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

See it paper-traded live, starting from $100,000 →
Growth @Sandeman52 · Months–Years Updated 2026-10-15
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New today +1 new pick ASML 2 promoted to setting up PLTR, MSFT 8 fell out QQQ, SPY, NVDA…

Posting activity — last 90 days @Sandeman52

90d ago 98 unique tickers · 1605 mentions today

Analysis complete

✓
5 steps completed · picks ready

Tracked Trades last 10d

-3.1%
open avg gain · last 10d
16 tracked · 13 open · 3 closed · best TSLA +2.2% · 50% win rate
13 open positions
NBIS 2026-10-15 entry $186.02 +1.3% since entry
CRWV 2026-10-14 · 1d watch $77.82 —
META 2026-10-13 · 2d entry $742.97 -0.9% since entry
MSFT 2026-10-12 · 3d entry $538.07 +0.8% since entry
IREN 2026-10-12 · 3d entry $36.33 -13.7% since entry
SPY 2026-10-12 · 3d entry $778.78 -0.9% since entry
MU 2026-10-12 · 3d watch $1029.01 -9.5% since tracked
PLTR 2026-10-09 · 6d entry $201.06 +0.9% since entry
GOOGL 2026-10-08 · 7d entry $353.65 -0.4% since entry
NVDA 2026-09-28 · 17d entry $229.70 -3.5% since entry
AI 2026-09-11 · 34d entry $10.52 +18.3% since entry
MNST 2026-05-29 · 139d entry $87.99 -48.5% since entry
XOM 2026-05-29 · 136d entry $147.02 +18.8% since entry
Last 10 winning trades
TSLA 2026-10-05 → 2026-10-05 (0d) target +2.2% 0.6R
3 closed in last 10d · best TSLA +2.2%
View full history →

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 (6 stocks)

GOOGL 8 mentions · Avg confidence 82%
Setting Up
📧 Entry · stop · target in your free daily email
NBIS 194 mentions · Avg confidence 86%
Setting Up
📧 Entry · stop · target in your free daily email
META 13 mentions · Avg confidence 87%
Setting Up
📧 Entry · stop · target in your free daily email
MU 5 mentions · Avg confidence 88%
Setting Up
📧 Entry · stop · target in your free daily email
PLTR 16 mentions · Avg confidence 87%
Setting Up
📧 Entry · stop · target in your free daily email
MSFT 13 mentions · Avg confidence 87%
Setting Up
📧 Entry · stop · target in your free daily email

On the Radar

QQQ 5 mentions
Extended
📧 Entry · stop · target in your free daily email

Today's Market Read

$QQQ Price Action
WeeklyBELOW 10wma-structure
DailyBELOW 21dma-structure
-1.59×ATR — Buy Zone
Breadth — $QQQ MCSI / MCO
MCSI -353 — UPTREND ABOVE RISING 10dma · MCO 20.1 — OVERBOUGHT

1/3 internals risk-on — be selective

Last 10 days · 16 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 (98) from @Sandeman52

Ticker Mentions First picked Last picked Setup
QQQ 5 2026-09-03 2026-10-13 Extended
GOOGL 8 2026-08-08 2026-10-02 Now
SPY 7 2026-08-18 2026-10-13 Extended
NVDA 39 2026-07-18 2026-10-13 Extended
NBIS 194 2026-07-18 2026-10-14 Now
META 13 2026-08-11 2026-10-01 Now
MU 5 2026-08-08 2026-09-30 Now
AMD 6 2026-07-18 2026-10-13 Extended
PLTR 16 2026-07-18 2026-10-12 Now
IREN 14 2026-07-20 2026-10-11 Extended
CRWV 12 2026-08-11 2026-10-14 Extended
TSLA 5 2026-09-15 2026-10-02 Extended
MSFT 13 2026-08-11 2026-09-19 Now
AI 36 2026-08-10 2026-10-13 Extended
SPX 6 2026-08-16 2026-10-12 Extended
SPCX 4 2026-09-08 2026-10-10 Extended
MRNA 4 2026-08-19 2026-08-20 Extended
AVGO 4 2026-08-30 2026-10-13 Extended
N/A 4 2026-08-16 2026-09-02 Extended
INTC 4 2026-08-14 2026-10-02 Extended
SNOW 3 2026-09-02 2026-10-01 Extended
SNDK 3 2026-08-14 2026-08-19 Extended
TLT 3 2026-08-19 2026-10-13 Extended
GS 3 2026-08-17 2026-09-30 Extended
BE 2 2026-10-12 2026-10-12 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