Jared Sleeper 5.0 8 ideas

Partner at Avenir, startup investor
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Recent positions
TickerDirEntryP&LDate
WDAY LONG $127.50 Apr 16
ORCL SHORT $140.29 Mar 31
WCLD LONG $27.51 Mar 26
QQQ SHORT $577.93 Mar 26
BRZE LONG $21.60 Mar 25
NVDA SHORT $175.90 Mar 20
By sector
Stock
6 ideas
ETF
2 ideas
Top tickers (by frequency)
NVDA 2 ideas
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ORCL 2 ideas
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QQQ 1 ideas
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WDAY 1 ideas
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WCLD 1 ideas
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Buy WDAY as the current 3x sales valuation is an unjustified discount driven by AI fears and management concerns, with fair value closer to 6-8x sales for a business of this quality.
WDAY HIGH Apr 16, 12:37
"Venture valuations make way more sense with Workday at 6-8x sales"
𝕏 @jaredsleeper ⏲ medium-term Source ↗
April 16, 2026 at 12:37
𝕏 @jaredsleeper
Partner at Avenir, startup investor
Oracle's massive layoffs signal a worsening trend for the tech sector.
ORCL Mar 31, 13:04
𝕏 @jaredsleeper Source ↗
March 31, 2026 at 13:04
𝕏 @jaredsleeper
Partner at Avenir, startup investor
The author questions the disconnect between high private AI infrastructure investment and the recent weakness in public inference-related stocks.
NVDA Mar 30, 15:20
𝕏 @jaredsleeper Source ↗
March 30, 2026 at 15:20
𝕏 @jaredsleeper
Partner at Avenir, startup investor
WCLD shows relative strength against a declining Nasdaq.
WCLD Mar 26, 17:20
𝕏 @jaredsleeper Source ↗
March 26, 2026 at 17:20
𝕏 @jaredsleeper
Partner at Avenir, startup investor
WCLD shows relative strength against a declining Nasdaq.
QQQ Mar 26, 17:20
𝕏 @jaredsleeper Source ↗
March 26, 2026 at 17:20
𝕏 @jaredsleeper
Partner at Avenir, startup investor
Braze shows strong organic growth and AI momentum while trading at an attractive valuation.
BRZE Mar 25, 01:23
𝕏 @jaredsleeper Source ↗
March 25, 2026 at 01:23
𝕏 @jaredsleeper
Partner at Avenir, startup investor
The author expresses skepticism regarding NVDA's recent lack of price momentum.
NVDA Mar 20, 14:31
𝕏 @jaredsleeper Source ↗
March 20, 2026 at 14:31
𝕏 @jaredsleeper
Partner at Avenir, startup investor
Rumored massive layoffs at Oracle suggest a worsening trend for the tech sector.
ORCL Mar 12, 02:54
𝕏 @jaredsleeper Source ↗
March 12, 2026 at 02:54
𝕏 @jaredsleeper
Partner at Avenir, startup investor
Jared Sleeper (Partner at Avenir, startup investor) | 8 trade ideas tracked | NVDA, ORCL, QQQ, WDAY, WCLD | Twitter | Buzzberg