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
-0.13
hit rate
57%
mean α
-0.21%
signals 14d
13
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 7 scored bets: 57% hit rate, -0.21% mean alpha, trader score -0.13. Their last-14d mentions, direction-adjusted, have moved -2.6% since posting (mean over 12 mentions with price data).
Recent signals13receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-26 | ANET | @BullrunIO | +0.70 | Explicitly remains very bullish on six AI beneficiaries, citing strong guidance and supply constraints. | -3.4% | tweet ↗ |
| 2026-08-26 | CRDO | @BullrunIO | +0.70 | Explicitly remains very bullish on six AI beneficiaries, citing strong guidance and supply constraints. | +2.8% | tweet ↗ |
| 2026-08-26 | ALAB | @BullrunIO | +0.70 | Explicitly remains very bullish on six AI beneficiaries, citing strong guidance and supply constraints. | -0.3% | tweet ↗ |
| 2026-08-26 | MRVL | @BullrunIO | +0.70 | Explicitly remains very bullish on six AI beneficiaries, citing strong guidance and supply constraints. | -11.6% | tweet ↗ |
| 2026-08-26 | CEG | @BullrunIO | +0.70 | Explicitly remains very bullish on six AI beneficiaries, citing strong guidance and supply constraints. | -1.0% | tweet ↗ |
| 2026-08-26 | MU | @BullrunIO | +0.70 | Explicitly remains very bullish on six AI beneficiaries, citing strong guidance and supply constraints. | -0.6% | tweet ↗ |
| 2026-08-19 | MRNA | @BullrunIO | +0.00 | Discloses having sold MRNA at $30 and now watching its subsequent move. | -20.9% | tweet ↗ |
| 2026-08-17 | RXRX | @BullrunIO | +0.00 | States these named positions have been fully sold. | +7.4% | tweet ↗ |
| 2026-08-17 | TLN | @BullrunIO | +0.00 | States these named positions have been fully sold. | -17.0% | tweet ↗ |
| 2026-08-17 | NOW | @BullrunIO | +0.00 | States these named positions have been fully sold. | +22.9% | tweet ↗ |
| 2026-08-17 | TE | @BullrunIO | +0.00 | States these named positions have been fully sold. | -1.8% | tweet ↗ |
| 2026-08-17 | SDGR | @BullrunIO | +0.00 | States these named positions have been fully sold. | · | tweet ↗ |
| 2026-08-17 | AMD | @BullrunIO | +0.00 | States these named positions have been fully sold. | -8.0% | 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.