TRACE
Trace a source
tape livemanual reviewONevidenceREQUIREDjson/trace.jsontracked horizons1D · 7D · 30D · 90Ddisclaimernot financial advicetape livemanual reviewONevidenceREQUIREDjson/trace.jsontracked horizons1D · 7D · 30D · 90Ddisclaimernot financial advice
MarketsPredictionsSOONExpertsSOONCreatorsSOON
bubble boi

bubble boi

unclaimed
@bubbleboi · person
pending
Subscribe · x402 · soonClaim this profile
win rate0W · 0L
trades2published & scoreable
resolved0settled outcomes
avg P&L-per call
unclaimed public trackercorrection path availablescored on resolved calls only
Published claims
Agent-readable layer
{
  "version": "market-claims.v1",
  "claims": [
    {
      "id": "mcl_376c086f370c2fe72a",
      "url": "/trace/claims/mcl_376c086f370c2fe72a",
      "status": "PUBLISHED",
      "claimType": "DIRECTIONAL_THESIS",
      "direction": "LONG",
      "claimText": "SanDisk's high bandwidth flash innovation makes it a high-conviction long; samples expected by year-end.",
      "confidence": 0.72,
      "expert": {
        "slug": "bubbleboi",
        "displayName": "bubble boi",
        "kind": "PERSON",
        "status": "UNCLAIMED",
        "avatarUrl": "https://pbs.twimg.com/profile_images/2033464084700766208/lp1X6XQY_400x400.jpg",
        "url": "/trace/experts/bubbleboi",
        "claimed": false
      },
      "primaryEntity": {
        "kind": "ASSET",
        "assetClass": "EQUITY",
        "symbol": "SNDK",
        "name": "SNDK",
        "exchange": null,
        "confidence": 0.78
      },
      "evidence": {
        "evidenceUrl": "https://www.twitch.tv/videos/2759336391?t=6077s",
        "sourceUrl": "https://twitch.tv/videos/2759336391",
        "timecode": "101:17",
        "startMs": 6077000,
        "endMs": null,
        "excerpt": "SanDisk at the beginning of the year, um, when Iran happened, was very, very full port"
      },
      "performance": {
        "entryPrice": 1039,
        "currentPrice": null,
        "returnPct": null,
        "relativePct": null,
        "method": "PASTE_AUTHOR_PRICE"
      }
    },
    {
      "id": "mcl_139d66e287511f64b0",
      "url": "/trace/claims/mcl_139d66e287511f64b0",
      "status": "PUBLISHED",
      "claimType": "DIRECTIONAL_THESIS",
      "direction": "LONG",
      "claimText": "Intel's packaging edge and node turnaround make it wildly underpriced; should be a trillion-plus market cap.",
      "confidence": 0.72,
      "expert": {
        "slug": "bubbleboi",
        "displayName": "bubble boi",
        "kind": "PERSON",
        "status": "UNCLAIMED",
        "avatarUrl": "https://pbs.twimg.com/profile_images/2033464084700766208/lp1X6XQY_400x400.jpg",
        "url": "/trace/experts/bubbleboi",
        "claimed": false
      },
      "primaryEntity": {
        "kind": "ASSET",
        "assetClass": "EQUITY",
        "symbol": "INTC",
        "name": "INTC",
        "exchange": null,
        "confidence": 0.78
      },
      "evidence": {
        "evidenceUrl": "https://www.twitch.tv/videos/2759336391?t=5433s",
        "sourceUrl": "https://twitch.tv/videos/2759336391",
        "timecode": "90:33",
        "startMs": 5433000,
        "endMs": null,
        "excerpt": "increasingly Semis isn't driven by nodes at all. Intel, it's actually being driven by packaging. And this is a case where I've really been hammering that TSMC is not investing at all and they're really behind the 8-ball on packaging. And this is why Intel is going to win."
      },
      "performance": {
        "entryPrice": 85.143,
        "currentPrice": null,
        "returnPct": null,
        "relativePct": null,
        "method": "PASTE_AUTHOR_PRICE"
      }
    }
  ],
  "nextCursor": null
}

AISO tracks public statements, not verified portfolio positions. This is not financial advice.