Author
@EhrmantrautCap_ EhrmantrautCap_
grade Cx.com/EhrmantrautCap_ ↗
High-conviction retail memory/AI-infra bull who shows his work and positions
Builds and broadcasts long-only fundamental theses on AI-inf
trader score
-0.72
hit rate
50%
mean α
-0.47%
signals 14d
188
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: 50% hit rate, -0.47% mean alpha, trader score -0.72. Their last-14d mentions, direction-adjusted, have moved -4.3% since posting (mean over 106 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | EQR.AX | @EhrmantrautCap_ | +0.85 | Discloses EQR.AX as a holding and argues it can benefit substantially from surging tungsten demand. | · | tweet ↗ |
| 2026-08-28 | · | @EhrmantrautCap_ | · | Attributes high-beta weakness to elevated Treasury yields rather than deteriorating corporate fundamentals. | · | tweet ↗ |
| 2026-08-28 | ASTS | @EhrmantrautCap_ | -0.30 | Discloses holding ASTS while expressing frustration with another poor trading day. | — | tweet ↗ |
| 2026-08-28 | DRAM | @EhrmantrautCap_ | +0.25 | Cites Meritz estimates showing AVGO's 2028 HBM demand exceeding Nvidia's, supporting memory suppliers. | · | tweet ↗ |
| 2026-08-28 | 005930.KS | @EhrmantrautCap_ | +0.25 | Cites Meritz estimates showing AVGO's 2028 HBM demand exceeding Nvidia's, supporting memory suppliers. | · | tweet ↗ |
| 2026-08-28 | SKHY | @EhrmantrautCap_ | +0.25 | Cites Meritz estimates showing AVGO's 2028 HBM demand exceeding Nvidia's, supporting memory suppliers. | · | tweet ↗ |
| 2026-08-28 | AVGO | @EhrmantrautCap_ | +0.35 | Cites Meritz estimates showing AVGO's 2028 HBM demand exceeding Nvidia's, supporting memory suppliers. | — | tweet ↗ |
| 2026-08-28 | MU | @EhrmantrautCap_ | +0.25 | Cites Meritz estimates showing AVGO's 2028 HBM demand exceeding Nvidia's, supporting memory suppliers. | — | tweet ↗ |
| 2026-08-28 | MU | @EhrmantrautCap_ | +0.75 | Strongly defends Micron's fundamentals and projected FY2027 profitability against price-driven criticism. | — | tweet ↗ |
| 2026-08-28 | SKHY | @EhrmantrautCap_ | +0.30 | SK hynix broke ground on a $4B US packaging plant targeting HBM4E production in Q3 2029. | · | tweet ↗ |
| 2026-08-28 | 000660.KS | @EhrmantrautCap_ | +0.30 | SK hynix broke ground on a $4B US packaging plant targeting HBM4E production in Q3 2029. | · | tweet ↗ |
| 2026-08-28 | AAOI | @EhrmantrautCap_ | +0.40 | Finds SIVE's risk/reward improved after its fall but still prefers LITE and AAOI. | — | tweet ↗ |
| 2026-08-28 | SIVE | @EhrmantrautCap_ | -0.60 | Finds SIVE's risk/reward improved after its fall but still prefers LITE and AAOI. | · | tweet ↗ |
| 2026-08-28 | LITE | @EhrmantrautCap_ | +0.40 | Finds SIVE's risk/reward improved after its fall but still prefers LITE and AAOI. | — | tweet ↗ |
| 2026-08-28 | NVDA | @EhrmantrautCap_ | +0.00 | Nvidia's warning of extreme and rising memory prices implies a favorable pricing backdrop for Kioxia. | — | 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.