@d_pavlos d_pavlos

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.

Author is primarily trading semiconductor leadership, repeatedly calling pullback adds in MU, MRVL, AVGO, AMD and NVDA while using SMH/SPY/QQQ levels as the risk-on framework. Distinctive read is technical and momentum-led: respect semi leadership, buy first pullbacks, and avoid fading strength, with limited fundamental content. Late-week posture shifted from aggressive semi add plans into macro-week caution and size-down guidance ahead of PMIs, GDP, durable goods, PCE, claims and Fed speakers.

Conviction intensified through June 18 around semiconductor pullback entries, moving from broad risk-on and watchlist levels into explicit add plans for MU, MRVL, AVGO, AMD and NVDA. The only clear late-week moderation was risk management, with a June 20 macro-heavy framework advising size down ahead of data and Fed speakers rather than a bearish flip. Concentration is heaviest in semis and SMH-led market structure, with no position disclosures and no reported news breaks in the payload.

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.