@ArtofSpecuycky ArtofSpecuycky

Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY. · Analyst brief as of 2026-06-22.

ArtofSpecuycky is broadly long the AI infrastructure cycle, especially semis, memory, optics, and packaging, with repeated bullish references to INTC, AMD, MRVL, MU, SNDK, NVDA, LITE, and COHR. Their distinctive tactical trade is bearish SPCX around Nasdaq inclusion and lockup dynamics, while HOOD is the clearest disclosed long with 120 and 160 targets. Late-week focus broadened from macro/semis into AI supply-chain bottlenecks, especially memory, optical interconnect, and packaging.

Conviction is concentrated in AI infrastructure and semiconductor beneficiaries, with late-week emphasis on supply-chain bottlenecks in memory, optics, and packaging. The clearest trade action is SPCX: bearish options planning appears repeatedly, though one signal frames it as bullish into July 7 before later puts. HOOD is the only explicit disclosed long position and carries single-name concentration risk within that theme.

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.