AJB Capital
AJB Capital
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AJB Capital

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Garrett Baldwin and Scott Dunn explore alternative investment strategies, value and momentum strategies, tail-risk analysis, and behavioral finance. We take a highly quantitative approach to trading and investing and blend it with macroeconomic analysis and deep research. We also highly emphasis risk management practices. Long call/put, spread trading, value reversion, RSI/MFI reversions.

434Posts
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18%Best ROI
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Joined on 16th December 2025

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location

Baltimore, Maryland

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AJB Capital
Public Post

Good move for Norwegian Cruise Lines (NCLH) today. Here's what's on the Launchpad this evening. Mosaic with a nice move from the Hormuz situation improving. At the start of the year MOS saw its 8-ema break the 20 and run 30%. A name worth watching.

Good move for Norwegian Cruise Lines (NCLH) today. Here's what's on the Launchpad this evening. Mosaic with a nice move from the Hormuz situation i...Good move for Norwegian Cruise Lines (NCLH) today. Here's what's on the Launchpad this evening. Mosaic with a nice move from the Hormuz situation i...Good move for Norwegian Cruise Lines (NCLH) today. Here's what's on the Launchpad this evening. Mosaic with a nice move from the Hormuz situation i...
AJB Capital
Public Post

With NVIDIA earnings after the bell today, I shot a quick video on what to expect. It's not about the chips. It's about the infrastructure war underneath all of it.


NVIDIA is no longer competing against AMD. It's competing against Amazon. Against Google. Against Anthropic. Against every customer it built dependent on it. The largest company on the planet reports tonight and Wall Street is going to spend twelve hours obsessing over revenue, margins, and Blackwell demand.


We are focusing our attention on what's underneath all of that...


youtu.behttps://youtu.be/-uTquLhXlGE