@JonkooTrades JonkooTrades
High-conviction retail bull mining obscure AI-semiconductor supply-chain microcaps with detailed theses
Posts bottom-up bullish theses, real-time long/add calls, an
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: 30% hit rate, -1.37% mean alpha, trader score -1.03. Their last-14d mentions, direction-adjusted, have moved -7.5% since posting (mean over 250 mentions with price data).
JonkooTrades is heavily centered on long TRT, framing it as an overlooked AI semiconductor supply-chain and hidden-asset play tied to NVDA, AMD, COHR, and MU. He also discloses longs across AAOI, CRDO, PENG, NBIS, PL, and gold-linked TRX.TO, while rejecting ONDS and IREN as dead money. Late-window activity shows TRT becoming the dominant focus, with repeated deep dives, price-target language, technical breakout framing, and institutional-accumulation claims.
Conviction is concentrated in TRT, which moves from a disclosed long into repeated AI supply-chain, hidden-asset, breakout, valuation-gap, and institutional-accumulation claims by June 17-21. He remains consistently bullish on AAOI, CRDO, PENG, NBIS, PL, and TRX.TO, while adding PNG.NE and exiting or rejecting ONDS. Pump risk is highest in TRT given its dominant signal share and repeated promotional framing.
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-03 | · | @JonkooTrades | · | Author calls a $200M shirt sponsorship a red flag for an unnamed data center company. | · | tweet ↗ |
| 2026-07-03 | QCOM | @JonkooTrades | +0.30 | Author says European market action looks great for listed tech and AI-related names. | — | tweet ↗ |
| 2026-07-03 | PENG | @JonkooTrades | +0.30 | Author says European market action looks great for listed tech and AI-related names. | — | tweet ↗ |
| 2026-07-03 | NOK | @JonkooTrades | +0.30 | Author says European market action looks great for listed tech and AI-related names. | — | tweet ↗ |
| 2026-07-03 | AAOI | @JonkooTrades | +0.30 | Author says European market action looks great for listed tech and AI-related names. | — | tweet ↗ |
| 2026-07-03 | STM | @JonkooTrades | +0.30 | Author says European market action looks great for listed tech and AI-related names. | — | tweet ↗ |
| 2026-07-03 | NBIS | @JonkooTrades | +0.30 | Author says European market action looks great for listed tech and AI-related names. | — | tweet ↗ |
| 2026-07-02 | · | @JonkooTrades | · | Author broadly references all AI names but gives no ticker or clear standalone thesis. | · | tweet ↗ |
| 2026-07-02 | AAOI | @JonkooTrades | +0.75 | Author says he is still bullish and still long AAOI. | — | tweet ↗ |
| 2026-07-02 | · | @JonkooTrades | · | Author says it is dip buy or Valhalla, but no ticker is named. | · | tweet ↗ |
| 2026-07-02 | · | @JonkooTrades | · | Author says Korea will pump tomorrow, but no tradable ticker is named. | · | tweet ↗ |
| 2026-07-02 | NVDA | @JonkooTrades | +0.50 | AI and semiconductor selloff framed as tape weakness despite buildout and capex still intact. | — | tweet ↗ |
| 2026-07-02 | MU | @JonkooTrades | +0.35 | AI and semiconductor selloff framed as tape weakness despite buildout and capex still intact. | — | tweet ↗ |
| 2026-07-02 | QQQ | @JonkooTrades | +0.10 | AI and semiconductor selloff framed as tape weakness despite buildout and capex still intact. | — | tweet ↗ |
| 2026-07-02 | AVGO | @JonkooTrades | +0.45 | AI and semiconductor selloff framed as tape weakness despite buildout and capex still intact. | — | 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.