Author
@Bearlovesbull Bearlovesbull
grade Cx.com/Bearlovesbull ↗
High-conviction AI-megacap bull mapping the compute-to-software value chain with dated targets
Posts conviction long theses and dated, tickered swing/posit
trader score
-0.30
hit rate
50%
mean α
-0.16%
signals 14d
160
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: 50% hit rate, -0.16% mean alpha, trader score -0.30. Their last-14d mentions, direction-adjusted, have moved -0.2% since posting (mean over 135 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | NVDA | @Bearlovesbull | +0.20 | States PLTR is targeting 200, NVDA is nearing support and MU is flat. | — | tweet ↗ |
| 2026-08-28 | PLTR | @Bearlovesbull | +0.65 | States PLTR is targeting 200, NVDA is nearing support and MU is flat. | — | tweet ↗ |
| 2026-08-28 | MU | @Bearlovesbull | +0.00 | States PLTR is targeting 200, NVDA is nearing support and MU is flat. | — | tweet ↗ |
| 2026-08-28 | NVDA | @Bearlovesbull | -0.15 | Maps NVDA support at $219, a gap-fill zone and lower support if it fails. | — | tweet ↗ |
| 2026-08-28 | NVDA | @Bearlovesbull | +0.40 | Says macro and NVDA developments favor the thesis and expects MU to surge. | — | tweet ↗ |
| 2026-08-28 | MU | @Bearlovesbull | +0.95 | Says macro and NVDA developments favor the thesis and expects MU to surge. | — | tweet ↗ |
| 2026-08-28 | NVDA | @Bearlovesbull | +0.50 | Recaps completed bounces and moves that matched prior levels. | — | tweet ↗ |
| 2026-08-28 | SOXX | @Bearlovesbull | +0.60 | Recaps completed bounces and moves that matched prior levels. | — | tweet ↗ |
| 2026-08-28 | AMD | @Bearlovesbull | +0.60 | Recaps completed bounces and moves that matched prior levels. | — | tweet ↗ |
| 2026-08-28 | QQQ | @Bearlovesbull | +0.50 | Recaps completed bounces and moves that matched prior levels. | — | tweet ↗ |
| 2026-08-28 | SNDK | @Bearlovesbull | +0.65 | Uses CXMT growth and tight DRAM supply to support a bullish MU and SNDK thesis. | — | tweet ↗ |
| 2026-08-28 | MU | @Bearlovesbull | +0.85 | Uses CXMT growth and tight DRAM supply to support a bullish MU and SNDK thesis. | — | tweet ↗ |
| 2026-08-27 | IREN | @Bearlovesbull | -0.35 | Author calls IREN's earnings call bad and boring aside from investor questions | -12.5% | tweet ↗ |
| 2026-08-27 | NVDA | @Bearlovesbull | +0.30 | Author expects supportive macro catalysts and declares MU headed sharply higher | -4.6% | tweet ↗ |
| 2026-08-27 | MU | @Bearlovesbull | +0.90 | Author expects supportive macro catalysts and declares MU headed sharply higher | -0.3% | 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.