Author
@dewmboom dewmboom
grade Cx.com/dewmboom ↗
Perma-bull AI-memory evangelist who anchors everything on MU's supply-chain thesis
Posts a continuous bullish AI-memory and AI-infrastructure n
trader score
+0.21
hit rate
35%
mean α
+0.13%
signals 14d
64
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: 35% hit rate, +0.13% mean alpha, trader score +0.21. Their last-14d mentions, direction-adjusted, have moved -6.9% since posting (mean over 61 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | MU | @dewmboom | +0.45 | Micron opened an HBM plant whose 2027 output is fully contracted, though a strike vote is pending. | -0.1% | tweet ↗ |
| 2026-10-15 | MU | @dewmboom | +0.55 | Frames autonomous vehicles, robots and AI devices as major future memory-demand drivers. | -5.8% | tweet ↗ |
| 2026-10-15 | NU | @dewmboom | +0.35 | Lists three dated catalysts including Brazil's election, analyst updates and earnings. | +2.9% | tweet ↗ |
| 2026-10-15 | VRT | @dewmboom | +0.80 | Added more VRT today at the bottom. — Explicitly discloses adding to a VRT position. | -9.5% | tweet ↗ |
| 2026-10-15 | MU | @dewmboom | +0.15 | Reports Taiwan's president urging labor and Micron to resolve a bonus dispute. | -5.8% | tweet ↗ |
| 2026-10-15 | VRT | @dewmboom | +0.35 | Vertiv released an AI deployment guide amid rising enterprise adoption. | -9.5% | tweet ↗ |
| 2026-10-14 | CRCL | @dewmboom | +0.40 | Reports a partnership between NU and CRCL. | +8.0% | tweet ↗ |
| 2026-10-14 | NU | @dewmboom | +0.40 | Reports a partnership between NU and CRCL. | +1.5% | tweet ↗ |
| 2026-10-14 | VRT | @dewmboom | +0.60 | Increased HOOD, VRT and NU positions today and calls HOOD a great buy. — Explicitly reports additions and endorses HOOD as a current buy. | -12.8% | tweet ↗ |
| 2026-10-14 | NU | @dewmboom | +0.60 | Increased HOOD, VRT and NU positions today and calls HOOD a great buy. — Explicitly reports additions and endorses HOOD as a current buy. | +1.5% | tweet ↗ |
| 2026-10-14 | HOOD | @dewmboom | +0.85 | Increased HOOD, VRT and NU positions today and calls HOOD a great buy. — Explicitly reports additions and endorses HOOD as a current buy. | -5.9% | tweet ↗ |
| 2026-10-14 | NU | @dewmboom | +0.40 | Cites Nubank CEO David Vélez saying AI will expand first-time credit-card access. | +1.5% | tweet ↗ |
| 2026-10-14 | VRT | @dewmboom | +0.25 | Reports VRT earnings are due October 28 and expresses hope for a blowout quarter. | -12.8% | tweet ↗ |
| 2026-10-14 | MU | @dewmboom | +0.30 | Shares an economist view that the AI boom will sustain Taiwan's growth, tagged to MU. | -4.0% | tweet ↗ |
| 2026-10-14 | INOD | @dewmboom | +0.55 | Reports bullish INOD analyst targets and a new Yorkville Ives coverage target of $90. | +11.8% | 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.