Author
@DudeWhoInvests DudeWhoInvests
grade Cx.com/DudeWhoInvests ↗
Anon long-only big-tech bull blending AI megatrend takes with reactive price commentary
Posts conviction long calls on Mag 7 / AI-infrastructure nam
trader score
-1.73
hit rate
40%
mean α
-2.05%
signals 14d
248
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: 40% hit rate, -2.05% mean alpha, trader score -1.73. Their last-14d mentions, direction-adjusted, have moved -0.2% since posting (mean over 160 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-02 | · | @DudeWhoInvests | · | Notes KOSPI rebound and green futures but cautions to take it with salt. | · | tweet ↗ |
| 2026-07-02 | META | @DudeWhoInvests | -0.35 | Notes Meta was down 5% today. | — | tweet ↗ |
| 2026-07-02 | MU | @DudeWhoInvests | -0.25 | Reports Michael Burry apparently short Micron from $1,052/share and comments on boldness. | — | tweet ↗ |
| 2026-07-02 | META | @DudeWhoInvests | +0.45 | Cites Zuckerberg expectation of AI-spend benefits in 3-6 months and says stock could go much higher if it pays off. | — | tweet ↗ |
| 2026-07-02 | MU | @DudeWhoInvests | -0.55 | Says MU is getting pummeled and in a bear market peak to trough despite Trump pumping. | — | tweet ↗ |
| 2026-07-02 | · | @DudeWhoInvests | · | Says AI bottleneck and photonics stocks are getting smashed. | · | tweet ↗ |
| 2026-07-02 | · | @DudeWhoInvests | · | Raises risk that AI may be a bubble and investors are unprepared. | · | tweet ↗ |
| 2026-07-02 | META | @DudeWhoInvests | +0.65 | Bullish thesis on Meta's ability to add apps to its ecosystem and promote to 3.5B+ users. | — | tweet ↗ |
| 2026-07-02 | AAPL | @DudeWhoInvests | -0.25 | Mentions iPhone being 30% more expensive, implying negative consumer impact for Apple. | — | tweet ↗ |
| 2026-07-02 | NVDA | @DudeWhoInvests | +0.25 | Notes NVDA near red YTD despite growth and asks what price becomes generational buy. | — | tweet ↗ |
| 2026-07-02 | · | @DudeWhoInvests | · | Warns Trump CNBC appearance could move markets and cause fear for Monday open. | · | tweet ↗ |
| 2026-07-02 | CRWV | @DudeWhoInvests | +0.65 | Compares neocloud P/S multiples and says CRWV is at a significant valuation discount. | — | tweet ↗ |
| 2026-07-02 | WULF | @DudeWhoInvests | -0.10 | Compares neocloud P/S multiples and says CRWV is at a significant valuation discount. | — | tweet ↗ |
| 2026-07-02 | CIFR | @DudeWhoInvests | -0.10 | Compares neocloud P/S multiples and says CRWV is at a significant valuation discount. | — | tweet ↗ |
| 2026-07-02 | IREN | @DudeWhoInvests | +0.00 | Compares neocloud P/S multiples and says CRWV is at a significant valuation discount. | — | 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.