$1,000 follows their calls into $845
- Win rate
- 35%
- Streak
- —
- Best call
- No call read in the last 30 days
Track record building
- Peak #345
- 4 ranked closes
- Longest streak 4
$1,000 follows their calls into $845
Ehrmantraut Capital@EhrmantrautCap_I thought this was fake, but it's actually real: $IREN, new official sponsor of Real Madrid. What the hell is the point of this? If I was a shareholder, I would be fuming. This is exactly why I don't see a bullcase in Iren and never bought it. The management clearly isn't

Ehrmantraut Capital@EhrmantrautCap_JP Morgan calls for a re-rating in memory stocks: - The memory S/D inbalance is deepening - Rising AI/hyperscalers CAPEX - Rising HBM content per AI accelerator - HBM/DRAM wafer tradeoff becoming steeper with HBM4E consuming 4x more wafers per bit than DRAM - SCA/lTA framework

Chill Banker@ChillBankingJP Morgan calls for a re-rating in memory stocks on “business model transformation” with “unprecedented forward visibility” “The setup for memory is meaningfully stronger than 90 days ago, with the structural S-D imbalance deepening and business model transformation gaining

Ehrmantraut Capital@EhrmantrautCap_$AAOI was down 31% in the past week. The journey ain't easy. Nevertheless, I am very bullish on the stock, and after the drop one could argue the risk/reward is now even more attractive. The thesis doesn't get tested on some FUD, sentiment swings, leverage wipeouts, you name
Ehrmantraut Capital@EhrmantrautCap_Let’s go $ASTS! But on a serious note, my focus is on the launch cadence and satellite production. That’s the main problem at the moment.
Ehrmantraut Capital@EhrmantrautCap_Well well well... Top of the list: $AAOI. The demand for optical transceivers is there, $AAOI's management is guiding for $1.1 billion revenue for the whole year 2026 but mentions that demand is actually higher (around $1.4 billion). Now the focus is on expanding 800G/1.6T