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quantbrah

Trading the situation. AI turns X posts into trackable portfolios. Not financial advice.

TRACKED: 69

TOP RETURN (7D): +23.20%

TOP THESIS (7D): Concentrated barbell: fintech disruption via PURR and enterprise AI infrastructure via Oracle

Portfolio Source RETURN (7D) VS S&P 500 (7D) Age

#1
Concentrated barbell: fintech disruption via PURR and enterprise AI infrastructure via Oracle
ORCL PURR · 2 positions

@Globalflows tagged by @quantbrah_labs

+23.20% S&P 500 +1.40%
+21.81% 46d
#2
Pre-breakout accumulation in liquid leadership names before broader market recognition
ARM MRVL DELL GEV · 4 positions

@ZaStocks tagged by @quantbrah_labs

+15.95% S&P 500 +1.40%
+14.56% 37d
#3
Space frontier investing as a long-duration growth theme in launch, satellites, and space-enabled communications
RKLB IRDM RDW PL ASTS VSAT ARKX ACHR · 8 positions

@doppel_ichi tagged by @quantbrah_labs

+13.42% S&P 500 +1.40%
+12.03% 29d
#4
Follow the post’s Jensen-led 2026 AI winners call by concentrating in the three newly highlighted equities
CRWV PLTR NOW · 3 positions

@MrMikeInvesting

+12.63% S&P 500 +1.40%
+11.24% 29d
#5
2026 retail momentum basket: follow the post’s next five high-squeeze speculative winners
CRWV CIFR RKLB HIMS ONDS · 5 positions

@MrMikeInvesting

+12.40% S&P 500 +1.40%
+11.00% 40d
#6
Semiconductor breakout leaders are likely in the early-to-middle innings, with pullbacks as buyable consolidations
ARM INTC MRVL MU SNDK · 5 positions

@ZaStocks

+11.41% S&P 500 +1.40%
+10.01% 32d
#7
Human biology inflection point: overweight enabling genomics, cell programming, peptide/GLP-1 manufacturing, and next-wave biotech platforms
ILMN RXRX CRSP DNA LLY TEM VKTX CMPS GH · 9 positions

@m_goes_distance

+10.88% S&P 500 +1.40%
+9.49% 29d
#8
Contrarian to software doom: high-quality software can re-rate, with Microsoft leadership intact
MSFT IGV CRM NOW DDOG · 5 positions

INVERSE @jimcramer

+10.05% S&P 500 +1.40%
+8.66% 39d
#9
2026 high-beta innovation correction basket: express the post's 'generational wealth' thesis through the named deep-growth rebound candidates
ASTS TSLA RKLB NBIS PL ONDS · 6 positions

@MrMikeInvesting

+10.04% S&P 500 +1.40%
+8.64% 57d
#10
Autonomous warfare becomes a major AI spending leg via defense drones, autonomy software, and mission compute
AVAV KTOS PLTR NOC LHX NVDA AMD · 7 positions

@Pentosh1

+10.03% S&P 500 +1.40%
+8.64% 50d
#11
Crypto cycle basket centered on BTC plus high-beta alt/protocol exposure
BTC/USD HYPE/USD PUMP/USD SOL/USD · 4 positions

@_0xghost_

+9.91% S&P 500 +1.40%
+8.51% 24d
#12
AI startup valuation bubble favors incumbent software distributors over private AI challengers
CRM MSFT NOW ADBE INTU · 5 positions

@MikeIppolito_

+9.67% S&P 500 +1.40%
+8.28% 31d
#13
Short the AI compute bottleneck; own the architectures and enablers that can cheapen or bypass GPU scarcity
MRVL MU ANET AMD TSM ALAB NVDA↓ SMCI↓ · 8 positions

@himgajria

+9.60% S&P 500 +1.40%
+8.20% 35d
#14
Mispriced software leadership could drive the next leg of the index higher
IGV MSFT CRM NOW ADBE PANW · 6 positions

@Globalflows

+9.48% S&P 500 +1.40%
+8.09% 32d
#15
AI compute scarcity plus depressed secular-growth valuations favor a concentrated long book
NVDA AMD ANET VRT DDOG SMCI SNOW MDB SHOP · 9 positions

@GavinSBaker

+9.30% S&P 500 +1.40%
+7.90% 60d
#16
High-conviction 2030 growth basket from the post’s named breakout candidates
AMD AMZN GOOGL NOW ORCL CRWV RKLB NBIS OSS ONDS · 10 positions

