February 4, 2022


Risk Disclaimer

The positions in this portfolio are incredibly risky and extremely volatile.


No one at Get Irked is a professional financial adviser (or a doctor), so consult with your own financial adviser to see if any of these positions fit your risk profile (and stomach).

Get Irked's Speculation in Play - Jebruary 4, 2022

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The Week’s Biggest Winner & Loser

Advanced Micro (AMD)

Advanced Micro Devices (AMD) once again blew the roof off the joint with an exceptional earnings report, proving that CEO Dr. Lisa Su is an absolute rockstar in the tech space. AMD locked in a +17.45% gain, easily earning itself the space of the Week’s Biggest Winner.

Danimer Sci (DNMR)

In a week where quite literally every other position finished in the green, Danimer Scientific (DNMR) pulled out all the stops to lay one hell of an egg… a massive -11.52% drop to give itself a Year-To-Date result of an eye-watering -52.23%. At this point, it’s hard to know just how low this piece of absolute garbage may go…

Portfolio Allocation

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Target Position Size

Get Irked - Speculation in Play - Current Holdings - February 4, 2022

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Portfolio Breakdown

Get Irked - Year-to-Date Performance - Investments in Play vs. Speculation in Play - 2021 Year-to-Date Performance

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Year-to-Date Performance

Current Position Performance



1st Buy: 1/10/2019 @ $19.54
Current Per-Share: -($29.02)

Yeti (YETI)


1st Buy: 2/26/2019 @ $23.23
Current Per-Share: (-$142.16)*

Pinterest (PINS)


1st Buy: 5/16/2019 @ $25.72
Current Per-Share: -($13.05)*

Virgin Galactic (SPCE)


1st Buy: 10/31/2019 @ $9.87
Current Per-Share: (-$9.90)*

Carnival Cruise (CCL)


1st Buy: 3/12/2020 @ $17.25
Current Per-Share: $6.64

Tradeweb Mkts (TW)


1st Buy: 4/8/2019 @ $39.22
Current Per-Share: -($23.59)*

Airlines ETF (JETS)


1st Buy: 5/14/2020 @ $11.30
Current Per-Share: $11.82

Las Vegas Sands (LVS)


1st Buy: 8/12/2021 @ $40.50
Current Per-Share: $31.50

Uranium ETF (URA)


1st Buy: 2/23/2021 @ $17.97
Current Per-Share: $19.77

Wendy’s (WEN)


1st Buy: 6/9/2021 @ $28.50
Current Per-Share: $24.87

Zillow (Z)


1st Buy: 11/18/2021 @ $57.13
Current Per-Share: $54.10

Golden Mine. (AUMN)


1st Buy: 7/29/2021 @ $0.5316
Current Per-Share: $0.4443

Palantir (PLTR)


1st Buy: 2/12/2021 @ $31.50
Current Per-Share: $21.50

DraftKings (DKNG)


1st Buy: 1/29/2021 @ $52.97
Current Per-Share: $36.55

Grow Gen. (GRWG)


1st Buy: 10/30/2020 @ $16.04
Current Per-Share: $19.25

Danimer Sci (DNMR)


1st Buy: 10/20/2021 @ $15.00
Current Per-Share: $11.90

* Indicates a position where the capital investment was sold.
Profit % for * positions = Current Total Profit / Original Capital Investment

This Week’s Moves

Contemplation over Speculation…

After a few weeks of intense buying, having the markets bounce this week offered me a reprieve to review my speculative positions to determine if there was anything interesting to purchase.

While I did consider snapping up Snap (SNAP) before its earnings report – a move that would have netted me a +50% gain in one day, I opted not to. With 20/20 hindsight, naturally this was a poor decision, however none of us have the ability to see the future.

On Wednesday night, Meta (FB) (previously Facebook) reported an absolutely terrible quarter which destroyed tech on Thursday. While that left the other social media stocks like Twitter (TWTR), Pinterest (PINS), and, indeed, Snap (SNAP) extremely beaten up throughout the day, there was no way to know whether the negative guidance provided by FB would only affect them or if it was indicative of the entire social media landscape.

Additionally, since PINS is the second-largest single-company position in the Speculation in Play and I still hold shares in Twitter recognized in the Cash portion of the portfolio, buying more social media exposure didn’t just seem imprudent, it would have violated my rules of diversification, too.

While the point of this portfolio remains higher-risk, speculative positions, I must constantly remind myself that I still must stick to my discipline. Maintaining discipline and taking a responsible and thoughtful approach to investing may be even more important for my Speculation in Play portfolio than it is for my Investments in Play or Pandemic Portfolios.

At any rate, just because we miss one opportunity doesn’t mean another isn’t right around the corner.

Have a great week, everyone!

Want Further Clarification?

As always, if you have questions about any of my positions or have positions of your own that you’re curious about – feel free to leave a comment below!

See you next week!

Don't get mad, Get Irked and learn how to invest for yourself!


Disclaimer: Eric "Irk" Jacobson and all other Get Irked contributors are not investment or financial advisers. All strategies, trading ideas, and other information presented comes from non-professional, amateur investors and traders sharing techniques and ideas for general information purposes.

As always, all individuals should consult their financial advisers to determine if an investing idea is right for them. All investing comes with levels of risk with some ideas and strategies carrying more risk than others.

As an individual investor, you are accountable for assessing all risk to determine if the strategy or idea fits with your investment style. All information on Get Irked is presented for educational and informational purposes only.