alexsmithlovesyou

Portfolio manager, founder of Frozen Tundra Investments. Sometimes I post about my trades. OG SoFi investor.

[BENZO-KAZOOIE @BENZOTOOIE]

“NOOOOOOO YOU CAN’T PAY ATTENTION TO WHAT CARDS I’VE USED, THAT’S CARD COUNTING!!! USING STRATEGY IS AGAINST THE RULES!!! YOU CAN ONLY USE BLIND LUCK!!! SECURITY!!!!!!!!!”

[alexsmithlovesyou @alexsmithlovesu]

@marcushaugaard No they aren't, they're doing the opposite. If you're referring to stock based compensation for employees which virtually every tech co does, the buy back program is outpacing that dilution significantly, so net basis the float is still contracting.

[alexsmithlovesyou @alexsmithlovesu]

When you realize $MTCH (hinge+tinder) is severely undervalued at just a 14x P/E ratio AND they are releasing Overtone the first AI dating app that decides matches for you AND their debt is all fixed rate and cheap AND they are aggressively buying back shares… 📈📈📈 bet on love

[alexsmithlovesyou @alexsmithlovesu]

Aaaaaand -25% day😂Timberrrrrrr

Chinese shit-cos never cease to amaze me with their blatant fraud. Friendly reminder - under Article 177 of the PRC Securities Law, overseas securities regulators (like the SEC) are prohibited from directly conducting investigations or collecting evidence within China without approval from the Chinese government

[alexsmithlovesyou @alexsmithlovesu]

Rule #1: China always lies. China always steals. @MartinShkreli has $JLHL completely nailed for what it is- a typical Chinese pump/dump scam. They make "intelligent integrated solutions" for Chinese multi family, commercial, and government properties consisting of security, fire protection, parking, tolls, data rooms... fk it I guess everything because why not?

@SECGov needs to investigate US Tiger Securities, who recently brought $JLHL public. They are a bottom tier investment bank addicted to pump and dumping Chinese IPOs, and have 3 anti money laundering infractions resulting in over $1M in fines from FINRA. Their recent track record includes LHAI (-80%), THH (-95%), and CHOW (-90%). All fraud Chinese shit-cos. All have the same graph. All IPO'd at $4 a share with Tiger as the Sole/Lead underwriter.

[alexsmithlovesyou @alexsmithlovesu]

@matt_stein1 You can’t escape the spam

[scar @imfat]

never fucking quit.

life flips insanely fast.

[alexsmithlovesyou @alexsmithlovesu]

Another 5 figure day 🤷🏻‍♂️ $SOFI. A lot of my call expirations are Jan. ‘27. New fed will cut rates and the money will rotate back into fintech. $SOFI always runs up into earnings as well. I’ve played these games before!!

[alexsmithlovesyou @alexsmithlovesu]

Look for a strong resurgence in multiple fintech names, including $SOFI and $HOOD. (My $SOFI leaps I bought last week are already up over 100%)

The market is irrationally rotational in the fintech space. Expect a massive comeback this year with potential Fed rate cuts (lowering funding costs and boosting consumer credit demand), accelerating profitability as the sector pivots from "growth at all costs" to GAAP earnings, easing regulatory pressure, and tailwinds from crypto/stablecoin adoption and embedded-finance expansion.

Blink and you'll miss the comeback rally.

[alexsmithlovesyou @alexsmithlovesu]

Another 5 figure day for my $SOFI positions… Institutional ownership being at an all time high, along with higher than avg short interest = squeeze upwards when environment is more fintech friendly.

[alexsmithlovesyou @alexsmithlovesu]

The $SOFI ceo just bought the dip AGAIN? Over $2m in personal buys the past couple months? And you’re bearish?

[alexsmithlovesyou @alexsmithlovesu]

@FabricePezous $ADBE could be next. Many AI tools already make professional grade images/videos with a basic text prompt in seconds. They do have a monopoly on PDF viewing though 😂

[alexsmithlovesyou @alexsmithlovesu]

Treat the violent decline of $DUOL as a precursor for greater things to come- AI will completely take out entire industries. This happens periodically throughout history. Breakthrough new product/ technological advancement -> overnight destruction of a business. Who's next?

[alexsmithlovesyou @alexsmithlovesu]

$SPCX The basics of SHORTING and how I am trading this very predictable rocket crash.

You can't borrow shares to short until institutional holders deposit them in lending programs. And when you can borrow/short in a few days/weeks, the fees will be 50-100% annualized if you can even locate shares to borrow. $SPCX WILL go UP. But that's exactly why the short interest will be heavy and a squeeze is a real risk on an IPO with limited float.

Be patient, if there's euphoria and its in the 200-250 range next 1-3 months, short it. That's your entry. Whatever you do, don't touch it month 1 and steer clear from options- the premiums will eat you alive. If you want to trade options then follow or fade unusual/weird option trades on $PL, $RKLB , $LUNR and $SPCE. They will trade with it.

Caveat Emptor. Don't be exit liquidity.

[alexsmithlovesyou @alexsmithlovesu]

@kiantrades lol 2 contracts. Should’ve put a milly on margin 😩

[alexsmithlovesyou @alexsmithlovesu]

How it felt buying $SOFI when it was $6-8 a share for over 2 years. This time is no different.

[alexsmithlovesyou @alexsmithlovesu]

When are people going to start listening to me? $RBLX

[alexsmithlovesyou @alexsmithlovesu]

$RBLX might be the most obvious short on the street. Why? Their latest earnings reported that “Average Daily Active Users were 111.8 million, up 41% year-over-year and Hours engaged were 27.4 billion, up 58%year-over-year.” Only problem is that half of those “users” are bots, and they’re getting sued by multiple parties for their egregious content violations that fail to protect their fan base made up of mostly minors. There’s no way its 90 billion market cap (twice of $TTWO) is justifiable. Would you bet against it?

[alexsmithlovesyou @alexsmithlovesu]

$RLBX down 8% today... first red day of many?

[alexsmithlovesyou @alexsmithlovesu]

Unlimited money glitch with $SOFI
1. Banks downgrade Sofi and it sinks 5-10% (always a couple weeks before earnings 😉)
2. Buy calls at low in the middle of the day
3. Sell before earnings (always runs up weeks into earnings)
4. Profit (I’ve done this 5 times now lol)

[alexsmithlovesyou @alexsmithlovesu]

$abvx You can’t be THAT sus with the calls and not move at all… how much longer till the buyout?