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quantbrah

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

TRACKED: 69

TOP RETURN (ALL): +63.87%

TOP THESIS (ALL): Space frontier investing as a long-duration growth theme in launch, satellites, and space-enabled communications

Portfolio Source RETURN (ALL) VS S&P 500 (ALL) Age

#1
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

+63.87% S&P 500 +5.39%
+58.48% 29d
#2
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 tagged by @quantbrah_labs

+61.93% S&P 500 +19.29%
+42.64% 60d
#3
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 tagged by @quantbrah_labs

+57.85% S&P 500 +15.34%
+42.51% 57d
#4
Semiconductor breakout leaders are likely in the early-to-middle innings, with pullbacks as buyable consolidations
ARM INTC MRVL MU SNDK · 5 positions

@ZaStocks

+53.34% S&P 500 +5.76%
+47.59% 32d
#5
Pre-breakout accumulation in liquid leadership names before broader market recognition
ARM MRVL DELL GEV · 4 positions

@ZaStocks

+53.11% S&P 500 +6.56%
+46.55% 37d
#6
Concentrated barbell: fintech disruption via PURR and enterprise AI infrastructure via Oracle
ORCL PURR · 2 positions

@Globalflows

+48.97% S&P 500 +10.25%
+38.72% 46d
#7
Quantum computing rotation from crowded AI into listed QC proxies
IONQ RGTI QBTS HON NVDA QUBT · 6 positions

@Taran

+39.94% S&P 500 +4.98%
+34.97% 28d
#8
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

+34.59% S&P 500 +5.76%
+28.83% 32d
#9
Risk assets are shrugging off Middle East escalation and pricing resilience in growth equities
QQQ SOXX IGV META PLTR · 5 positions

@ZaStocks

+32.48% S&P 500 +15.44%
+17.04% 58d
#10
AI compute bottleneck still has room to run through neocloud and infrastructure beneficiaries
CRWV NBIS ORCL IREN VRT · 5 positions

@ZaStocks

+32.21% S&P 500 +6.18%
+26.03% 29d
#11
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

+29.45% S&P 500 +5.93%
+23.51% 35d
#12
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

+24.44% S&P 500 +4.98%
+19.46% 28d
#13
2026 retail momentum basket: follow the post’s next five high-squeeze speculative winners
CRWV CIFR RKLB HIMS ONDS · 5 positions

@MrMikeInvesting

+21.83% S&P 500 +6.52%
+15.31% 40d
#14
Silicon photonics buildout: optical interconnect winners as AI networking scales
CIEN LITE AAOI COHR MRVL · 5 positions

@GavinSBaker

+20.32% S&P 500 +8.30%
+12.02% 44d
#15
Contrarian to software doom: high-quality software can re-rate, with Microsoft leadership intact
MSFT IGV CRM NOW DDOG · 5 positions

INVERSE @jimcramer

+20.25% S&P 500 +6.71%
+13.54% 39d
#16
Mispriced software leadership could drive the next leg of the index higher
IGV MSFT CRM NOW ADBE PANW · 6 positions

@Globalflows

+19.34% S&P 500 +5.76%
+13.59% 32d
#17
Taiwan CPO and optical packaging names can outperform macro war volatility
Shunsin (6451.TW) Foxconn (2317.TW) CIEN LITE AAOI COHR · 6 positions

@aleabitoreddit

+19.15% S&P 500 +6.82%
+12.34% 36d
#18
Concentrated AI-power stack: own AI infrastructure miners, electricity suppliers, and data-center electrical contractors
IREN WULF TLN BEP PWR ETN · 6 positions

@NotSoEasyMoney

+18.21% S&P 500 +6.87%
+11.34% 39d
#19
Simple crypto winners basket centered on the four named coins
BTC/USD SOL/USD HYPE/USD ZEC/USD · 4 positions

@gumsays

+15.59% S&P 500 +5.42%
+10.16% 25d
#20
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

+15.40% S&P 500 +5.88%
+9.52% 29d
#21
Follow the post’s Jensen-led 2026 AI winners call by concentrating in the three newly highlighted equities
CRWV PLTR NOW · 3 positions

