◎ Serenity Tracker
Derived analysis

How @aleabitoreddit invests

Conviction-led, mostly US-listed growth across 84 names

ⓘ Placeholder analysis (generated without an LLM). The full synthesis replaces this on the next run.

Estimate, not disclosed holdings. Positions here are reconstructed from public posts by a language model and a deterministic ledger — sizes are inferred, not stated, and the result is often approximate. Not investment advice. How accurate is this? · Updated 2026-06-16

Reconstructed from public posts, @aleabitoreddit reads as a conviction-driven, high-beta picker concentrated in growth and technology names. 76 positions are currently estimated open across 84 tracked names. Geographic skew (by listing): United States (75), Canada (1). Position sizing is rarely stated, so weights are inferred from emphasis and conviction tone. This placeholder profile is generated without an LLM; the full analysis replaces it on the next synthesis run.

Time horizon
Swing to multi-month, conviction-led (inferred)
Risk posture
High-beta growth tilt (inferred)
Position sizing
Sizes rarely stated; weight buckets inferred from emphasis

Dominant themes

High-conviction: $DELLattention ~70%

DELL — estimated WATCH weight, conviction 7.0/10 (LOW confidence).

$DELL
High-conviction: $SANMattention ~60%

sanmina — estimated WATCH weight, conviction 6.0/10 (LOW confidence).

$SANM
High-conviction: $ALABattention ~52%

astera labs — estimated WATCH weight, conviction 5.2/10 (LOW confidence).

$ALAB
High-conviction: $TTDattention ~48%

the trade desk — estimated WATCH weight, conviction 4.8/10 (LOW confidence).

$TTD
High-conviction: $ONattention ~48%

on semiconductor — estimated WATCH weight, conviction 4.8/10 (LOW confidence).

$ON

Notable names

$DELL$SANM$ALAB$TTD$ON$PENG$VRT$LASR

Caveats