Author
@boring_invest boring_invest
grade Bx.com/boring_invest ↗
Deep-conviction small-cap optics, silicon-carbide and HIMS thesis builder who shows his work
Writes original, contrarian long-term fundamental theses on
trader score
-2.67
hit rate
35%
mean α
-1.28%
signals 14d
57
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, -1.28% mean alpha, trader score -2.67. Their last-14d mentions, direction-adjusted, have moved -4.6% since posting (mean over 36 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | DUOL | @boring_invest | +0.20 | Discloses DUOL as a hedge and a DCA strategy for CBRS with a multi-year growth thesis. | — | tweet ↗ |
| 2026-08-28 | CBRS | @boring_invest | +0.80 | Discloses DUOL as a hedge and a DCA strategy for CBRS with a multi-year growth thesis. | · | tweet ↗ |
| 2026-08-28 | DUOL | @boring_invest | +0.40 | Highlights collapsing video-call costs from switching to open-source models. | — | tweet ↗ |
| 2026-08-28 | DUOL | @boring_invest | +0.40 | Argues CBRS inference could enable better real-time tutoring for DUOL. | — | tweet ↗ |
| 2026-08-28 | CBRS | @boring_invest | +0.65 | Argues CBRS inference could enable better real-time tutoring for DUOL. | · | tweet ↗ |
| 2026-08-28 | DUOL | @boring_invest | +0.85 | Expects capital inflows and says DUOL can become a multibagger. | — | tweet ↗ |
| 2026-08-27 | WOLF | @boring_invest | +0.60 | Argues defense can validate Wolfspeed's 10kV SiC technology before grid-to-AI adoption. | -4.1% | tweet ↗ |
| 2026-08-27 | WOLF | @boring_invest | +0.70 | Bullish thesis says rising system voltages expand Wolfspeed's SiC content and high-ASP opportunity. | -4.1% | tweet ↗ |
| 2026-08-27 | CRWD | @boring_invest | +0.45 | Views AI cybersecurity momentum and faster hardware as favorable for both names. | -4.2% | tweet ↗ |
| 2026-08-27 | CBRS | @boring_invest | +0.45 | Views AI cybersecurity momentum and faster hardware as favorable for both names. | · | tweet ↗ |
| 2026-08-27 | VICR | @boring_invest | +0.40 | Expresses concise approval of VICR. | -7.8% | tweet ↗ |
| 2026-08-26 | NVDA | @boring_invest | +0.50 | Says NVDA is retesting bull-market support and QQQ remains in a bull market. | +3.8% | tweet ↗ |
| 2026-08-26 | QQQ | @boring_invest | +0.45 | Says NVDA is retesting bull-market support and QQQ remains in a bull market. | +0.7% | tweet ↗ |
| 2026-08-26 | · | @boring_invest | · | Argues an unnamed company's valuation is justified by a projected $10B OpenAI-cloud ARR exit rate. | · | tweet ↗ |
| 2026-08-25 | CBRS | @boring_invest | +0.55 | Says the market was too quick to treat Jalapeño as negative for CBRS. | · | 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.