@Apollo_21mil Apollo_21mil
Tickered quality-compounder bull who fades the semiconductor cycle on valuation
Posts real-time, tickered long ideas and entry/options level
Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY. · Analyst brief as of 2026-06-22.
Across their last 20 scored bets: 50% hit rate, +1.07% mean alpha, trader score +1.30. Their last-14d mentions, direction-adjusted, have moved +1.0% since posting (mean over 120 mentions with price data).
Apollo_21mil is most focused on NOW as an enterprise-data moat compounder, explicitly contrasting it with PLTR and using options structures for exposure. He also discloses long-term ownership in AMZN, HOOD, SOFI and BAM, while pushing back on speculative premiums in SPCX, TSLA-adjacent hype, NKE, and IREN. Late-week attention moved toward NOW versus PLTR relative value, AMZN sizing, and option-premium comparisons rather than broad market beta.
Conviction is concentrated in NOW as a moat-and-options idea, with late-week posts repeatedly contrasting NOW favorably against PLTR and using cash-secured puts as the preferred expression. Disclosures show held long exposure in AMZN, HOOD, SOFI and BAM, with AMZN singled out as heavy. Bearish pressure remains on speculative-premium names including SPCX, TSLA, NKE and IREN, while IREN is two-sided because he also references prior long-term buys and short-term bullishness.
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-03 | OSCR | @Apollo_21mil | +0.25 | Says OSCR is almost to target, implying prior chart target nearing completion. | — | tweet ↗ |
| 2026-07-03 | OUST | @Apollo_21mil | +0.25 | Recaps that an OUST chart target of $64 was hit months later. | — | tweet ↗ |
| 2026-07-02 | MU | @Apollo_21mil | -0.55 | Says MU monthly demand zone is 45% below current price. | — | tweet ↗ |
| 2026-07-02 | QCOM | @Apollo_21mil | -0.45 | Says QCOM could easily hit $130, implying downside. | — | tweet ↗ |
| 2026-07-02 | IREN | @Apollo_21mil | +0.35 | Says IREN pattern suggests green monthly candle is very likely after two red months. | — | tweet ↗ |
| 2026-07-02 | HOOD | @Apollo_21mil | +0.05 | Discloses holding HOOD shares and considering selling in January. | — | tweet ↗ |
| 2026-07-01 | · | @Apollo_21mil | · | Says market was late to compute switching capability, but ticker context missing. | · | tweet ↗ |
| 2026-07-01 | PLTR | @Apollo_21mil | -0.45 | Says PLTR is not special and ontology copying is logical innovation. | +2.8% | tweet ↗ |
| 2026-07-01 | TSLA | @Apollo_21mil | -0.45 | Says GOOGL Waymo can self-fund robotaxi while TSLA may need dilution. | -7.5% | tweet ↗ |
| 2026-07-01 | GOOGL | @Apollo_21mil | +0.55 | Says GOOGL Waymo can self-fund robotaxi while TSLA may need dilution. | -0.4% | tweet ↗ |
| 2026-07-01 | · | @Apollo_21mil | · | Discusses inside candles and prior uptrend/capitulation setup without ticker context. | · | tweet ↗ |
| 2026-07-01 | · | @Apollo_21mil | · | Warns low-PE cyclical businesses can be near tops and high-PE near bottoms. | · | tweet ↗ |
| 2026-07-01 | BULL | @Apollo_21mil | -0.70 | Explicitly says BULL is a sell. | -0.1% | tweet ↗ |
| 2026-07-01 | BULK | @Apollo_21mil | -0.65 | Says BULK is a solid sell while NU and SOFI are solid. | · | tweet ↗ |
| 2026-07-01 | IBKR | @Apollo_21mil | +0.00 | Says BULK is a solid sell while NU and SOFI are solid. | -2.1% | tweet ↗ |
Grade is our human read-worthiness rating; trader score is a rolling 20-bet hit-rate/alpha composite — different things, often disagreeing. “Since then” is direction-unaware in the table; the summary line above adjusts for which way they leaned.