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
-3.78
hit rate
15%
mean α
-5.41%
signals 14d
47
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: 15% hit rate, -5.41% mean alpha, trader score -3.78. Their last-14d mentions, direction-adjusted, have moved -19.7% since posting (mean over 25 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-15 | · | @boring_invest | · | Expects Cerebras to achieve explosive growth earlier despite a typical post-IPO selloff. | · | tweet ↗ |
| 2026-10-15 | IREN | @boring_invest | +0.65 | Uses a prior IREN purchase and recovery to defend a one-year investment horizon. | -18.0% | tweet ↗ |
| 2026-10-15 | · | @boring_invest | · | Cites a $25B data-center contract and expansion option as a bullish capacity thesis. | · | tweet ↗ |
| 2026-10-15 | · | @boring_invest | · | States that the referenced company has exhausted data-center capacity. | · | tweet ↗ |
| 2026-10-15 | WOLF | @boring_invest | +0.65 | Says recent positive WOLF developments make the quarter pivotal for the long-term thesis. | -11.5% | tweet ↗ |
| 2026-10-15 | · | @boring_invest | · | Predicts the referenced IPO may bottom early as its revenue ramp becomes clearer. | · | tweet ↗ |
| 2026-10-15 | WOLF | @boring_invest | +0.40 | Reports WOLF and Infineon expanding their long-term SiC wafer agreement to 200mm. | -11.5% | tweet ↗ |
| 2026-10-15 | · | @boring_invest | · | Calls the referenced company an early-stage trillion-dollar opportunity. | · | tweet ↗ |
| 2026-10-15 | CBRS | @boring_invest | +0.40 | Promotes a long-form CBRS thesis focused on durable factors. | — | tweet ↗ |
| 2026-10-15 | · | @boring_invest | · | Says Vicor is a larger position due mainly to prior performance. | · | tweet ↗ |
| 2026-10-15 | WOLF | @boring_invest | +0.45 | Says quarterly cash-flow improvement materially helps WOLF's negative FCF profile. | -11.5% | tweet ↗ |
| 2026-10-15 | · | @boring_invest | · | Expresses a positive view of an unnamed company in reply context. | · | tweet ↗ |
| 2026-10-15 | CBRS | @boring_invest | +0.25 | Affirms prior CBRS research but omits the underlying claim. | — | tweet ↗ |
| 2026-10-14 | META | @boring_invest | +0.00 | Says a contracted ramp is largely unaffected except for Meta, while withholding a conclusion. | -12.9% | tweet ↗ |
| 2026-10-14 | CBRS | @boring_invest | +0.85 | Expresses strong conviction that industry incentives favor CBRS disaggregation. | — | 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.