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![ALEXEIMARTOV Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::101134748.png) Martin Bradstreet [@ALEXEIMARTOV](/creator/twitter/ALEXEIMARTOV) on x 1930 followers
Created: 2025-07-23 18:29:01 UTC

More nicotine, more google. GL. ~90% net long. I am outperforming SPY by a lot (esp given how short momentum I am) but have missed out on some big wins by not leaning into my inner degenerate (had a big $PRME position i rotated at the bottom for example).

7/22/25 Portfolio Update (port updates are from last night)
Longs (126.7%)
$GOOG XXX%
$9984.T XXX%
$AMZN XXX%
$NVCR XXX%
$BATS XXX%
$STZ XXX%
$7808.T XXX%
$U XXX%
$DAVE XXX%
$4374.T XXX%
$CADL XXX%
$NDAQ XXX%
$GENI XXX%
$KSPI XXX%
$VEON XXX%
$MGA XXX%
$9312.T XXX%
$BIDU XXX%
$DLO XXX%

Shorts (-34.6%)

Cash XXX%

Top Shorts:
$EWJ XXX%
$RBLX XXX%
$ARKK XXX%
$TEM XXX%
$MDB XXX%
$U     260116C00040000 XXX%
$WMT XXX%
$TSLA XXX%
$CTAS XXX%
$PLTR XXX%

![](https://pbs.twimg.com/media/Gwj-2-RbUAA8-p0.jpg)

XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1948087975700771318/c:line.svg)

**Related Topics**
[stz](/topic/stz)
[$bats](/topic/$bats)
[$9984t](/topic/$9984t)
[$goog](/topic/$goog)
[$prme](/topic/$prme)
[momentum](/topic/momentum)
[spy](/topic/spy)
[nicotine](/topic/nicotine)

[Post Link](https://x.com/ALEXEIMARTOV/status/1948087975700771318)