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Kevin Xu

@kevinxu • 161,018 subscribers

CEO @alpha_ai. Net worth $11,195,051.68. All-in challenge account: $48,144.04.

Shorts

Just transferred my wife's entire Apple Cash account to my X Money in 10 seconds. 6% APY is literally free money.

Just transferred my wife's entire Apple Cash account to my X Money in 10 seconds. 6% APY is literally free money.

1,442,353 views

the way the robot just walks away at the end is so real

the way the robot just walks away at the end is so real

6,295,865 views

Just transferred my entire Apple Cash account to X Money in 10 seconds. 6% APY is literally free money.

Just transferred my entire Apple Cash account to X Money in 10 seconds. 6% APY is literally free money.

1,141,214 views

NEW ALL IN*: $SHAZ @ 72.37 ALERTED TO SUBS FIRST NEAR $69 Thesis is simple. They're the Australian $NBIS and Leopold holds 19.9% ownership. Here's what I saw: - Leopold bought on 6/22 at $68.73 - Leopold disclosed on 6/29 - Leaked Anthropic docs reveal plan to secure 1.4 GW of compute in Australia - Serenity tweeted about it on Sun 7/5 - Popped 17% on Mon 7/6 - Fully round tripped today to ~$69 Entry price too buttery so I just had to go all in*. Catalyst is any bounce on good data center-y news and Anthropic deal rumors. Leopold's wife is chief of staff at Anthropic btw. Probably nothing. --- *As a reminder: this is my challenge account where I restarted with $35k to go all-in swing trading 1 stock at a time to $10M again. Currently at $57K. Realtime alerts to subscribers. Summaries after market close to non-subscribers. As always, please do your own research with your own independent thinking and risk tolerance and decide your own buys and sells. I may trade on a whims notice. --- Call me Kevin Leopold from now on. Thank you ❤️

NEW ALL IN: $SHAZ @ 72.37 ALERTED TO SUBS FIRST NEAR $69 Thesis is simple. They're the Australian $NBIS and Leopold holds 19.9% ownership. Here's what I saw: - Leopold bought on 6/22 at $68.73 - Leopold disclosed on 6/29 - Leaked Anthropic docs reveal plan to secure 1.4 GW of compute in Australia - Serenity tweeted about it on Sun 7/5 - Popped 17% on Mon 7/6 - Fully round tripped today to ~$69 Entry price too buttery so I just had to go all in. Catalyst is any bounce on good data center-y news and Anthropic deal rumors. Leopold's wife is chief of staff at Anthropic btw. Probably nothing. --- *As a reminder: this is my challenge account where I restarted with $35k to go all-in swing trading 1 stock at a time to $10M again. Currently at $57K. Realtime alerts to subscribers. Summaries after market close to non-subscribers. As always, please do your own research with your own independent thinking and risk tolerance and decide your own buys and sells. I may trade on a whims notice. --- Call me Kevin Leopold from now on. Thank you ❤️

543,446 views

NEW ALL IN*: $PENG @ $68.22. EARNINGS PLAY FOR TOMORROW. 60% CHANCE OF BEAT IMO. HIGH RISK - 26.3% IMPLIED MOVE. They help companies build their own "AI factory" which is just a fancy way of saying your own ~neocloud. - Validated with fancy partner awards from Nvidia, Dell, etc. and price upgrades ($75 PT from Rosenblatt today). - Exploded after last earnings in April and continually making higher lows. - Memory business grew 63% last quarter. $109.2M of cash used for inventory in Q2. They've been smartly stockpiling memory to meet demand. Now earnings are always a coin flip but the macro feels good and tailwinds on our side right now. They also hinted at guiding towards the higher end back on June 1. > "expects both net sales and diluted EPS for FY2026 to be at the high end of its previously issued outlook ranges" Source: Now think about all the developments in AI since June 1st. Given the insane demand for AI infra (specifically the local model meta) coming in H2, $PENG seems like a winner. --- *As a reminder: this is my challenge account where I restarted with $35k to go all-in swing trading 1 stock at a time to $10M again. Realtime alerts to subscribers. Summaries after market close to non-subscribers. As always, please do your own research with your own independent thinking and risk tolerance and decide your own buys and sells. I may trade on a whims notice.

