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
-1.44
hit rate
35%
mean α
-1.35%
signals 14d
61
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, -1.35% mean alpha, trader score -1.44. Their last-14d mentions, direction-adjusted, have moved +2.0% since posting (mean over 50 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-02 | META | @Bearlovesbull | +0.25 | META may fill gap next week and bounce after volatile week. | — | tweet ↗ |
| 2026-07-02 | AMD | @Bearlovesbull | +0.25 | After semiconductor bloodbath, expects a relief bounce next week. | — | tweet ↗ |
| 2026-07-02 | SOXX | @Bearlovesbull | +0.35 | After semiconductor bloodbath, expects a relief bounce next week. | — | tweet ↗ |
| 2026-07-02 | AVGO | @Bearlovesbull | +0.25 | After semiconductor bloodbath, expects a relief bounce next week. | — | tweet ↗ |
| 2026-07-02 | NVDA | @Bearlovesbull | +0.25 | After semiconductor bloodbath, expects a relief bounce next week. | — | tweet ↗ |
| 2026-07-02 | NVDA | @Bearlovesbull | +0.25 | Notes NVDA recently broke $200 and compares to GOOGL performance reversal in 2025. | — | tweet ↗ |
| 2026-07-02 | GOOGL | @Bearlovesbull | +0.10 | Notes NVDA recently broke $200 and compares to GOOGL performance reversal in 2025. | — | tweet ↗ |
| 2026-07-02 | TSLA | @Bearlovesbull | +0.30 | Asks TSLA to bounce soon, expressing bullish bounce hope without trade mechanics. | — | tweet ↗ |
| 2026-07-01 | MSFT | @Bearlovesbull | +0.35 | Wants MSFT above 200DMA and to touch $400, ending bear cycle. | +1.6% | tweet ↗ |
| 2026-07-01 | META | @Bearlovesbull | +0.35 | Says META news is good for neo-clouds in the long run. | -4.9% | tweet ↗ |
| 2026-07-01 | NVDA | @Bearlovesbull | +0.50 | NVDA is on its way up to fill $205-$207 gap; says July is its month. | -1.4% | tweet ↗ |
| 2026-07-01 | NVDA | @Bearlovesbull | +0.55 | Cites Karp to argue enterprises should use PLTR and NVDA to own data, models and production. | -1.4% | tweet ↗ |
| 2026-07-01 | PLTR | @Bearlovesbull | +0.65 | Cites Karp to argue enterprises should use PLTR and NVDA to own data, models and production. | +2.8% | tweet ↗ |
| 2026-07-01 | META | @Bearlovesbull | +0.35 | Reports MSFT, META, MRST, AAPL boosted today while NVDA was flat; says July is great. | -4.9% | tweet ↗ |
| 2026-07-01 | MRST | @Bearlovesbull | +0.35 | Reports MSFT, META, MRST, AAPL boosted today while NVDA was flat; says July is great. | · | 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.