@MrMikeInvesting

+9.18% S&P 500 +1.40%
+7.78% 32d
#17
Simple crypto winners basket centered on the four named coins
BTC/USD SOL/USD HYPE/USD ZEC/USD · 4 positions

@gumsays

+8.78% S&P 500 +1.40%
+7.38% 25d
#18
AI compute bottleneck still has room to run through neocloud and infrastructure beneficiaries
CRWV NBIS ORCL IREN VRT · 5 positions

@ZaStocks

+8.71% S&P 500 +1.40%
+7.32% 29d
#19
Concentrated AI-power stack: own AI infrastructure miners, electricity suppliers, and data-center electrical contractors
IREN WULF TLN BEP PWR ETN · 6 positions

@NotSoEasyMoney

+7.15% S&P 500 +1.40%
+5.76% 39d
#20
Near-RSI AI inflection makes compute owners and GPU supply-chain winners the primary beneficiaries
NVDA SMCI ANET TSM VRT AMD EQIX · 7 positions

@TMTLongShort

+6.28% S&P 500 +1.40%
+4.89% 10d
#21
Risk assets are shrugging off Middle East escalation and pricing resilience in growth equities
QQQ SOXX IGV META PLTR · 5 positions

@ZaStocks

+5.83% S&P 500 +1.40%
+4.43% 58d
#22
AI infrastructure supercycle: hyperscaler earnings and capacity bottlenecks keep driving compute and power beneficiaries
NVDA VRT SMCI ANET AVGO TSM ETN CEG · 8 positions

@ZaStocks

+5.82% S&P 500 +1.40%
+4.42% 30d
#23
Long electrification and energy-security commodities via lithium, copper, and uranium equities
ALB COPX URNM FCX LAC CCJ · 6 positions

@blknoiz06

+5.44% S&P 500 +1.40%
+4.04% 19d
#24
Long copper and grid-power beneficiaries as enduring AI infrastructure bottlenecks
COPX FCX TECK ETN PWR SCCO · 6 positions

@Bluntz_Capital

+4.61% S&P 500 +1.40%
+3.21% 39d
#25
Quantum computing rotation from crowded AI into listed QC proxies
IONQ RGTI QBTS HON NVDA QUBT · 6 positions

@Taran

+4.43% S&P 500 +1.40%
+3.03% 28d
#26
Build long-term nuclear exposure ahead of a likely 2030 supply-chain and generation buildout
URA URNM CCJ LEU OKLO · 5 positions

@IncomeSharks

+4.26% S&P 500 +1.40%
+2.86% 35d
#27
Rare earths and strategic domestic materials are poised for a near-term rerating, with adjacent power-demand exposure as a secondary beneficiary
MP USAR REMX VST · 4 positions

@MrMikeInvesting

+4.22% S&P 500 +1.40%
+2.83% 32d
#28
Hyperscaler AI capex supercycle: own compute and power beneficiaries over labor-heavy businesses
NVDA VRT ANET ETN SMCI AMZN MSFT GOOGL META · 9 positions

@Evan_ss6

+4.00% S&P 500 +1.40%
+2.60% 29d
#29
Follow Burry’s implied software/fintech bottom call through his newly accumulated quality software and payments names
PYPL CRM MSCI FISV ADBE · 5 positions

@burrytracker

+3.93% S&P 500 +1.40%
+2.54% 43d
#30
Long peptide-compounding platforms into the July 23 FDA catalyst, hedged against branded GLP-1 incumbents
HIMS LFMD LLY↓ NVO↓ VKTX · 5 positions

@NotSoEasyMoney

+3.71% S&P 500 +1.40%
+2.32% 42d
#31
Right-tail AI/passive-flow melt-up via Nasdaq-heavy exposure, centered on QQQ as the cleanest listed proxy
QQQ SOXX NVDA MSFT AMZN META · 6 positions

@plur_daddy

+3.38% S&P 500 +1.40%
+1.98% 30d
#32
Falling real rates plus underpositioned tech setup favors a concentrated long in duration-sensitive growth equities
QQQ NVDA MSFT AMZN META SOXX · 6 positions

@Globalflows

+3.02% S&P 500 +1.40%
+1.62% 32d
#33
Bro-science consumer biotech becomes a real market: obesity today, longevity and cognition next
LLY NVO VKTX ALT NAMS HIMS · 6 positions

@MTSlive

+3.00% S&P 500 +1.40%
+1.60% 36d
#34
AI infrastructure scarcity creates a decade-long bull case for compute, power, and chip suppliers
NVDA VRT CEG SMCI TSM ANET ETN PWR · 8 positions

