@BULLOFBRITAIN BULLOFBRITAIN
Bottom-up AI photonics and supply-chain specialist mapping under-covered small-caps
Builds and shares deep, multi-factor fundamental theses on A
Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY. · Analyst brief as of 2026-06-22.
Across their last 20 scored bets: 50% hit rate, -0.73% mean alpha, trader score -0.87. Their last-14d mentions, direction-adjusted, have moved -9.1% since posting (mean over 64 mentions with price data).
BULLOFBRITAIN is most concentrated in memory, explicitly allocating to SNDK and MU while pushing Mirae as a mispriced memory supply-chain contract winner. The distinctive read is a preference for real revenue memory and infrastructure names over pre-revenue stories, with a late-week tilt toward copper/CRDO and away from AAOI pluggables. He also exited short-term space trades and added AXTI on potential Japan/Sumitomo restriction upside.
Conviction is concentrated in memory, especially SNDK, MU, and 025560.KS, with explicit portfolio allocation to SNDK and MU late in the window. The clearest late-week rotation is within AI infrastructure: CRDO and copper are favored while AAOI pluggables are pressured. He trimmed risk after Iran deal headlines, exited space trades after short holds, and added AXTI on a new restriction-driven supply-chain thesis.
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-03 | · | @BULLOFBRITAIN | · | Flags underpriced scenario of rate cuts plus capex increase. | · | tweet ↗ |
| 2026-07-03 | KOSPI | @BULLOFBRITAIN | +0.60 | Says bears may be surprised by strong Asia/KOSPI move. | · | tweet ↗ |
| 2026-07-02 | · | @BULLOFBRITAIN | · | Suggests Korea strength may translate to U.S. market on Monday. | · | tweet ↗ |
| 2026-07-02 | AXTI | @BULLOFBRITAIN | +0.00 | Asks if TA is accurate and says TA works only with enough volume. | — | tweet ↗ |
| 2026-07-02 | EQR.AX | @BULLOFBRITAIN | +0.35 | Says EQR.AX is the only old friend still singing to him, implying positive stance. | · | tweet ↗ |
| 2026-07-01 | · | @BULLOFBRITAIN | · | Says two weeks of market chop remain, then back to business. | · | tweet ↗ |
| 2026-07-01 | · | @BULLOFBRITAIN | · | Framework on pairing market reactions, capex, AI, Mag 7, and lag opportunities. | · | tweet ↗ |
| 2026-07-01 | META | @BULLOFBRITAIN | +0.15 | Recaps market reaction to perceived META capex reduction and semi-name selloff. | -4.9% | tweet ↗ |
| 2026-07-01 | META | @BULLOFBRITAIN | +0.10 | Skeptical that bearish headlines on META, BofA rates, and AAPL China are scare tactics. | -4.9% | tweet ↗ |
| 2026-07-01 | AAPL | @BULLOFBRITAIN | +0.10 | Skeptical that bearish headlines on META, BofA rates, and AAPL China are scare tactics. | +4.8% | tweet ↗ |
| 2026-06-30 | · | @BULLOFBRITAIN | · | Buy leaps on hyperscalers when capex slows — Forward options call on hyperscalers after capex slowdown, but no tickers named. | · | tweet ↗ |
| 2026-06-30 | AAOI | @BULLOFBRITAIN | -0.45 | Calls AAOI possibly the world's worst stock while disclosing holders deserve patience. | -18.4% | tweet ↗ |
| 2026-06-30 | VNP.TO | @BULLOFBRITAIN | +0.45 | Reports VNP.TO +18% and expects leg up soon after 50DMA bounces. | · | tweet ↗ |
| 2026-06-30 | LRCX | @BULLOFBRITAIN | +0.75 | Discloses adding a basket of upstream memory equipment plays with multiyear thesis. | -18.9% | tweet ↗ |
| 2026-06-30 | AMAT | @BULLOFBRITAIN | +0.65 | Discloses adding a basket of upstream memory equipment plays with multiyear thesis. | -16.6% | 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.