Betting on Cloud Momentum

Hyperscaler earnings night packs $1.3T of AI capex into one Wednesday — we are long the four cloud kings into the print.

  • 0 specific tickers, entry zones, exit targets.
  • Live consumer-data backing every position.

Not a stock pick. The data behind it.

Top US brokerages, a multi-billion-dollar hedge fund, and a major asset manager license our consumer-behavior research. For $19/mo, you get the same intelligence — turned into specific tickers.

Main Street vs Wall Street.

Every stock scored on what 500 million consumers are actually doing — searches, purchases, mentions — versus what analysts expect. The gap is the signal.

Before the bell.

The consumer-data moves that matter, delivered before market open. When the gap is big enough, the Swans publish a setup with specific tickers, entries, and exits.

15 years of receipts.

Consumer-behavior data back to 2011. We've called Tesla, Robinhood, Amazon, Costco, and dozens more — months before earnings revealed it. The record is public.

What this looks like in real life.

Five of our biggest closed wins. (Out of 149 winning trades across 324 closed positions.) Each one called on consumer data months before the move was on Wall Street's radar. Why a sub-50% hit rate still compounds: We cut losers fast and let winners run — many multiples of the average loss. A model that's right less than half the time can still print a track record like the one above when the shape of the wins is asymmetric.

Closed +611.35%

  • HOME · At Home Group
    • +611%
    • May 2020 → Jul 2021
    • “Pandemic nesting surge in search data 4 months before management raised guidance.”

Closed +556.63%

  • HOOD · Robinhood
    • +556%
    • Mar 2024 → Sep 2025
    • “Retail trading mentions doubling while sentiment flipped positive — pre-earnings.”
    • Re-entered later — currently a live Core Conviction position
    • Half closed

Closed +461%

  • OKLO · Oklo
    • +461%
    • Apr 2025 → Sep 2025
    • “Small-modular-reactor consumer search inflection paired with AI energy thesis.”

Closed +444.96%

  • COIN · Coinbase
    • +444%
    • May 2023 → Nov 2024
    • “App-install share surging vs Robinhood as crypto regs cleared.”

Closed +257.14%

  • NVDA · Nvidia
    • +257%
    • Sep 2022 → Nov 2023
    • “Enterprise AI mentions tripling 6 months before the H100 supply shock.”

Real subscribers. Real dollars.

Verified quotes from LikeFolio research subscribers, used with permission. Results not typical and not guaranteed.

“Put around $10K into LEU when you added it to the portfolio. Made $14K profit as of yesterday. Your system is amazing and makes total sense now.”
Matt E.
Oct 17, 2025 · LikeFolio PRO
+$14K on LEU

“Bought 3,000 shares at $26 and sold them at $84 for a $186,000 win. I also still own 10,000 shares of RR and INVZ which are both doing quite well.”
Ray P.
Sept 25, 2025 · LikeFolio PRO
+$186K on OKLO

“Entire portfolio has been over 100% this past week. Still at 101.33% after today. Gained $2,467 selling the rest of my HOOD position.”
David S.
Sept 24, 2025 · LikeFolio PRO
Portfolio +101%

Andy & Landon Swan.

15 years tracking what 500 million consumers actually do — before earnings, before analysts, before the price moves. Our data is licensed to top US brokerages and several of the world's largest hedge funds.

One subscription. Every ticker.

PRO unlocks the whole platform — live portfolios, every new playbook, real-time alerts, and the full LikeFolio.ai dashboard (screener, brand maps, consumer-data scores on 527 stocks).

  • Live model portfolios — entries, currents, and targets on every stock the Swans currently hold
  • Every new playbook the moment it drops + real-time trade alerts
  • Full LikeFolio.ai dashboard — screener, heatmap, brand maps, consumer-data scores on 527 stocks
  • The Daily Drop — consumer-data moves delivered before market open
  • Cancel anytime in one click. No retention friction.

Frequently asked.

Is this financial advice?

No. LikeFolio is consumer-data research, not personalized investment advice. We don't tell you what to do — we show you what 500 million consumers are actually doing, and how that's likely to map to specific publicly-traded companies. Always do your own work.

Can I cancel?

Yes, anytime. One click in your account settings. No phone calls, no retention dark patterns. If you cancel mid-cycle you keep access through the end of the period.

What if I'm new to investing?

Each playbook explains the consumer-data thesis in plain language — Flesch-Kincaid 9th-grade reading level or lower. No jargon-walls, no charts you can't read. The data is technical; the explanation isn't.

What happens after I pay?

You land instantly on the LikeFolio.ai dashboard with every ticker revealed — live model portfolios, the full screener and heatmap, brand maps, and consumer-data scores on all 527 stocks we track. Real-time trade alerts start flowing the moment they hit. Your next playbook drops in your inbox within 24 hours. No waiting, no email confirmation, no upsell.

Stop guessing. Start with the data.

16 live positions. Every new playbook. Real-time alerts. The platform 100,000+ investors already use.