Author

@BeuvingJordy BeuvingJordy

grade Bx.com/BeuvingJordy ↗

Semiconductor supply-chain specialist synthesizing capex themes and sell-side calls into bullish AI-infra theses

Tracks and analyzes the semiconductor and AI-infrastructure

trader score
+2.41
hit rate
65%
mean α
+2.38%
signals 14d
67

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: 65% hit rate, +2.38% mean alpha, trader score +2.41. Their last-14d mentions, direction-adjusted, have moved +2.7% since posting (mean over 47 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-08-28MRVL@BeuvingJordy+0.00References Marvell's ASIC pipeline without providing figures or a directional view.—
2026-08-28NVDA@BeuvingJordy+0.55Argues strong Nvidia and Salesforce results show continued AI-chip strength and a software resurgence.—
2026-08-28CRM@BeuvingJordy+0.70Argues strong Nvidia and Salesforce results show continued AI-chip strength and a software resurgence.—
2026-08-27MRVL@BeuvingJordy+0.75Rocket emoji expresses strong bullish sentiment toward MRVL.-10.3%
2026-08-27GTLB@BeuvingJordy+0.50Positive software-sector basket framing with celebratory imagery.+0.1%
2026-08-27ADBE@BeuvingJordy+0.50Positive software-sector basket framing with celebratory imagery.+0.8%
2026-08-27OKTA@BeuvingJordy+0.50Positive software-sector basket framing with celebratory imagery.-3.9%
2026-08-27NOW@BeuvingJordy+0.50Positive software-sector basket framing with celebratory imagery.+4.5%
2026-08-27CRM@BeuvingJordy+0.50Positive software-sector basket framing with celebratory imagery.+1.6%
2026-08-27NVDA@BeuvingJordy+0.25Highlights Nvidia results and Salesforce's enormous share-price rise.-4.6%
2026-08-27CRM@BeuvingJordy+0.65Highlights Nvidia results and Salesforce's enormous share-price rise.+1.6%
2026-08-27CRM@BeuvingJordy+0.55Celebratory bullish framing for Salesforce.+1.6%
2026-08-27CRM@BeuvingJordy+0.45Calls an inflection point in Salesforce.+1.6%
2026-08-27CRM@BeuvingJordy+0.65Celebrates the ClaudeForce announcement as reversing bearish AI concerns.+1.6%
2026-08-27NVDA@BeuvingJordy+0.35Evercore sets a $465 Nvidia price target.-4.6%

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.