Jukan
@jukan05 · X · EN
- Subscribers
- 215.9K
- Return
- 1.3%
- Excess vs SPY
- -1.8%
- Sharpe
- 0.34
- Max drawdown
- -23.6%
- Win rate
- 51.4%
- Samples
- 37
@jukan05 · X · EN
Backtest performance
Simulated cumulative return with the stocks the influencer discussed
Logos mark the stocks discussed on each day. Select one to read those opinions.
Computed Oct 13, 2026, 3:08 AM UTC · Carried-forward prices: 067390.KQ, 3103.T, 009150.KS, 005930.KS
Historical tickers
Conviction-weighted · last 3 months
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Portfolio
Conviction-weighted
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2026-10-07 – 2026-10-13
Meta Is Back
IMO, Netflix needs to invest heavily in AI video generation ASAP. Otherwise, it’s going to get eaten alive by AI-generated short-form dramas made with Chinese video generation models.
I love Apple's new products. But I don’t want to own the stock. I'm hearing Apple still hasn't signed any long-term memory supply agreements, so it's going to face massive headwinds early next year.