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
+2.08
hit rate
75%
mean α
+2.67%
signals 14d
128
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: 75% hit rate, +2.67% mean alpha, trader score +2.08. Their last-14d mentions, direction-adjusted, have moved -4.1% since posting (mean over 89 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-02 | MU | @bdinvestingg | +0.45 | Trump calls Micron a hot company and author compares to prior Dell pump. | — | tweet ↗ |
| 2026-07-02 | DELL | @bdinvestingg | +0.15 | Trump calls Micron a hot company and author compares to prior Dell pump. | — | tweet ↗ |
| 2026-07-02 | DRAM | @bdinvestingg | +0.25 | Positive remark about Korean memory names and MU having a better day. | · | tweet ↗ |
| 2026-07-02 | MU | @bdinvestingg | +0.25 | Positive remark about Korean memory names and MU having a better day. | — | tweet ↗ |
| 2026-07-02 | SOXX | @bdinvestingg | -0.50 | Claims Michael Burry is short six listed stocks with entry prices. | — | tweet ↗ |
| 2026-07-02 | NVDA | @bdinvestingg | -0.50 | Claims Michael Burry is short six listed stocks with entry prices. | — | tweet ↗ |
| 2026-07-02 | CAT | @bdinvestingg | -0.50 | Claims Michael Burry is short six listed stocks with entry prices. | — | tweet ↗ |
| 2026-07-02 | MU | @bdinvestingg | -0.50 | Claims Michael Burry is short six listed stocks with entry prices. | — | tweet ↗ |
| 2026-07-02 | AMAT | @bdinvestingg | -0.50 | Claims Michael Burry is short six listed stocks with entry prices. | — | tweet ↗ |
| 2026-07-02 | TSLA | @bdinvestingg | -0.50 | Claims Michael Burry is short six listed stocks with entry prices. | — | tweet ↗ |
| 2026-07-02 | MU | @bdinvestingg | +0.40 | Says Burry opened bearish MU position but author jokes it saves Micron. | — | tweet ↗ |
| 2026-07-02 | · | @bdinvestingg | · | Fragile bull market but AI and earnings thesis remain intact. | · | tweet ↗ |
| 2026-07-02 | MU | @bdinvestingg | +0.80 | Buy MU; under $1000 is a gift. — Explicit buy language and bullish valuation claim. | — | tweet ↗ |
| 2026-07-01 | MU | @bdinvestingg | +0.55 | Says GTA 6 will boost NAND and SSD demand, bullish for memory sector. | -5.5% | tweet ↗ |
| 2026-07-01 | DRAM | @bdinvestingg | -0.40 | Wants a KOSPI crash to clear leverage, negative on DRAM/MU gamblers. | · | 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.