Author
@davey_juice davey_juice
grade Bx.com/davey_juice ↗
Concentrated GARP trader: GAAP-profit discipline across AI semis and LatAm fintech
Posts real-time tickered adds/trims with prices and sizes al
trader score
-2.55
hit rate
25%
mean α
-1.90%
signals 14d
556
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, -1.90% mean alpha, trader score -2.55. Their last-14d mentions, direction-adjusted, have moved -1.0% since posting (mean over 476 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | TSLA | @davey_juice | -0.65 | Mocks TSLA bulls as lacking credible reasons for optimism. | — | tweet ↗ |
| 2026-08-28 | MRVL | @davey_juice | -0.10 | B. Riley maintains Buy on MRVL but cuts its price target to 315 from 345. | — | tweet ↗ |
| 2026-08-28 | MRVL | @davey_juice | +0.40 | Craig-Hallum maintains Buy on MRVL and raises its target to 300 from 217. | — | tweet ↗ |
| 2026-08-28 | MRVL | @davey_juice | +0.75 | Adding to MRVL at 216. — Explicitly adds to an MRVL position at 216. | — | tweet ↗ |
| 2026-08-28 | MRVL | @davey_juice | +0.40 | Oppenheimer maintains Outperform on MRVL and raises its target to 325 from 300. | — | tweet ↗ |
| 2026-08-28 | MRVL | @davey_juice | +0.20 | TD Cowen maintains Hold on MRVL and raises its target to 245 from 225. | — | tweet ↗ |
| 2026-08-28 | MRVL | @davey_juice | +0.40 | UBS reiterates Buy and a 310 MRVL target while raising estimates on AI-chip and networking demand. | — | tweet ↗ |
| 2026-08-28 | GOOGL | @davey_juice | +0.10 | UBS reiterates Buy and a 310 MRVL target while raising estimates on AI-chip and networking demand. | — | tweet ↗ |
| 2026-08-28 | NVDA | @davey_juice | -0.10 | Reports Nvidia's 12.9B acquisition of Hugging Face and the resulting venture return for Kevin Durant. | — | tweet ↗ |
| 2026-08-28 | CRWD | @davey_juice | -0.75 | Ridicules an undervaluation thesis and argues CRWD would require an extreme sales multiple. | — | tweet ↗ |
| 2026-08-28 | MRVL | @davey_juice | +0.75 | Added more MRVL at 222 near the 50 EMA. — Explicitly adds MRVL at 222 after previously selling most near 226. | — | tweet ↗ |
| 2026-08-28 | APP | @davey_juice | +0.15 | Observes APP rising sharply today while noting no identified catalyst yet. | — | tweet ↗ |
| 2026-08-28 | MRVL | @davey_juice | +0.50 | Recaps a small MRVL add made yesterday at the 50 EMA around 222. | — | tweet ↗ |
| 2026-08-28 | MRVL | @davey_juice | +0.40 | Speculates MRVL is withholding a positive update until its October 6 investor day. | — | tweet ↗ |
| 2026-08-28 | VOO | @davey_juice | +0.50 | Invest in QQQ, SOXX, and VOO for a long-term passive approach. — Recommends holding broad equity and semiconductor ETFs for multi-year investing. | — | 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.