Author · brief 2026-06-22

@GrindeOptions GrindeOptions

Perma-bull thematic-basket trader hammering AI, fintech and TSLA with explicit buy levels

Posts high-frequency bullish thematic baskets, forward buy c

trader score
-1.96
hit rate
20%
mean α
-3.26%
signals 14d
391

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.

Their picks, scored

Across their last 20 scored bets: 20% hit rate, -3.26% mean alpha, trader score -1.96. Their last-14d mentions, direction-adjusted, have moved -3.2% since posting (mean over 259 mentions with price data).

Bullish growth chase centered on TSLA, SPCX, SOFI

GrindeOptions is overwhelmingly long high-beta innovation: TSLA/TSLL, SPCX, SOFI, memory/DRAM, IREN, PLTR, MSTR and ONDS. The distinctive read is that falling oil and later rate cuts support SOFI and risk assets, while Tesla/SpaceX and memory names can compound into very large long-term winners. Late-week he added fresh buy calls in TSLA/TSLL, ONDS and MSTR, while retracting a green-market call after Iran peace-talk headlines deteriorated.

Themes5analyst read · 2026-06-22
SpaceX premium and Elon ecosystem
bullconsistent124 signals
⚠ 40% of theme signals are TSLA — flag pump risk
Tesla autonomy and energy upside
bullconsistent64 signals
⚠ 78% of theme signals are TSLA — flag pump risk
Rate-cut fintech and SOFI wealth bet
bullconsistent35 signals
⚠ 83% of theme signals are SOFI — flag pump risk
Memory and AI semiconductor rerating
bullconsistent40 signals
AI compute and speculative compounders
bullconsistent27 signals
⚠ 41% of theme signals are IREN — flag pump risk
Direction this week

Conviction is concentrated in TSLA/TSLL, SPCX, SOFI and memory/DRAM, with additional buy calls in IREN, PLTR, MSTR and ONDS. The author added or reiterated longs late in the window in TSLA/TSLL, ONDS and MSTR, while SOFI became both a macro rate-cut beneficiary and a disclosed decade-long wealth bet. SPCX has heavy pump-risk: most SpaceX-theme signals are bullish SPCX posts, though he also warned against margin after the rally.

Position disclosures5skin in the game
SOFI Betting a meaningful amount of wealth on SOFI over the next decade. held
TSLL Discloses selling TSLL options as part of preferred options activity. unclear
SOFI Lists SOFI among names he likes to sell options on. unclear
IREN Lists IREN among names he likes to sell options on. unclear
HOOD Lists HOOD among names he likes to sell options on. unclear
Best hypotheses5their highest-scoring claims in our index
A Tesla-SpaceX combination or IPO proxy would re-rate TSLA by adding space, AI infrastructure and Musk ecosystem optiona
bullHIGH9 co-supporters
Berkshire's $72.50-per-share all-cash Taylor Morrison acquisition crystallizes immediate shareholder value at a sizable
bullHIGH29 co-supporters
Robinhood is a long-term fintech compounder with platform leadership, innovation velocity and durable DIY brokerage grow
bullHIGH9 co-supporters
Lemonade’s Tesla-linked autonomous car insurance launch in Indiana creates a visible product-expansion catalyst for futu
bullHIGH10 co-supporters
Core retail growth can support higher-margin advertising, membership, marketplace, and ecommerce revenue streams that im
bullHIGH6 co-supporters
Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-07-02·@GrindeOptions·Says next week in the stock market will be fun, implying positive setup.·
2026-07-02TSLA@GrindeOptions+0.85Bullish TSLA thesis using forward P/E, product releases and $1000/share target by early 2027.
2026-07-02·@GrindeOptions·Says traders should have bought high conviction stocks or sold options today.·
2026-07-02AMZN@GrindeOptions+0.00Lists forward P/E ratios for top S&P 500 companies.
2026-07-02AVGO@GrindeOptions+0.00Lists forward P/E ratios for top S&P 500 companies.
2026-07-02AAPL@GrindeOptions+0.00Lists forward P/E ratios for top S&P 500 companies.
2026-07-02NVDA@GrindeOptions+0.00Lists forward P/E ratios for top S&P 500 companies.
2026-07-02MSFT@GrindeOptions+0.00Lists forward P/E ratios for top S&P 500 companies.
2026-07-02GOOGL@GrindeOptions+0.00Lists forward P/E ratios for top S&P 500 companies.
2026-07-02STX@GrindeOptions+0.50Lists one-year gains that could turn $75K into large returns.
2026-07-02SNDK@GrindeOptions+0.70Lists one-year gains that could turn $75K into large returns.
2026-07-02LITE@GrindeOptions+0.60Lists one-year gains that could turn $75K into large returns.
2026-07-02WDC@GrindeOptions+0.60Lists one-year gains that could turn $75K into large returns.
2026-07-02MU@GrindeOptions+0.60Lists one-year gains that could turn $75K into large returns.
2026-07-02TSLL@GrindeOptions+0.20Reports TSLL not exercised and previews TSLA production/news dates.

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.