Author
@darrencao2024 darrencao2024
grade Cx.com/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
-2.16
hit rate
40%
mean α
-1.14%
signals 14d
127
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: 40% hit rate, -1.14% mean alpha, trader score -2.16. Their last-14d mentions, direction-adjusted, have moved -0.9% since posting (mean over 106 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | NVDA | @darrencao2024 | +0.90 | Add NVDA at $218 and continue adding on further declines. — Explicitly adds NVDA, cites valuation and growth, and sets a $300 value target. | — | tweet ↗ |
| 2026-08-28 | · | @darrencao2024 | · | Reports that higher Treasury yields after Warsh's speech pressured semiconductors and other high-beta assets. | · | tweet ↗ |
| 2026-08-28 | · | @darrencao2024 | · | Add low-beta defensive stocks to portfolios concentrated in semiconductors, AI and big tech. — Explicitly recommends adding low-beta defensive exposure to hedge concentrated technology portfolios. | · | tweet ↗ |
| 2026-08-28 | DUK | @darrencao2024 | +0.70 | Buy DUK and SO as defensive utility stocks. — Explicitly recommends two named utility stocks as defensive holdings. | — | tweet ↗ |
| 2026-08-28 | SO | @darrencao2024 | +0.70 | Buy DUK and SO as defensive utility stocks. — Explicitly recommends two named utility stocks as defensive holdings. | · | tweet ↗ |
| 2026-08-28 | CRM | @darrencao2024 | +0.70 | Recaps a June CRM recommendation rising from about $180 to $250 for a 40% gain. | — | tweet ↗ |
| 2026-08-27 | MRVL | @darrencao2024 | +0.55 | Wait to reopen MRVL near $200 and add more near $180. — Plans a new MRVL entry around $200 and larger addition around $180 after an earnings review. | -10.3% | tweet ↗ |
| 2026-08-27 | MRVL | @darrencao2024 | +0.20 | Says prior MRVL analysis and targets need updating after earnings. | -10.3% | tweet ↗ |
| 2026-08-27 | AVGO | @darrencao2024 | +0.50 | Argues Broadcom's 18x forward P/E is low versus its historical valuation. | -0.7% | tweet ↗ |
| 2026-08-27 | MSFT | @darrencao2024 | +0.20 | Reports strong post-earnings gains across CRM and held software names. | +1.7% | tweet ↗ |
| 2026-08-27 | PLTR | @darrencao2024 | +0.25 | Reports strong post-earnings gains across CRM and held software names. | +0.2% | tweet ↗ |
| 2026-08-27 | ZETA | @darrencao2024 | +0.30 | Reports strong post-earnings gains across CRM and held software names. | +1.1% | tweet ↗ |
| 2026-08-27 | CRM | @darrencao2024 | +0.55 | Reports strong post-earnings gains across CRM and held software names. | +1.6% | tweet ↗ |
| 2026-08-27 | NVDA | @darrencao2024 | +0.45 | Notes Nvidia is up about 7% intraday with unusually strong momentum. | -4.6% | tweet ↗ |
| 2026-08-27 | NVDA | @darrencao2024 | +0.60 | Rejects Nvidia bear arguments and cites $500B of external funding as support. | -4.6% | 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.