NEW ALL IN: $PENG @ $68.22. EARNINGS PLAY FOR TOMORROW. 60% CHANCE OF BEAT IMO. HIGH RISK - 26.3% IMPLIED MOVE. They help companies build their own "AI factory" which is just a fancy way of saying your own ~neocloud. - Validated with fancy partner awards from Nvidia, Dell, etc. and price upgrades ($75 PT from Rosenblatt today). - Exploded after last earnings in April and continually making higher lows. - Memory business grew 63% last quarter. $109.2M of cash used for inventory in Q2. They've been smartly stockpiling memory to meet demand. Now earnings are always a coin flip but the macro feels good and tailwinds on our side right now. They also hinted at guiding towards the higher end back on June 1. > "expects both net sales and diluted EPS for FY2026 to be at the high end of its previously issued outlook ranges" Source: Now think about all the developments in AI since June 1st. Given the insane demand for AI infra (specifically the local model meta) coming in H2, $PENG seems like a winner. --- As a reminder: this is my challenge account where I restarted with $35k to go all-in swing trading 1 stock at a time to $10M again. Realtime alerts to subscribers. Summaries after market close to non-subscribers. As always, please do your own research with your own independent thinking and risk tolerance and decide your own buys and sells. I may trade on a whims notice.

380,359 views

NEW ALL IN: $OUST @ $40.55 First alerted to subs at $39.88. Currently at $42.68. They make colored lidar tech for robotics. Literally invented it. That means 1 sensor instead of 2. With millimeter precision. Was down -10% today on no news so it felt like a good risk / reward balance. This is related to my overall thesis on physical AI and how there's not that many ways to play it with public stocks. $OUST is the infra that almost every robot or physical AI automation needs. And they seem be rapidly signing up customers. No immediate catalyst but a good one to hold. Credit to Jim Liu for the best $OUST writeup on X: --- As a reminder: this is my challenge account where I restarted with $35k to go all-in swing trading 1 stock at a time to $10M again. Realtime alerts to subscribers. Summaries after market close to non-subscribers. As always, please do your own research with your own independent thinking and risk tolerance and decide your own buys and sells. I may trade on a whims notice.

NEW ALL IN: $OUST @ $40.55 First alerted to subs at $39.88. Currently at $42.68. They make colored lidar tech for robotics. Literally invented it. That means 1 sensor instead of 2. With millimeter precision. Was down -10% today on no news so it felt like a good risk / reward balance. This is related to my overall thesis on physical AI and how there's not that many ways to play it with public stocks. $OUST is the infra that almost every robot or physical AI automation needs. And they seem be rapidly signing up customers. No immediate catalyst but a good one to hold. Credit to Jim Liu for the best $OUST writeup on X: --- As a reminder: this is my challenge account where I restarted with $35k to go all-in swing trading 1 stock at a time to $10M again. Realtime alerts to subscribers. Summaries after market close to non-subscribers. As always, please do your own research with your own independent thinking and risk tolerance and decide your own buys and sells. I may trade on a whims notice.

310,467 views

NEW ALL IN: $RCAT @ 14.47. (sorry on mobile only today so thesis gonna be on the shorter side) They make drones and recently got a bunch of government contracts. I mainly like the technical setup. Spiked on some good news last week and held up with good volume and potential breakout. No near term catalysts but with the way this administration has been moving, could see more good news come at any time so it's worth holding for a bit right now. No real overhang I could find and only good tailwinds. Everything else just feels too overbought. Credit to Ahsen and his $318k all in for the inspo and starting my deep dive More thesis and specifics from my Alpha app below. --- As a reminder: this is my challenge account where I restarted with $35k to go all-in swing trading 1 stock at a time to $10M again. Now at $70k in $RCAT. As always, please do your own research with your own independent thinking and risk tolerance and decide your own buys and sells. I may trade on a whims notice.

NEW ALL IN: $RCAT @ 14.47. (sorry on mobile only today so thesis gonna be on the shorter side) They make drones and recently got a bunch of government contracts. I mainly like the technical setup. Spiked on some good news last week and held up with good volume and potential breakout. No near term catalysts but with the way this administration has been moving, could see more good news come at any time so it's worth holding for a bit right now. No real overhang I could find and only good tailwinds. Everything else just feels too overbought. Credit to Ahsen and his $318k all in for the inspo and starting my deep dive More thesis and specifics from my Alpha app below. --- As a reminder: this is my challenge account where I restarted with $35k to go all-in swing trading 1 stock at a time to $10M again. Now at $70k in $RCAT. As always, please do your own research with your own independent thinking and risk tolerance and decide your own buys and sells. I may trade on a whims notice.

