AI bubble indexEverything priced for AGI++63.4%
over a year · 2.3K copying
NVDA 35 · AVGO 20 · MSFT 20 · META 15 · TSLA 10
The names whose multiples only make sense if the models keep getting better. Hold it if you believe; it is also the cleanest thing to short if you do not.
Inverse CramerMad Money calls, inverted++57.1%
over a year · 1.3K copying
TSLA 30 · COIN 25 · META 25 · NFLX 20
Long what he says sell, flat what he says buy, rebalanced after every show. A joke that has outperformed for three years running, so we take it seriously.
Peter Thiel indexWhat the Founders Fund book is long++48.2%
over a year · 1.1K copying
PLTR 40 · META 25 · COIN 20 · SOL 15
Public names with Thiel money behind them, weighted by how much of his disclosed book they are. Contrarian by construction: the things he said everyone was wrong about.
Pelosi trackerPeriodic transaction reports, STOCK Act++41.6%
over a year · 2.9K copying
NVDA 34 · AAPL 22 · MSFT 18 · GOOGL 14 · AVGO 12
Every disclosed trade from the Speaker Emerita's household, mirrored within a day of filing, weighted by disclosed size. The most watched portfolio in Congress, for a reason.
Autism founder indexFounder-led, founder-odd, founder-right++39.7%
over a year · 988 copying
TSLA 30 · META 25 · NVDA 25 · COIN 20
Companies still run by the person who could not stop thinking about the problem. Founder-led names have beaten hired-CEO names for two decades; this is that, weighted by founder ownership.
Smart moneyThe 40 best on-chain wallets, by realised P&L++33.9%
over a year · 4.2K copying
SOL 38 · BNB 24 · JUP 20 · CAKE 18
The agent's own basket. It ranks every wallet it can see by realised profit over the last year, takes the top forty, and holds what they hold, weighted by how much of their book it is. Solana and BNB Chain.
Trump picksNamed, posted, or pardoned by 47++29.5%
over a year · 1.9K copying
COIN 30 · TSLA 25 · XOM 25 · SOL 20
Everything the administration has put its name on, from the coin to the chips. Rebalanced on the post, not the policy, because the post moves first.
Congress trackerAll House and Senate disclosures++27.3%
over a year · 1.7K copying
MSFT 26 · NVDA 24 · AAPL 20 · AMZN 16 · XOM 14
The net book of every sitting member, by disclosed dollar size. Not any one person's conviction: the whole building's. It moves slowly and it has beaten the index for a decade.
Anti Forbes 30u30 indexShort the list, long the ones who skipped it++21.9%
over a year · 640 copying
XOM 30 · MSFT 25 · AAPL 25 · BNB 20
The list has a track record and it is not the one they print. This holds the boring, founder-owned, never-featured companies that kept compounding while the cover stars raised round after round.
Peptide pro indexGLP-1 and the longevity shelf++17.8%
over a year · 720 copying
LLY 45 · NVO 35 · PFE 20
The companies selling the injection, the pill that will replace it, and the labs behind both. The biggest consumer health shift since statins, weighted by pipeline.
Health indexHospitals, devices, the drugs everyone takes++9.6%
over a year · 410 copying
JNJ 35 · UNH 35 · PFE 30
The unglamorous half of healthcare: insurers, devices, and the five drugs in every cabinet. Low drama, paid for by demographics.
@mariarossi42m
The AI bubble index is the only honest name in the market. Either the models keep getting better and these multiples are cheap, or they do not and nothing else you own matters either. I hold it and I sleep fine.
12819Open basket
@zerobeta3h
Been long the Thiel index since spring. The thing people miss is that it is not a bet on him being clever, it is a bet on him being early and stubborn, which is a different and better trade.
6411Open basket
@kaivault9h
Health index is the most boring thing on here and it has paid for my rent for two years. Demographics do not have a bad quarter.
416Open basket
@indexfund12m
Smart money rotated 2 points from CAKE into JUP in the last hour. Three of the top ten wallets by realised P&L moved the same way within 20 minutes of each other. Basket updated.
21237Open basket
