Author

@darrencao2024 darrencao2024

Disciplined long-only AI-megacap educator with PE-target framework and full position transparency

Runs a Chinese-language retail education feed (Discord/video

trader score
+0.44
hit rate
25%
mean α
+0.14%
signals 14d
11

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: 25% hit rate, +0.14% mean alpha, trader score +0.44. Their last-14d mentions, direction-adjusted, have moved -2.0% since posting (mean over 11 mentions with price data).

Recent signals11receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-07-01NVDA@darrencao2024+0.60Chinese text says NVDA at 250 remains undervalued on fundamentals.-1.4%
2026-07-01MSFT@darrencao2024+0.00Mentions upcoming individual-stock analysis for Microsoft, Google, Amazon and Sofi, no stance.+1.6%
2026-07-01SOFI@darrencao2024+0.00Mentions upcoming individual-stock analysis for Microsoft, Google, Amazon and Sofi, no stance.-1.1%
2026-07-01GOOGL@darrencao2024+0.00Mentions upcoming individual-stock analysis for Microsoft, Google, Amazon and Sofi, no stance.-0.4%
2026-07-01AMZN@darrencao2024+0.00Mentions upcoming individual-stock analysis for Microsoft, Google, Amazon and Sofi, no stance.+0.4%
2026-06-30PLTR@darrencao2024+0.00Promotes stock analysis and target prices for named stocks, but gives no specific stance here.+10.8%
2026-06-30MU@darrencao2024+0.00Promotes stock analysis and target prices for named stocks, but gives no specific stance here.-15.5%
2026-06-30LITE@darrencao2024+0.00Promotes stock analysis and target prices for named stocks, but gives no specific stance here.-15.1%
2026-06-30NVDA@darrencao2024+0.00Promotes stock analysis and target prices for named stocks, but gives no specific stance here.-2.6%
2026-06-30HOOD@darrencao2024+0.00Promotes stock analysis and target prices for named stocks, but gives no specific stance here.+12.4%
2026-06-30CRDO@darrencao2024+0.00Promotes stock analysis and target prices for named stocks, but gives no specific stance here.-11.0%

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.