# 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.