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
+0.50
hit rate
55%
mean α
+0.28%
signals 14d
405
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: 55% hit rate, +0.28% mean alpha, trader score +0.50. Their last-14d mentions, direction-adjusted, have moved -3.6% since posting (mean over 289 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | NVDA | @DrNHJ | +0.30 | Reports ARK Invest buying NVDA and selling AMD. | — | tweet ↗ |
| 2026-08-28 | AMD | @DrNHJ | -0.20 | Reports ARK Invest buying NVDA and selling AMD. | — | tweet ↗ |
| 2026-08-28 | NVDA | @DrNHJ | +0.45 | BofA argues Nvidia growth can drive 80%+ memory-market growth through supply constraints and ASP gains. | — | tweet ↗ |
| 2026-08-28 | SNDK | @DrNHJ | +0.75 | BofA argues Nvidia growth can drive 80%+ memory-market growth through supply constraints and ASP gains. | — | tweet ↗ |
| 2026-08-28 | SKHY | @DrNHJ | +0.75 | BofA argues Nvidia growth can drive 80%+ memory-market growth through supply constraints and ASP gains. | · | tweet ↗ |
| 2026-08-28 | MU | @DrNHJ | +0.75 | BofA argues Nvidia growth can drive 80%+ memory-market growth through supply constraints and ASP gains. | — | tweet ↗ |
| 2026-08-28 | GTLB | @DrNHJ | +0.00 | Lists next week's macro releases, conferences and company earnings schedule. | — | tweet ↗ |
| 2026-08-28 | NVDA | @DrNHJ | +0.00 | Lists next week's macro releases, conferences and company earnings schedule. | — | tweet ↗ |
| 2026-08-28 | MDB | @DrNHJ | +0.00 | Lists next week's macro releases, conferences and company earnings schedule. | — | tweet ↗ |
| 2026-08-28 | CRDO | @DrNHJ | +0.00 | Lists next week's macro releases, conferences and company earnings schedule. | — | tweet ↗ |
| 2026-08-28 | MU | @DrNHJ | +0.00 | Lists next week's macro releases, conferences and company earnings schedule. | — | tweet ↗ |
| 2026-08-28 | FCEL | @DrNHJ | +0.00 | Lists next week's macro releases, conferences and company earnings schedule. | — | tweet ↗ |
| 2026-08-28 | SNDK | @DrNHJ | +0.70 | Citi conference notes support a multiyear bullish memory and enterprise-SSD supply-shortage thesis. | — | tweet ↗ |
| 2026-08-28 | SKHY | @DrNHJ | +0.70 | Citi conference notes support a multiyear bullish memory and enterprise-SSD supply-shortage thesis. | · | tweet ↗ |
| 2026-08-28 | MU | @DrNHJ | +0.70 | Citi conference notes support a multiyear bullish memory and enterprise-SSD supply-shortage thesis. | — | 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.