Author
@aggresivevalue aggresivevalue
grade Cx.com/aggresivevalue ↗
Conviction memory/DRAM bull who fades semis FUD with specific numbers
Posts high-conviction long calls with concrete earnings and
trader score
-1.45
hit rate
45%
mean α
-0.83%
signals 14d
21
Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY.
Their picks, scored
Across their last 20 scored bets: 45% hit rate, -0.83% mean alpha, trader score -1.45. Their last-14d mentions, direction-adjusted, have moved -9.3% since posting (mean over 19 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-01 | · | @aggresivevalue | · | Frames neocloud long-term deals as carry trade at worst, but names no ticker. | · | tweet ↗ |
| 2026-07-01 | SNDK | @aggresivevalue | +0.65 | Bullish compute-demand thesis across AI/cloud and memory names for coming years. | -14.1% | tweet ↗ |
| 2026-07-01 | META | @aggresivevalue | +0.25 | Bullish compute-demand thesis across AI/cloud and memory names for coming years. | -4.9% | tweet ↗ |
| 2026-07-01 | GOOG | @aggresivevalue | +0.25 | Bullish compute-demand thesis across AI/cloud and memory names for coming years. | -0.5% | tweet ↗ |
| 2026-07-01 | AMZN | @aggresivevalue | +0.25 | Bullish compute-demand thesis across AI/cloud and memory names for coming years. | +0.4% | tweet ↗ |
| 2026-07-01 | MU | @aggresivevalue | +0.65 | Bullish compute-demand thesis across AI/cloud and memory names for coming years. | -5.5% | tweet ↗ |
| 2026-07-01 | AMZN | @aggresivevalue | -0.15 | Notes AMZN already sells compute and that it has not helped shares rally. | +0.4% | tweet ↗ |
| 2026-07-01 | SNDK | @aggresivevalue | +0.55 | Rhetorically argues news is not bad for semis, tagging MU and SNDK. | -14.1% | tweet ↗ |
| 2026-07-01 | MU | @aggresivevalue | +0.55 | Rhetorically argues news is not bad for semis, tagging MU and SNDK. | -5.5% | tweet ↗ |
| 2026-06-30 | MU | @aggresivevalue | +0.15 | Asks how the issue lines up with what MU said in June; stance is only mildly implied. | -15.5% | tweet ↗ |
| 2026-06-29 | · | @aggresivevalue | · | Argues capex cannot be good for semicap if customers suffer because overcapacity kills orders. | · | tweet ↗ |
| 2026-06-25 | AMZN | @aggresivevalue | +0.40 | Sarcastically rejects AI demand FUD, citing Amazon price raise. | +6.9% | tweet ↗ |
| 2026-06-25 | MSFT | @aggresivevalue | -0.05 | Says MSFT stated memory costs rise another 100% until fall 2027. | +10.7% | tweet ↗ |
| 2026-06-25 | SNDK | @aggresivevalue | +0.70 | Predicts SNDK should beat quarterly estimates by 50% based on MU numbers. | -25.3% | tweet ↗ |
| 2026-06-25 | MU | @aggresivevalue | +0.20 | Predicts SNDK should beat quarterly estimates by 50% based on MU numbers. | -19.6% | tweet ↗ |
Grade is our human read-worthiness rating; trader score is a rolling 20-bet hit-rate/alpha composite — different things, often disagreeing. “Since then” is direction-unaware in the table; the summary line above adjusts for which way they leaned.