@danielisdizzy danielisdizzy

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.

The author is most visibly long-risk across META, MSFT, AMZN, IREN, NBIS, HOOD, SOFI and NVO, with NBIS disclosed as the largest holding but IREN increasingly framed as the better AI-infrastructure buy. Their distinctive read is that software and megacap platforms are AI beneficiaries, not victims, while GLP-1 weakness makes NVO an obvious buy. SPCX is the noisy exception: they repeatedly criticize valuation and entry price, but also entertain bullish SpaceX hyperscaler and merger narratives.

Conviction is concentrated in META, IREN, NBIS, SOFI, HOOD and NVO, with late-week emphasis shifting toward IREN as the better AI-infrastructure buy versus CRWV and NBIS. SPCX is whipsawed: the author criticizes valuation and refuses to buy above $100, but still surfaces bullish merger and hyperscaler scenarios. Disclosed positioning is held rather than added, with NBIS still the largest holding and no current buying disclosed.

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.