Author
@bdinvestingg bdinvestingg
grade Cx.com/bdinvestingg ↗
Perma-bull AI infrastructure thematic mapper who packages the data-center bottleneck into baskets
Builds and reshares thematic 'picks-and-shovels' baskets acr
trader score
-1.07
hit rate
35%
mean α
-1.00%
signals 14d
206
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: 35% hit rate, -1.00% mean alpha, trader score -1.07. Their last-14d mentions, direction-adjusted, have moved -13.0% since posting (mean over 176 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | · | @bdinvestingg | · | Describes high-beta stocks as suffering a fifth consecutive day of heavy losses. | · | tweet ↗ |
| 2026-10-16 | VIX | @bdinvestingg | -0.30 | Says extreme fear with VIX at 20 is usually a good time to buy equities. | · | tweet ↗ |
| 2026-10-16 | ANET | @bdinvestingg | +0.45 | Presents six companies as complementary beneficiaries of the AI networking boom. | -2.6% | tweet ↗ |
| 2026-10-16 | DELL | @bdinvestingg | +0.40 | Presents six companies as complementary beneficiaries of the AI networking boom. | +1.0% | tweet ↗ |
| 2026-10-16 | LITE | @bdinvestingg | +0.45 | Presents six companies as complementary beneficiaries of the AI networking boom. | -8.2% | tweet ↗ |
| 2026-10-16 | CRDO | @bdinvestingg | +0.45 | Presents six companies as complementary beneficiaries of the AI networking boom. | -13.2% | tweet ↗ |
| 2026-10-16 | NBIS | @bdinvestingg | +0.40 | Presents six companies as complementary beneficiaries of the AI networking boom. | -4.1% | tweet ↗ |
| 2026-10-16 | META | @bdinvestingg | +0.35 | Presents six companies as complementary beneficiaries of the AI networking boom. | -9.4% | tweet ↗ |
| 2026-10-16 | VRT | @bdinvestingg | +0.65 | Highlights a $15B backlog and expected revenue doubling over two years as a bullish thesis. | -5.9% | tweet ↗ |
| 2026-10-16 | NBIS | @bdinvestingg | +0.50 | Record-high GPU rental prices are presented as positive demand evidence for both firms. | -4.1% | tweet ↗ |
| 2026-10-16 | CRWV | @bdinvestingg | +0.50 | Record-high GPU rental prices are presented as positive demand evidence for both firms. | -11.7% | tweet ↗ |
| 2026-10-15 | · | @bdinvestingg | · | Criticizes inexperienced leveraged investors in AI stocks amid recent losses. | · | tweet ↗ |
| 2026-10-15 | MU | @bdinvestingg | +0.75 | Implies the author bought MU near a perceived bottom, citing HBM sold out through 2028. | -5.8% | tweet ↗ |
| 2026-10-15 | · | @bdinvestingg | · | Suggests distress in concentrated AI funds may mark a high-beta selloff bottom. | · | tweet ↗ |
| 2026-10-15 | CRWV | @bdinvestingg | +0.75 | Claims a successful bottom-timed CRWV trade after Jensen Huang's comments. | -22.2% | tweet ↗ |
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.