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
+0.24
hit rate
55%
mean α
+0.19%
signals 14d
92
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: 55% hit rate, +0.19% mean alpha, trader score +0.24. Their last-14d mentions, direction-adjusted, have moved -3.3% since posting (mean over 63 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | VIX | @bdinvestingg | +0.00 | Outlines low-volatility consolidation versus a VIX spike and market correction. | · | tweet ↗ |
| 2026-08-28 | SPY | @bdinvestingg | +0.10 | Outlines low-volatility consolidation versus a VIX spike and market correction. | — | tweet ↗ |
| 2026-08-28 | NBIS | @bdinvestingg | -0.40 | Reports a successful prior trim before the price fell from 267 to 209. | — | tweet ↗ |
| 2026-08-28 | · | @bdinvestingg | · | Argues a September Fed hike is unlikely with CPI at 3.4%. | · | tweet ↗ |
| 2026-08-28 | · | @bdinvestingg | · | Discounts hawkish rhetoric and argues cooling inflation data weakens the hike case. | · | tweet ↗ |
| 2026-08-27 | DRAM | @bdinvestingg | +0.55 | Reports SKHY's CEO expects the memory shortage to last through 2030 and challenges memory bears. | · | tweet ↗ |
| 2026-08-27 | SKHY | @bdinvestingg | +0.55 | Reports SKHY's CEO expects the memory shortage to last through 2030 and challenges memory bears. | · | tweet ↗ |
| 2026-08-27 | MU | @bdinvestingg | +0.55 | Reports SKHY's CEO expects the memory shortage to last through 2030 and challenges memory bears. | -0.3% | tweet ↗ |
| 2026-08-27 | NOW | @bdinvestingg | +0.20 | Sarcastically questions the prior bearish AI-will-kill-SaaS narrative after apparent SaaS buying. | +4.5% | tweet ↗ |
| 2026-08-27 | CRM | @bdinvestingg | +0.20 | Sarcastically questions the prior bearish AI-will-kill-SaaS narrative after apparent SaaS buying. | +1.6% | tweet ↗ |
| 2026-08-27 | SNOW | @bdinvestingg | +0.20 | Sarcastically questions the prior bearish AI-will-kill-SaaS narrative after apparent SaaS buying. | -0.3% | tweet ↗ |
| 2026-08-27 | NVDA | @bdinvestingg | +0.45 | Reports BBW down 27%, PYPL down 10% after hours and NVDA up 9%. | -4.6% | tweet ↗ |
| 2026-08-27 | PYPL | @bdinvestingg | -0.50 | Reports BBW down 27%, PYPL down 10% after hours and NVDA up 9%. | -12.7% | tweet ↗ |
| 2026-08-27 | BBW | @bdinvestingg | -0.60 | Reports BBW down 27%, PYPL down 10% after hours and NVDA up 9%. | · | tweet ↗ |
| 2026-08-27 | · | @bdinvestingg | · | The author expects September to defy widespread bearish midterm-season expectations. | · | 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.