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
+1.46
hit rate
75%
mean α
+1.28%
signals 14d
203
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: 75% hit rate, +1.28% mean alpha, trader score +1.46. Their last-14d mentions, direction-adjusted, have moved -7.3% since posting (mean over 127 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-03 | 285A.T | @EhrmantrautCap_ | +0.65 | Explains swap from EOS.AX to Kioxia after buying dip for memory risk/reward. | · | tweet ↗ |
| 2026-07-03 | KXIAY | @EhrmantrautCap_ | +0.65 | Explains swap from EOS.AX to Kioxia after buying dip for memory risk/reward. | — | tweet ↗ |
| 2026-07-03 | EOS.AX | @EhrmantrautCap_ | +0.20 | Explains swap from EOS.AX to Kioxia after buying dip for memory risk/reward. | · | tweet ↗ |
| 2026-07-03 | NOC | @EhrmantrautCap_ | +0.10 | Argues AMPG fundamentals unchanged after 40% drawdown and drone opportunity adds upside. | — | tweet ↗ |
| 2026-07-03 | AMPG | @EhrmantrautCap_ | +0.55 | Argues AMPG fundamentals unchanged after 40% drawdown and drone opportunity adds upside. | — | tweet ↗ |
| 2026-07-03 | BA | @EhrmantrautCap_ | +0.10 | Argues AMPG fundamentals unchanged after 40% drawdown and drone opportunity adds upside. | — | tweet ↗ |
| 2026-07-03 | LMT | @EhrmantrautCap_ | +0.10 | Argues AMPG fundamentals unchanged after 40% drawdown and drone opportunity adds upside. | — | tweet ↗ |
| 2026-07-03 | 285A.T | @EhrmantrautCap_ | +0.60 | Discloses rotation from EOS.AX into Kioxia Tokyo Exchange after attractive dip. | · | tweet ↗ |
| 2026-07-03 | EOS.AX | @EhrmantrautCap_ | +0.00 | Discloses rotation from EOS.AX into Kioxia Tokyo Exchange after attractive dip. | · | tweet ↗ |
| 2026-07-02 | 000660.KS | @EhrmantrautCap_ | +0.85 | Says SK hynix volatility does not affect long-term fundamentals and profitability outlook. | · | tweet ↗ |
| 2026-07-02 | META | @EhrmantrautCap_ | +0.00 | Says SK hynix volatility does not affect long-term fundamentals and profitability outlook. | — | tweet ↗ |
| 2026-07-02 | AMZN | @EhrmantrautCap_ | +0.00 | Says SK hynix volatility does not affect long-term fundamentals and profitability outlook. | — | tweet ↗ |
| 2026-07-02 | GOOGL | @EhrmantrautCap_ | +0.00 | Says SK hynix volatility does not affect long-term fundamentals and profitability outlook. | — | tweet ↗ |
| 2026-07-02 | MSFT | @EhrmantrautCap_ | +0.00 | Says SK hynix volatility does not affect long-term fundamentals and profitability outlook. | — | tweet ↗ |
| 2026-07-02 | 000660.KS | @EhrmantrautCap_ | -0.50 | Reports sharp daily losses in SNDK, SK hynix, and AAOI. | · | 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.