@MrMikeInvesting

+14.46% S&P 500 +6.32%
+8.14% 29d
#22
Bro-science consumer biotech becomes a real market: obesity today, longevity and cognition next
LLY NVO VKTX ALT NAMS HIMS · 6 positions

@MTSlive

+12.77% S&P 500 +6.77%
+6.01% 36d
#23
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

+12.73% S&P 500 +6.43%
+6.30% 30d
#24
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

+12.69% S&P 500 +11.25%
+1.44% 50d
#25
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

+12.00% S&P 500 +6.29%
+5.71% 30d
#26
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

+11.86% S&P 500 +3.07%
+8.78% 10d
#27
Late-cycle semiconductor catch-up trade in lagging, still-cheap chip names
ON STM MCHP NXPI QRVO SWKS · 6 positions

@citrini

+11.05% S&P 500 +4.56%
+6.48% 24d
#28
AI startup valuation bubble favors incumbent software distributors over private AI challengers
CRM MSFT NOW ADBE INTU · 5 positions

@MikeIppolito_

+9.17% S&P 500 +6.50%
+2.67% 31d
#29
Crypto cycle basket centered on BTC plus high-beta alt/protocol exposure
BTC/USD HYPE/USD PUMP/USD SOL/USD · 4 positions

@_0xghost_

+8.63% S&P 500 +4.35%
+4.28% 24d
#30
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

+7.62% S&P 500 +6.52%
+1.10% 30d
#31
AI infrastructure bottleneck shifts from chips to power, cooling, and electrical buildout
NVDA VRT ETN PWR EQIX · 5 positions

@elliotarledge

+7.43% S&P 500 +7.89%
-0.46% 43d
#32
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

+7.22% S&P 500 +5.29%
+1.94% 29d
#33
Quantum extends the AI infrastructure buildout: long power generation and grid interconnect picks-and-shovels
CEG PWR · 2 positions

@NotSoEasyMoney

+7.15% S&P 500 +6.67%
+0.48% 39d
#34
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

+5.44% S&P 500 +5.76%
-0.31% 32d
#35
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

+4.52% S&P 500 +5.76%
-1.24% 32d
#36
Lilly’s retatrutide data points to continued obesity-drug leadership and share gains versus current GLP-1 incumbents
LLY NVO↓ · 2 positions

@maxmarchione

+4.30% S&P 500 +1.84%
+2.46% 8d
#37
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

+3.84% S&P 500 +11.33%
-7.50% 48d
#38
Long copper and grid-power beneficiaries as enduring AI infrastructure bottlenecks
COPX FCX TECK ETN PWR SCCO · 6 positions

@Bluntz_Capital

+2.67% S&P 500 +6.93%
-4.26% 39d
#39
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_

+2.22% S&P 500 +2.55%
-0.33% 19d
#40
All-weather barbell: bonds, commodities, stocks, and a small moonshot sleeve
PDBC SPY TLT ARKK · 4 positions

@krugman87

+1.00% S&P 500 +4.98%
-3.97% 28d
#41
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

+0.80% S&P 500 +15.34%
-14.54% 57d
#42
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

+0.23% S&P 500 +11.25%
-11.02% 50d
#43
Complacency on a still-disrupted Strait argues for an oil-shipping risk portfolio
USO XLE FLNG OIH FRO TNK · 6 positions

@qthomp

-0.08% S&P 500 +11.25%
-11.33% 50d
#44
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

-0.18% S&P 500 +5.26%
-5.44% 29d
#45
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

-0.18% S&P 500 +7.81%
-8.00% 43d
#46
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

-0.21% S&P 500 +6.63%
-6.84% 37d
#47
Late-cycle slowdown signaled by financials breaking down versus the broad market
XLF↓ KRE↓ TLT XLU XLP · 5 positions

@infraa_

-0.26% S&P 500 +3.39%
-3.65% 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

-1.27% S&P 500 +5.19%
-6.46% 29d
#49
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_

