Author
@danielnewmanUV danielnewmanUV
grade Bx.com/danielnewmanUV ↗
Named AI-infrastructure analyst who mechanistically argues the compute buildout is early, not a bubble
Posts high-conviction, reasoned fundamental and thematic tak
trader score
-0.12
hit rate
45%
mean α
-0.11%
signals 14d
95
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: 45% hit rate, -0.11% mean alpha, trader score -0.12. Their last-14d mentions, direction-adjusted, have moved -9.7% since posting (mean over 69 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | META | @danielnewmanUV | +0.70 | Praises Meta as having the best US-based open-weight model. | -9.4% | tweet ↗ |
| 2026-10-16 | · | @danielnewmanUV | · | Sarcastically rejects the notion that the AI theme is over. | · | tweet ↗ |
| 2026-10-16 | · | @danielnewmanUV | · | Long-term bullish memory thesis expects supply to remain tight beyond 2030 as compute demand rises. | · | tweet ↗ |
| 2026-10-15 | · | @danielnewmanUV | · | Sarcastically rejects the prior bearish AI narrative. | · | tweet ↗ |
| 2026-10-15 | · | @danielnewmanUV | · | Mocks the claim that GPUs have only a two- or three-year lifespan. | · | tweet ↗ |
| 2026-10-15 | META | @danielnewmanUV | +0.25 | Reports Meta returned to the top tier of agent models but is the most expensive. | -12.8% | tweet ↗ |
| 2026-10-15 | CIFR | @danielnewmanUV | +0.40 | Reports positive analyst coverage for CIFR and WULF while endorsing their growth and power-constraint thesis. | -20.9% | tweet ↗ |
| 2026-10-15 | WULF | @danielnewmanUV | +0.40 | Reports positive analyst coverage for CIFR and WULF while endorsing their growth and power-constraint thesis. | -10.3% | tweet ↗ |
| 2026-10-15 | · | @danielnewmanUV | · | Invest when market conditions feel the worst. — Explicitly advocates investing during severe market distress to maximize opportunity. | · | tweet ↗ |
| 2026-10-15 | TSM | @danielnewmanUV | +0.65 | Reports TSMC beat results, raised guidance, and issued a strong outlook, supporting the AI theme. | -0.9% | tweet ↗ |
| 2026-10-14 | PANW | @danielnewmanUV | +0.35 | Argues open-market CEO purchases would signal conviction, citing prior PANW and NOW examples. | +1.5% | tweet ↗ |
| 2026-10-14 | IREN | @danielnewmanUV | +0.30 | Argues open-market CEO purchases would signal conviction, citing prior PANW and NOW examples. | -18.5% | tweet ↗ |
| 2026-10-14 | NOW | @danielnewmanUV | +0.25 | Argues open-market CEO purchases would signal conviction, citing prior PANW and NOW examples. | +13.6% | tweet ↗ |
| 2026-10-14 | CRWV | @danielnewmanUV | +0.30 | Argues open-market CEO purchases would signal conviction, citing prior PANW and NOW examples. | -17.6% | tweet ↗ |
| 2026-10-14 | · | @danielnewmanUV | · | Predicts neocloud consolidation rather than broad shutdowns, while allowing some failures. | · | 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.