Author
@DV_Memetics DV_Memetics
grade Ax.com/DV_Memetics ↗
High-conviction AI-memory bull who reframes the cycle as a structural capex tax
Posts original, valuation-anchored bull theses on the AI sem
trader score
-1.96
hit rate
40%
mean α
-0.57%
signals 14d
286
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, -0.57% mean alpha, trader score -1.96. Their last-14d mentions, direction-adjusted, have moved -1.3% since posting (mean over 239 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | ARM | @DV_Memetics | -0.65 | Afternoon tape favors memory pricing while penalizing lower-visibility AI names. | — | tweet ↗ |
| 2026-08-28 | NVDA | @DV_Memetics | -0.25 | Afternoon tape favors memory pricing while penalizing lower-visibility AI names. | — | tweet ↗ |
| 2026-08-28 | SOXX | @DV_Memetics | -0.35 | Afternoon tape favors memory pricing while penalizing lower-visibility AI names. | — | tweet ↗ |
| 2026-08-28 | SNDK | @DV_Memetics | +0.55 | Afternoon tape favors memory pricing while penalizing lower-visibility AI names. | — | tweet ↗ |
| 2026-08-28 | QQQ | @DV_Memetics | -0.20 | Afternoon tape favors memory pricing while penalizing lower-visibility AI names. | — | tweet ↗ |
| 2026-08-28 | MRVL | @DV_Memetics | -0.70 | Afternoon tape favors memory pricing while penalizing lower-visibility AI names. | — | tweet ↗ |
| 2026-08-28 | ARM | @DV_Memetics | -0.60 | Midday tape separates resilient memory names from rate-sensitive AI compute beta. | — | tweet ↗ |
| 2026-08-28 | NVDA | @DV_Memetics | -0.35 | Midday tape separates resilient memory names from rate-sensitive AI compute beta. | — | tweet ↗ |
| 2026-08-28 | SOXX | @DV_Memetics | -0.45 | Midday tape separates resilient memory names from rate-sensitive AI compute beta. | — | tweet ↗ |
| 2026-08-28 | SNDK | @DV_Memetics | +0.40 | Midday tape separates resilient memory names from rate-sensitive AI compute beta. | — | tweet ↗ |
| 2026-08-28 | MRVL | @DV_Memetics | -0.75 | Midday tape separates resilient memory names from rate-sensitive AI compute beta. | — | tweet ↗ |
| 2026-08-28 | QQQ | @DV_Memetics | -0.25 | Midday tape separates resilient memory names from rate-sensitive AI compute beta. | — | tweet ↗ |
| 2026-08-28 | ARM | @DV_Memetics | -0.55 | Hawkish inflation data is raising the quality bar for long-duration AI equities. | — | tweet ↗ |
| 2026-08-28 | NVDA | @DV_Memetics | -0.30 | Hawkish inflation data is raising the quality bar for long-duration AI equities. | — | tweet ↗ |
| 2026-08-28 | SOXX | @DV_Memetics | -0.45 | Hawkish inflation data is raising the quality bar for long-duration AI equities. | — | 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.