S7
This page analyzes public posts from @Sandeman52. SandemanStocks does not endorse, sponsor, or have any relationship with this platform. Picks are AI-extracted from publicly available posts and may contain errors. Not financial advice.
S52

SandemanStocks

Concentrated Growth · AI Infrastructure · Options Income

Growth @Sandeman52 · Months–Years Updated 2026-08-31
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New today +3 new picks MRVL, NOW, CRWD 1 promoted to setting up TSM 1 fell out GOOGL

Posting activity — last 90 days @Sandeman52

90d ago 67 unique tickers · 1375 mentions today

Analysis complete

5 steps completed · picks ready

Tracked Trades last 10d

-3.1%
open avg gain · last 10d
18 tracked · 16 open · 2 closed
16 open positions
PLTR 2026-08-31 entry $186.29 +0.6% since entry
TSM 2026-08-31 entry $417.52 -0.6% since entry
INTC 2026-08-28 · 3d entry $92.09 -2.7% since entry
NVDA 2026-08-26 · 5d entry $213.05 +2.3% since entry
MU 2026-08-24 · 4d entry $966.78 -2.4% since entry
AI 2026-08-24 · 7d entry $10.30 +4.3% since entry
GOOGL 2026-08-24 · 7d entry $344.82 -2.0% since entry
CRWV 2026-08-24 · 6d entry $87.85 -4.0% since entry
MRNA 2026-08-24 · 7d entry $145.13 -5.8% since entry
MSFT 2026-08-24 · 7d entry $483.24 +5.6% since entry
SPY 2026-08-24 · 6d entry $766.16 -0.1% since entry
META 2026-08-24 · 7d entry $549.90 +3.8% since entry
NBIS 2026-08-24 · 6d entry $219.13 -6.2% since entry
SNDK 2026-08-20 · 11d entry $1568.87 -4.4% since entry
MNST 2026-05-29 · 94d entry $87.99 -47.6% since entry
XOM 2026-05-29 · 91d entry $147.02 +9.1% since entry

SandemanStocks's AI synthesis

Concentrated high-conviction growth bets on undervalued AI infrastructure names — "simple math" market cap vs. future revenue, held months to years with covered-call income on top.

Setting Up Now (14 stocks)

NVDA 30 mentions · Avg confidence 86%
Setting Up
📧 Entry · stop · target in your free daily email
CRWV 9 mentions · Avg confidence 89%
Setting Up
📧 Entry · stop · target in your free daily email
IREN 8 mentions · Avg confidence 89%
Setting Up
📧 Entry · stop · target in your free daily email
SPY 6 mentions · Avg confidence 80%
Setting Up
📧 Entry · stop · target in your free daily email
INTC 5 mentions · Avg confidence 90%
Setting Up
📧 Entry · stop · target in your free daily email
TSM 3 mentions · Avg confidence 95%
Setting Up
📧 Entry · stop · target in your free daily email
+ 8 more in your free daily email ↓

On the Radar

SPX 4 mentions
Watch
📧 Entry · stop · target in your free daily email

Today's Market Read

$QQQ Price Action
WeeklyUPTREND ABOVE RISING 10wma
DailyUPTREND ABOVE RISING 21dma
0.12×ATR — Buy Zone
Breadth — $QQQ MCSI / MCO
MCSI 107 — BELOW 10dma · MCO -13.7 — NEUTRAL

2/3 internals risk-on — be selective

Last 10 days · 18 fires →

Gameplan

Concentrate into a handful of high-conviction AI-infrastructure names; let market-cap math do the work.

Do
  • Track @Sandeman52's most-repeated names; the loudest convictions get mentioned relentlessly.
  • Validate the simple math: market cap vs. credible 3–5 year revenue. Skip if it is already priced in.
  • Build in tranches on technical entries; 3–6 names total; sell covered calls once at full size.
Avoid
  • Diversifying into 30 names — concentration is the strategy, not a bug.
  • Exiting on RSI extremes or short-term noise; only thesis breaks count.
  • Adding past full size without a new technical entry — keep some powder dry.
Strategy Fit
Bull trend leaders — AI / infrastructure names ride ema_crossover, supertrend, macd_trend, holy_grail, jeff_sun_momentum.
Breakout / momentum — qullamaggie_breakout, donchian_breakout, turtle_breakout, absolute_momentum capture conviction adds.
Accumulation patterns — weinstein_stage2, base_and_break, vcp_patterns, bb_squeeze line up tranche entries.

📋 All tracked tickers — last 90 days (67) from @Sandeman52

Ticker Mentions First picked Last picked Setup
NVDA 30 2026-06-03 2026-08-30 Now
CRWV 9 2026-06-08 2026-08-19 Now
IREN 8 2026-07-20 2026-08-28 Now
SPY 6 2026-06-08 2026-08-18 Now
INTC 5 2026-06-23 2026-08-17 Now
TSM 3 2026-06-23 2026-08-30 Now
META 7 2026-06-03 2026-08-27 Now
MRNA 4 2026-08-19 2026-08-20 Now
AI 13 2026-06-06 2026-08-30 Now
PLTR 5 2026-06-14 2026-08-22 Now
NBIS 167 2026-06-03 2026-08-30 Now
MSFT 7 2026-06-03 2026-08-27 Now
SNDK 4 2026-06-23 2026-08-19 Now
MU 8 2026-06-14 2026-08-30 Now
SPX 4 2026-08-16 2026-08-30 Watch
N/A 3 2026-08-16 2026-08-28 Extended
GOOGL 3 2026-08-08 2026-08-27 Extended
XLE 3 2026-06-21 2026-08-16 Extended
QQQ 3 2026-06-06 2026-06-10 Extended
AVGO 2 2026-06-04 2026-08-30 Extended
GS 2 2026-08-17 2026-08-17 Extended
TLT 2 2026-06-14 2026-08-19 Extended
AMD 2 2026-07-18 2026-08-14 Extended
X 2 2026-08-25 2026-08-28 Extended
MRVL 1 2026-08-28 2026-08-28 Extended

Status reflects today's technical setup vs the investor's pick. Pro unlocks per-pick reasoning, RSI/MA values, strategy signals, and entry levels.

Playbook config

StyleGrowth
HorizonMonths–Years
Source@Sandeman52
Stock picks shown are AI-extracted from public posts by @Sandeman52. Accuracy is not guaranteed. SandemanStocks has no knowledge of or affiliation with this service. Past mentions are not recommendations. Always do your own due diligence before investing.

About this playbook

Sandeman52 runs a concentrated, high-conviction portfolio of companies with massive total addressable markets and early-stage penetration. His style is relentless: he returns to the same names repeatedly as the thesis develops, tracking market cap math, growth runway, and undervaluation arguments over months. The best positions are ones he is still bullish on after the stock has been through multiple cycles.

What to look for: Large TAM + early penetration rate + durable competitive moat + stock repeatedly mentioned across many posts (conviction depth) + undervaluation thesis with specific valuation math.
Origin: Sandeman52 (@Sandeman52), high-conviction long-term investor