534,899 views

NEW ALL IN: $PALU @ 33.60 This is the 2X Palo Alto Networks $PANW ETF. I entered roughly when $PANW was at $270. The thesis is simple: they have earnings on Tue 6/2 and could pull a SNOW or DELL like move. (Breaking my rule here on leverage. The implied move on earnings is +/- 8% so a 2X leveraged ETF makes this +/- 16%. I think that is still survivable if I'm wrong) - Anthropic Mythos is causing havoc finding 10K+ security exploits and that is legitimately scaring EVERYONE - Palo Alto Networks is one of the main security partners helping Anthropic find and fix things before its release. They are publishing so many blog posts and deep dives and really establishing themselves as the main name for this new era of AI cybersecurity - Project Glasswing started on April 7 so while the price is already up 69% since then, I think (just like every other crazy earnings) they will somehow surprise us even more - Hedge fund 🐐 Gavin Baker started a new $90M position along with dozens of hedge funds increasing positions in Q1 2026 - CEO is so badass he bottom-ticked his own stock on March 27 for $10M. Robinhood has this labelled wrong (it shows only 100 shares bought on open market but I checked the actual SEC filing and confirmed he did buy the whole $10M on open market) - Board also authorized an extra $1B stock buyback program on March 10 which is always nice to see Earnings have been massive re-rating events for software names these past few days. If you read my late night free alpha post you might've got a wiff of where my spidey senses are at. 1. Cybersecurity underloved ✅ 2. Software rotation ✅ 3. Insider buy ✅ TLDR: Market is rotating back into software and rewarding high quality category leaders. Note: $ZS and $S had bad earnings and tanked but are incomparable in quality and market cap to $PANW. Plus $PANW has had time to learn how to structure their earnings calls. They're also beating $CRWD to the punch with their earnings a day earlier. I literally stumbled upon this ticker last night and learned they have earnings on Tue. Hence the late night alert and urgent trade. You have to turn the bell on if you're following me. Subscribing gets you my first thoughts and drafts. Sold $HLIT @ 16.32 right when I woke up for an 8% gain. Still believe in the thesis (I stand by every thesis I publish) and would love to jump back after the earnings play (same with any stock I talk about). --- As a reminder: this is my challenge account where I restarted with $35k to go all-in swing trading 1 stock at a time to $10M again. Now at $71k. As always, please do your own research with your own independent thinking and risk tolerance and decide your own buys and sells.

NEW ALL IN: $PALU @ 33.60 This is the 2X Palo Alto Networks $PANW ETF. I entered roughly when $PANW was at $270. The thesis is simple: they have earnings on Tue 6/2 and could pull a SNOW or DELL like move. (Breaking my rule here on leverage. The implied move on earnings is +/- 8% so a 2X leveraged ETF makes this +/- 16%. I think that is still survivable if I'm wrong) - Anthropic Mythos is causing havoc finding 10K+ security exploits and that is legitimately scaring EVERYONE - Palo Alto Networks is one of the main security partners helping Anthropic find and fix things before its release. They are publishing so many blog posts and deep dives and really establishing themselves as the main name for this new era of AI cybersecurity - Project Glasswing started on April 7 so while the price is already up 69% since then, I think (just like every other crazy earnings) they will somehow surprise us even more - Hedge fund 🐐 Gavin Baker started a new $90M position along with dozens of hedge funds increasing positions in Q1 2026 - CEO is so badass he bottom-ticked his own stock on March 27 for $10M. Robinhood has this labelled wrong (it shows only 100 shares bought on open market but I checked the actual SEC filing and confirmed he did buy the whole $10M on open market) - Board also authorized an extra $1B stock buyback program on March 10 which is always nice to see Earnings have been massive re-rating events for software names these past few days. If you read my late night free alpha post you might've got a wiff of where my spidey senses are at. 1. Cybersecurity underloved ✅ 2. Software rotation ✅ 3. Insider buy ✅ TLDR: Market is rotating back into software and rewarding high quality category leaders. Note: $ZS and $S had bad earnings and tanked but are incomparable in quality and market cap to $PANW. Plus $PANW has had time to learn how to structure their earnings calls. They're also beating $CRWD to the punch with their earnings a day earlier. I literally stumbled upon this ticker last night and learned they have earnings on Tue. Hence the late night alert and urgent trade. You have to turn the bell on if you're following me. Subscribing gets you my first thoughts and drafts. Sold $HLIT @ 16.32 right when I woke up for an 8% gain. Still believe in the thesis (I stand by every thesis I publish) and would love to jump back after the earnings play (same with any stock I talk about). --- As a reminder: this is my challenge account where I restarted with $35k to go all-in swing trading 1 stock at a time to $10M again. Now at $71k. As always, please do your own research with your own independent thinking and risk tolerance and decide your own buys and sells.

