Author

@DudeWhoInvests 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
+1.61
hit rate
65%
mean α
+0.95%
signals 14d
240

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: 65% hit rate, +0.95% mean alpha, trader score +1.61. Their last-14d mentions, direction-adjusted, have moved -0.5% since posting (mean over 167 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-08-28SN@DudeWhoInvests+0.45Highlights SharkNinja's new drink-filtering product as an impressive social-media hit.·
2026-08-28IREN@DudeWhoInvests-0.35Reports IREN falling 13% after the prior day's earnings.
2026-08-28·@DudeWhoInvests·Implies a Fed rate hike would have severe negative consequences.·
2026-08-28NOW@DudeWhoInvests+0.70Celebrates NOW's gain of more than 30% over three months with an emphatic bullish slogan.
2026-08-28·@DudeWhoInvests·Declares the AI bubble will burst while noting broad weakness in AI stocks.·
2026-08-28PYPL@DudeWhoInvests-0.50Reports Stripe and Advent dropped their PayPal takeover bid, sending shares down 15%.
2026-08-27·@DudeWhoInvests·Alarmed framing implies concern about national debt growth exceeding GDP growth·
2026-08-27NVDA@DudeWhoInvests+0.70Compares NVDA's half-trillion-dollar daily gain with several companies' entire market values-4.6%
2026-08-27NFLX@DudeWhoInvests+0.00Compares NVDA's half-trillion-dollar daily gain with several companies' entire market values+2.4%
2026-08-27JPM@DudeWhoInvests+0.00Compares NVDA's half-trillion-dollar daily gain with several companies' entire market values+1.0%
2026-08-27XOM@DudeWhoInvests+0.00Compares NVDA's half-trillion-dollar daily gain with several companies' entire market values+0.2%
2026-08-27V@DudeWhoInvests+0.00Compares NVDA's half-trillion-dollar daily gain with several companies' entire market values+0.5%
2026-08-27UNH@DudeWhoInvests+0.00Compares NVDA's half-trillion-dollar daily gain with several companies' entire market values-0.5%
2026-08-27NVDA@DudeWhoInvests+0.85Strongly praises Nvidia's scale, daily revenue generation and central role in AI.-4.6%
2026-08-26AVGO@DudeWhoInvests+0.30Reports Cathie Wood purchasing 57,705 Broadcom shares worth about $21 million.+3.7%

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.