Rebounding Alpha

Public Portfolio | Full Transparency

Sharing real-time process on oversold names & price disconnects.

Not financial advice. Not an investment advisor. DYOR

[Rebounding Alpha @ReboundingAlpha]

💰Friday Portfolio Update💰

Yeah, markets a$$ continues to be kicked.

Every move made was sent out in real time to followers. All receipts in timeline, nothing omitted.

There is NO CHERRY PICKING here, only transparency and execution.

If you appreciate full transparency, rather than empty claims, and you want to see this process in action, consider following.

$CRDO $DUOL $ADBE $IGV $NVDA $NOW $AAOI
$INOD $LULU $ARQQ $META $AVAV $CMCSA $FISV $NFLX $ON $CRUS $APP

[Rebounding Alpha @ReboundingAlpha]

$CRDO earnings out, I give it a 8/10 score. Repurchased prior sold lot here for real money portfolio.

On 8/10, I sold 1/3 of my $CRDO position at $245.05, from $88.16 entry.

Just now, I bought back that 1/3 position at $193.05 avg after hours.

THIS here is a prime example as to why I scale out and in on my positions.

Revenue and EPS beat. Q2 guide raised. Growth still very strong.

Gross margin slipped a bit and is the reason for the sell off.

(not investment advice, DYOR)

[Rebounding Alpha @ReboundingAlpha]

@OfficialDlonem @asklivermore Hilarious, I honestly didn't think anyone would pick up on it. Now I have to follow you, I mean how can I not?

[Rebounding Alpha @ReboundingAlpha]

@asklivermore 😂💤🛏️💤

[Rebounding Alpha @ReboundingAlpha]

🚨 $APP - Outperform Maintained - $510 price target.

Current position in real money portfolio
Entered: $309.39
Current: $313.10
Max: $336

[Rebounding Alpha @ReboundingAlpha]

Most 10k follower trading accounts couldn’t post a year like has been shown here in the real money portfolio.

This account has 472 followers.

100% win rate on closed trades so far. including all partial sells.

To name a few.....

$CRDO as high as 250% from entry
$DUOL +76% from the $80's.
$AAOI +104% from the exact bottom.
$NOW scaled out 40%+ more than once.

Every move sent in real time. All receipts in the timeline.

No Discord. No “trust me bro.” No spam. No course being sold. Just a real money public portfolio who's process is being shared in real time with full transparency.

Want receipts instead of recaps? You are in the right place.

[Rebounding Alpha @ReboundingAlpha]

$DUOL trading $160's from $88.50 entry.

[Rebounding Alpha @ReboundingAlpha]

$DUOL - Upgraded to $210 - Great news for position, which is already up 76% from entry.

When $DUOL was in the $80's, and nobody wanted it, I identified it as one of the biggest price disconnects in the market, and added it to the real money portfolio. (all receipts in timeline)

This upgrade is huge, and my thesis is playing out perfectly, that being that AI is not the destroyer of the company, but a supplement to it.

Analysts are starting to catch on, albeit 60 points later....

Still holding full position on $DUOL here.

I will likely NOT be scaling out of this one like I do most others, but we will see.

We are still well below the 200wma, and this new price target puts it right at it.

(not invesment advice, DYOR)

[Rebounding Alpha @ReboundingAlpha]

$DUOL - Upgraded to $210 - Great news for position, which is already up 76% from entry.

When $DUOL was in the $80's, and nobody wanted it, I identified it as one of the biggest price disconnects in the market, and added it to the real money portfolio. (all receipts in timeline)

This upgrade is huge, and my thesis is playing out perfectly, that being that AI is not the destroyer of the company, but a supplement to it.

Analysts are starting to catch on, albeit 60 points later....

Still holding full position on $DUOL here.

I will likely NOT be scaling out of this one like I do most others, but we will see.

We are still well below the 200wma, and this new price target puts it right at it.

(not invesment advice, DYOR)

[Rebounding Alpha @ReboundingAlpha]

@mzozulia1 @Alertsify The shame....

[Rebounding Alpha @ReboundingAlpha]

$NOW - Exited another 1/3 of position here at $146.63 avg.

That is 43.58% gain and 44.505 pts captured from the $102.12.

Very happy with this exit.

As always, I will consider rebuying the lots if we get a retracement to support.

I still expect $NOW to go much higher, but scaling out is at specific levels is my strategy, and I stay disciplined to that.

1/3 position remains to capitalize on more upside.

(not investment advice, DYOR)

[Rebounding Alpha @ReboundingAlpha]

$LULU - seeing this stock get some attention today by many on X.

$LULU was added to the real money portfolio on 6/4 at $112, it is currently around $120.

My plan in the chart posted below is STILL my plan, nothing has changed and I am feeling good about the prospects of this position over time.

(not investment advice, DYOR)

[Rebounding Alpha @ReboundingAlpha]

@revoAIution 👍