Paradis Labs
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AI infrastructure investor mixing fundamental and technical analysis across AI and semiconductor plays.
Across 268 independent bets, @paradislabs's calls have beaten the S&P 500 by 9.6% on average a month out, hitting 52% of the time.
What they're betting on now
24 positions · last 30 days
The analyst has maintained a high conviction long position in AEHR throughout the posts, consistently citing strong demand, follow-on orders, and the company's leadership status, with no indication of changing their stance or conviction level.
The analyst initiated a bullish stance on AAOI and consistently expressed high conviction over time, recommending holding and dollar-cost averaging despite volatility. They also shifted funds into higher quality stocks, maintaining and growing their positive view throughout the posts.
The analyst initially expressed high confidence and a bullish stance on $SIVE and related stocks, recommending accumulation despite volatility. Over time, their view evolved to a neutral stance, maintaining positions without strong conviction either way.
The analyst holds a position in GFS and maintains a neutral stance, indicating no change in conviction or directional view during the recent period.
The analyst began with a long position in MU and related memory stocks, progressively increasing their holdings and conviction. They maintained a bullish view on AI-driven memory demand, emphasizing strong earnings expectations and preferring diversified memory ETFs over single segments.
The analyst maintained a long stance on $SNDK throughout, initially expressing low conviction but progressively increasing confidence and buying more shares. They emphasized growth drivers like AI demand and hyperscaler spending, showing a growing conviction in memory-related stocks.
The analyst initiated a long position on $DISK, expressing a preference for its diversified composition over $DRAM and suggesting a customized memory ETF with a focus on NAND names like Kioxia and Sandisk.
The analyst initiated a long position on $DRAM but expressed a preference for the new memory ETF $DISK due to its diversification and higher concentration in NAND names, suggesting a tailored approach to memory investments.
The analyst initiated a long position on $WDC, expressing a preference for a diversified memory ETF with a higher concentration in NAND names, including Sandisk, indicating a new directional view in the memory sector.
The analyst began with a long position in AMZN and maintained a bullish stance, emphasizing AI-related growth and thematic opportunities in humanoid robots, highlighting AMZN's involvement in robotics trials, thus growing more convicted on the stock over time.
The analyst initiated a bullish view on $GXO, highlighting the multi-year potential of humanoid robots and noting trials by logistics companies including GXO with Agility's robots.
The analyst initiated a bullish stance on $MELI, highlighting its involvement in trials with Agility's humanoid robots amid a broader thematic of rising labor costs and falling robot prices in logistics.
The analyst disclosed initiating a long position in LULU, noting the stock had declined 60% since their entry.
The analyst initially planned to add to their POET position contingent on CFO departure, expressed a bullish view on AI-related stocks including POET, but ultimately exited their position citing management issues and customer loss, calling it their worst trade of the year.
The analyst initiated a long position in Wafer Works, expressing conviction and intent to increase holdings following recent dips in US companies and noting quarterly price increases.
The analyst began with a long/high conviction in NVDA, consistently adding to their position and expressing bullish views on AI semiconductor demand and supply chain factors. Over time, they maintained and grew their conviction, recommending steady accumulation and holding core AI infrastructure stocks.
The analyst consistently maintains a high conviction long stance on NBIS throughout the posts, expressing confidence in its growth potential and AI sector dynamics, with no indication of reducing or reversing their position.
The analyst initially expressed a bullish view on Wafer Works (6182), citing strong growth and AI supply chain opportunities. Later, they decided to trim their position after significant gains, indicating an exit stance.
The analyst maintained a long stance on AI-related stocks including IREN, emphasizing strong demand and capital expenditure trends. Their view remained bullish and consistent across posts despite noting some concerns and market downturns.
The analyst started with a bullish stance on AI and tech stocks including GOOGL, added to existing positions, and signaled buying more shares after market cap shifts. They maintained conviction in high-quality growth stocks and emphasized selective accumulation amid market downturns.
The analyst began with a long stance on Meta and related AI stocks, then expressed plans to buy more shares, indicating accumulation. They maintained high conviction in these positions despite price declines, emphasizing strong demand and future growth prospects.
The analyst initiated a bullish stance on AI-related stocks, highlighting strong demand and cash-generative hyperscaler capex funding, and suggested focusing on higher quality AI names amid market downturns.
The analyst started with a broad bullish stance on AI sector stocks including AVGO, then planned to buy more shares through Q3-Q4. They maintained core AI infrastructure longs like AVGO while trimming other names, and continued to express confidence in high-quality AI stocks despite market downturns.
The analyst initially expressed a bullish stance on AI sector stocks including Microsoft, then planned to buy more shares through Q3-Q4. They reiterated holding high conviction growth stocks and emphasized a bullish view on AI-related names, indicating growing conviction in Microsoft.
Biggest wins & misses
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▶View all calls · last 30 days
Michael Burry is taking a long position on LULU despite the stock being down 60% since he entered.
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