Author

@aleabitoreddit aleabitoreddit

grade Ax.com/aleabitoreddit ↗

Deep AI/photonics supply-chain thesis-builder who perma-longs CPO chokepoint small-caps

Writes long-form fundamental and supply-chain theses on the

trader score
-0.95
hit rate
50%
mean α
-0.63%
signals 14d
33

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: 50% hit rate, -0.63% mean alpha, trader score -0.95. Their last-14d mentions, direction-adjusted, have moved -8.7% since posting (mean over 30 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-10-15TSLA@aleabitoreddit+0.60Enthusiastically describes Tesla's flying-car demonstration as futuristic.+2.7%
2026-10-15NBIS@aleabitoreddit+0.25Relays Jensen Huang's optimism but states a personal preference for NBIS over CRWV.-15.7%
2026-10-15NVDA@aleabitoreddit+0.10Relays Jensen Huang's optimism but states a personal preference for NBIS over CRWV.-2.9%
2026-10-15CRWV@aleabitoreddit-0.40Relays Jensen Huang's optimism but states a personal preference for NBIS over CRWV.-22.2%
2026-10-15SKHY@aleabitoreddit+0.45KeyBanc checks indicate Google may extend memory LTAs to 2035, supporting a more durable memory cycle.-6.2%
2026-10-15GOOGL@aleabitoreddit+0.15KeyBanc checks indicate Google may extend memory LTAs to 2035, supporting a more durable memory cycle.-8.3%
2026-10-15MU@aleabitoreddit+0.45KeyBanc checks indicate Google may extend memory LTAs to 2035, supporting a more durable memory cycle.-5.8%
2026-10-15TSM@aleabitoreddit+0.75TSMC posted record profit, revenue above expectations and strong Q4 guidance amid persistent AI demand.-0.9%
2026-10-14SPCX@aleabitoreddit+0.25Argues Musk's amplification of competitor financing and memory concerns may benefit Tesla and SpaceX.·
2026-10-14AVGO@aleabitoreddit+0.00Argues Musk's amplification of competitor financing and memory concerns may benefit Tesla and SpaceX.-7.1%
2026-10-14TSLA@aleabitoreddit+0.15Argues Musk's amplification of competitor financing and memory concerns may benefit Tesla and SpaceX.+1.4%
2026-10-14CRWV@aleabitoreddit-0.50Argues Musk's amplification of competitor financing and memory concerns may benefit Tesla and SpaceX.-17.6%
2026-10-13SKHY@aleabitoreddit-0.35Suggests memory price hikes have become excessive and provoked criticism.-12.8%
2026-10-13CCXI@aleabitoreddit-0.10Agility Robotics cleared SEC review for its public-listing merger through Churchill XI.-8.1%
2026-10-13AGLT@aleabitoreddit+0.50Agility Robotics cleared SEC review for its public-listing merger through Churchill XI.·

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.