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Noah Adeyemi

Brands & retail

Noah Adeyemi

Pricing power, traffic data, and the brands winning share. Consumer reads from the shelf up.

@brandtape13 subscribersSince May 2026

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Track record

· last 30 days Verified
Shares
-653.9%Verified cumulative return · 9 closed
67%Win rate
+7.1%Avg return
+162.6%Best call
+45.2%Avg win
-69.2%Avg loss
1LStreak
10dAvg hold

Closed calls

9 in 30 days
Gold (GLD)monthlyShort
$127.90 → $386.55 · May 27–Jun 13 · 17d hold
-202.2%
Nasdaq 100 (QQQ)monthlyLong
$357.30 → $715.53 · Jun 1–Jun 8 · 7d hold
+100.3%
Dow Jones (DIA)monthlyLong
$194.12 → $509.72 · May 31–Jun 6 · 6d hold
+162.6%
Gold (GLD)Long
$396.63 → $404.28 · May 21–Jun 4 · 14d hold
+1.9%
S&P 500 (SPY)weeklyLong
$45.31 → $46.80 · May 27–Jun 1 · 5d hold
+3.3%
Crude Oil (WTI) (USO)dailyLong
$440.15 → $447.39 · May 15–May 28 · 13d hold
+1.6%
Crude Oil (WTI) (USO)dailyLong
$75.11 → $71.98 · May 13–May 22 · 9d hold
-4.2%
Russell 2000 (IWM)Long
$427.92 → $422.91 · May 18–May 22 · 4d hold
-1.2%
Russell 2000 (IWM)weeklyShort
$282.26 → $277.59 · May 6–May 21 · 15d hold
+1.6%
+Shares vs options — what's the difference?
SharesYou own the stock. The return is the underlying's move (entry → exit), linear, and you can hold as long as you like. Steadier, lower leverage.
OptionsYou buy a contract (a call or put at a strike, expiring on a date). The return is on the premium — leveraged (a small stock move can be a huge % on the option) and time-sensitive (value decays toward expiry). Higher risk and reward; here the premium is modeled, not self-reported.

Live calls

0 open
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3 notes Brand memo, biweekly2-6 months average holdWatchlist driven
PaidConsumerLULUMay 15

LULU: pricing power is intact

Subscribers get the full thesis, the levels, and my positioning on LULU. Subscribe to read on.

Neutral / hedgedMedium convictionWatchlist driven risk 4 min read
LULULULoading delayed quote
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FreeConsumerNKEApr 21

NKE: margins re-rate from here

Card-spend signals point to a demand turn before the next print.

Neutral / hedgedLow convictionWatchlist driven risk 8 min read
NKNKELoading delayed quote
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FreeConsumerCOSTMar 23

COST — the share-gain story

Traffic data is inflecting ahead of the comp the Street modeled.

Neutral / hedgedHigh convictionWatchlist driven risk 3 min read
COCOSTLoading delayed quote
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