TheLAPurchaser 5.0 38 ideas

L/S Equity trader
After 1 day
25%winrate
+2.9% avg
8W / 24L · 32/33 ideas
After 1 week
16%winrate
+0.8% avg
5W / 26L · 31/33 ideas
After 1 month
N/A
2/15 min ideas
2 winning  /  0 losing  ·  2 positions (30d)
Net: +15.9%
Recent positions
TickerDirEntryP&LDate
ABT SHORT $98.00 Apr 16
NYT SHORT $80.54 Apr 10
ISRG SHORT $456.75 Apr 06
ICLR SHORT $107.16 Apr 03
MEDP SHORT $496.00 Apr 03
IQV SHORT $170.72 Apr 03
IBKR LONG $66.20 Mar 26
MU LONG $422.90 Mar 20
SNDK LONG $709.71 Mar 20
BSX LONG $69.60 Mar 20
MU LONG $444.95 Mar 19
By sector
Stock
36 ideas +15.9%
Crypto
1 ideas
ETF
1 ideas
Top tickers (by frequency)
SNDK 3 ideas
100% W +30.0%
MU 3 ideas
NVDA 2 ideas
DHR 2 ideas
BSX 2 ideas
Best and worst calls
Abbott Laboratories faces negative sentiment as a prominent investor expresses clear dissatisfaction with the stock's performance.
ABT Apr 16, 12:20
April 16, 2026 at 12:20
L/S Equity trader
Bearish on NYT due to deteriorating fundamental metrics (slowing subscriber growth, rising churn) and significant insider selling, which signal underlying business weakness.
NYT HIGH Apr 10, 17:11
"$NYT - I smell blood in the water... 1) Gross adds are down >20% while churn is up per MScience data 2) CEO/CFO sold 20%/50% of their equity stakes open mkt on 3/3"
𝕏 @thelapurchaser ⏲ medium-term Source ↗
April 10, 2026 at 17:11
L/S Equity trader
The author is bearish on ISRG due to expected margin compression from rising semiconductor and memory costs, which they estimate could be a 25-50 bps headwind to hardware gross margins by year-end 2026.
ISRG HIGH Apr 06, 14:07
"I've been worried about total semi componentry price increases (incl memory) weighing on $ISRG margins this year."
𝕏 @thelapurchaser ⏲ medium-term Source ↗
April 06, 2026 at 14:07
L/S Equity trader
The tweet implies a negative outlook for contract research organizations.
ICLR IQV MEDP Apr 03, 00:52
April 03, 2026 at 00:52
L/S Equity trader
Boston Scientific's CHAMPION trial results are viewed as meeting guidelines but failing to provide the significant upside bulls expected.
BSX Mar 28, 18:28
March 28, 2026 at 18:28
L/S Equity trader
The author suggests leveraging Interactive Brokers to gain exposure to small and mid-cap semiconductor stocks and AI-driven growth.
IBKR Mar 26, 01:10
March 26, 2026 at 01:10
L/S Equity trader
The author expresses skepticism regarding Elon Musk's inflated and aspirational claims about Tesla.
TSLA Mar 22, 15:51
March 22, 2026 at 15:51
L/S Equity trader
The author suggests that the rise of agents and robotics will drive long-term demand for memory stocks.
MU SNDK Mar 20, 00:50
March 20, 2026 at 00:50
L/S Equity trader
The author is bullish on Boston Scientific due to strong long-term earnings potential and high trial success probability, despite some short-term concerns regarding Q1 performance.
BSX Mar 20, 00:16
March 20, 2026 at 00:16
L/S Equity trader
Micron reports increased demand visibility and confidence following a new five-year agreement.
MU Mar 19, 14:05
March 19, 2026 at 14:05
L/S Equity trader
The author suggests that the life sciences sector has reached a market floor.
TMO RGEN Mar 17, 14:02
March 17, 2026 at 14:02
L/S Equity trader
TheLAPurchaser (L/S Equity trader) | 38 trade ideas tracked | SNDK, MU, NVDA, DHR, BSX | Twitter | Buzzberg