Jukan
+ Follow@jukan05· 149,228 followers· tracking since Apr 2026
Tracked independently. Not affiliated with or endorsed by this analyst.
long-biased 76%focus: $INTC $NVDA $MU~27 calls/mo
Beating the S&P 500
Across 64 independent bets, @jukan05's calls have beaten the S&P 500 by 7.2% on average a month out, hitting 56% of the time.
+7.2%
Avg vs S&P · 1m
56%
Hit rate · 1m
Track record vs S&P 500
Apr 2026— S&P 500 baseline —Jun 2026
What they're betting on now
2 positions · last 30 days
$AAPL
initiatinglow
The analyst initiated a bearish stance on Apple, citing expected significant pressure from late 2026 due to memory shortages affecting consumer-device companies more than hyperscalers.
1 call in window
+5.8% (1w)
Last: 10 Jul 2026
$WFE
initiatinglow
The analyst initiated a long position on WFE, citing UBS's forecast of significant future spending by SPCX's Terafab on WFE, likening it to the scale of adding another TSMC.
1 call in window
Last: 7 Jul 2026
Biggest wins & misses
All-time · one month after each call
▶View all calls · last 30 days
| Ticker | Direction | Conviction | Summary | Date | X |
|---|---|---|---|---|---|
| $WFE | long | low | The analyst suggests buying WFE stock based on UBS's prediction that SPCX's Terafab will spend $50 billion on WFE in 2030/2031, comparable to adding another TSMC. | 7 Jul 2026 |
Calls per month
Apr 2026
26
May 2026
48
Jun 2026
29
Jul 2026
3
Direction mix
79
25
long 79
short 25
neutral 2
Top tickers by call count
$INTC
16
$NVDA
9
$MU
7
$AMD
7
$QCOM
5
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