Author

@DeepIceValue DeepIceValue

Contrarian deep-value bull on quality/China names, relentless MU/semi-valuation bear

Posts valuation-driven buy/sell calls and value baskets, tra

trader score
+0.29
hit rate
50%
mean α
+0.14%
signals 14d
109

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: 50% hit rate, +0.14% mean alpha, trader score +0.29. Their last-14d mentions, direction-adjusted, have moved +2.9% since posting (mean over 95 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-10-16CLSK@DeepIceValue-0.80Calls stocks strongly linked to crypto a hard red flag and names five examples.-6.2%
2026-10-16GLXY@DeepIceValue-0.80Calls stocks strongly linked to crypto a hard red flag and names five examples.-9.0%
2026-10-16CME@DeepIceValue-0.55Calls stocks strongly linked to crypto a hard red flag and names five examples.+4.0%
2026-10-16MARA@DeepIceValue-0.80Calls stocks strongly linked to crypto a hard red flag and names five examples.-6.8%
2026-10-16MSTR@DeepIceValue-0.80Calls stocks strongly linked to crypto a hard red flag and names five examples.+6.7%
2026-10-16SOFI@DeepIceValue-0.90Explicitly dismisses SOFI as a generational delusion rather than a buying opportunity.+0.5%
2026-10-15CRWV@DeepIceValue-0.90Strongly mocks investors buying CRWV and uses a derogatory emoji.-22.2%
2026-10-15SKHYNIX@DeepIceValue-0.65Argues memory stocks face pressure from inflation, rates, China competition and rising AI costs.·
2026-10-15MU@DeepIceValue-0.65Argues memory stocks face pressure from inflation, rates, China competition and rising AI costs.-5.8%
2026-10-15SSNLF@DeepIceValue-0.65Argues memory stocks face pressure from inflation, rates, China competition and rising AI costs.·
2026-10-15V@DeepIceValue-0.50Taunts Mastercard and Visa holders after adverse price action.+2.0%
2026-10-15MA@DeepIceValue-0.50Taunts Mastercard and Visa holders after adverse price action.+1.2%
2026-10-14SOFI@DeepIceValue-0.50Mocks buyers of four named stocks at prices the author considers expensive.+2.8%
2026-10-14AMD@DeepIceValue-0.50Mocks buyers of four named stocks at prices the author considers expensive.-9.5%
2026-10-14NBIS@DeepIceValue-0.50Mocks buyers of four named stocks at prices the author considers expensive.-14.7%

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.