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
+0.45
hit rate
60%
mean α
+0.49%
signals 14d
138

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: 60% hit rate, +0.49% mean alpha, trader score +0.45. Their last-14d mentions, direction-adjusted, have moved -11.2% since posting (mean over 131 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-10-16·@darrencao2024·Will not fully exit; plans to trim at higher prices, not now. — States a forward plan to reduce an unspecified position only at higher levels.·
2026-10-16·@darrencao2024·Advocates long-horizon accumulation of favored assets during weakness without focusing on YTD returns.·
2026-10-16VIX@darrencao2024-0.35Continue adding quality stocks at lows while controlling size and reducing add frequency. — Uses elevated fear readings to justify continued, controlled accumulation near market lows.·
2026-10-16RKLB@darrencao2024+0.70Use the macro selloff to accumulate these quality stocks or hold existing shares. — Gives bullish value targets and urges accumulation during macro-driven weakness.+3.5%
2026-10-16NBIS@darrencao2024+0.75Use the macro selloff to accumulate these quality stocks or hold existing shares. — Gives bullish value targets and urges accumulation during macro-driven weakness.-4.1%
2026-10-16TSM@darrencao2024+0.70Use the macro selloff to accumulate these quality stocks or hold existing shares. — Gives bullish value targets and urges accumulation during macro-driven weakness.+1.4%
2026-10-16INTC@darrencao2024+0.70Use the macro selloff to accumulate these quality stocks or hold existing shares. — Gives bullish value targets and urges accumulation during macro-driven weakness.-3.2%
2026-10-16NVDA@darrencao2024+0.65Use the macro selloff to accumulate these quality stocks or hold existing shares. — Gives bullish value targets and urges accumulation during macro-driven weakness.-1.5%
2026-10-16ZETA@darrencao2024+0.65Goldman upgraded ZETA to Buy from Neutral and raised its target to $45 from $30.+6.8%
2026-10-15TSM@darrencao2024+0.85Add TSM after the macro-driven post-earnings selloff. — Calls strong earnings and AI demand through at least 2028 a reason to add on weakness.-0.9%
2026-10-15RKLB@darrencao2024+0.65Discloses recent additions across multiple stocks and plans to hold for further opportunities.-4.8%
2026-10-15NBIS@darrencao2024+0.65Discloses recent additions across multiple stocks and plans to hold for further opportunities.-15.7%
2026-10-15MU@darrencao2024+0.65Discloses recent additions across multiple stocks and plans to hold for further opportunities.-5.8%
2026-10-15COHR@darrencao2024+0.65Discloses recent additions across multiple stocks and plans to hold for further opportunities.-16.5%
2026-10-15HOOD@darrencao2024+0.65Discloses recent additions across multiple stocks and plans to hold for further opportunities.-8.6%

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.