Author

@AhmedShww AhmedShww

grade Cx.com/AhmedShww ↗

Named retail fundamental bull on physical-AI and megacap tech, OUST-obsessed

Posts conviction-driven, ticker'd fundamental and thematic t

trader score
+0.29
hit rate
45%
mean α
+0.16%
signals 14d
27

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, +0.16% mean alpha, trader score +0.29. Their last-14d mentions, direction-adjusted, have moved +3.2% since posting (mean over 27 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-08-26NVDA@AhmedShww+0.75Reports strong Nvidia Q2 growth, margin, EPS, and accelerating AI-infrastructure demand.+3.8%
2026-08-26NVDA@AhmedShww+0.65Reports Nvidia revenue growth above 100% year over year.+3.8%
2026-08-23META@AhmedShww+0.25Highlights META's forward P/E of 17, implying relatively attractive valuation.+5.1%
2026-08-21UBER@AhmedShww+0.85Still adding UBER. — Author says UBER is 14% of the portfolio and that they are continuing to add.+0.0%
2026-08-20META@AhmedShww+0.40Discloses a very large UBER long based on AV supply commoditization and network effects.+5.9%
2026-08-20UBER@AhmedShww+1.00Discloses a very large UBER long based on AV supply commoditization and network effects.+0.3%
2026-08-19UBER@AhmedShww+0.35Reports Uber launching Baidu's fully driverless Apollo Go service in Dubai.+1.0%
2026-08-18META@AhmedShww+0.60Dismisses META weakness as noise and argues its core advertising engine remains intact.+6.3%
2026-08-18NOW@AhmedShww+0.35Positively highlights NOW's consistent revenue growth, with details residing in linked media.+21.1%
2026-08-18META@AhmedShww+0.00Frames META's direction as contingent on lawsuit outcomes and jokes about joining if it loses.+6.3%
2026-08-18AMZN@AhmedShww+0.40Compares AMZN and UBER as distinct beneficiaries of robotics and autonomy, favoring UBER's upside.+2.7%
2026-08-18UBER@AhmedShww+0.55Compares AMZN and UBER as distinct beneficiaries of robotics and autonomy, favoring UBER's upside.+5.6%
2026-08-18NVDA@AhmedShww+0.20Presents AVGO as an overlooked diversified way to invest in the AI buildout versus NVDA and AMD.-1.0%
2026-08-18AVGO@AhmedShww+0.65Presents AVGO as an overlooked diversified way to invest in the AI buildout versus NVDA and AMD.-2.9%
2026-08-18AMD@AhmedShww+0.20Presents AVGO as an overlooked diversified way to invest in the AI buildout versus NVDA and AMD.-3.9%

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.