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![ALEXEIMARTOV Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::101134748.png) Martin Bradstreet [@ALEXEIMARTOV](/creator/twitter/ALEXEIMARTOV) on x 1921 followers
Created: 2025-07-21 03:10:06 UTC

7/19/25 Portfolio Update. XXXX% net long.
Longs (123.1%)
$9984.T XXX%
$AMZN XXX%
$NVCR XXX%
$STZ XXX%
$7808.T XXX%
$GOOG XXX%
$U XXX%
$BATS XXX%
$DAVE XXX%
$4374.T XXX%
$CADL XXX%
$GENI XXX%
$KSPI XXX%
$VEON XXX%
$MGA XXX%
$9312.T XXX%
$BIDU XXX%
$DLO XXX%
$MRVL XXX%

Shorts (-34.7%)
$EWJ XXX%
$U     260116C00040000 XXX%
$RBLX XXX%
$ARKK XXX%
$TEM XXX%
$CTAS XXX%
$WMT XXX%
$TSLA XXX%
$MNDY XXX%
$IBM XXX%

Cash XXXX%

Reposting cos it got messed up and i like to have it in the blog. Main things coming this week re earnings, posts, etc. 
Wednesday evening: $GOOG, $TSLA, $IBM earnings
Thursday, before market open: $NVCR earnings
I will make a substack Tuesday about $STZ.

![](https://pbs.twimg.com/media/GwWXDSjWoAAF57-.jpg)

XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1947131947542827265/c:line.svg)

**Related Topics**
[goog](/topic/goog)
[amzn](/topic/amzn)
[$tsla](/topic/$tsla)
[$rblx](/topic/$rblx)
[$ewj](/topic/$ewj)
[$mrvl](/topic/$mrvl)
[$bidu](/topic/$bidu)
[$9312t](/topic/$9312t)

[Post Link](https://x.com/ALEXEIMARTOV/status/1947131947542827265)