InfluAlpha
J

Julia Ferraz

Trader on InfluAlpha

vs. index
+37.4%
+43.3% raw
Calls logged
8
Scored
8
Win rate · 8 calls
75%
Since
21 Apr 2026

Every call

8 calls, priced at the close of 23 Oct 2026.

  1. CRWV NASDAQ Post-lockup washout looked like the bottom. Buy Logged 29 Jul 2026 Entry 60.82 Last 55.60 Return −8.6% vs. index −13.3%
  2. DKNG NASDAQ Football season trade. Buy Logged 28 Jul 2026 Entry 24.62 Last 20.94 Return −14.9% vs. index −18.1%
  3. ANET NYSE Buy Logged 08 May 2026 Entry 141.77 Last 171.07 Return +20.7% vs. index +17.1%
  4. ALAB NASDAQ Connectivity is the bottleneck in every rack. Astera sits right on it. Buy Logged 08 May 2026 Entry 199.79 Last 257.82 Return +29.0% vs. index +25.5%
  5. NBIS NASDAQ Neocloud with real capacity coming online. Contracts are the catalyst. Buy Logged 25 Apr 2026 Entry 147.16 Last 159.17 Return +8.2% vs. index +1.2%
  6. CRWD NASDAQ Buy Logged 21 Apr 2026 Entry 112.40 Last 237.94 Return +111.7% vs. index +103.2%
  7. PANW NASDAQ Platform consolidation in security keeps compounding. Buy Logged 21 Apr 2026 Entry 169.56 Last 354.92 Return +109.3% vs. index +100.8%
  8. MU NASDAQ HBM supply is sold out through 2027. Micron is the cheapest way to own that. Buy Logged 21 Apr 2026 Entry 448.42 Last 856.49 Return +91.0% vs. index +82.5%

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