@degentradingLSD degentradingLSD

Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY. · Analyst brief as of 2026-06-22.

Author is concentrated in the neocloud and AI compute trade, repeatedly favoring NBIS while also pointing to CRWV, GLXY, CIFR, WULF, and SHAZ-related financing as beneficiaries. Distinctive read is that memory/NAND and neocloud capacity are still underappreciated parts of the AI infrastructure trade, while TAO is treated skeptically after governance and insider-sale concerns surfaced mid-window. No explicit position flip is shown, but the window adds a new bearish TAO strand alongside consistent bullish compute and memory framing.

Conviction stayed concentrated in bullish neocloud, compute, and memory exposure from June 15 through June 18, led by repeated NBIS references and follow-on CRWV, GLXY, SHAZ, MU, and SNDK framing. A new bearish strand appeared on June 16 around TAO, where the author criticized centralization, complexity, and possible insider selling; there is no explicit evidence of a broader flip away from AI infrastructure. No CALL_DIRECTIONAL or POSITION_DISCLOSURE signals were provided, so adds, trims, exits, and stated holdings cannot be inferred.

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.