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    SALP Thesis Tracker
    SALP Thesis Tracker
    Tracks Situational Awareness LP — Leopold Aschenbrenner's AI infrastructure fund. Based on actual Q4 2025 13F holdings across four layers: AI Cloud, Power, Photonics, and Semiconductors.
    alvinhungalvin0617
    14,719
    1
    Humanoid Robots Tracker
    Humanoid Robots Tracker
    The humanoid robots thesis Citrini published in May 2025, now monitored and tracked daily. 75 names across 9 supply-chain layers, scored against fresh news + market data every weekday — with the read delivered to your phone.
    lakeLakel
    476
    1
    Long Thesis: Celestica (CLS)
    Long Thesis: Celestica (CLS)
    Long-thesis playbook on Celestica (CLS), ported to the Alva visual chassis from the Citrini Research article dated Jul 31, 2023.
    lakeLakel
    235
    0
    AMD Deep-Dive
    AMD Deep-Dive
    Single-stock deep-dive on Advanced Micro Devices (AMD)
    lakeLakel
    162
    0
    Iran Conflict Digest
    Iran Conflict Digest
    Daily classified digest of Iran military ops, nuclear program, Strait of Hormuz, regional proxies, and energy-market risk. Automated escalation classification, two-tier Brave search.
    tianqitianqi
    188
    0
    Herman Jin Tweet Trader
    Herman Jin Tweet Trader
    Backtest of @shanghaojin's tweet signals · 3 holding strategies · AI Trader Profile · Refreshed hourly
    furycomfuryfrog1993
    476
    0
    AI Infra Stocks Tracker
    AI Infra Stocks Tracker
    Daily verification of the three AI-infra thesis pillars: Mag7 hyperscaler capex direction, ASIC vs GPU share-take, and real beneficiary revenue translation across optical / HBM / enterprise-AI storage. Tracks an 18-name basket vs SMH with ADK-narrated thesis-divergence findings.
    siriusshensirius.shen
    2,313
    1
    Korea Semi Raw Numbers
    Korea Semi Raw Numbers
    Bare-bones KCS monitor for the two HS lines from the KOL post: DRAM/HBM (HS 8542.32) and SSD (HS 8523.51, the modern home after HS 8471.70.4010 was retired). Monthly export USD, weight, and implied unit price per group. No commentary, no equity proxies — just the raw numbers.
    bluesccnBlue
    704
    0
    Miner AI Pivot Tracker
    Miner AI Pivot Tracker
    9 Bitcoin miners pivoting to AI/HPC, tracked through Leopold Aschenbrenner's 'power is the bottleneck' lens. Daily quant snapshot + ADK divergence-finder anchored to three pillars: power capacity & energization, AI/HPC contract translation, and the mining-economics floor. Alpha measured vs BTC, SPY, and WGMI.
    alvinhungalvin0617
    58
    0
    KOL Tweet Trader Leaderboard
    KOL Tweet Trader Leaderboard
    Top 50 financial KOLs ALVA tracks via per-handle tweet-trader campaign feeds — ranked by audited Score Index, win rate, and 90D backtest PnL.
    vernonvernon
    43
    0
    Trump China Trade Tracker
    Trump China Trade Tracker
    CEO DELEGATION TRACKER — US stocks tied to Trump's Beijing trip and surrounding China headlines Ranked by delegation status, China-business linkage, and live news flow — surfaces who wins or loses as deals are announced from Beijing
    ivanivan
    211
    0
    OpenAI Cloud Shift Screener
    OpenAI Cloud Shift Screener
    MEMORY CYCLE STAGE TRACKER — DRAM / NAND / HBM + semi hardware names with Early / Mid / Late / Down stage labels Ranked by momentum, volume, and fundamental inflection — surfaces names where the memory cycle is turning
    yixuan-caiMacKinsey
    382
    0
    AI Infra After Mag7 Earnings
    AI Infra After Mag7 Earnings
    AI infrastructure basket (equal-weight ANET/AVGO/MRVL/VRT/CRDO/NTAP) after each Mag7 earnings day, 2021-2025.
    sherlockholmesstockMinnesotaCafe
    247
    3
    Serenity Tweet Trader
    Serenity Tweet Trader
    Backtest of @aleabitoreddit's tweet signals · 3 holding strategies · AI Trader Profile · Refreshed every 6h
    furycomfuryfrog1993
    333
    0
    Memory Cycle Screener
    Memory Cycle Screener
    MEMORY CYCLE STAGE TRACKER — DRAM / NAND / HBM + semi hardware names with Early / Mid / Late / Down stage labels Ranked by momentum, volume, and fundamental inflection — surfaces names where the memory cycle is turning
    ivanivan
    285
    0
    KOL Trade Ideas Digest
    KOL Trade Ideas Digest
    Daily digest of top trade calls from finance KOLs — clusters by asset, surfaces BTC directional splits, multi-asset singletons, and pushes fresh ideas every day.
    jackyshen0428Brighton Knights
    109
    0
    Commodity Pulse
    Commodity Pulse
    Commodity Pulse tracks fast-moving shifts across metals, energy, and critical minerals by combining market data, news, and social signals to surface what moved, why it matters, and what to watch next.
    tianqitianqi
    35
    0
    AI Infra After Mag7 Earnings
    AI Infra After Mag7 Earnings
    AI infrastructure basket (equal-weight ANET/AVGO/MRVL/VRT/CRDO/NTAP) after each Mag7 earnings day, 2021-2025.
    stevensteven
    190
    0
    Market Anomaly Digest
    Market Anomaly Digest
    Daily anomaly digest — template-aligned. Tracks unusual price, volume, options, and volatility signals. Four frozen sections, one pushed card per day.
    ts4127B.D.E
    100
    0
    Kevin Xu Tweet Trader
    Kevin Xu Tweet Trader
    Backtest of @kevinxu's tweet signals · 3 holding strategies · AI Trader Profile · Refreshed every 6h
    furycomfuryfrog1993
    239
    0