Author

@equitydd 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
-2.03
hit rate
45%
mean α
-1.50%
signals 14d
118

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, -1.50% mean alpha, trader score -2.03. Their last-14d mentions, direction-adjusted, have moved -7.0% since posting (mean over 84 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-08-27MRVL@equitydd+0.65Reports MRVL revenue and EPS beats plus above-consensus next-quarter guidance.-10.3%
2026-08-27IREN@equitydd+0.00Lists key companies reporting earnings after today's market close.-12.5%
2026-08-27ADSK@equitydd+0.00Lists key companies reporting earnings after today's market close.-3.7%
2026-08-27RBRK@equitydd+0.00Lists key companies reporting earnings after today's market close.-13.1%
2026-08-27WDAY@equitydd+0.00Lists key companies reporting earnings after today's market close.+5.8%
2026-08-27MRVL@equitydd+0.00Lists key companies reporting earnings after today's market close.-10.3%
2026-08-27S@equitydd+0.00Lists key companies reporting earnings after today's market close.-5.2%
2026-08-27OOMA@equitydd+0.30Lists the morning's top stock gainers; output is capped at the first six tickers.·
2026-08-27OKTA@equitydd+0.30Lists the morning's top stock gainers; output is capped at the first six tickers.-3.9%
2026-08-27CRWD@equitydd+0.30Lists the morning's top stock gainers; output is capped at the first six tickers.-4.2%
2026-08-27PURR@equitydd+0.30Lists the morning's top stock gainers; output is capped at the first six tickers.-9.5%
2026-08-27CRM@equitydd+0.30Lists the morning's top stock gainers; output is capped at the first six tickers.+1.6%
2026-08-27VEEV@equitydd+0.30Lists the morning's top stock gainers; output is capped at the first six tickers.-1.9%
2026-08-26CRWD@equitydd+0.60Reports CRWD revenue and EPS beats and a 10% after-hours gain.+15.4%
2026-08-26NVDA@equitydd+0.70Reports a large revenue and EPS beat plus above-consensus next-quarter guidance.+3.8%

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.