@aiedge_

+2.92% S&P 500 +1.40%
+1.52% 19d
#35
ByteDance-style short-drama apps are taking Southeast Asian attention share from traditional streaming
IQ BIDU KWEB BABA NFLX↓ · 5 positions

@Zac_Pundi

+2.79% S&P 500 +1.40%
+1.40% 25d
#36
Taiwan CPO and optical packaging names can outperform macro war volatility
Shunsin (6451.TW) Foxconn (2317.TW) CIEN LITE AAOI COHR · 6 positions

@aleabitoreddit

+2.79% S&P 500 +1.40%
+1.40% 36d
#37
Lilly’s retatrutide data points to continued obesity-drug leadership and share gains versus current GLP-1 incumbents
LLY NVO↓ · 2 positions

@maxmarchione

+2.69% S&P 500 +1.40%
+1.29% 8d
#38
Chinese EV vertical integration is set to outcompete Europe across cars, batteries, charging architecture, and commercial fleets
BYD (1211.HK) CATL (300750.SHE) XPEV NIO · 4 positions

@BetterCallMedhi

+2.42% S&P 500 +1.40%
+1.02% 41d
#39
EU and Japan energy-sovereignty buildout favors non-gas power generators and nuclear-enabling equipment
CCJ CEG LEU VST BEPC GEV BWXT · 7 positions

@citrini

+1.92% S&P 500 +1.40%
+0.53% 40d
#40
IRL connection economy winners: dating, events, nightlife, and social-experience enablers
MTCH LYV BKNG YELP CMG MAR SBUX · 7 positions

@jonaswillett1

+1.05% S&P 500 +1.40%
-0.35% 38d
#41
Late-cycle semiconductor catch-up trade in lagging, still-cheap chip names
ON STM MCHP NXPI QRVO SWKS · 6 positions

@citrini

+0.97% S&P 500 +1.40%
-0.42% 24d
#42
Physical AI infrastructure rebound basket
FIX PWR ETN CLS MTZ · 5 positions

@NotSoEasyMoney

+0.65% S&P 500 +1.40%
-0.74% 29d
#43
All-weather barbell: bonds, commodities, stocks, and a small moonshot sleeve
PDBC SPY TLT ARKK · 4 positions

@krugman87

+0.58% S&P 500 +1.40%
-0.82% 28d
#44
Rotate out of US mega-cap tech and semis into materials and Brazil
XLB EWZ · 2 positions

@MelMattison1

+0.47% S&P 500 +1.40%
-0.93% 36d
#45
Rotate out of semiconductors and into materials and Brazil
XLB EWZ · 2 positions

@MelMattison1

+0.45% S&P 500 +1.40%
-0.94% 32d
#46
Defensive pessimism on a prolonged geopolitical conflict: tilt toward defense, energy security, gold, and broad equity downside hedges via defensive sectors
ITA GLD XLE USMV XLP XLV · 6 positions

@alpha_pls

-0.07% S&P 500 +1.40%
-1.46% 57d
#47
Late-cycle slowdown signaled by financials breaking down versus the broad market
XLF↓ KRE↓ TLT XLU XLP · 5 positions

@infraa_

-0.11% S&P 500 +1.40%
-1.51% 22d
#48
Trade regulatory-clarity beneficiaries in crypto: majors first, then rotate into liquid DeFi and infrastructure names
ETH/USD XRP/USD SOL/USD AAVE/USD UNI/USD XLM/USD · 6 positions

@JoshuaDeuk

-0.26% S&P 500 +1.40%
-1.65% 29d
#49
Treasury-led stealth easing and dollar weakness favor inflation beneficiaries while pressuring long-duration sovereign bonds
TLT↓ TIP GLD XLE FCX DBC KRE EWJ↓ · 8 positions

@qthomp

-0.39% S&P 500 +1.40%
-1.79% 29d
#50
GLP-1 adoption is reducing food-and-beverage freight volumes, favoring obesity-drug makers and pressuring truckload freight tied to packaged food shipments
LLY NVO KNX↓ KHC↓ SNDR↓ · 5 positions

@FreightAlley

-0.40% S&P 500 +1.40%
-1.80% 30d
#51
Grid equipment gains national-defense tailwind
HUBB ETN GEV NVT PWR BMI · 6 positions

@APompliano

-1.01% S&P 500 +1.40%
-2.41% 29d
#52
AI infrastructure bottleneck shifts from chips to power, cooling, and electrical buildout
NVDA VRT ETN PWR EQIX · 5 positions

