Author
@dagoonglove dagoonglove
grade Bx.com/dagoonglove ↗
Bottom-up AI-semiconductor supply-chain analyst rotating on valuation, long-only and transparent
Writes long-form fundamental/valuation theses on AI-infrastr
trader score
-0.33
hit rate
40%
mean α
-0.29%
signals 14d
16
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, -0.29% mean alpha, trader score -0.33. Their last-14d mentions, direction-adjusted, have moved -11.5% since posting (mean over 13 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-18 | LITE | @dagoonglove | +0.55 | Recommends Lumentum and Coherent as better options because new products may expand margins. | +2.5% | tweet ↗ |
| 2026-08-18 | COHR | @dagoonglove | +0.55 | Recommends Lumentum and Coherent as better options because new products may expand margins. | -8.9% | tweet ↗ |
| 2026-08-17 | SPCX | @dagoonglove | +0.70 | Values SpaceX at $2.2–2.4T base and above $3T if Grok sustains frontier status and monetizes AI demand. | · | tweet ↗ |
| 2026-08-17 | MU | @dagoonglove | +0.65 | Argues memory is indispensable to achieving AGI, supporting a bullish structural view of Micron. | -7.8% | tweet ↗ |
| 2026-08-17 | SITM | @dagoonglove | +0.80 | Says SiTime is just beginning and could rise two to three times by 2027 due to data-center changes. | -25.6% | tweet ↗ |
| 2026-08-17 | LITE | @dagoonglove | +0.80 | Maps the AI-optics value chain and favors Lumentum as the strongest beneficiary of InP scarcity and content growth. | -7.6% | tweet ↗ |
| 2026-08-17 | AXTI | @dagoonglove | +0.65 | Maps the AI-optics value chain and favors Lumentum as the strongest beneficiary of InP scarcity and content growth. | -38.9% | tweet ↗ |
| 2026-08-17 | COHR | @dagoonglove | +0.40 | Maps the AI-optics value chain and favors Lumentum as the strongest beneficiary of InP scarcity and content growth. | -20.5% | tweet ↗ |
| 2026-08-16 | SPCX | @dagoonglove | +0.85 | Discloses a portfolio shift replacing Tesla with SpaceX as the principal long-term core company. | · | tweet ↗ |
| 2026-08-16 | TSLA | @dagoonglove | -0.45 | Discloses a portfolio shift replacing Tesla with SpaceX as the principal long-term core company. | +1.9% | tweet ↗ |
| 2026-08-16 | MPWR | @dagoonglove | +0.60 | Builds a long-term AI infrastructure basket around power, memory, networking, optics and cooling economics. | -10.4% | tweet ↗ |
| 2026-08-16 | CRDO | @dagoonglove | +0.55 | Builds a long-term AI infrastructure basket around power, memory, networking, optics and cooling economics. | -10.4% | tweet ↗ |
| 2026-08-16 | LITE | @dagoonglove | +0.55 | Builds a long-term AI infrastructure basket around power, memory, networking, optics and cooling economics. | -3.4% | tweet ↗ |
| 2026-08-16 | VRT | @dagoonglove | +0.60 | Builds a long-term AI infrastructure basket around power, memory, networking, optics and cooling economics. | -12.5% | tweet ↗ |
| 2026-08-16 | MU | @dagoonglove | +0.60 | Builds a long-term AI infrastructure basket around power, memory, networking, optics and cooling economics. | -4.0% | 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.