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The Long Investor

The Long Investor

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@thelonginvest· 264,111 followers· NYC/Ireland· tracking since Jun 2026

Tracked independently. Not affiliated with or endorsed by this analyst.

long-biased 93%focus: $HIMS $GRRR $ASTS~212 calls/mo
Lagging the S&P 500

Across 101 independent bets, @thelonginvest's calls have trailed the S&P 500 by 5.0% on average a month out, hitting 47% of the time.

-5.0%
Avg vs S&P · 1m
47%
Hit rate · 1m
Track record vs S&P 500
Jun 2026— S&P 500 baseline —Jul 2026
Best call
Worst call
101
Independent bets
424 calls
56
Unique tickers

What they're betting on now

31 positions · last 30 days

$ADUR
accumulatinglow

The analyst consistently expresses a strong bullish stance on ADUR, frequently adding to positions and reinforcing confidence through technical patterns, insider buying, and long-term growth expectations. Their conviction grows as they anticipate significant price increases and high returns.

11 calls in window
-14.0% (1w)
Last: 11 Jul 2026
$SPCX
exiting

The analyst initially expressed bullish views on SPCX with high price expectations but consistently advised selling at $200 due to anticipated sharp declines. Over time, their stance shifted to bearish, recommending exits and short positions, expecting the stock to fall below IPO price and further down.

1 call in window
-13.9% (1w)
Last: 11 Jul 2026
$ETH
accumulating

The analyst consistently maintains a long-term bullish stance on Ethereum, frequently recommending accumulation at current or lower levels due to favorable technical setups. Their conviction grows as they take a sizable long position and reiterate confidence in ETH's upside potential.

8 calls in window
+7.1% (1w)
Last: 11 Jul 2026
$NBIS
accumulating

The analyst maintained a consistently bullish stance on NBIS, repeatedly encouraging buying at or near $200 support and expecting further gains. Their posts show growing conviction, urging accumulation on pullbacks and highlighting strong price action validating their view.

8 calls in window
-19.1% (1w)
Last: 10 Jul 2026
$WYFI
accumulating

The analyst initiated a bullish position on WYFI and consistently added to it, expressing confidence in breakout moves and support levels. Their conviction grew with repeated price targets and expectations of higher highs over time.

11 calls in window
-34.7% (1w)
Last: 10 Jul 2026
$NVDA
accumulating

The analyst maintained a consistent long stance on NVDA throughout the posts, expressing bullish expectations for a rally leading up to earnings. They indicated plans to add to their position, showing growing conviction in the stock over the period.

2 calls in window
-3.9% (1w)
Last: 10 Jul 2026
$SE
accumulating

The analyst initiated a long position in SE and subsequently expressed growing conviction by adding to their holdings and highlighting confidence based on chart analysis and price levels relative to a notable investor's average purchase price.

2 calls in window
-6.4% (1w)
Last: 10 Jul 2026
$UPS
initiating

The analyst initiated a bullish stance on UPS, highlighting its recovery from $82 to $110 and noting its approach to the 200-week moving average at $140 as a potential breakout point.

1 call in window
+4.7% (1w)
Last: 10 Jul 2026
$BABA
accumulatinghigh

The analyst initially showed a strong bullish stance on BABA, briefly expressed bearish views predicting a drop to zero, but then reverted to a bullish position. Over time, they consistently added to their long positions, citing share buybacks and technical patterns as reasons for confidence.

7 calls in window
+2.4% (1w)
Last: 10 Jul 2026
$ASTS
accumulatinghigh

The analyst initiated a long position in ASTS and consistently expressed strong bullish views, repeatedly adding to their holdings and raising price targets. Their conviction grew over time, emphasizing ASTS's potential for significant gains and comparing it to high-growth stocks.

8 calls in window
-25.5% (1w)
Last: 9 Jul 2026
$GRRR
accumulating

The analyst initiated a long position on GRRR and consistently expressed bullish views, frequently adding to their holdings. Their posts show growing conviction with repeated buy calls and expectations of significant upside over the recent period.

9 calls in window
-37.4% (1w)
Last: 9 Jul 2026
$MU
unclear

The analyst's posts on $MU show alternating bearish and bullish views, including predictions of crashes, undervaluation claims, plans to buy after corrections, and expectations of further declines. Their stance fluctuates without a consistent directional commitment.

6 calls in window
-14.0% (1w)
Last: 9 Jul 2026
$ZETA
holding

The analyst consistently maintained a strong bullish stance on ZETA throughout the posts, repeatedly recommending buying and expressing confidence in significant price appreciation. Their conviction remained steady, emphasizing long-term gains and multiple price targets without indicating any reduction or reversal.

4 calls in window
-2.4% (1w)
Last: 9 Jul 2026
$UNH
accumulatinghigh

The analyst initiated a long position in UNH and consistently added to it over time, expressing strong conviction in its value and growth potential. Their stance evolved from initial buys to aggressive accumulation despite market skepticism.

