Author
@BullrunIO BullrunIO
grade Bx.com/BullrunIO ↗
Transparent retail AI-infrastructure thesis builder mapping capex shifts to second-tier chip beneficiaries
Posts long-only, ticker'd theses and position disclosures ce
trader score
-0.47
hit rate
56%
mean α
-0.53%
signals 14d
29
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 16 scored bets: 56% hit rate, -0.53% mean alpha, trader score -0.47. Their last-14d mentions, direction-adjusted, have moved -9.0% since posting (mean over 23 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-15 | TSM | @BullrunIO | +0.05 | Uses ASML and TSM as fundamental canaries for a potential AI-semiconductor slowdown. | -0.9% | tweet ↗ |
| 2026-10-15 | ASML | @BullrunIO | +0.05 | Uses ASML and TSM as fundamental canaries for a potential AI-semiconductor slowdown. | -5.2% | tweet ↗ |
| 2026-10-15 | · | @BullrunIO | · | Warns investors to distrust management narratives and verify earnings-call claims with evidence. | · | tweet ↗ |
| 2026-10-15 | · | @BullrunIO | · | Describes allocating new capital to edge AI and drug discovery as multi-year growth themes. | · | tweet ↗ |
| 2026-10-14 | VRT | @BullrunIO | +0.40 | Would buy ETN and VRT if valuations become more attractive. — Conditional forward buying intent for two named stocks. | -12.8% | tweet ↗ |
| 2026-10-14 | ETN | @BullrunIO | +0.40 | Would buy ETN and VRT if valuations become more attractive. — Conditional forward buying intent for two named stocks. | -10.5% | tweet ↗ |
| 2026-10-14 | · | @BullrunIO | · | Forecasts escalating conflict, Brent at $130, higher inflation and rate hikes. | · | tweet ↗ |
| 2026-10-14 | ANET | @BullrunIO | +0.40 | Discloses a highly concentrated AI-infrastructure portfolio and names principal holdings. | -11.8% | tweet ↗ |
| 2026-10-14 | MU | @BullrunIO | +0.40 | Discloses a highly concentrated AI-infrastructure portfolio and names principal holdings. | -4.0% | tweet ↗ |
| 2026-10-14 | MRVL | @BullrunIO | +0.40 | Discloses a highly concentrated AI-infrastructure portfolio and names principal holdings. | -6.8% | tweet ↗ |
| 2026-10-14 | ALAB | @BullrunIO | +0.40 | Discloses a highly concentrated AI-infrastructure portfolio and names principal holdings. | -14.4% | tweet ↗ |
| 2026-10-14 | CRDO | @BullrunIO | +0.40 | Discloses a highly concentrated AI-infrastructure portfolio and names principal holdings. | -17.8% | tweet ↗ |
| 2026-10-14 | NVDA | @BullrunIO | +0.40 | Discloses a highly concentrated AI-infrastructure portfolio and names principal holdings. | -4.7% | tweet ↗ |
| 2026-10-14 | ASML | @BullrunIO | -0.30 | Reports a slight revenue miss while emphasizing 50% year-over-year growth. | -4.7% | tweet ↗ |
| 2026-10-14 | BYD | @BullrunIO | +0.35 | Uses BYD versus Tesla to argue Chinese firms scale quickly, while memory retains a decade lag. | +2.9% | 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.