@elliotarledge

-1.43% S&P 500 +1.40%
-2.83% 43d
#53
Contrarian 12-Month Risk-Off: Asset Prices Disappoint as Growth and Liquidity Expectations Fade
SPY↓ QQQ↓ IWM↓ TLT HYG↓ XLY↓ · 6 positions

INVERSE @APompliano

-1.45% S&P 500 +1.40%
-2.85% 36d
#54
Quantum extends the AI infrastructure buildout: long power generation and grid interconnect picks-and-shovels
CEG PWR · 2 positions

@NotSoEasyMoney

-1.82% S&P 500 +1.40%
-3.21% 39d
#55
Constructive crypto risk-on setup led by Bitcoin and high-quality crypto infrastructure despite mixed macro backdrop
BTC/USD MSTR ETH/USD COIN SOL/USD · 5 positions

@gumsays

-2.65% S&P 500 +1.40%
-4.05% 48d
#56
Inflation and energy shock pressure consumers and squeeze small caps
XLE IWM↓ OIH TIP XLP XRT↓ · 6 positions

@ramahluwalia

-3.10% S&P 500 +1.40%
-4.49% 58d
#57
Escalating oil and LNG dislocation should favor crude, refined-product, and gas-linked beneficiaries over a market that is underpricing physical scarcity
USO UNG COP EOG VLO XLE LNG · 7 positions

@glcarlstrom

-3.54% S&P 500 +1.40%
-4.93% 37d
#58
Hormuz disruption lifts oil and defense
USO XLE OXY LMT HAL RTX KTOS · 7 positions

@HormuzLetter

-3.96% S&P 500 +1.40%
-5.35% 29d
#59
Korean stock-picking basket across cosmetics, semiconductor equipment, test sockets, materials, and defense
APR Corporation (278470.KO) Park Systems (140860.KQ) Wonik IPS (240810.KQ) Hyundai Rotem (064350.KO) ISC Co (095340.KQ) Mico Ltd (059090.KQ) · 6 positions

@citrini

-4.11% S&P 500 +1.40%
-5.51% 25d
#60
Prolonged Strait Disruption Plus Domestic Demand Weakness
XRT↓ ZIM IWM↓ KRE↓ OIH TNK · 6 positions

@qthomp

-4.36% S&P 500 +1.40%
-5.75% 49d
#61
Long the physical-AI robotics supply chain as labor automation scales
NVDA TSLA ROK TER AMBA CGNX SYM ISRG · 8 positions

@Pentosh1

-4.52% S&P 500 +0.82%
-5.35% 3d
#62
Silicon photonics buildout: optical interconnect winners as AI networking scales
CIEN LITE AAOI COHR MRVL · 5 positions

@GavinSBaker

-4.55% S&P 500 +1.40%
-5.95% 44d
#63
Saudi energy infrastructure attacks point to a near-term oil supply shock and tighter global petroleum product balances
XOP OXY SLB VDE MPC USO · 6 positions

@Bacharelhalabi

-4.73% S&P 500 +1.40%
-6.12% 50d
#64
AI datacenter power bottlenecks favor upstream natural gas and on-site energy security
EOG RRC EQT VNOM CRK · 5 positions

@ramahluwalia

-4.84% S&P 500 +1.40%
-6.24% 10d
#65
Long integrated oil majors as 2026’s commodity bottleneck winners over hyperscaler capex consumers
XOM CVX COP SHEL TTE BP EQNR · 7 positions

@CommodMkt

-5.00% S&P 500 +1.40%
-6.40% 13d
#66
Concentrated CPO and hybrid-bonding picks from the source post's own highest-conviction names
Sivers IMA Holding AB (SIVE.ST) MSSCORP (6830.TW) Auros (322310.KQ) · 3 positions

@aleabitoreddit

-6.15% S&P 500 +1.40%
-7.54% 28d
#67
US pressure on Iran and Venezuela tightens non-dollar oil supply, favoring crude-linked and energy-security beneficiaries
USO XLE OXY SLB LNG RIG · 6 positions

@_10delta_

-6.45% S&P 500 +1.40%
-7.85% 46d
#68
Complacency on a still-disrupted Strait argues for an oil-shipping risk portfolio
USO XLE FLNG OIH FRO TNK · 6 positions

@qthomp

-7.04% S&P 500 +1.40%
-8.43% 50d
#69
Short Asia ex-US equities over US on worsening regional macro stress
FXI↓ EWY↓ EWT↓ EWH↓ AAXJ↓ · 5 positions

@fejau_inc

-8.82% S&P 500 +1.40%
-10.21% 60d