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
-0.57
hit rate
45%
mean α
-0.28%
signals 14d
331
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: 45% hit rate, -0.28% mean alpha, trader score -0.57. Their last-14d mentions, direction-adjusted, have moved +2.1% since posting (mean over 302 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | ARM | @DV_Memetics | -0.60 | Quantifies an inflation-driven selloff across indexes, semiconductors and high-duration AI equities. | -7.7% | tweet ↗ |
| 2026-10-16 | SOXX | @DV_Memetics | -0.60 | Quantifies an inflation-driven selloff across indexes, semiconductors and high-duration AI equities. | -3.1% | tweet ↗ |
| 2026-10-16 | SPY | @DV_Memetics | -0.40 | Quantifies an inflation-driven selloff across indexes, semiconductors and high-duration AI equities. | -0.4% | tweet ↗ |
| 2026-10-16 | PLTR | @DV_Memetics | -0.80 | Quantifies an inflation-driven selloff across indexes, semiconductors and high-duration AI equities. | +5.8% | tweet ↗ |
| 2026-10-16 | QQQ | @DV_Memetics | -0.50 | Quantifies an inflation-driven selloff across indexes, semiconductors and high-duration AI equities. | -0.8% | tweet ↗ |
| 2026-10-16 | CRWV | @DV_Memetics | -0.80 | Quantifies an inflation-driven selloff across indexes, semiconductors and high-duration AI equities. | -11.7% | tweet ↗ |
| 2026-10-16 | SOXX | @DV_Memetics | +0.00 | Texas supplier parks costing $2B-$4B aim to reduce localization friction for TSMC's ecosystem. | -3.1% | tweet ↗ |
| 2026-10-16 | TSM | @DV_Memetics | +0.30 | Texas supplier parks costing $2B-$4B aim to reduce localization friction for TSMC's ecosystem. | +1.4% | tweet ↗ |
| 2026-10-16 | NVDA | @DV_Memetics | +0.10 | Texas supplier parks costing $2B-$4B aim to reduce localization friction for TSMC's ecosystem. | -1.5% | tweet ↗ |
| 2026-10-16 | SOXX | @DV_Memetics | -0.60 | Summarizes a late inflation-driven selloff, with credit-sensitive AI and memory names weakest. | -3.1% | tweet ↗ |
| 2026-10-16 | SNDK | @DV_Memetics | -0.60 | Summarizes a late inflation-driven selloff, with credit-sensitive AI and memory names weakest. | -4.7% | tweet ↗ |
| 2026-10-16 | TSM | @DV_Memetics | -0.20 | Summarizes a late inflation-driven selloff, with credit-sensitive AI and memory names weakest. | +1.4% | tweet ↗ |
| 2026-10-16 | NVDA | @DV_Memetics | -0.20 | Summarizes a late inflation-driven selloff, with credit-sensitive AI and memory names weakest. | -1.5% | tweet ↗ |
| 2026-10-16 | QQQ | @DV_Memetics | -0.50 | Summarizes a late inflation-driven selloff, with credit-sensitive AI and memory names weakest. | -0.8% | tweet ↗ |
| 2026-10-16 | CRWV | @DV_Memetics | -0.90 | Summarizes a late inflation-driven selloff, with credit-sensitive AI and memory names weakest. | -11.7% | 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.