Jukan
@jukan05 · X · EN
- Return
- 99.7%
- Excess vs SPY
- 86.2%
- Sharpe
- 2.16
- Max drawdown
- -33.6%
- Win rate
- 65.2%
- Samples
- 141
@jukan05 · X · EN
Backtest performance
Simulated cumulative return with the stocks the creator discussed
Logos mark the stocks discussed on each day. Select one to read those opinions.
Computed Oct 9, 2026, 2:23 AM UTC
Historical tickers
Weighted long-only · year to date
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Portfolio
Weighted long-only
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2026-10-03 – 2026-10-09
Holy shit. Let’s go, Samsung!
Micron expects 2028 supply to be even tighter than 2026, so demand through 2028 looks locked in. If demand is locked in through 2028, I think the P/E multiple should at the very least be higher than it is now.
Unitika recently passed Qualcomm’s qualification test for T-Glass. I still don’t like small-cap “bottleneck trade” stocks that retail investors push, like Sivers. But I’m no longer willing to dismiss their potential outright.