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
-1.23
hit rate
40%
mean α
-1.01%
signals 14d
157
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, -1.01% mean alpha, trader score -1.23. Their last-14d mentions, direction-adjusted, have moved -15.8% since posting (mean over 102 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-10-16 | SKHY | @EhrmantrautCap_ | +0.35 | Reports SK hynix unveiling an energy-efficient SSD transaction processor architecture. | +0.4% | tweet ↗ |
| 2026-10-16 | HY9H | @EhrmantrautCap_ | +0.35 | Reports SK hynix unveiling an energy-efficient SSD transaction processor architecture. | · | tweet ↗ |
| 2026-10-16 | 000660.KS | @EhrmantrautCap_ | +0.35 | Reports SK hynix unveiling an energy-efficient SSD transaction processor architecture. | — | tweet ↗ |
| 2026-10-16 | · | @EhrmantrautCap_ | · | Reports current WTI and Brent crude prices with celebratory bullish tone. | · | tweet ↗ |
| 2026-10-16 | · | @EhrmantrautCap_ | · | Dismisses the October selloff as fear and leverage-driven while fundamentals remain intact. | · | tweet ↗ |
| 2026-10-16 | · | @EhrmantrautCap_ | · | Highlights the adverse link between equity declines and lower bond yields. | · | tweet ↗ |
| 2026-10-16 | · | @EhrmantrautCap_ | · | Reports SK hynix denying claims it conditioned a US fab on China equipment exports. | · | tweet ↗ |
| 2026-10-16 | SKHY | @EhrmantrautCap_ | +0.50 | Says reduced Nvidia dependency would improve bargaining power for the three major memory suppliers. | +0.4% | tweet ↗ |
| 2026-10-16 | 005930.KS | @EhrmantrautCap_ | +0.50 | Says reduced Nvidia dependency would improve bargaining power for the three major memory suppliers. | — | tweet ↗ |
| 2026-10-16 | MU | @EhrmantrautCap_ | +0.50 | Says reduced Nvidia dependency would improve bargaining power for the three major memory suppliers. | -0.1% | tweet ↗ |
| 2026-10-16 | NVDA | @EhrmantrautCap_ | -0.25 | Says reduced Nvidia dependency would improve bargaining power for the three major memory suppliers. | -1.5% | tweet ↗ |
| 2026-10-15 | · | @EhrmantrautCap_ | · | Frames the selloff as a market-bottom environment where panic selling should be avoided. | · | tweet ↗ |
| 2026-10-15 | · | @EhrmantrautCap_ | · | Reports an intraday AI-stock recovery and a decline in the US 10-year yield from its high. | · | tweet ↗ |
| 2026-10-15 | DELL | @EhrmantrautCap_ | +0.15 | Reports major buyers seeking memory supply agreements extending beyond 2030. | -3.6% | tweet ↗ |
| 2026-10-15 | SNDK | @EhrmantrautCap_ | +0.55 | Reports major buyers seeking memory supply agreements extending beyond 2030. | -11.2% | 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.