Author

@arthurrhodes_

thoughtful contrarian takes on mega-cap AI

big-tech

trader score
-1.36
hit rate
22%
mean α
-4.38%
signals 14d
32

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 9 scored bets: 22% hit rate, -4.38% mean alpha, trader score -1.36. Their last-14d mentions, direction-adjusted, have moved -2.8% since posting (mean over 9 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-07-03META@ArthurRhodes_-0.85Argues Meta AI strategy backfired, compute surplus shows poor demand and zero returns.
2026-07-03NBIS@ArthurRhodes_-0.45Meta surplus compute could pressure AI infra scarcity hype near term; capex cuts would reprice hardware chain.
2026-07-03CRWV@ArthurRhodes_-0.45Meta surplus compute could pressure AI infra scarcity hype near term; capex cuts would reprice hardware chain.
2026-07-03APLD@ArthurRhodes_-0.45Meta surplus compute could pressure AI infra scarcity hype near term; capex cuts would reprice hardware chain.
2026-07-03META@ArthurRhodes_+0.05Meta surplus compute could pressure AI infra scarcity hype near term; capex cuts would reprice hardware chain.
2026-07-03·@ArthurRhodes_·Says market setup is uncertain heading into Monday and avoids shorts without confirmed breakdown.·
2026-07-02TSLA@ArthurRhodes_+0.60Frames pullbacks in quality secular-growth leaders as healthy bases for next leg higher.
2026-07-02AAPL@ArthurRhodes_+0.60Frames pullbacks in quality secular-growth leaders as healthy bases for next leg higher.
2026-07-02NVDA@ArthurRhodes_+0.60Frames pullbacks in quality secular-growth leaders as healthy bases for next leg higher.
2026-07-02TSLA@ArthurRhodes_+0.55Says corrections in mega-cap leaders are healthy and create upside if thesis remains intact.
2026-07-02NVDA@ArthurRhodes_+0.55Says corrections in mega-cap leaders are healthy and create upside if thesis remains intact.
2026-07-02RAM@ArthurRhodes_+0.45Says conviction unchanged and core heavy DRAM position remains safe with 150-200 year-end target.·
2026-07-02DRAM@ArthurRhodes_+0.85Says conviction unchanged and core heavy DRAM position remains safe with 150-200 year-end target.·
2026-07-02META@ArthurRhodes_-0.05Says conviction unchanged and core heavy DRAM position remains safe with 150-200 year-end target.
2026-07-02·@ArthurRhodes_·Says to ignore market news noise and focus on investment logic, risk/reward, sizing, and plans.·

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.