@LongGameEquity LongGameEquity
High-conviction AI-stack growth bull who maps compute, power, and SaaS links
Posts conviction-driven, tickered long theses and forward bu
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, -2.76% mean alpha, trader score -2.71. Their last-14d mentions, direction-adjusted, have moved +3.2% since posting (mean over 298 mentions with price data).
LongGameEquity is buying perceived valuation dislocations across ZETA, ADBE, CELH, ELF and mega-cap tech while maintaining an unusually concentrated AMD long. The distinctive read is that sector crashes and a peace deal plus lower oil create broad entry points, while SPCX is treated as a structurally suspect insider-exit vehicle. No discrete flip is visible; the strongest fresh disclosure is AMD at 40% of portfolio with a $1,000 target.
No clear intensifying, fading, or flipping pattern is visible from the supplied window; most signals cluster on June 13-14 and introduce fresh bullish baskets. Conviction is concentrated in perceived dislocation longs, especially AMD via explicit 40% portfolio disclosure, while SPCX is the only repeated bearish target. Pump-risk is most relevant for the single-name SPCX critique and the highly concentrated AMD position disclosure.
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-02 | MU | @LongGameEquity | -0.80 | Says MU will likely crash 80% when the memory run ends and Burry is early but not wrong. | — | tweet ↗ |
| 2026-07-02 | LEU | @LongGameEquity | +0.85 | Calls LEU unreal value with $4B backlog, $1.9B cash, $900M DOE award, and nuclear runway. | — | tweet ↗ |
| 2026-07-02 | OKLO | @LongGameEquity | +0.35 | Frames 2028 Russian HALEU ban and SMR fuel demand as major bullish setup for LEU. | — | tweet ↗ |
| 2026-07-02 | LEU | @LongGameEquity | +0.80 | Frames 2028 Russian HALEU ban and SMR fuel demand as major bullish setup for LEU. | — | tweet ↗ |
| 2026-07-02 | SNDK | @LongGameEquity | +0.25 | Frames 2028 Russian HALEU ban and SMR fuel demand as major bullish setup for LEU. | — | tweet ↗ |
| 2026-07-02 | MU | @LongGameEquity | +0.25 | Frames 2028 Russian HALEU ban and SMR fuel demand as major bullish setup for LEU. | — | tweet ↗ |
| 2026-07-02 | META | @LongGameEquity | -0.25 | Says agentic AI progress has hit a wall across the industry and reliability lags hype. | — | tweet ↗ |
| 2026-07-02 | CELH | @LongGameEquity | +0.75 | Says CELH is positioned to double with strong retail traction. | — | tweet ↗ |
| 2026-07-02 | ELF | @LongGameEquity | +0.35 | Says CELH is positioned to double with strong retail traction. | — | tweet ↗ |
| 2026-07-02 | NOW | @LongGameEquity | +0.45 | Says non-AI-infrastructure market names look incredibly cheap. | — | tweet ↗ |
| 2026-07-02 | AMZN | @LongGameEquity | +0.45 | Says non-AI-infrastructure market names look incredibly cheap. | — | tweet ↗ |
| 2026-07-02 | CELH | @LongGameEquity | +0.45 | Says non-AI-infrastructure market names look incredibly cheap. | — | tweet ↗ |
| 2026-07-02 | ZETA | @LongGameEquity | +0.45 | Says non-AI-infrastructure market names look incredibly cheap. | — | tweet ↗ |
| 2026-07-02 | META | @LongGameEquity | +0.45 | Says non-AI-infrastructure market names look incredibly cheap. | — | tweet ↗ |
| 2026-07-02 | LEU | @LongGameEquity | +0.60 | Todays buys: META VST LEU — Explicitly reports buying dip in META, VST, and LEU today. | — | 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.