@danielnewmanUV danielnewmanUV
Named AI-infrastructure analyst who mechanistically argues the compute buildout is early, not a bubble
Posts high-conviction, reasoned fundamental and thematic tak
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.
Across their last 20 scored bets: 15% hit rate, -2.20% mean alpha, trader score -3.35. Their last-14d mentions, direction-adjusted, have moved -7.1% since posting (mean over 46 mentions with price data).
The author is concentrated in AI infrastructure, semis, and compute beneficiaries, with repeated bullish claims on NVDA, MU, TSM, INTC, SOFI, and HIMS. Their distinctive read is that AI demand keeps making core suppliers look undervalued, while speculative AI vehicles like SPCX require more entry discipline after lockups. No explicit position disclosures or directional call trades were provided in this signal set.
Conviction is concentrated in AI infrastructure and semis, especially NVDA, MU, TSM, and INTC, with separate bullish single-name focus on SOFI and HIMS. The author is constructive on speculative AI compute exposure but more nuanced on SPCX, pairing long-term optimism with valuation and lockup-entry caution. No explicit adds, trims, exits, or position disclosures were present in the provided signals.
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-02 | · | @danielnewmanUV | · | Says AI is transformative, drawdowns happen, and it is still early. | · | tweet ↗ |
| 2026-07-02 | MU | @danielnewmanUV | +0.25 | Notes MU is up 248% YTD to contextualize pullback concerns. | — | tweet ↗ |
| 2026-07-02 | NVDA | @danielnewmanUV | +0.55 | Frames Nvidia tokens-for-equity model as potential huge windfall. | — | tweet ↗ |
| 2026-07-02 | CIFR | @danielnewmanUV | +0.75 | Going longer WULF, IREN and CIFR through long-dated spreads — Explicitly says he is going longer three names via long-dated spreads. | — | tweet ↗ |
| 2026-07-02 | WULF | @danielnewmanUV | +0.75 | Going longer WULF, IREN and CIFR through long-dated spreads — Explicitly says he is going longer three names via long-dated spreads. | — | tweet ↗ |
| 2026-07-02 | IREN | @danielnewmanUV | +0.75 | Going longer WULF, IREN and CIFR through long-dated spreads — Explicitly says he is going longer three names via long-dated spreads. | — | tweet ↗ |
| 2026-07-02 | CRM | @danielnewmanUV | +0.40 | Reports ADBE and CRM received upgrades today. | — | tweet ↗ |
| 2026-07-02 | ADBE | @danielnewmanUV | +0.40 | Reports ADBE and CRM received upgrades today. | — | tweet ↗ |
| 2026-07-02 | PLTR | @danielnewmanUV | +0.10 | Says Microsoft is launching its own Forward Deployed Co, likening it to Palantir playbook. | — | tweet ↗ |
| 2026-07-02 | MSFT | @danielnewmanUV | +0.25 | Says Microsoft is launching its own Forward Deployed Co, likening it to Palantir playbook. | — | tweet ↗ |
| 2026-07-01 | PLTR | @danielnewmanUV | +0.55 | Praises PLTR CEO Alex Karp's AI vision and application-layer security/governance framing. | +2.8% | tweet ↗ |
| 2026-07-01 | CIFR | @danielnewmanUV | +0.45 | Says META compute services are smart risk mitigation and selling NBIS or CIFR on it is comical. | -12.3% | tweet ↗ |
| 2026-07-01 | NBIS | @danielnewmanUV | +0.45 | Says META compute services are smart risk mitigation and selling NBIS or CIFR on it is comical. | -5.9% | tweet ↗ |
| 2026-07-01 | META | @danielnewmanUV | +0.65 | Says META compute services are smart risk mitigation and selling NBIS or CIFR on it is comical. | -4.9% | tweet ↗ |
| 2026-07-01 | HIMS | @danielnewmanUV | +0.45 | Positive exclamation about HIMS peptides with bullish emojis. | -2.0% | 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.