jonahlupton
@jonahlupton
Bio · written by the author
An institutional portfolio manager running FirstWaveFund, this creator specializes in identifying deeply undervalued, hyper-growth companies across AI infrastructure, memory, medtech, and emerging technology before the sell-side catches up. He combines proprietary financial modeling, alternative data tracking, expert network calls, and direct management access to build high-conviction, multi-year positions. Known for transparent, NFA-stamped deep dives and real-time portfolio updates, he is one of the most thorough and data-driven voices in growth investing on Twitter.
ANTE Score
Building
2/20
18 more settled calls before this record earns a number.
2
settled calls
1
still open
6
calls posted
Counts, not a rate. 2 settled calls is too small a sample to look proven.
Free · 3 follows · one push per new call.
The record so far
6 on the record · 5 active · 0 wins · 1 losses · every call →
Aug 27, 26 · entry 229.4 · open · 55d
Pushing through technical resistance and clearing the volume shelf. Next stop is $236.
Jul 23, 26 · entry 319.08 · open · 90d
Started a swing trade on this pullback (weekly chart) to the VWAP and channel from the 2024 lows. Technicals need to cooperate.
Jul 17, 26 · entry 127.18 · open · 96d
Down -65% from the highs and bouncing off the 52 week lows from April 2025. Will probably start a swing trade here with tight stop below $119.
Jul 17, 26 · entry 54.71 · open · 96d
Bouncing off the .618 fibs premarket, a good sign. Could be a decent place to start a position and reduce exposure if fibs don't hold.
Jul 8, 26 · entry 64 · open · 105d
Started a PENG position pre-market at $64. Thank you to sellers and algos for the opportunity.
Jun 22, 26 · entry 233.8078 · open · 121d
Nice place to start a swing trade as AMZN pulls back to the 200d sma and the VWAP from the February gap down on 2025 Q4 earnings.
Jun 15, 26 · entry 27.59 · open · 128d
Small position opened at FirstWaveFund. DXYZ has pulled back -62% from recent highs and is bouncing off a trendline. It used to trade at 8x NAV, now it's in-line. Assets include ~15% in SpaceX, ~20% in Anthropic, ~5% in OpenAI, plus Databricks, ShieldAI, and Revolut. Expect DXYZ to catch a bid as a proxy for Anthropic and OpenAI IPOs.
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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.