model ("Spud") potentially focused on cybersecurity, following Anthropic's pattern of limiting release for powerful models. If true, this indicates OpenAI is close to or at parity with Anthropic's top-tier capabilities (Mythos), and the decision to withhold release raises questions about centralized control and the pacing of dangerous capability rollouts. WATCH for the official model release and its specified capabilities, as it will recalibrate the competitive landscape and the policy debate around AGI-level model deployment. The rumor is inaccurate, or the model's release is significantly delayed or its capabilities are overstated.
OPENAI Bankless Apr 10, 14:19
Ejaaz Ahamadeen
Co-Host, Limitless Podcast...
▶ YouTube Meta's Muse Spark May Be The Most Dangerous AI Launch Ever
Meta's Muse Spark AI model has a unique distribution advantage to over 3B users and excels in visual reasoning/multimodality, while a parallel project (Tribe V2) researches brain scan data for engagement prediction. This combination of unprecedented personal data access and potential neurological insight could enable a dominant "Personal AGI" or hyper-optimized content algorithm that competitors cannot replicate. WATCH due to high strategic potential and first-mover data advantage, but model currently underperforms key benchmarks and the ethical/practical merger of these technologies is unproven. Regulatory backlash, failure to successfully integrate the technologies, or user rejection of hyper-personalized AI.
META Bankless Apr 10, 14:19
Ejaaz Ahamadeen
Co-Host, Limitless Podcast...
▶ YouTube OpenAI Has Been Losing to Anthropic. But Not For Long
The speaker states Anthropic has taken a 73% market dominance in first-time enterprise usage and leads in retail user growth (~1M signups/day), flipping the previous dynamic where OpenAI was dominant. Anthropic's success in enterprise and coding (Claude Opus 4.6) and its cohesive "super app" experience have made it OpenAI's primary competitor, puncturing the perception that "ChatGPT was AI." The direction is WATCH because Anthropic represents the key competitive threat and benchmark for OpenAI. Its current momentum and product strengths make it a critical factor in evaluating the AI landscape, especially ahead of its own potential IPO. OpenAI's Spud model is a major leap that negates Anthropic's advantages, or Anthropic fails to expand beyond its text/chat strengths into multimodal AI.
ANTHROPIC Bankless Apr 07, 14:40
Ejaaz Ahamadeen
Co-Host, Limitless Podcast...
▶ YouTube NASA's Artemis II Should Have Been a SpaceX Mission ($100B Waste)
Speaker stated "this entire mission should just have been handled and managed by SpaceX" and that future lunar landings and settlement "is going to be enabled by SpaceX." SpaceX's Starship rocket is presented as dramatically superior in cost ($10M vs. $4.1B per launch), size, payload capacity, reusability, and modern design. This efficiency is deemed critical for sustainable lunar colonization. SpaceX possesses the technological and economic edge to dominate the next phase of space exploration and lunar settlement, making it the primary beneficiary of renewed space ambitions. Catastrophic failure of Starship development or launch; significant delays in achieving reliable reusability.
SPACEX Bankless Apr 02, 17:03
Ejaaz Ahamadeen
Co-Host, Limitless Podcast...
▶ YouTube Anthropic Accidentally Leaked Claude Mythos (Everything We Know)
The speaker explicitly stated that CrowdStrike and Palo Alto Networks stock prices dropped ("were down a couple billion") on the news of Anthropic's Claude Mythos leak and its advanced cybersecurity capabilities. Advanced AI models like Claude Mythos represent an existential technological threat to traditional cybersecurity firms by automating the discovery and exploitation of vulnerabilities at a superhuman scale and speed, potentially disrupting their core value proposition. The market's negative reaction and the recurring pattern ("happening seemingly on a monthly basis") suggest these stocks are vulnerable to de-risking as AI capabilities advance, making them an area to avoid in the near term. The immediate commercial rollout of such powerful, compute-intensive AI models may be slow, giving incumbents time to adapt or integrate the technology themselves.
CRWD PANW Bankless Mar 31, 10:30
Ejaaz Ahamadeen
Co-Host, Limitless Podcast...
▶ YouTube Google's TurboQuant May Have Popped The Bubble. But It's a Good Thing
Ejaaz said he is "bullish OpenAI after all of this" following the pivot to AGI deployment and world models. OpenAI is refocusing on core areas like LLMs, coding AI, and robotics after shutting down distractions like Sora, which could improve execution and competitiveness. LONG because strategic focus may lead to breakthrough products and market leadership in AGI. Continued lack of focus, cash burn, or strong competition from focused rivals like Anthropic.
OPENAI Bankless Mar 27, 10:30
Ejaaz Ahamadeen
Co-Host, Limitless Podcast...
▶ YouTube Google's TurboQuant May Have Popped The Bubble. But It's a Good Thing
Ejaaz stated that Google's TurboQuant algorithm is "very bullish Google stock" and he "bought a bunch more when this came out." TurboQuant enhances AI efficiency, reducing memory needs and costs, which may accelerate AI adoption and solidify Google's leadership in AI research and infrastructure. LONG because Google's innovation drives AI growth and positions it for long-term gains. Delays in scaling the technology or competitive responses from other tech giants.
GOOG Bankless Mar 27, 10:30
Ejaaz Ahamadeen
Co-Host, Limitless Podcast...
Ejaaz Ahamadeen (Co-Host, Limitless Podcast (Bankless)) | 96 trade ideas tracked | NVDA, GOOGL, MSFT, AMZN, META | YouTube | Buzzberg