Author
@convequity convequity
Pseudonymous deep-research team mapping AI optics/compute supply-chain bottlenecks to obscure names
Publish long-form, heavily-tickered fundamental theses ident
trader score
-1.00
hit rate
40%
mean α
-0.53%
signals 14d
21
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: 40% hit rate, -0.53% mean alpha, trader score -1.00. Their last-14d mentions, direction-adjusted, have moved -1.0% since posting (mean over 16 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | · | @convequity | · | Quantitative framework concludes AI infrastructure is not broadly in a bubble despite financing and utilization risks. | · | tweet ↗ |
| 2026-08-25 | NVDA | @convequity | +0.45 | Research argues Cerebras and Nvidia serve complementary inference niches and calls CBRS mostly a 2–3 year buy. | +2.1% | tweet ↗ |
| 2026-08-25 | CBRS | @convequity | +0.65 | Research argues Cerebras and Nvidia serve complementary inference niches and calls CBRS mostly a 2–3 year buy. | · | tweet ↗ |
| 2026-08-18 | · | @convequity | · | Uses observed agent workloads to argue AI token consumption could increase another 1000-fold. | · | tweet ↗ |
| 2026-08-18 | MSFT | @convequity | +0.25 | Rejects hidden-AI-debt stress fears and favors hyperscalers plus specialized GPU-cloud beneficiaries. | +6.6% | tweet ↗ |
| 2026-08-18 | META | @convequity | +0.20 | Rejects hidden-AI-debt stress fears and favors hyperscalers plus specialized GPU-cloud beneficiaries. | +6.3% | tweet ↗ |
| 2026-08-18 | IREN | @convequity | +0.55 | Rejects hidden-AI-debt stress fears and favors hyperscalers plus specialized GPU-cloud beneficiaries. | -15.6% | tweet ↗ |
| 2026-08-18 | AMZN | @convequity | +0.25 | Rejects hidden-AI-debt stress fears and favors hyperscalers plus specialized GPU-cloud beneficiaries. | +2.7% | tweet ↗ |
| 2026-08-18 | GOOGL | @convequity | +0.25 | Rejects hidden-AI-debt stress fears and favors hyperscalers plus specialized GPU-cloud beneficiaries. | +0.7% | tweet ↗ |
| 2026-08-18 | NBIS | @convequity | +0.55 | Rejects hidden-AI-debt stress fears and favors hyperscalers plus specialized GPU-cloud beneficiaries. | -15.8% | tweet ↗ |
| 2026-08-17 | NET | @convequity | +0.10 | Scores three SaaS names by their defensibility and valuation in an agentic-AI architecture. | -2.3% | tweet ↗ |
| 2026-08-17 | PLTR | @convequity | +0.45 | Scores three SaaS names by their defensibility and valuation in an agentic-AI architecture. | +8.0% | tweet ↗ |
| 2026-08-17 | DDOG | @convequity | +0.20 | Scores three SaaS names by their defensibility and valuation in an agentic-AI architecture. | -4.2% | tweet ↗ |
| 2026-08-17 | NET | @convequity | +0.05 | Frames PLTR, DDOG and NET as differently positioned beneficiaries of agentic AI, with valuation caution on NET. | -2.3% | tweet ↗ |
| 2026-08-17 | PLTR | @convequity | +0.50 | Frames PLTR, DDOG and NET as differently positioned beneficiaries of agentic AI, with valuation caution on NET. | +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.