4 calls in window
-1.9% (1w)
Last: 9 Jul 2026
$GRAB
accumulating

The analyst initially expressed a strong bullish view on GRAB, expecting significant price appreciation. They later confirmed holding multiple long positions, including GRAB, and reiterated a bullish stance across several stocks, indicating growing conviction in their long position.

2 calls in window
+0.3% (1w)
Last: 8 Jul 2026
$PLTR
flipped

The analyst initially took a long position on PLTR, then shifted to a short stance expecting a decline. They later reverted to a long position, exited with gains, and resumed bullish views before again referencing bearish patterns similar to PLTR's in another stock.

4 calls in window
-0.5% (1w)
Last: 7 Jul 2026
$NVO
flipped

The analyst initially held a bullish view on NVO, then briefly expressed a strong bearish stance expecting a price collapse. Subsequently, they reverted to a bullish position, adding to longs and expressing confidence in continued price appreciation and key support levels.

3 calls in window
-1.1% (1w)
Last: 7 Jul 2026
$ONDS
accumulating

The analyst initially expressed a bullish stance on ONDS and later reiterated this positive view while also highlighting other undervalued stocks, indicating growing conviction in their long position on ONDS.

1 call in window
+0.1% (1w)
Last: 7 Jul 2026
$SNDK
holding

The analyst maintained a short stance on $SNDK across both posts, consistently expecting a significant decline of about 50% from its high after a parabolic rise, with no change in conviction.

1 call in window
+8.7% (1w)
Last: 7 Jul 2026
$HIMS
trimming

The analyst initiated a long position in HIMS early in the window and consistently added to it, expressing strong bullish conviction and multiple price targets around $40. Later, they trimmed their HIMS holdings between $50-$60 after a significant run, indicating partial profit-taking.

10 calls in window
-10.2% (1w)
Last: 6 Jul 2026
$BTC
initiatinglow

The analyst initiated a bullish stance on Bitcoin, recommending exposure and expecting the crypto market to reach new all-time highs with only standard pullbacks, indicating confidence in the asset's potential growth.

2 calls in window
-2.3% (1w)
Last: 6 Jul 2026
$QQQ
holding

The analyst consistently maintains a bullish stance on QQQ, citing technical support and expected market rallies led by NVDA. Their conviction remains steady across posts, emphasizing a breakout from a bullish wedge and continued upward movement.

1 call in window
-1.5% (1w)
Last: 6 Jul 2026
$OPEN
initiatinglow

The analyst expressed a bullish view on OPEN based on technical setup and outlined upside targets, while noting they are not currently invested. This marks an initial directional call in the window.

1 call in window
-11.9% (1w)
Last: 6 Jul 2026
$TSLA
flipped

The analyst initially noted a bearish stance on TSLA referencing Burry's short position, but later reversed to a bullish view, advising against shorting and highlighting the company's broader value beyond car production.

1 call in window
-6.0% (1w)
Last: 6 Jul 2026
$TLI
initiatinglow

The analyst initiated a bullish stance on TLI, expressing enthusiasm and noting a key technical level as a trigger for their interest.

1 call in window
Last: 6 Jul 2026
$OSCR
accumulating

The analyst maintained a consistent long bullish stance on OSCR, frequently adding to their position and expressing confidence in its price appreciation. They highlighted technical patterns and fundamental strength while rotating gains from other stocks into OSCR.

6 calls in window
+0.5% (1w)
Last: 6 Jul 2026
$AMD
holdinghigh

The analyst consistently maintains a long stance on AMD across multiple posts, expressing confidence and holding existing positions while discussing buying strategies and future expectations without indicating changes in conviction or position size.

2 calls in window
-3.2% (1w)
Last: 6 Jul 2026
$SOFI
initiatinghigh

The analyst initiated a long position in $SOFI, citing confidence based on pattern recognition from extensive chart analysis. This post marks their first directional call on the ticker in the recent window.

1 call in window
-2.6% (1w)
Last: 6 Jul 2026
$SHOP
initiatinghigh

The analyst initiated a long position in $SHOP, citing confidence based on pattern recognition from extensive chart analysis. This post marks their first directional call on the stock in the recent window.

1 call in window
+3.8% (1w)
Last: 6 Jul 2026
$DIS
initiating

The analyst initiated a short position on Disney, expressing a bearish view linked to the company's decision to remove Pride flags.

1 call in window
-1.4% (1w)
Last: 5 Jul 2026
$V
initiating

The analyst initiated a long position on Visa ($V), expecting further gains to reach a previously shared Wave 5 target based on chart patterns.

1 call in window
-2.3% (1w)
Last: 3 Jul 2026

Biggest wins & misses

All-time · one month after each call

View all calls · last 30 days
2650 of 121
Calls per month
Jun 2026
274
Jul 2026
150
Direction mix
378
long 378
short 30
neutral 5
exit 11
Top tickers by call count
$HIMS
45
$GRRR
39
$ASTS
37
$ADUR
34
$OSCR
27

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