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
+0.51
hit rate
50%
mean α
+0.37%
signals 14d
3
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 6 scored bets: 50% hit rate, +0.37% mean alpha, trader score +0.51. Their last-14d mentions, direction-adjusted, have moved -29.0% since posting (mean over 2 mentions with price data).
Recent signals3receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-13 | AMAT | @dagoonglove | +0.70 | Presents a long-term AMAT thesis combining AI demand, productivity, share gains, and margin expansion. | -18.7% | tweet ↗ |
| 2026-10-06 | · | @dagoonglove | · | Plans to expand semiconductor-equipment and optical exposure over memory on return expectations. | · | tweet ↗ |
| 2026-10-06 | AVBP | @dagoonglove | -0.70 | AVBP's FURVENT phase 3 missed its primary endpoint, undermining investment appeal. | +39.2% | 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.