TheJumpyPrawn
268 posts


One of the strongest bullish signals in the market is insider buying.
Insiders sell for many reasons, but they buy for only one: they believe their stock is undervalued.
Some notable recent insider purchases:
• CEO of $SOFI: $2M at $17.20
• CEO of $SNOW: $3M at $105
• $HIMS Director David Wells: $1.17M at $24.23
• $HOOD Director Meyer Malka: $35M at $83.50

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@2147mill My reply from last time you asked (still waiting on a response):
Can you share/prove some of your previous great stock picks you've made in the last 12 months? If you can't pick 5 that show you've provided some real value, then how do you think ppl will get value from paying you?
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Thinking about opening up Subscriptions
For the price of a coffee a month (probably £4 etc), I’d create a tighter, close-knit space for proper discussions on markets, stock picks, UK investing, macro, things I am looking at, and everything in between.
I get so many DMs from UK beginners asking for opinions and I’d genuinely love to give more detailed thoughts there.
Would extra 1-on-1 style chat with me actually be valuable to you?
I’m literally always on here anyway - this would just be a way to make the time more focused and sustainable. Interested?
Could you drop a like or reply and let me know?
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@2147mill Genuine question: Can you share/prove some of your previous great stock picks you've made in the last 12 months? If you can't pick 5 that show you've provided some real value, then how do you think ppl will get value from paying you?
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Chat I need your help:
Been getting lots of messages daily about starting a Subscription on X.
It would basically contain things that I don't wanna spam on my main feed.
Like lots of random research/thoughts on different companies/news/macro. AI & non-AI related.
I could research companies/ funds you request and we can all form an opinion?
I’d only charge like £5-10 a month, it would basically just cover my time spent researching/replying. I’d invest it all of course.
Would this even be of any value to you guys? Lmk - genuinely curious.
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@MitchMartan98 Cheers. Don't know enough about the business tbh, chart just been looking nice with $TAN also showing relative strength against other sectors

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Lol $SEDG well congrats if you caught the move.
Wrote about it Jan 6th 2025… was one of the easiest buys despite no one talking about it.
Mitchell Martan | TLI@MitchMartan98
$SEDG was such a nuke back at $10-$12 lol. Insiders were buying at $12-$14. Company wasn’t going and isn’t going bankrupt. Shelling off credits for $45m a piece. All of the rhetoric that “Solar is dead” and “Trump is bad for solar” was a lie. These are plays you make 3-5x.
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@2147mill $HIMS $LMND or $SEDG. I'm expecting big things from here
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@Ashton_1nvests Thoughts on the heavy share dilution it's had over the years?
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$SOFI is showing exactly what I want to see from a long-term compounder.
Revenue is growing fast.
Margins are expanding.
Adjusted EBITDA is scaling.
Adjusted net income is moving higher.
And guidance keeps getting raised.
The most important part is that this is not just one metric improving.
From 2022 to 2025, adjusted net revenue grew from $1.54B to $3.59B.
Adjusted EBITDA went from $143M to $1.05B.
Adjusted net income went from a loss of $320M to a positive $410M.
Now management is guiding for roughly $4.65B in adjusted net revenue, $1.6B in adjusted EBITDA, and $825M in adjusted net income for 2026.
That is a massive improvement in only a few years.
This is why I keep saying $SOFI is not just a bank.
It is a financial ecosystem that is scaling revenue and profitability at the same time.

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@mind1nvestor What's your thesis on $SNOW? Been underperforming for a while now
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These names are setting up for major upside moves:
$IREN Iris Energy
$CRWV CoreWeave
$CIFR Cipher Mining
$HOOD Robinhood
$SOFI SoFi Technologies
$ONDS Ondas Holdings
$UUUU Energy Fuels
$ASTS AST SpaceMobile
$SNOW Snowflake
$SE Sea Limited
$CELH Celsius Holdings
$LAC Lithium Americas
$CIFR chart shared below. The rest are already mapped out inside the community.

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@CrypticTrades_ What's your thesis on $SNOW? Been underperforming for a while now
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The stocks you must own in the coming months:
Defensive (30-35% of Portfolio Exposure)
- Treasury Bonds: $TLT, $TLH, $SHY
- Consumer Staples: $TGT, $UPS, $KO
- Healthcare: $LLY, $UNH, $OSCR, $HIMS
- Consumer Discretionary: $LULU, $BABA, $JD, $UBER
Cash (5-10% of Portfolio Exposure)
Growth/Risk Assets (65-70%)
- Tech: $TSLA, $ORCL, $SNOW, $MSFT
- FinTech: $HOOD, $COIN, $PYPL
- Bitcoin Proxies: $IREN, $CIFR, $MSTR
By having a diversified portfolio like this, you'll be able to ride out the volatility on the short-term, while taking advantage of the long-term uptrend.
All of these stocks are also in high-timeframe accumulation ranges and still undervalued on the long-run, unlike most stocks that already rallied and will cool off in the near-term.
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The UK pension system is actually brilliant and most people do not realise it.
Your employer matches your contributions. That's a 100% instant return before the market even moves.
Tax relief on top. 20% back immediately. 40% if you're a higher earner.
No other investment on earth gives you 100% + tax relief on day one.

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@2147mill BTC for me personally. I heard there is no second best
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Ok how about this question $MSTR fanboys:
If you could buy BTC within a stocks and shares ISA, would you buy MSTR or BTC?
🇬🇧 Tom - Investor £130k@2147mill
I find it amazing how SO many people are so bullish on $MSTR
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