@alexanderbittan

Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY. · Analyst brief as of 2026-10-18.

The author is aggressively buying IREN and CRWV into the selloff, arguing that AI infrastructure fear is excessive because compute demand keeps rising. GOOGL is the largest disclosed position, alongside a multimillion-dollar UBER holding. Late in the window, the author reports increasing IREN to 71,250 shares and separately recaps a quick profitable NBIS flip.

The author treats the compute selloff as a buying opportunity, explicitly adding IREN and CRWV on October 14 and reporting a larger IREN holding of 71,250 shares on October 15. IREN accounts for 50% of the compute theme's signals, warranting concentration and pump-risk monitoring; GOOGL remains the largest disclosed portfolio position, while the NBIS activity is a completed quick-profit trade.

Alignment separates skin-in-the-game from commentary: ✓ = the author discloses a position consistent with their talk; “call (no pos)” = directional call without a disclosed position; “commentary” = opinion only.

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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.