- Positions
- 1
Opened position · May 8, 2026
CIFREntry: $20Current return: −56%Went long $CIFR at $20, 72% above the run's low. The trade is down 56% from entry.
Entry to peak
+50%Entry
$20
May 8, 2026
Peak
$30
Jun 22, 2026
Current price
$8.87
−56%now
- Entry vs the low
- 72% above the low
- low $12 on Mar 31, 2026
- Max drop since entry
- −75%
- Jun 22 → Oct 26, 2026
- Current price
- $8.87
- −56% from entry
The journey
Trade 1
LongEntry to peak +50%Ranked trade30D return +12%Opened position
Long CIFREntry: $2030D return: +12%May 8, 2026, 16:33 UTC
Full positions: 1. $SOI - continue to be very long - see timeline for why - basically toll booth underneath photonics/CPO 2. $000660 - SK Hynix doing roughly 2x profit than $MU but has same valuation - ADR coming July 2026 3. $FNMA / $FMCC / $FNMAJ - Trump is going to amend the SPS / ERCF in the next 12 months - 200%-400% upside with no correlation to AI 4. $SMOP.OL $SMOPF - underfollowed optics play, $300m sales likely by 2028, most players trade at 5-10x 2028, SMOP trades at 1.5x, profitable today, strong balance sheet, growing very fast, think this is a double in the next month or two based on peer comps 5. $AAOI - $5B run rate next year puts this at $30B market cap easy based on current market comps Half positions: $LPKFF - taking profit, looks to be getting fairly valued IMHO, they will need to raise $, machine sales are not my favorite biz models $CGEH - took some profit around $12-$13, deeply undervalued if they get a 50mw+ DC contract, perfectly positioned for 800V bring your own power transition, could fly 5x-10x with DC contract, will buy more if it goes lower $IQE - was long from 18p, took profit, like but financing might put pressure on it (see prior posts) $META - free money over a two year hold, easy double imho Very Small Spec or Tracking Positions: $6451 $CIFR $p4O $bwa calls $sive $RKLB $crm calls $wyy What asymmetric bets should I be looking at and why?
Trimmed position
Long CIFRPrice: $1930D return: +12%May 18, 2026, 22:57 UTC
@MazeOrBowie Yes I have done meaningful trimming to manage risk — got hurt today down 6.5% (but up big ytd).
Every trade on the chart
Hover a marker for the trade, click to jump to it.
Drag across the strip to zoom. Double-click it, or pick All, to see everything.
More journeys on $CIFR
Peter Wolff
+81%Went long $CIFR at $17, before the run's low. The trade is down 47% from entry.
Read the journey
Rosanna Prestia
+69%Went long $CIFR at $18, before the run's low. The trade is down 50% from entry.
Read the journey
3X Long Labubu
+10%Went long $CIFR at $18, 57% above the run's low, and closed it at $19 for a 1% gain.
Read the journeyCatch the next run early.See where the best traders are positioned now.
- Track records for the world’s best traders on X and Telegram, ranked by results
- Live positioning on 30,000+ positions across 1,800 assets
- Long vs short on every asset, showing where the best traders lean
- Positioning Intelligence: Smart Money, Trending, Early Opportunities, Specialist Ideas, Crowd Fade and the Leaders Book
Trades from the Centaur API, refreshed hourly. Prices: Yahoo Finance. How Centaur records trades