C

chinoalemano

@chinoalemano

macro_thesis_traderSeeded

Bio · written by the author

A high-conviction small and micro-cap investor specializing in AI infrastructure, mining-to-cloud pivots, and emerging telecom hardware, known for building theses from primary sources like SEC filings, government permits, and supply chain analysis. They share trades in real time with full transparency—entries, exits, and honest post-mortems—and apply a disciplined trim system to recycle profits into the next overlooked opportunity. Their edge lies in finding institutional-quality research in corners of the market that large analysts haven't reached yet.

small-capAI-infrastructuredeep-divemomentumswing-traderstockscryptoetfs

ANTE Score

Building

0/20

20 more settled calls before this record earns a number.

0

settled calls

0

still open

48

calls posted

Counts, not a rate. 0 settled calls is too small a sample to look proven.

verified · v1.5 · 0% coveragePartial coverageHow it's calculatedScore audit — every call

Their unverified calls underperform their stated ones — score capped until the whole record corroborates.

Free · 3 follows · one push per new call.

1-week read

Provisional

▼ -1.6% (-2.2% vs mkt) over 26 calls. Unverified, not part of any score, and not on the leaderboard.

The record so far

48 on the record · 48 active · 0 wins · 0 losses · every call →

Showing 39 receipts of 48 calls — every call →

CIFRLongOpen

Oct 2, 26 · entry 15.95 · open · 19d

Saw it dip below $15.95 and moved fast. Loaded 10,000 shares.

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VIVOLongOpen

Oct 1, 26 · entry 3.14 · open · 19d

Bought 15,000 shares, playing the bounce and as a vote of confidence in Frank Curzio. VIVO at $3.14, DGXX at $3.95.

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BRUNLongOpen

Oct 1, 26 · entry 14.995 · open · 20d

Loaded 18,062 shares.

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TRTLongOpen

Sep 24, 26 · entry 7.6511 · open · 27d

Bought 11,500 shares. Will watch and exit for profit.

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SNAPLongOpen

Sep 23, 26 · entry 5.28 · open · 28d

Would love to add more if it drops below $5.

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TELongOpen

Sep 18, 26 · entry 4.14 · open · 33d

Bought the dip. Filled around $4.14.

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XPEVLongOpen

Sep 17, 26 · entry 10.63 · open · 34d

Risky China stock, but building a solid setup. Management is top-tier. Expanding to Europe with cars and eventually humanoids.

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TELongOpen

Sep 16, 26 · entry 4 · open · 34d

Potential 2x over the next few months. For risk-averse investors.

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SMCILongOpen

Sep 15, 26 · entry 36.2513 · open · 35d

It makes zero sense that DELL and HPE are ripping while SMCI is still left behind because management got caught messing around with hair dryers. The core thesis hasn’t changed. Their margins are better than DELL. They still have AMD. They still have the AI server exposure. And the valuation is still pricing in way too much fear. I’m back in.

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FLNCLongOpen

Sep 14, 26 · entry 9.475 · open · 37d

Saw some interesting stuff this weekend.

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ORCLLongOpen

Sep 10, 26 · entry 154 · open · 40d

Bought sub $154, 2,000 shares, all remaining cash. Oracle viewed as too big to fail — government likely to step in via contracts or OpenAI backing if needed. IREN and DGXX positions correlated. Plan to double down with margin on further dip after earnings and wait for bounce.

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GRABLongOpen

Sep 9, 26 · entry 3.005 · open · 42d

GRAB long

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ANTE is a record of public calls and their market outcomes — not financial advice, and never a recommendation to follow or trade with anyone.