Author

@davydaytrades davydaytrades

High-conviction AI-infrastructure swing trader who values names on forward multiples

Posts realtime tickered entries, adds, and falsifiable price

trader score
+0.88
hit rate
60%
mean α
+0.59%
signals 14d
20

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, +0.59% mean alpha, trader score +0.88. Their last-14d mentions, direction-adjusted, have moved +2.7% since posting (mean over 16 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-07-01·@davydaytrades·Calls the AI hardware bubble on thin ice.·
2026-07-01META@davydaytrades-0.35Greeting Meta shorts implies bearish stance toward META.-4.9%
2026-06-30·@davydaytrades·Author reports Q2 performance of +24.89%.·
2026-06-25SOXX@davydaytrades-0.65Long MAGS, short SOXX. — Explicit pair trade stance.-9.4%
2026-06-25MAGS@davydaytrades+0.65Long MAGS, short SOXX. — Explicit pair trade stance.+6.6%
2026-06-25FRMI@davydaytrades+0.35Notes FRMI is quietly ramping, implying positive price momentum.-8.4%
2026-06-25CIFR@davydaytrades-0.20Observes CIFR dropped 3.5 points off open and is now bouncing.-22.0%
2026-06-25MU@davydaytrades-0.45Cites BofA forecast of only 3.7% MU growth from 2027 to 2028.-19.6%
2026-06-24UBER@davydaytrades+0.70joining Pelosi and Ackman on UBER long — Author states he is joining Pelosi and Ackman long UBER.+0.8%
2026-06-24NOC@davydaytrades+0.70scooping LMT NOC IDEF on weakness — Author says he is scooping defense names on weakness.+9.1%
2026-06-24IDEF@davydaytrades+0.70scooping LMT NOC IDEF on weakness — Author says he is scooping defense names on weakness.·
2026-06-24LMT@davydaytrades+0.70scooping LMT NOC IDEF on weakness — Author says he is scooping defense names on weakness.+11.0%
2026-06-24ORCL@davydaytrades+0.70starter long ORCL at 160 — Author opens starter long in ORCL at $160.-11.0%
2026-06-24SMH@davydaytrades-0.80bought SMH 600 puts — Author bought SMH $600 puts at 6.5 premium.-4.3%
2026-06-22FTAI@davydaytrades+0.50Author says Chanos's core claim would be bullish for FTAI.-8.8%

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.