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
-0.63
hit rate
20%
mean α
-0.89%
signals 14d
34
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: 20% hit rate, -0.89% mean alpha, trader score -0.63. Their last-14d mentions, direction-adjusted, have moved -11.5% since posting (mean over 31 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-01 | ASTS | @boring_invest | -0.70 | Calls ASTS a thesis breaker. | -1.1% | tweet ↗ |
| 2026-07-01 | IBRX | @boring_invest | +0.00 | Speculates IBRX Q2 numbers may report by end of next week based on prior pattern. | +2.6% | tweet ↗ |
| 2026-07-01 | VICR | @boring_invest | +0.65 | Says VICR likely has plenty of upside from here, comparing to MXL. | -19.2% | tweet ↗ |
| 2026-07-01 | MXL | @boring_invest | +0.30 | Says VICR likely has plenty of upside from here, comparing to MXL. | -17.1% | tweet ↗ |
| 2026-06-30 | MXL | @boring_invest | +0.60 | States holding MXL and sees plenty of room to grow. | -27.3% | tweet ↗ |
| 2026-06-30 | WOLF | @boring_invest | +0.10 | Asks if someone knows something about WOLF; stance unclear. | -17.1% | tweet ↗ |
| 2026-06-30 | AAOI | @boring_invest | +0.35 | Likes both MXL and AAOI but says MXL has more room to positively surprise. | -18.4% | tweet ↗ |
| 2026-06-30 | MXL | @boring_invest | +0.55 | Likes both MXL and AAOI but says MXL has more room to positively surprise. | -27.3% | tweet ↗ |
| 2026-06-30 | MXL | @boring_invest | +0.80 | MXL marching on to $117; sit and wait — Bullish target and holding approach after patience paid off. | -27.3% | tweet ↗ |
| 2026-06-29 | ASTS | @boring_invest | +0.45 | Reports prior buys and gains of 25% and 18%, with excitement about positions. | -1.9% | tweet ↗ |
| 2026-06-29 | VICR | @boring_invest | +0.45 | Reports prior buys and gains of 25% and 18%, with excitement about positions. | -22.9% | tweet ↗ |
| 2026-06-29 | MXL | @boring_invest | +0.45 | Says MXL at all-time highs with bullish emoji. | -14.2% | tweet ↗ |
| 2026-06-29 | MXL | @boring_invest | +0.25 | Ticker with eyes and applause suggests positive attention. | -14.2% | tweet ↗ |
| 2026-06-26 | NVDA | @boring_invest | +0.35 | Positive take on WOLF and NVDA finding a way. | +1.2% | tweet ↗ |
| 2026-06-26 | WOLF | @boring_invest | +0.45 | Positive take on WOLF and NVDA finding a way. | -13.0% | 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.