605,629 views

that means $35 or $25 for those lazy at math i'm glad i went all in $HIMS at $26.72 on friday alerted my subscribers first, ty for the support

that means $35 or $25 for those lazy at math i'm glad i went all in $HIMS at $26.72 on friday alerted my subscribers first, ty for the support

800,091 views

Posts on $OUST skyrocketed this weekend. Probably ~100 million views. I called it last week at $40 and posted my trade receipt live. Follow me, I'm 100% all in*

Posts on $OUST skyrocketed this weekend. Probably ~100 million views. I called it last week at $40 and posted my trade receipt live. Follow me, I'm 100% all in*

112,900 views

NEW ALL IN: $BOT This is either really smart or really dumb.

NEW ALL IN: $BOT This is either really smart or really dumb.

293,283 views

NEW TRADE ALERT I just went all in on $BOT. AGAIN.

NEW TRADE ALERT I just went all in on $BOT. AGAIN.

67,448 views

inspired by @levelsio i've decided to invest the $500 i found all in to $HLIT

inspired by @levelsio i've decided to invest the $500 i found all in to $HLIT

141,289 views

$IREN at $60. you were here.

$IREN at $60. you were here.

48,971 views

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NEW TRADE: SOLD $HIMS AND FULL PORTED $QS Driving right now. Full thesis coming soon.

NEW TRADE: SOLD $HIMS AND FULL PORTED $QS Driving right now. Full thesis coming soon.

1,489,909 views • 2 months ago

dont fade kevin xu, anon

dont fade kevin xu, anon

464,094 views • 1 month ago

just went ALL IN $IREN 🚀 - bitcoin miner switched to Al training - signed a HUGE $9.7 billion msft contract - chip war will be intense this year - fully vertically integrated in US - strong balance sheet - i like the chart setup did my research on Alpha and alerted first on AfterHour (username: sirjack). this is my challenge account where i restarted with $35k to go all-in swing trading 1 stock at a time. currently at $45k. previous swing was $FIG which i sold for small 3% profit. i still like the stock, but sold it cause it was moving kinda slow and $IREN looks like has better momentum and volume. next catalyst is earnings on feb 11.

just went ALL IN $IREN 🚀 - bitcoin miner switched to Al training - signed a HUGE $9.7 billion msft contract - chip war will be intense this year - fully vertically integrated in US - strong balance sheet - i like the chart setup did my research on Alpha and alerted first on AfterHour (username: sirjack). this is my challenge account where i restarted with $35k to go all-in swing trading 1 stock at a time. currently at $45k. previous swing was $FIG which i sold for small 3% profit. i still like the stock, but sold it cause it was moving kinda slow and $IREN looks like has better momentum and volume. next catalyst is earnings on feb 11.

1,496,969 views • 6 months ago

here's a quick tutorial:

here's a quick tutorial:

217,199 views • 1 month ago

My reaction when $IREN finally released earnings

My reaction when $IREN finally released earnings

241,934 views • 2 months ago

CEO of $BOT Andrew Kang reveals $100M raised for more robotics investments. "We've announced 3 PIPE fundraises over the course of the past 3 weeks totaling close to ~$100M" "Those were all done with institutional investors that we believe are very long term oriented, not selling them into the public market" "And they were all done at multiples to the publicly stated NAV. I believe around 3-4X" "So these people believe in what you're building so much that they're paying a very high premium over the actual NAV that you're now reporting so that's a sign of a lot of confidence"

CEO of $BOT Andrew Kang reveals $100M raised for more robotics investments. "We've announced 3 PIPE fundraises over the course of the past 3 weeks totaling close to ~$100M" "Those were all done with institutional investors that we believe are very long term oriented, not selling them into the public market" "And they were all done at multiples to the publicly stated NAV. I believe around 3-4X" "So these people believe in what you're building so much that they're paying a very high premium over the actual NAV that you're now reporting so that's a sign of a lot of confidence"

58,180 views • 19 days ago

2nd time they’ve talked about me lmaooo. just invite me on The Compound, I’ll bring receipts.

2nd time they’ve talked about me lmaooo. just invite me on The Compound, I’ll bring receipts.

25,070 views • 8 months ago

The Compound and here’s the 1st time they talked about me lmaooo they made fun of AfterHour. 250k users & $500M later, we built it :)

The Compound and here’s the 1st time they talked about me lmaooo they made fun of AfterHour. 250k users & $500M later, we built it :)

25,033 views • 8 months ago

Told 200K people about Trump’s Iran strike—BEFORE BLOOMBERG. Not a journalist. Just a trader who built Trump Tracker. Every post, summarized + linked to stocks it moves. Comment “Trump” if you want it.

Told 200K people about Trump’s Iran strike—BEFORE BLOOMBERG. Not a journalist. Just a trader who built Trump Tracker. Every post, summarized + linked to stocks it moves. Comment “Trump” if you want it.

12,316 views • 1 year ago

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