James Cakmak

Chief Investment Officer, Clockwise Capital
@jamescakmak · tracked since Feb 2026
Calls 2 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
Best Calls
HUT long +134.8%
GTLB long +16.4%
Worst Calls
No live losers yet
Most Mentioned
HUT ×1
GTLB ×1
Recent Calls
GTLB long 3 months ago
HUT long 3 months ago
Win Rate 100% Long 2 Short 0
Win Rate
7d 0%
30d 0%
90d 100%
Average Return +75.6% Long Return +75.6% Short Return -
Average Return
7d -2.8%
30d -18.0%
90d +53.3%
Result
Result
Sort
Theme Stance
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
GTLB GitLab Inc. GitLab Inc.
Long
Feb 25
$25.97
+16.4%
"We do like pockets of software companies like Hut 8 Corp... GitLab, you know that's a new position for us." While the speaker is bearish on general SaaS, he seeks alpha in specific, high-growth niches. Hut 8 offers exposure to the "digital asset treasury" and compute infrastructure theme, while GitLab represents a specific bet on developer tools/AI integration rather than general enterprise seats. Long specific, idiosyncratic tech plays that decouple from the broader software slowdown. Hut 8 is highly correlated to Bitcoin price volatility; GitLab faces competition from Microsoft (GitHub).
"We do like pockets of software companies like Hut 8 Corp... GitLab, you know that's a new position for us." While the speaker is bearish on general SaaS, he seeks alpha in specific, high-growth niches. Hut 8 offers exposure to the "digital asset treasury" and compute infrastructure theme, while GitLab represents a specific bet on developer tools/AI integration rather than general enterprise seats. Long specific, idiosyncratic tech plays that decouple from the broader software slowdown. Hut 8 is highly correlated to Bitcoin price volatility; GitLab faces competition from Microsoft (GitHub).
AI/Semi
YOUTUBE
HUT Hut 8 Corp. Hut 8 Corp.
Long
Feb 25
$55.30
+134.8%
"We do like pockets of software companies like Hut 8 Corp... GitLab, you know that's a new position for us." While the speaker is bearish on general SaaS, he seeks alpha in specific, high-growth niches. Hut 8 offers exposure to the "digital asset treasury" and compute infrastructure theme, while GitLab represents a specific bet on developer tools/AI integration rather than general enterprise seats. Long specific, idiosyncratic tech plays that decouple from the broader software slowdown. Hut 8 is highly correlated to Bitcoin price volatility; GitLab faces competition from Microsoft (GitHub).
"We do like pockets of software companies like Hut 8 Corp... GitLab, you know that's a new position for us." While the speaker is bearish on general SaaS, he seeks alpha in specific, high-growth niches. Hut 8 offers exposure to the "digital asset treasury" and compute infrastructure theme, while GitLab represents a specific bet on developer tools/AI integration rather than general enterprise seats. Long specific, idiosyncratic tech plays that decouple from the broader software slowdown. Hut 8 is highly correlated to Bitcoin price volatility; GitLab faces competition from Microsoft (GitHub).
Crypto
YOUTUBE
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