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
-0.55
hit rate
50%
mean α
-0.45%
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: 50% hit rate, -0.45% mean alpha, trader score -0.55. Their last-14d mentions, direction-adjusted, have moved -1.3% since posting (mean over 70 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-08-28IREN@danielnewmanUV+0.35Discloses holding IREN despite deserved weakness and considers adding, without firm entry intent.—
2026-08-27IREN@danielnewmanUV+0.15仍看好IREN，但严厉批评其电话会表现并要求改善执行。-12.5%
2026-08-27IREN@danielnewmanUV+0.25认为IREN股价由交易合作而非财报驱动。-12.5%
2026-08-27QCOM@danielnewmanUV+0.70认为QCOM数据中心业务具非对称上行，预计中个位数份额并带来数十亿美元增量。-0.4%
2026-08-27MRVL@danielnewmanUV-0.10认为MRVL表现基本符合承诺，但beat和指引不足以引发FOMO，需等待电话会细节。-10.3%
2026-08-27NVDA@danielnewmanUV+0.25预期MRVL财报良好且定制AI项目突出，同时认为不会损害NVDA或AVGO。-4.6%
2026-08-27MRVL@danielnewmanUV+0.55预期MRVL财报良好且定制AI项目突出，同时认为不会损害NVDA或AVGO。-10.3%
2026-08-27AVGO@danielnewmanUV+0.25预期MRVL财报良好且定制AI项目突出，同时认为不会损害NVDA或AVGO。-0.7%
2026-08-27NVDA@danielnewmanUV+0.65认为NVDA提供多年业绩可见性，并称软件合作削弱SaaS末日叙事。-4.6%
2026-08-27NVDA@danielnewmanUV+0.50报告NVDA单日市值有望增加5000亿美元。-4.6%
2026-08-27·@danielnewmanUV·认为AI基础设施需求呈指数增长，各环节不是零和竞争且供给不足。·
2026-08-27AMAT@danielnewmanUV+0.60认为AI需求爆发将带来前所未有的晶圆厂设备需求。-4.3%
2026-08-27NVDA@danielnewmanUV+0.50NVDA预测FY2028增长70%，称需求高于供给约束下的增长水平。-4.6%
2026-08-26NVDA@danielnewmanUV+0.75Explicitly calls Nvidia wildly undervalued.+3.8%
2026-08-26NVDA@danielnewmanUV+0.10Flags possible margin pressure but says elevated demand may keep it manageable.+3.8%

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.