chinoalemano
macro_thesis_trader◆ Seeded@chinoalemano
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.
ANTE Score
verified · v1.20/20 verified calls · 0% coverage — a score appears at 20.
0 of 20 resolved · no estimate yet (needs recent checkable calls)
1-wk read · provisional · unverified: -1.6% (-2.2% vs mkt) · 35% up over 26 calls
⚑ Their unverified calls underperform their stated ones — score capped until the whole record corroborates.
Building — first 20 trades
BuildingDCA'ing into HYMC. Liking recent moves. Potential acquisition or JV with NEM. Long term investment.
✓ Entry in line with market at post (0% off).
HPE broke records across the board, and their networking business is blowing up.
✓ Entry in line with market at post (0% off).
Temporarily threw a bunch of money into PURR at $11.28 due to a perceived illogical dip.
✓ Entry in line with market at post (3% off).
Bought 43,500 shares at $3.28.
✓ Entry in line with market at post (0% off).
Starting to build a position based on the DFARS 252.225-7052 rule taking effect January 1, 2027, which bans defense contractors from using magnets with material from China, Russia, Iran or North Korea. UUUU is positioned to be a complete Western mine-to-magnet chain. Expects 2x if VAC closes and 2027 circuits start on time.
✓ Entry in line with market at post (0% off).
ANTE is a record of public calls and their market outcomes — not financial advice, and never a recommendation to follow or trade with anyone.