Author
@DrNHJ DrNHJ
grade Bx.com/DrNHJ ↗
Pseudonymous dentist who maps the AI compute supply chain US-to-Korea
Aggregates and synthesizes sell-side research, earnings call
trader score
-0.83
hit rate
50%
mean α
-0.74%
signals 14d
413
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, -0.74% mean alpha, trader score -0.83. Their last-14d mentions, direction-adjusted, have moved -16.7% since posting (mean over 366 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | NVDA | @DrNHJ | +0.45 | Nvidia launched RTX Spark PCs globally with detailed AI, creative and gaming capabilities. | -1.5% | tweet ↗ |
| 2026-10-15 | · | @DrNHJ | · | Summarizes Fed Chair Kevin Warsh's policy, inflation, growth and AI remarks without a rate signal. | · | tweet ↗ |
| 2026-10-15 | · | @DrNHJ | · | A buy-sidecar trading curb was triggered after the KOSDAQ surged 4.9% intraday. | · | tweet ↗ |
| 2026-10-15 | SPCX | @DrNHJ | +0.35 | Musk indicates planned compute capacity may exceed 10 gigawatts by late 2027. | · | tweet ↗ |
| 2026-10-15 | NVDA | @DrNHJ | +0.35 | Musk indicates planned compute capacity may exceed 10 gigawatts by late 2027. | -2.9% | tweet ↗ |
| 2026-10-15 | TSLA | @DrNHJ | +0.25 | Expresses amused admiration for the Tesla Roadster kickflip demonstration. | +2.7% | tweet ↗ |
| 2026-10-15 | MRVL | @DrNHJ | +0.10 | A Coherent supplier is expanding Malaysian optical capacity amid fully booked demand. | -5.3% | tweet ↗ |
| 2026-10-15 | LITE | @DrNHJ | +0.10 | A Coherent supplier is expanding Malaysian optical capacity amid fully booked demand. | -13.0% | tweet ↗ |
| 2026-10-15 | SMTC | @DrNHJ | +0.10 | A Coherent supplier is expanding Malaysian optical capacity amid fully booked demand. | -8.5% | tweet ↗ |
| 2026-10-15 | AAOI | @DrNHJ | +0.10 | A Coherent supplier is expanding Malaysian optical capacity amid fully booked demand. | -19.4% | tweet ↗ |
| 2026-10-15 | VIAV | @DrNHJ | +0.10 | A Coherent supplier is expanding Malaysian optical capacity amid fully booked demand. | -17.3% | tweet ↗ |
| 2026-10-15 | COHR | @DrNHJ | +0.50 | A Coherent supplier is expanding Malaysian optical capacity amid fully booked demand. | -16.5% | tweet ↗ |
| 2026-10-15 | TSLA | @DrNHJ | +0.40 | Highlights the Roadster flying-car demonstration and prior Tesla-SpaceX collaboration claims. | +2.7% | tweet ↗ |
| 2026-10-15 | DELL | @DrNHJ | -0.10 | KeyBanc reports unusually strong memory pricing, long-term supply contracts and persistent shortages. | -3.6% | tweet ↗ |
| 2026-10-15 | SKHY | @DrNHJ | +0.45 | KeyBanc reports unusually strong memory pricing, long-term supply contracts and persistent shortages. | -6.2% | 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.