-2.19% S&P 500 +10.81%
-13.00% 46d
#50
IRL connection economy winners: dating, events, nightlife, and social-experience enablers
MTCH LYV BKNG YELP CMG MAR SBUX · 7 positions

@jonaswillett1

-2.43% S&P 500 +7.45%
-9.88% 38d
#51
Grid equipment gains national-defense tailwind
HUBB ETN GEV NVT PWR BMI · 6 positions

@APompliano

-2.86% S&P 500 +5.20%
-8.07% 29d
#52
ByteDance-style short-drama apps are taking Southeast Asian attention share from traditional streaming
IQ BIDU KWEB BABA NFLX↓ · 5 positions

@Zac_Pundi

-2.87% S&P 500 +5.68%
-8.54% 25d
#53
Inflation and energy shock pressure consumers and squeeze small caps
XLE IWM↓ OIH TIP XLP XRT↓ · 6 positions

@ramahluwalia

-2.99% S&P 500 +15.44%
-18.43% 58d
#54
Physical AI infrastructure rebound basket
FIX PWR ETN CLS MTZ · 5 positions

@NotSoEasyMoney

-3.67% S&P 500 +5.21%
-8.87% 29d
#55
Long electrification and energy-security commodities via lithium, copper, and uranium equities
ALB COPX URNM FCX LAC CCJ · 6 positions

@blknoiz06

-3.71% S&P 500 +2.55%
-6.26% 19d
#56
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
#57
Prolonged Strait Disruption Plus Domestic Demand Weakness
XRT↓ ZIM IWM↓ KRE↓ OIH TNK · 6 positions

@qthomp

-4.62% S&P 500 +11.40%
-16.02% 49d
#58
Rotate out of semiconductors and into materials and Brazil
XLB EWZ · 2 positions

@MelMattison1

-5.13% S&P 500 +5.76%
-10.89% 32d
#59
Rotate out of US mega-cap tech and semis into materials and Brazil
XLB EWZ · 2 positions

@MelMattison1

-5.21% S&P 500 +7.09%
-12.30% 36d
#60
Long integrated oil majors as 2026’s commodity bottleneck winners over hyperscaler capex consumers
XOM CVX COP SHEL TTE BP EQNR · 7 positions

@CommodMkt

-5.73% S&P 500 +2.33%
-8.07% 13d
#61
Contrarian 12-Month Risk-Off: Asset Prices Disappoint as Growth and Liquidity Expectations Fade
SPY↓ QQQ↓ IWM↓ TLT HYG↓ XLY↓ · 6 positions

INVERSE @APompliano

-5.93% S&P 500 +6.75%
-12.68% 36d
#62
Hormuz disruption lifts oil and defense
USO XLE OXY LMT HAL RTX KTOS · 7 positions

@HormuzLetter

-6.08% S&P 500 +5.28%
-11.36% 29d
#63
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

-6.32% S&P 500 +6.52%
-12.84% 40d
#64
Long peptide-compounding platforms into the July 23 FDA catalyst, hedged against branded GLP-1 incumbents
HIMS LFMD LLY↓ NVO↓ VKTX · 5 positions

@NotSoEasyMoney

-8.07% S&P 500 +6.52%
-14.59% 42d
#65
Build long-term nuclear exposure ahead of a likely 2030 supply-chain and generation buildout
URA URNM CCJ LEU OKLO · 5 positions

@IncomeSharks

-8.50% S&P 500 +5.93%
-14.43% 35d
#66
AI datacenter power bottlenecks favor upstream natural gas and on-site energy security
EOG RRC EQT VNOM CRK · 5 positions

@ramahluwalia

-8.50% S&P 500 +3.07%
-11.58% 10d
#67
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

-11.08% S&P 500 +6.90%
-17.98% 41d
#68
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

-14.46% S&P 500 +4.75%
-19.22% 25d
#69
Short Asia ex-US equities over US on worsening regional macro stress
FXI↓ EWY↓ EWT↓ EWH↓ AAXJ↓ · 5 positions

@fejau_inc

-32.25% S&P 500 +19.67%
-51.92% 60d