Author
@equitydd equitydd
grade Cx.com/equitydd ↗
Perma-bull AI-infrastructure curator mapping the semis-to-power-to-neocloud value chain
Curates thematic baskets, watchlists, new-high/gainer screen
trader score
+0.19
hit rate
60%
mean α
+0.16%
signals 14d
142
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: 60% hit rate, +0.16% mean alpha, trader score +0.19. Their last-14d mentions, direction-adjusted, have moved -8.2% since posting (mean over 111 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-02 | FORM | @equitydd | -0.25 | Author notes many quality stocks seeing big drawdowns today. | — | tweet ↗ |
| 2026-07-02 | SNDK | @equitydd | -0.25 | Author notes many quality stocks seeing big drawdowns today. | — | tweet ↗ |
| 2026-07-02 | LITE | @equitydd | -0.25 | Author notes many quality stocks seeing big drawdowns today. | — | tweet ↗ |
| 2026-07-02 | TTMI | @equitydd | -0.25 | Author notes many quality stocks seeing big drawdowns today. | — | tweet ↗ |
| 2026-07-02 | UCTT | @equitydd | -0.25 | Author notes many quality stocks seeing big drawdowns today. | — | tweet ↗ |
| 2026-07-02 | VICR | @equitydd | -0.25 | Author notes many quality stocks seeing big drawdowns today. | — | tweet ↗ |
| 2026-07-01 | MU | @equitydd | -0.25 | MU closed below the 20 EMA after a long while. | -5.5% | tweet ↗ |
| 2026-07-01 | FTNT | @equitydd | +0.25 | Lists stocks with good price again and chart, no explicit entry intent. | -1.7% | tweet ↗ |
| 2026-07-01 | PANW | @equitydd | +0.25 | Lists stocks with good price again and chart, no explicit entry intent. | -1.1% | tweet ↗ |
| 2026-07-01 | RDVT | @equitydd | +0.25 | Lists stocks with good price again and chart, no explicit entry intent. | · | tweet ↗ |
| 2026-07-01 | PTRN | @equitydd | +0.25 | Lists stocks with good price again and chart, no explicit entry intent. | · | tweet ↗ |
| 2026-06-30 | AMD | @equitydd | +0.35 | Watchlist of AI/semi/cyber names making new all-time highs and price discovery. | -10.9% | tweet ↗ |
| 2026-06-30 | TSM | @equitydd | +0.35 | Watchlist of AI/semi/cyber names making new all-time highs and price discovery. | -9.1% | tweet ↗ |
| 2026-06-30 | ASML | @equitydd | +0.35 | Watchlist of AI/semi/cyber names making new all-time highs and price discovery. | -11.1% | tweet ↗ |
| 2026-06-30 | LRCX | @equitydd | +0.35 | Watchlist of AI/semi/cyber names making new all-time highs and price discovery. | -18.9% | 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.